CASE STUDY

Alt Tag

How SWBC pivoted during COVID-19 and ran their first NextLevelFan.com webinar that captured 110  brand-new leads. 

SWBC is a diversified financial services company. Before COVID-19, their events team coordinated nearly 30 events/year for customer engagement and sales lead gen. By April, every event had been postponed or cancelled.

After using NextLevelFan at a live event last year, they asked for our help to produce their own 1.5 hour webinar for Credit Union customers, from invite to post-event.

Event goal: customer retention by providing relevant content.

Solution:
- Invite/Share/Register 8,500+ customers
- Provide audio/video recording kits, coaching
- Provide video post-production
- Stream video on a branded site for 300+ people
- Capture post-event survey feedback

SWBC discovered the  NextLevelFan.com platform could do all of it!

The ROI for just one event:

1 vs. 7

One solution for entire lifecycle

Detail

Instead of sourcing multiple solutions, SWBC found it all under one platform. NextLevelFan.com handled Bulk Emailing, Registration, Automation, Check-In tracking, Streaming, and Surveying. Plus, we shipped A/V equipment to each speaker and handled post-production to create a high-quality video that SWBC has reused for on-demand viewing.

110 leads

new leads captured & no data entry!

Detail

SWBC not only emailed customers/prospects, but they also shared their registration page on social media. The NextLevelFan.com platform captured which records were new and delivered those to Salesforce for sales & marketing's use.

one event, by the numbers


With NextLevelFan's platform, the entire event lifecycle was covered, allowing SWBC's Sales & Marketing teams to focus on what they do best.

placeholder

19

# of sales reps

8,459

Guests invited on behalf of sales reps

34,173

messages sent on behalf of sales reps

4

weeks, from planning to delivery

Go from 7 different solutions to 1 for your client events.

Consolidate today

Testimonials

Alt Tag

"Quick turnaround..."

When I discovered all our events had been postponed, I knew NextLevelFan could deliver.

Rebecca Tinch
Event Coordinator
SWBC

(Event Host)

Alt Tag

"Very professional team"

From Start to Finish, the NextLevelFan team was there when we needed them.

Tony Streeter
SVP, Marketing, FI Group
SWBC

(Event Host)

Alt Tag

"Easy to work with..."

The NextLevelFan team helped us throughout, from testing to reports our Salesforce admin loved!

Stephen Chavez
Marketing Manager
SWBC

(Event Host)