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ERISA Advisory Group: Marketing Case Study

From Ad-Hoc Activities to Strategic Market Leadership

Executive Summary

  • Client: ERISA Advisory Group
  • Industry: Employee Benefits & Retirement Plan Compliance
  • Campaign Duration: August 2024 - October 2025 (15 months)
  • Challenge: Transform fragmented marketing efforts into a cohesive strategy that positions ERISA Advisory Group as trusted advisors and brand leaders

Results at a Glance

Total Website Traffic
+86.1%
Organic Search Traffic
+29.4%
Top 3 Keyword Rankings
+425%
Domain Authority
+44.4%
Page 1 Keywords
73 keywords
Average Monthly Growth
+6.6%
Email List Growth
+125%
"We have had tremendous growth in the year that we have been working with Caroline. Since partnering with Caroline, we've experienced tremendous growth in just one year. Our social media views have increased, our website receives more traffic, and we're booking more initial consulting appointments than ever before."
— ERISA Advisory Group

The Solution

A Comprehensive Strategic Marketing Framework

Rather than continuing with disconnected tactics, we developed a holistic marketing strategy designed to position ERISA Advisory Group as brand leaders and trusted advisors in the employee benefits compliance space.
Technical excellence and organic visibility
Thought leadership and authority building
Full-funnel content strategy
Multi-channel presence and nurturing
Consistent brand amplification

Technical SEO Foundation & Ongoing Optimisation

Objective:

Fix technical issues and build a strong foundation for organic growth.

Results:

  • Domain Authority increased from 9 to 13 (+44.4%)
  • 21 keywords now ranking in top 3 positions (up from just 4)
  • Consistent month-over-month organic traffic growth

Strategic Pillar Content Development

Objective:

Create comprehensive, authoritative content that addresses key client needs and establishes expertise.

Results:

  • Generated quality leads from organisations actively seeking compliance expertise
  • Helped convert prospects by demonstrating proven expertise
  • Captured educational searches, built trust, and shortened the sales cycle

Full-Funnel Content Strategy

Objective:

Ensure prospects encounter valuable content at every stage of their journey.

Results:

  • Multiple touchpoints nurturing prospects through the journey
  • Reduced time from first contact to booking
  • Increased consultation bookings
  • Higher quality leads entering the pipeline

Email Nurture Strategy

Objective:

Maintain consistent touchpoints and guide prospects back to valuable content.

Results:

  • Email list grew +125%
  • Multiple pathways for re-engagement
  • Increased return visits to website
  • Warmed prospects before sales conversations

Quarter-by-Quarter Performance Analysis

Q3 2024
Foundation Building
Technical fixes, content audit, strategy development
Q4 2024
Strategy Refinement & Learning
Content creation, optimisation testing, strategy adjustment
Q1 2025
Recovery & Acceleration
Pillar content launch, LinkedIn acceleration, email strategy
Q2 2025
Growth Momentum
Full-funnel content expansion, social amplification, nurture optimisation
Q3 2025
Breakthrough Performance
Keyword ranking acceleration, authority content, conversion optimisation
Q4 2025
Record-Breaking Results
Scale and optimisation, leveraging momentum

Strategic Transformation: Before & After

Before Working Together

  • No strategic direction – ad-hoc marketing activities
  • Technical SEO issues – hindering organic visibility
  • LinkedIn challenges – underutilised platform
  • Conversion problems – difficulty booking appointments
  • No clear positioning – not seen as thought leaders
  • Limited content – no full-funnel strategy
  • Fragmented efforts – no integrated approach

After 15 Months

  • Clear strategic framework – cohesive, integrated marketing strategy
  • Technical excellence – strong SEO foundation driving results
  • LinkedIn success – company and founder building authority
  • Strong lead generation – more appointments than ever
  • Market leadership positioning – recognised as trusted advisors
  • Comprehensive content – addressing all funnel stages
  • Integrated execution – all channels working together

Key Success Factors

What Drove These Results?
Strategic Foundation
Technical Excellence
Consistent Execution
Full-Funnel Thinking
Authority Building
Multi-Channel Integration
Data-Driven Optimisation
True Partnership
"We would absolutely recommend Caroline to others. Her ability to deliver results while keeping the process simple and effective truly sets her apart."
— ERISA Advisory Group