Case Study
From Quiet Inbox to a Growing, Engaged Audience That Looks Forward to Every Send
CLIENT STORY
10X
Subscriber Increase
55%
Open Rate
The numbers tell part of the story. The strategy behind them tells the rest.
THE STARTING POINT
WHERE THINGS STARTED.
Jeremy runs a successful advisory firm and his legacy is strong, with both his sons and daughter working alongside him. But like many growing teams, their challenge wasn’t capacity. It was consistency.
They needed a way to nurture clients, stay in touch with prospects, and show up regularly without adding more work to their plate.
Every growth story starts with a gap between where the business is and where it needs to be.
THE CHALLENGE
WHAT WAS GETTING IN THE WAY.
Jeremy’s firm had an email list of 200 people. That list wasn’t growing, and they weren’t consistently sending anything out. Every so often, they’d send an update, but engagement was spotty and follow-up rarely happened.
They needed a scalable system that would:
- Keep them connected with their audience
- Require minimal lift from their internal team
- Actually lead to business results
THE STARTING POINT
THE APPROACH.
We launched a branded, value-packed monthly newsletter designed to speak directly to their ideal clients, relational, helpful, and full of the kind of insights people actually want to read.
Then we coached the team on how to keep growing the list, integrating opt-ins across touchpoints, events, social media, and client conversations.
The design stays consistent. The strategy and deliverables come from each Case Study.
THE RESULTS
WHAT CHANGED.
✅ Subscriber growth from 200 to over 2,000 — a 10x increase
✅ 55% open rate — consistently well above the industry average
✅ Ongoing replies from readers telling Jeremy how much they enjoy hearing from him
✅ List continues to grow monthly through light-lift prospecting and referrals