PORTFOLIO
Portfolio Samples
With every project, it is important to understand what you are trying to accomplish, what will be provided, what the desired impact or results are, and how they will be measured. Here are a few illustrative examples.
Survey research with multi-channel utilization
Key objectives
- Understand pain points of HR professionals and present solutions to address pain points
- Leverage results in multi-channel marketing activities
Deliverables
- SURVEY: Conducted survey of 1000+ HR professionals to understand their priorities
- EBOOK: Created eBook which presented the findings along with potential solutions.
- WEBINAR: Developed, promoted and hosted webinar with findings, best practices and solutions
- Article and pitch to business and trade publications
Outcomes and Impact
- Lead-generation and lead-nurturing campaigns resulted in over 1,000 engagement actions
- Gained article exposure through Forbes Business Council article, interview with BenefitsPro and podcast with HR Chat.
Build Thought Leadership Presence
Key objectives
- Leverage thought leadership in lead generation and nurturing
- Elevate organization and brand as trusted advisor among existing clients and partners
- Become ‘go-to’ resource for industry news, best practices and emerging trends
Deliverables
- Development and promotion of two webinar series (including 6 events) from January 2023 – June 2023
- Integrate internal and external subject matter experts to provide new perspectives in the areas of benefits and human resources
Outcomes and Impact
- Over 1,200 unique registered attendees across 6 unique events with average of 300-500 registered attendees per event– exceeding goal of 600 unique registered and 150 registered per event.
- Average post-event attendee rating of 4.5 or 5.
- Topics leveraged in PR article pitches and blogs resulting additional brand exposure
Comprehensive turnkey resources including email, snippets, flyers, videos, etc.
Key objectives
- Aid employer clients in educating their employees regarding tax-advantaged benefits.
- Provide turnkey items that employers can easily integrate into other communications and resources.
Deliverables
- Development of 100+ resources that were available for download and use by employers in educating and informing employees. Examples included:
- Short 3-5 minute videos explaining the key benefits or accounts
- Downloadable email templates for different segments and audiences
- "Why do I need?" educational flyers that quickly broke down the benefits in digestible format
Outcomes and Impact
- Resource center received 1,000s of downloads per month
- Expanded reach, helped drive enrollments and improved account use metrics
- Reduced ongoing operational process through improved access and resources
Blogs, articles, news releases
Key Objectives
- Establish company as trusted advisor and thought leader
- Improve organic search results through quality content creation
Deliverables
- Release two blogs per week (up from 1 per month)
- Publish articles in trade publications and resources 1-2 times per month (up from 2-3 per year)
Outcomes and Impact
- Increased organic search traffic -- estimated increase of 3,000-5,000 visitors per month
- Published articles in SHRM, Benefits Pro, EBN, HR Morning, Talent Culture, Forbes Business Council resulting in over 1M media impressions and increase in share of voice
