Wills & Wellness

Solutions:

Inbound Marketing,

Marketing Automation,

Email Campaign,

Background

Wills & Wellness is a close-knit team of estate planners and probate lawyers located in Denver, Colorado. They think of their clients like family and provide unique, individualized services for each and every one. Navigating wills and estate plans is never easy, but the attorneys at Wills & Wellness have the knowledge, understanding and compassion to help families have these tough conversations and make decisions that have a lasting impact.

Wanting to increase their online presence with valuable, educational resources, Wills & Wellness partnered with Watermark to be their Inbound marketing team. Watermark works with Wills & Wellness to create quality content and resources as well as multiple campaigns to help their clients and prospective clients with decision-making when it comes to wills, estate planning, legacy planning, probate and funeral pre-planning. Because each client’s wills and estate planning needs grow and change, Watermark has seamlessly integrated quality content for every demographic and life situation for Wills & Wellness clients and prospective clients.

Results

Watermark migrated the Wills & Wellness CRM/MAS system to HubSpot, recreating or improving upon the existing infrastructure for Inbound marketing workflows , tasks and emails. After conducting market research and reviewing historical data, Watermark identified areas where we could create pieces of premium content to educate and inform prospective Wills & Wellness clients on the ins and outs of wills and estate planning. Video content and downloadable checklists resonated the most with the target audience. A variety of resources were created to address their audience at different stages of their lives. Watermark was awarded Gold in the 2021 W3 Awards for Wills & Wellness’ integrated ‘Mom-to-Mom Toolkit’ campaign.

Since working with Watermark, Wills & Wellness has seen a significant increase in website traffic, resource downloads, lead generation, video unlock gates and contact form submissions.