FloQast’s Guide to Multi-Channel Review Campaigns

FloQast has accomplished what so lots of businesses strive to: swiftly populating genuine purchaser evaluations on G2.

In partnership with The Captivate Collective, their cohesive overview era approach resulted in a 312% increase in evaluations as opposed to the yr prior.

FloQast is a near administration alternative created for accountants, by accountants, that automates, streamlines, and presents visibility into the several motion objects that accountants have to go as a result of each month. The Captivate Collective is an advocate marketing consulting company that will work with consumers like FloQast to construct their advocacy strategy from scratch. 

With each other they built a evaluation technology strategy that produced more evaluations than FloQast at any time has in advance of. 

We sat down with Victoria LaPlante, FloQast’s Head of Customer Advertising and marketing and Community, and Kiely Monteiro, The Captivate Collective’s Senior Guide, to discover additional. 

Setting up their review selection strategy

LaPlante and Monteiro shared their playbook for creating the marketing campaign that drove hundreds of new critiques, and how they used people critiques soon after collecting them. Their evaluate collection system involves 4 vital ways, highlighted underneath. 

1. Targeting segments

When FloQast first started functioning with The Captivate Collective, they explored methods to broaden outreach and looked at concentrating on prospects for overview asks when they ended up most engaged (and as a result most possible to depart a critique). 

To start out, they seemed at admins and professionals from providers that had renewed in the earlier six months, as very well as anybody considered a solution champion by their shopper results supervisors. They understood these end users experienced sufficient knowledge with the platform to give a comprehensive assessment, and that they were actively leveraging FloQast at their corporation. 

Next, they specific clients who experienced shared suggestions with them in several other channels and hypothesized that if they ended up willing to share feedback in a single channel, they would be probable to share it on G2 as well. They despatched critique requests out to their NPS respondents, as very well as any one who experienced submitted a guidance ticket and still left feed-back through the abide by-up.

By increasing their target viewers, FloQast was equipped to seize a wide array of reliable critiques from their most engaged customers. 

But they didn’t quit there.

2. Soliciting assessments through far more than one particular avenue

In order to push as many opinions as attainable, FloQast also executed a multi-channel tactic to interact their total shopper foundation. They explored each client touchpoint and labored to include evaluation requests throughout their purchaser practical experience. 

This incorporated building assessment requests by means of: 

  • In-app notifications
  • Solution banners
  • FloQast’s application sign-in website page
  • Social posts
  • Purchaser local community internet pages
  • E-mail newsletters 
  • In-individual situations

LaPlante shared, “Showcasing it within just the application by itself, which countless numbers of end users are looking at each and every one working day, it underscores the value that we are positioning on client suggestions.”

3. Participating buyers

One basic method the staff utilised to attract and interact potential reviewers was theming their month to month review requests. Though a smaller touch, it captured the interest of their clients and stored the asks clean. 

Some instance opening strains included  “you are audit I need” in February and  “April showers convey May well bouquets (and G2 reviews)” in May.

FloQast's customer engagement G2 campaign


Every single electronic mail would open with an accounting pun or vacation concept, and then would incentivize reviewers to depart suggestions in trade for an Amazon gift card. Consider it or not, accountants are humorous individuals!

4. Driving inner alignment

Last but not least, to execute cross-purposeful alignment and visibility across the firm for their campaigns, an inside playbook was made.

LaPlante states, “Making certain our workforce understood that their involvement in the achievement of the marketing campaign was crucial, and obtaining that standard being familiar with of what we were making an attempt to carry out, was essential and component of the results.” 

“Reviews are really essential to our fast-increasing group. We just take consumer suggestions extremely severely, and G2 details allows us swiftly adapt to improved meet up with our client’s wants.”

Victoria LaPlante
Head of Consumer Advertising and marketing and Community at FloQast

Monteiro and the FloQast internet marketing management team fulfilled weekly to brainstorm the original strategy, and just after finding alignment, worked with each other to converse that system to FloQast’s heads of help and purchaser good results. 

At the time they were acquired in, the marketing campaign kicked off with 1:1 outreach from the CSMs to their clients. Monteiro and LaPlante also wished to assure that teams stayed inspired to carry on their outreach. They began by exhibiting a ticker to visually demonstrate how shut they have been to their purpose.

LaPlante satisfied with inner stakeholders on a weekly foundation to align all several touch points and conversations that were occurring throughout the group. She also designed and leveraged an internal Slack channel committed to ongoing campaign updates, suggestions, and effects.

From selection to utilization

Now that they had created a broad range of testimonials from throughout their buyer base, FloQast used reviews both of those internally, to establish belief with consumers, and externally from a marketing perspective. 

LaPlante shares,  “If you have a prospect who sees your badges and then will become a consumer, a calendar year afterwards when you talk to them for a assessment, they’ll don’t forget how evaluations helped them truly feel validated in their acquire choice and be a lot more likely to leave a critique themselves. It’s a continual loop that positive aspects all parties involved.” 

“We’re proud to be named a Chief in our category on G2, and the badges admit our situation of dominance previously mentioned our opposition.”

Victoria LaPlante
Head of Customer Promoting and Local community at FloQast

Internally, LaPlante and her crew consider individuals critiques and make confident to react to and appear up with crucial themes that they are looking at across assessments. When reviews are collected, FloQast groups them into thematic buckets and significant variables for their enterprise, these types of as enterprise measurement, industry, and geography. 

They are then packaged into quotebooks to be leveraged as marketing and advertising products by the product sales progress groups.

Embracing all responses

As a Director of Purchaser Marketing, LaPlante recognizes that outreach to all clients can trigger some anxiety, primarily at the management stage, but notes, “you need to stand guiding your product or service. If you are resolute that you have a merchandise that will make a difference, and you know that buyers are productive utilizing it, you can be assured that they’re going to give you that sort of suggestions that you might be looking for on G2.” 

LaPlante encourages companies not to be scared of consumer assessments, even if it is unclear exactly where their favor falls. When FloQast gets a adverse critique, which is scarce, they make confident to reply to the client, and share the responses with the interior crew with the aligning place of prospect. 

“Negative opinions are a wonderful option. Responding to damaging evaluations and altering whatsoever it is, if doable, is a likelihood to increase and turn buyers all around.”

Kiely Monteiro
Senior Expert at The Captivate Collective

This consideration to the purchaser is reflected in FloQast’s most modern recognition as the #1 vendor in the Romantic relationship Index for Fiscal Near in G2’s Slide 2022 studies. When probable consumers are looking through critiques and responses, they can truly feel cozy knowing that if a worst-situation state of affairs occurs, they will be in great palms.

LaPlante displays, “One of the core themes that we were being able to pull away was how our shoppers are determining the actuality that we are listening and they come to feel like we truly are getting their responses to coronary heart and to the product. It was a person of the places they gave us a lot of substantial remarks on.”

Completely ready to produce a lot more assessments and grow to be a G2 Chief? Study how to lean into customer-led expansion with G2 Marketing Alternatives.

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