Lead Funnel Development and Implementation

May 24, 2024

Project Description


At WealthAbility®, the driving force behind our marketing triumphs was the meticulous implementation of strategic marketing automation. Playing a pivotal role in orchestrating this transformative initiative, I collaborated seamlessly with our proficient development teams, contributing essential insights and direction. Special acknowledgment is due to the invaluable contributions from the technology and client services teams, whose expertise significantly shaped the success of these projects.

Our approach centered on the nuanced art of lead nurturing, a critical component that I championed throughout the marketing automation development process. In collaboration with the content team, we delved into comprehensive research to understand the intricacies of our target audience, crafting tailored messaging that resonated effectively. This resulted in the creation of a suite of assets and collateral, empowering our sales team to vividly illustrate the benefits of our solutions.


The heart of our success lay in the thoughtful mapping of each stage of the client’s journey, ensuring a seamless and value-driven experience. The collaborative effort extended to the development of comprehensive marketing automations, featuring strategically designed lead magnets and a meticulously crafted drip series. Each email in the series not only fortified the value proposition but also incorporated compelling calls-to-action, guiding prospects purposefully through the conversion funnel.

The success of these initiatives was a collective triumph, a testament to the collaborative spirit and dedication of the entire team involved. I extend my sincere gratitude to the technology and client services teams for their instrumental contributions and insights, which were integral to achieving our overarching marketing goals.

Project Details

Company: WealthAbility®
Position: Marketing Director
Skills Needed:
  • Analytics
  • Brand Development
  • Collaboration
  • Content Writing
  • Critical Thinking
  • Customer Research
  • Data Interpretation
  • Digital Design
  • Market Research
  • Marketing Plan Development
  • Problem Solving
  • Project Management
  • Vendor Management
Results Summary:
  • Improved Drip Email Open Rates to 65%
  • Shortened Sales Cycles by 20%
  • Improved Close Rates by 50%
  • All New Lead Magnets for Multiple Client Personas
  • Improved Segmentation of TOFU, MOFU, & BOFU
  • Improved Dashboard Reporting
Ryan Berry