Event Support: Seminar Support for a leading Wealth Management Software Provider

Remit:

Pre-event follow-up to email invitations sent to around 200 legal and accounting firms for the purposes of securing confirmations of attendance for the clients seminar on trusts and the implications of regulations such as FATCA and CRS. Post event calling to gather feedback and any actions.

Service:

Senior Consultant for 4 days

Target:

Partners from leading Law and Accounting firms in London

Approach:

G2M called the list of invitees as part of the client’s marketing team and introduced the seminar topic and speaker with a view to securing a booking at the event. G2M were able to book attendees directly into EventBrite and resend invitations where required.

Results:

The team were targeted with securing 10 attendees at this bespoke seminar event in London. We were able to exceed expectations with 19 confirmed attendees. G2M were also able to gather positive feedback from the seminar and passed on any specific actions to the client’s in house marketing team.

“We engaged the G2M Meeting Generation service, our experience was a positive one. Paul and his team took great care to understand our business and their efforts to enhance our sales pipeline was much valued."

Adrian Morris, Managing Director, MX Consulting

“Paul and his team at G2M provide a very friendly approachable service. It can often be difficult to furnish all the skills you need internally, G2M complement our internal resources very well on a number of Sales and Marketing activities, the collaboration is great and they work as if they were part of the same team.”

Giles Lamb, Head of Marketing, Torstone Technology

“G2M offered expert analysis of our marketing function and were able to quickly add value to existing and planned processes. G2M possess a rare combination of specific market knowledge coupled with financial systems experience that we were unable to find elsewhere. We look forward to continuing our relationship with Paul and his team”

Tom Wheatley, Director, Watson Wheatley

“G2M understand the regularly changing pressures and targets facing today’s schools. They also understand how IT can be used to support schools in meeting these pressures. We trust G2M to introduce our services and solutions to Headteachers and Business Managers in a professional and supportive way.”

Nick Langley, Managing Director, 123ICT

“G2M are a safe pair of hands. We needed a partner who had the specific education sector knowledge to be able to pick up and run a campaign with a tight deadline. We were confident that G2M would represent the USPs of our MIS support services in a compelling way. Communication between G2M and our business development team was excellent, we had full visibility of all calls made and the situation at each of the schools. Within a few days, G2M had handed over a fantastic list of qualified opportunities.”

Hilary Lloyd, Head of Sales and Marketing, ScoMIS

“G2M has proven time and again to be a trustworthy, innovative and very knowledgeable partner. The unique combination of deep understanding of the financial industry and products with the excellent sales and marketing expertise allowed G2M to help us create solutions providing great value to our customers and allowing us to compete successfully on the market”

PLAMEN NEYKOV, DIRECTOR, CLOUDRISK

“G2M has helped us fill the gap in our marketing department to push forward with campaigns that we wouldn’t have had the resources to carry out in-house. They are very professional and work diligently within the guidelines that we set. We are very pleased with the results as every campaign we have tasked them with they have achieved their target and have been a real asset in creating leads and driving through new sales.”

DI POSPISIL, SALES & MARKETING, THEWEALTHWORKS

"Over the last year we have used G2M to test and prove new markets for our information management software. The beauty of G2M’s approach is that they are self-starters, getting on with it without distracting TRG from core sales activity. G2M can take credit for lighting the touch paper with a number of significant new opportunities for TRG. If your business is looking to grow, then G2M can definitely support you on this journey.”

Leigh Walters, Chief Revenue Officer, TRG