April 24, 2024


Promising insurance

FloQast’s Guide to Multi-Channel Review Campaigns

FloQast’s Guide to Multi-Channel Review Campaigns

FloQast has attained what so a lot of organizations strive to: quickly populating authentic consumer evaluations on G2.

In partnership with The Captivate Collective, their cohesive evaluation generation method resulted in a 312% increase in assessments in contrast to the yr prior.

FloQast is a shut management remedy built for accountants, by accountants, that automates, streamlines, and provides visibility into the numerous motion products that accountants have to go by means of every single month. The Captivate Collective is an advocate internet marketing consulting company that will work with clients like FloQast to create their advocacy system from scratch. 

Alongside one another they built a evaluate generation method that created far more opinions than FloQast at any time has in advance of. 

We sat down with Victoria LaPlante, FloQast’s Head of Client Promoting and Community, and Kiely Monteiro, The Captivate Collective’s Senior Consultant, to discover extra. 

Setting up their evaluation assortment tactic

LaPlante and Monteiro shared their playbook for creating the marketing campaign that drove hundreds of new testimonials, and how they utilized all those testimonials soon after gathering them. Their review assortment method involves four essential steps, highlighted down below. 

1. Targeting segments

When FloQast initially started out working with The Captivate Collective, they explored methods to broaden outreach and appeared at focusing on buyers for evaluation asks when they ended up most engaged (and as a result most probably to leave a overview). 

To start, they seemed at admins and professionals from businesses that had renewed in the previous 6 months, as very well as any one considered a item winner by their buyer achievements supervisors. They understood these people had adequate expertise with the platform to give a thorough overview, and that they ended up actively leveraging FloQast at their group. 

Subsequent, they focused buyers who experienced shared suggestions with them in numerous other channels and hypothesized that if they were being ready to share opinions in one particular channel, they would be very likely to share it on G2 as well. They sent review requests out to their NPS respondents, as properly as anyone who experienced submitted a help ticket and left opinions through the adhere to-up.

By expanding their focus on viewers, FloQast was capable to capture a wide variety of genuine opinions from their most engaged users. 

But they didn’t cease there.

2. Soliciting testimonials by much more than one particular avenue

In buy to travel as many evaluations as achievable, FloQast also carried out a multi-channel strategy to interact their total client base. They explored every single customer touchpoint and labored to incorporate evaluate requests in the course of their shopper practical experience. 

This integrated earning overview requests via: 

  • In-application notifications
  • Product or service banners
  • FloQast’s software signal-in website page
  • Social posts
  • Consumer local community webpages
  • E mail newsletters 
  • In-human being activities

LaPlante shared, “Showcasing it in just the application by itself, which hundreds of consumers are seeing each and every single day, it underscores the value that we are placing on buyer suggestions.”

3. Engaging prospects

1 straightforward approach the crew made use of to appeal to and engage likely reviewers was theming their every month overview requests. Even though a tiny contact, it captured the focus of their buyers and saved the asks fresh. 

Some instance opening strains included  “you are audit I need” in February and  “April showers provide May well flowers (and G2 opinions)” in May well.

FloQast's customer engagement G2 campaign


Each e-mail would open with an accounting pun or vacation theme, and then would incentivize reviewers to depart comments in exchange for an Amazon gift card. Believe that it or not, accountants are humorous men and women!

4. Driving inner alignment

Eventually, to complete cross-useful alignment and visibility throughout the business for their campaigns, an interior playbook was established.

LaPlante says, “Making positive our group understood that their involvement in the results of the marketing campaign was vital, and having that normal understanding of what we had been attempting to carry out, was crucial and aspect of the success.” 

“Reviews are really important to our rapidly-expanding business. We acquire consumer feed-back incredibly critically, and G2 knowledge aids us speedily adapt to much better meet up with our client’s requires.”

Victoria LaPlante
Head of Purchaser Advertising and marketing and Neighborhood at FloQast

Monteiro and the FloQast promoting leadership crew satisfied weekly to brainstorm the preliminary plan, and following having alignment, worked together to converse that plan to FloQast’s heads of support and customer accomplishment. 

Once they were being bought in, the marketing campaign kicked off with 1:1 outreach from the CSMs to their buyers. Monteiro and LaPlante also desired to be certain that groups stayed inspired to go on their outreach. They started off by displaying a ticker to visually clearly show how close they were to their target.

LaPlante met with inside stakeholders on a weekly basis to align all numerous touch details and conversations that have been happening throughout the firm. She also established and leveraged an internal Slack channel committed to constant marketing campaign updates, ideas, and benefits.

From selection to utilization

Now that they experienced produced a extensive array of evaluations from across their customer foundation, FloQast made use of critiques both equally internally, to develop trust with customers, and externally from a marketing and advertising viewpoint. 

LaPlante shares,  “If you have a prospect who sees your badges and then results in being a shopper, a year later when you request them for a critique, they’ll don’t forget how reviews served them come to feel validated in their obtain determination and be a lot more probably to leave a overview them selves. It is a continual loop that advantages all functions concerned.” 

“We’re very pleased to be named a Chief in our classification on G2, and the badges accept our posture of dominance above our opposition.”

Victoria LaPlante
Head of Client Internet marketing and Community at FloQast

Internally, LaPlante and her team get people reviews and make certain to react to and come up with vital themes that they are seeing throughout testimonials. When opinions are collected, FloQast teams them into thematic buckets and crucial variables for their business, this sort of as business enterprise size, market, and geography. 

They are then packaged into quotebooks to be leveraged as marketing elements by the product sales development teams.

Embracing all comments

As a Director of Buyer Advertising, LaPlante acknowledges that outreach to all consumers can bring about some stress and anxiety, primarily at the leadership degree, but notes, “you want to stand at the rear of your item. If you are resolute that you have a merchandise that will make a difference, and you know that prospects are successful employing it, you can be assured that they’re going to give you that variety of suggestions that you are on the lookout for on G2.” 

LaPlante encourages corporations not to be fearful of customer testimonials, even if it is unclear wherever their favor falls. When FloQast gets a destructive review, which is unusual, they make guaranteed to reply to the buyer, and share the responses with the interior group with the aligning space of prospect. 

“Negative evaluations are a terrific chance. Responding to destructive critiques and transforming whatever it is, if attainable, is a opportunity to expand and convert clients all-around.”

Kiely Monteiro
Senior Consultant at The Captivate Collective

This attention to the client is mirrored in FloQast’s most the latest recognition as the #1 vendor in the Marriage Index for Economical Near in G2’s Tumble 2022 experiences. When potential shoppers are looking at critiques and responses, they can truly feel comfy knowing that if a worst-scenario circumstance takes place, they will be in excellent hands.

LaPlante demonstrates, “One of the main themes that we ended up equipped to pull absent was how our consumers are figuring out the point that we are listening and they feel like we actually are taking their responses to heart and to the product or service. It was a person of the spots they gave us a large amount of high remarks on.”

All set to generate extra evaluations and turn out to be a G2 Chief? Study how to lean into consumer-led progress with G2 Marketing Options.