Case Study

Resources Unearthed

Untitled-32

How Smart Marketing & Email Automation Built a Thriving Pipeline

The Challenge: Great Services, But No Clear Growth Strategy

Since 2013, Bold Marketing Co. has partnered with a leading multi-disciplinary firm offering financial planning, specialist tax advice, family office, and legal support. As they expanded their focus to high-net-worth professionals, executives, and business owners in the mining and resources sector, they needed a strategic approach to position their expertise and connect with the right clients in this niche.

Breaking into a new sector requires more than just great services—it demands a strong brand presence, targeted messaging, and a structured lead generation strategy. That’s where we came in.

We partnered with Resources Unearthed to design and execute a systematic marketing strategy that:
✅ Established a steady pipeline of high-quality leads
✅ Built authority and trust through value-driven content
✅ Nurtured prospects over time, ensuring they were primed for conversion

By taking a done-for-you marketing approach, we ensured their brand didn’t just reach the right people—it stayed top of mind when they were ready to take action.

The Solution: A Systemised ‘Done for You’ Marketing Engine

We built a sustainable, automated marketing system that took the burden off their internal team while ensuring they stayed visible, relevant, and trusted.

Here’s how we transformed their marketing:

  • A Clear, Recognisable Brand Identity – We crafted a cohesive brand, ensuring their messaging and visuals resonated with their target audience.
  • A Website Built to Convert – Their digital presence shifted from static and outdated to a dynamic, content-rich platform that actively engaged visitors.
  • Consistent, Value-Driven Email Marketing – Instead of sporadic, salesy emails, we developed a structured content plan featuring educational resources, insights, and updates that nurtured their audience over time.
  • Social Media & Thought Leadership – We positioned them as industry experts, expanding their reach and reinforcing their authority with tailored content.
  • A Strategic Follow-Up System – The game-changer. We helped the business owners implement a simple, scheduled follow-up process that ensured leads didn’t go cold.

We regularly create and distribute tailored articles and free resources, steadily growing a database of prospective clients and industry influencers.

Mock website 3
Check Out Resources Unearthed Website

Click Here To View Resource Unearthed Website

The Breakthrough:
What Changed?

The real turning point came when marketing moved beyond one-off outreach and became a systemised, value-driven approach to lead nurturing.

 

With a structured email strategy in place, prospects weren’t just contacted—they were consistently engaged with high-value content that spoke directly to their needs. Over time, this approach transformed passive interest into meaningful client relationships.

 

📩 Emails that once went unnoticed started driving responses.


📞 A prospect reached out after months of receiving valuable insights—now ready to discuss financial planning services.


📈 What began as a steady flow of content turned into a reliable pipeline of inbound inquiries.

 

By ensuring their expertise was consistently in front of the right people, Resources Unearthed positioned itself as the go-to choice when prospects were ready to act. What started as targeted marketing became a predictable system for long-term growth.

Untitled-33
Untitled-34

The Impact: Beyond Just Business Growth

The results weren’t just about numbers. Yes, the firm saw more client conversions and an increasingly engaged database, but the real value was in what this marketing system gave them:

  • Less Stress, More Clarity – The owner no longer felt the pressure of ad-hoc marketing efforts. Everything was running like clockwork.
  • A Business That Attracts Clients Naturally – Instead of constantly chasing leads, they had a structured process bringing opportunities to them.
  • Confidence in Long-Term Growth – With a sustainable marketing system in place, they knew their firm would continue to grow without constant reinvention.

Final Thoughts: Why This Works for Any Business

Most businesses struggle with the same core issues: inconsistent marketing, wasted leads, and the lack of a structured follow-up process.

The key takeaway? Marketing isn’t about quick wins—it’s about showing up, again and again, so when your ideal clients are ready, you’re the first call they make.

At Bold Marketing Co., we don’t just create marketing plans—we build systems that drive real, lasting growth.

Untitled-35

12 fold return on our investment

Our regular and consistent marketing efforts with Bold are paying off and as a result we are winning new business. I truly believe our marketing program played a key role in facilitating an approximate 12 fold return on our investment (ROI). This was the step change we were looking for.

 

Brett Cribb
-Resources Unearthed

12 fold return on our investment

Our regular and consistent marketing efforts with Bold are paying off and as a result we are winning new business. I truly believe our marketing program played a key role in facilitating an approximate 12 fold return on our investment (ROI). This was the step change we were looking for.

 

Brett Cribb
-Resources Unearthed

"Our Audience is growing daily…

and the results speak for themselves. We're getting referrals from our email campaigns, website downloads, and LinkedIn posts. We now receive at least one quality referral within 2 hours of an email campaign, and sometimes up to three contacts a week."

Ready to Transform Your Copy Into a Business Asset?

Let’s craft content that builds trust, engages your audience, and drives results.

Book a Call Today