Planning and building a webinar marketing workflow for a global fintech company.

Tools

• WordPress
• GoToWebinar
• Zapier
• MailChimp

Services

• Planning & design
• Digital tool integrations
• MailChimp account management
• Training & documentation

<aside> ↘️ Torstone are a global fintech company providing post-trade processing technology to financial clients through their Back Office System product, Inferno. I’ve been working with them since their days as a tech startup in 2011.

</aside>

I've worked with Torstone since their startup days as a designer, so they were aware of my wider skillset and capabilities when they decided to venture into webinar marketing. They asked me to help the build and manage the workflows and assist them in running the setup.

Having no prior experience with the tools involved themselves, it was important to them to have someone on-hand who could make the process a lot smoother for their marketing team.

My work involved mapping out the user journeys, building the setup through digital tool integrations, then supporting them in training and expertise whilst they prepared and ran their first two webinars.

• Customer journeys and workflows were mapped out using Google Drawings.
• Digital tools that were integrated included WordPress, MailChimp, Zapier and GoToWebinar.
• Training, documentation and support was provided remotely.

“Mark keeps things running smoothly and adds some real polish to the execution" Torstone

© 2020 Mark Bowley | bowley.digital