Savi Finance is a Personal Finance Planning SaaS Web Application with a companion Mobile App that helps people build life plans without the need for a financial advisor by democratizing advanced financial concepts in a visually appealing way all while maintaining plan privacy.

Project Objectives

• Generate Awareness: Create awareness about the financial planning SaaS web application among the target audience.
• Drive User Acquisition: Encourage users to sign up and start using the application.
• Educate Users: Provide valuable information about the application's features and benefits.
• Establish Brand Authority: Position the web application as a trusted source for financial planning.

Scope

The email marketing campaign will include a series of emails designed to engage and inform the target audience. The campaign will run for [X Days] and will consist of a sequence of [Y Number] emails.

Audience

The target audience for this campaign includes individuals interested in financial planning, including but not limited to:

• Individuals seeking to manage their finances.

Email Campaign Strategy

The email campaign will follow a launch sequence strategy, consisting of the following phases:

1. Teaser: Send a teaser email to subscribers announcing the upcoming launch and building anticipation.
2. Launch: On the day of the launch, send an email with a strong call-to-action (CTA) to sign up for the application.
3. Feature Highlights: Send a series of emails highlighting key features and benefits of the application.
4. Educational Content: Provide educational content related to financial planning in subsequent emails.
5. Feedback Request: After [number] days, send an email requesting feedback from users who have signed up.
6. Follow-up and Onboarding: Continue to engage users with relevant content and support for successful onboarding.

Email Content

Each email in the campaign will include:

• Engaging subject lines.
• Clear and concise content.
• Attractive visuals and graphics.
• Strong and relevant CTAs.
• Links to the web application sign-up page.
• Contact information for support and inquiries.

Resources

The following resources are required for the successful execution of the email marketing campaign:

• Email Marketing Platform.
• Creative Design and Copywriting.
• Email List Segmentation.
• Analytics and Tracking Tools.
• Customer Support for Inquiries.
• Feedback Management System.

Metrics and Success Criteria

Key performance indicators (KPIs) for this campaign include:

• Open rates.
• Click-through rates.
• Conversion rates (sign-ups).
• User feedback.
• Customer satisfaction.

Once approved, this document will serve as the guiding reference for the Email Marketing Launch Sequence Campaign for the Financial Planning SaaS Web Application.

By the end of the project, students should demonstrate:

• Understanding of our company’s products and goals
• Identification of suitable email types and content
• Understanding of factors affecting emails’ effectiveness
• Identification of metrics to monitor the campaign’s success

Bonus steps would include:

• Recommending strategies to personalize emails

Final deliverables should include

• A 10-minute presentation of the Email Sequence and Important Features to highlight

Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:

• Our current products and email marketing
• Our customer and industry insights
• Input on choices, problems or anything else the students might encounter.