Boost Your Marketing Efforts: 5 Key Segmentation Strategies for Asset Managers

January 17, 2025
by
Sean from Epic
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Effective marketing segmentation is crucial for reaching the right audience with the right message. By strategically categorizing your audience, you can tailor your communications to meet their unique needs and preferences, ultimately enhancing engagement and fostering stronger relationships. Here are five revised segmentation strategies for EPIC RevOps to improve your marketing efforts

1. Existing, Potential, and Former Clients

Segment your audience into existing, potential, and former clients to personalize your outreach. For current clients, focus on delivering resources and support that help advance existing projects and deepen the relationship. With potential clients, provide insightful information that highlights your expertise and the value you can bring to their operations. For former clients, keep them engaged with updates about new services or developments in your offerings, ensuring your firm stays top-of-mind for future business opportunities. CRM tools are essential for tracking and nurturing these different groups effectively.

2. Service-Specific Interests

Instead of a one-size-fits-all approach, focus on segmenting based on the services your audience is most interested in, whether it's sales automation, CRM optimization, or strategic consulting. Use data analytics to understand their engagement history and identify which services resonate most with them. This approach allows you to deliver highly relevant content and tailor your messaging to their specific needs, showcasing EPIC as a trusted authority in solving their unique challenges.

3. Engagement Levels

Understanding how engaged your audience is can reveal new opportunities. Segment your contacts based on their engagement level: highly engaged, moderately engaged, and unengaged. For those who are highly engaged, provide them with exclusive insights, detailed reports, and ongoing support to maintain their interest. For moderately engaged contacts, explore new ways to boost their involvement through targeted campaigns, webinars, or personalized offers. For unengaged contacts, initiate re-engagement strategies by offering compelling content or exclusive promotions that will encourage them to reconnect.

4. Re-Engaging Lost Opportunities

Focus on individuals who were previously lost opportunities or prospects and now may be ready to re-engage. Develop follow-up sequences that emphasize any new offerings, recent success stories, or updates that address previous concerns or objections. Exclusive content or invitations to special events can also help rekindle their interest in your services. By understanding the reasons behind past disengagement, you can tailor your approach to meet their current needs and increase the likelihood of converting them into clients.

5. Marketing vs. Sales Preference

Segment your contacts by how they prefer to engage with your brand—whether through marketing-driven content or direct sales interactions. For marketing-engaged individuals, offer informative content such as case studies, industry reports, and blog posts that they can consume at their own pace. For sales-engaged individuals, focus on personalized outreach, such as product demos, consultations, and targeted solutions that directly address their needs. This segmentation allows you to allocate resources effectively and increase the likelihood of conversions by meeting your audience on their terms.

By implementing these segmentation strategies, EPIC can refine its marketing approach, ensuring that the right messages reach the right audience at the right time. Through data-driven insights, tailored content, and strategic CRM utilization, you can drive better engagement, foster stronger relationships, and ultimately achieve better business outcomes

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