Pilot’s Entrepreneur Exclusive Event Series

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Expanding reach and generating leads in a new market through strategic event planning and multi-channel marketing

client name

Pilot

services

Event Marketing, Social Media, PR, Email Marketing, Content Development & Design

industry

Financial services

Results

EVENT

Surpassed the goal of 100 RSVPs by 20+ people
Generated 100+ qualified leads
Created a 100% customizable, replicable event series, usable across markets

SOCIAL MEDIA

LinkedIn: 3,032,033 impressions; 132.1% engagement increase; 380% repost increase
Instagram: We activated this underused channel and saw a 15,024% increase in impressions (from ~50 the month prior to 7,562)

Showcase

Background

Pilot, a Northern California fintech company that provides bookkeeping, CFO, and tax services for startups and small businesses, aimed to expand its reach and enter a brand new market in Nashville, TN. To achieve this goal, Pilot partnered with Zen Media to create an engaging event series that would both attract and serve their target audience while generating new leads. With an ambitious timeline of just six weeks from concept to execution, Zen Media embraced the challenge of rapidly developing and implementing a comprehensive market entry strategy for Pilot.

How We Met AGBT’s Goals

Strategy

After diligent market research, we created an engaging event title and cohesive concept that would resonate with Pilot’s target audience of local, small business entrepreneurs. Then our team developed branded designs to ensure consistent visual identity across all touchpoints. We sought out and booked relevant, local speakers to feature and meticulously planned all event logistics to ensure an enjoyable, seamless experience for attendees.

Execution

We implemented a comprehensive multi-channel marketing campaign to promote the event. This included designing a branded landing page as the central information hub, developing and running targeted paid ads to reach Pilot’s ideal demographic, and executing an influencer-focused social media campaign to amplify reach.

We extended our impact by leveraging locally known, successful business owners who could authentically connect with the Nashville market. Our outreach continued with a strategic outbound email marketing campaign targeting potential attendees, complemented by an innovative direct mail campaign and organized giveaways to drive not only interest and registrations but to ensure attendees stayed for the entire event.

Outcome

Our strategic and authentic approach ensured that Pilot’s Entrepreneur Exclusive event series reached the right audience and generated substantial interest. The event ultimately provided valuable networking and relationship-building opportunities for guests while greatly improving brand awareness of Pilot in the Nashville SMB market.

Measurable Impact

By surpassing the goal of 100 RSVPs and generating over 100 new leads in Pilot’s target audience, our team demonstrated the effectiveness of our strategic event planning and marketing efforts. The success of the Entrepreneur Exclusive event series not only established Pilot’s presence in a new market but also showcased the replicability of the event format, making it adaptable for use across different markets with minimal customization.

The impact of our team’s work was further highlighted by Pilot’s decision to re-sign with our agency for ongoing marketing and PR support, underscoring the value of the partnership and the tangible results achieved through the event series.

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