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Retirement Planning Seminar Campaign Draws Strong Local Response
The Challenge
This financial services team wanted to increase RSVPs for a local retirement planning dinner event targeting residents aged 60+. They had previously used social media and email but struggled to fill seats consistently. They needed a campaign that would feel personal and reach people who were actively thinking about retirement finances — not just online, but in the real world.
The Strategy
We launched a hybrid campaign featuring a professionally designed direct mail postcard and a synchronized OMNI reach SMB digital ad program. Postcards were sent to 6,000 high-propensity households in the zip codes surrounding the seminar location. Matching Facebook and Google ads reinforced brand recognition and event awareness. The campaign emphasized urgency (“Limited Seating”) and included strong calls to action for both online and phone registration.
The Results
The seminar exceeded expectations. Within the first week of the mail drop, calls to the RSVP line doubled. The OMNI reach ad retargeting drove traffic to the sign-up page and increased follow-up form completions. Within 30 days, the team converted 19 attendees into paying clients, producing $46,200 in new business, including long-term advisory packages.
Key Takeaways
Event-based marketing performs best with local physical mail and online ads working together
Consistent branding between postcards and ad creative boosts trust
Seniors are more responsive to printed offers than digital-only promotions
OMNI reach SMB helped the campaign stay automated and scalable, with real-time results tracking
Customer Reviews
Plan Your Free Direct Mail Campaign Today
Join over millions of businesses growing
with direct mail marketing.