'10,000 Users' campaign for Holistiplan
A 10-day initiative resulted in 109 new users and generated $117,695 in revenue. We created the 10K Challenge campaign for Holistiplan to coincide with its recognition as the top tax solution for advisors in the 2022 T3 Advisor Technology Survey. The campaign utilized a combination of digital and physical promotional materials, centered around the theme of reaching 10,000 advisors. The "10K challenge" aimed to engage advisors who were not already using the service to highlight what they were missing. Over the 10-day period, we extended their free trial from 7 days to 10, branding it as the 10-day 10K Advisor Challenge.
**Campaign Objectives**
The main aim of the 10K Challenge was to raise awareness among advisors about Holistiplan's extensive usage, particularly its milestone of surpassing 10,000 users. In addition to demonstrating market dominance, we sought to increase new sign-ups for the service.
**Campaign Results**
Our objective was to gain attention and establish Holistiplan as the leading tax solution in the industry, which we successfully achieved. Within the 10-day campaign, we can directly credit 109 new firms and $117,695 in revenue. Furthermore, Holistiplan experienced its highest single-day sign-up record during this period, with 12 new registrations in one day.
**Campaign Impact**
Tax planning is becoming a crucial focus for advisors, particularly with the newer generations of clients; a recent survey indicated that 46% of Gen Z clients receive tax planning from their advisors. This campaign underscored the significance and benefits advisors can provide through tax management tools. As Holistiplan continues to grow, shown by a 13% increase in market share in the 2023 T3 Survey, it empowers more advisors to offer comprehensive advice and enhance financial planning for a broader audience.