How upGrowth Created a Strategic Growth Plan for a SEBI-Registered Investment Advisory Business in 2 Months

Solutions

• upGrowth understood the current sales lead model and gathered data around the complete user journey. upGrowth suggested a data collection and reporting plan. User journey, customer retention, lead quality, app tracking and many more aspects of business
• upGrowth created a detailed channel strategy for SG which suggested which channels to focus on different audiences with different goals such as conversions, brand awareness, brand engagement etc 
• The upGrowth growth team created and understood the complete sales cycle. After thorough research and analysis of competitors, the upGrowth growth team suggested pivoting to a Product Lead Growth(PLG) growth model wherein the product converts leads. PLG will automate and shorten the sales cycle business processes, which is crucial for scaling. 
• upGrowth’s growth team researched and mapped user personas for Streetgains and finalised the best persona to target for the highest results. 
• The growth team did market research and competition analysis to understand the target audience, pricing, product positioning, differentiation, advertising, growth model and many more. This helped SG to understand the market dynamics. This analysis is also a base for suggesting PLG as a growth model.
• The upGrowth team discussed the technological stack required for PLG. This included retention tools, personalisation, lead flow automating and many more.
• The upGrowth team shared a framework for tracking different metrics, which will help SG evaluate the business from all aspects and show warning and positive signs
• The upGrowth growth team created an advertising and marketing plan for SG which included multiple channels to target different audiences for different goals. This had the content format, frequency and efforts required on each platform. The plan was created for a two-year period.
• Considering different scenarios, the upGrowth growth team created a budget projection for one year. The projection was created based on the past year as a baseline. 
• The upGrowth growth team created a retention plan for solving retention issues which is crucial for the business.

Client Quote

“We moved from inconsistent outreach to a roadmap for real lead generation.”