Lone Beacon partnered with Act-On to drive engagement and increase sales by 1000%. Read the full article on Act-On’s site here.


Pain Points

  • Difficulty establishing brand awareness and differentiating in a competitive market
  • Struggling to promote investment services to persona-based target audiences
  • Segmenting outreach for targeted lead nurturing
  • Lack of engagement insights to build a new website and tailor customer experiences

Executive Summary

Madrona Financial Services is a full-service financial advisory firm. Since Madrona began using Act-On’s growth marketing platform to plan, create, execute, and optimize their marketing efforts, the firm has experienced a massive 1,000% increase in sales — fueled by improved data collection and engagement insights, more personalized outreach through segmentation, and the delivery of compelling, targeted content to high-intent leads. Madrona Financial Services also leveraged Act-On to refresh their brand, rebuild their website, and revamp their entire digital marketing strategy. In doing so, they’ve significantly expanded their client roster and grown their assets under management exponentially.

Read the full article on Act-On’s site here.