FloQast’s Guide to Multi-Channel Review Campaigns

FloQast has achieved what so numerous firms attempt to: speedily populating reliable client testimonials on G2.

In partnership with The Captivate Collective, their cohesive assessment technology method resulted in a 312% improve in opinions in comparison to the calendar year prior.

FloQast is a close management remedy made for accountants, by accountants, that automates, streamlines, and provides visibility into the different motion items that accountants have to go by each individual thirty day period. The Captivate Collective is an advocate advertising consulting company that performs with customers like FloQast to construct their advocacy approach from scratch. 

With each other they developed a critique technology system that produced extra assessments than FloQast at any time has before. 

We sat down with Victoria LaPlante, FloQast’s Head of Consumer Promoting and Community, and Kiely Monteiro, The Captivate Collective’s Senior Guide, to learn far more. 

Making their evaluate collection technique

LaPlante and Monteiro shared their playbook for building the campaign that drove hundreds of new evaluations, and how they used all those evaluations soon after collecting them. Their evaluation selection approach consists of four essential ways, highlighted below. 

1. Concentrating on segments

When FloQast initially began operating with The Captivate Collective, they explored techniques to extend outreach and appeared at targeting customers for assessment asks when they had been most engaged (and thus most probably to go away a critique). 

To begin, they seemed at admins and administrators from businesses that had renewed in the earlier six months, as very well as any one considered a product winner by their shopper achievements administrators. They knew these users experienced more than enough encounter with the platform to give a complete critique, and that they were actively leveraging FloQast at their firm. 

Following, they specific clients who had shared comments with them in several other channels and hypothesized that if they were ready to share suggestions in just one channel, they would be probable to share it on G2 as properly. They sent evaluate requests out to their NPS respondents, as properly as everyone who experienced submitted a assist ticket and left opinions by means of the observe-up.

By growing their target audience, FloQast was ready to seize a broad array of authentic evaluations from their most engaged people. 

But they didn’t cease there.

2. Soliciting critiques through extra than a person avenue

In order to generate as lots of opinions as possible, FloQast also executed a multi-channel technique to have interaction their complete shopper foundation. They explored each and every shopper touchpoint and worked to include critique requests through their consumer knowledge. 

This involved creating review requests by way of: 

  • In-application notifications
  • Solution banners
  • FloQast’s software signal-in web page
  • Social posts
  • Consumer local community web pages
  • E mail newsletters 
  • In-particular person events

LaPlante shared, “Showcasing it in the software alone, which countless numbers of customers are looking at each solitary working day, it underscores the benefit that we are placing on consumer responses.”

3. Engaging shoppers

A person straightforward method the team utilised to bring in and engage potential reviewers was theming their monthly critique requests. Although a tiny touch, it captured the awareness of their consumers and stored the asks new. 

Some illustration opening lines included  “you are audit I need” in February and  “April showers convey May perhaps flowers (and G2 reviews)” in May perhaps.

FloQast's customer engagement G2 campaign


Every email would open up with an accounting pun or getaway concept, and then would incentivize reviewers to go away suggestions in trade for an Amazon gift card. Believe it or not, accountants are amusing men and women!

4. Driving internal alignment

At last, to execute cross-functional alignment and visibility throughout the group for their campaigns, an internal playbook was developed.

LaPlante claims, “Making sure our staff understood that their involvement in the results of the marketing campaign was crucial, and acquiring that normal knowing of what we have been hoping to achieve, was important and section of the results.” 

“Reviews are very important to our rapid-developing organization. We get purchaser suggestions very critically, and G2 knowledge helps us speedily adapt to much better satisfy our client’s desires.”

Victoria LaPlante
Head of Customer Internet marketing and Group at FloQast

Monteiro and the FloQast marketing management team fulfilled weekly to brainstorm the first program, and after obtaining alignment, worked jointly to connect that system to FloQast’s heads of assist and consumer success. 

As soon as they were being bought in, the campaign kicked off with 1:1 outreach from the CSMs to their buyers. Monteiro and LaPlante also desired to ensure that teams stayed inspired to proceed their outreach. They commenced by displaying a ticker to visually demonstrate how close they have been to their goal.

LaPlante met with internal stakeholders on a weekly foundation to align all many contact details and conversations that were being happening across the organization. She also made and leveraged an inside Slack channel devoted to continual marketing campaign updates, strategies, and outcomes.

From selection to utilization

Now that they had produced a vast vary of critiques from across their consumer foundation, FloQast used reviews equally internally, to create believe in with prospects, and externally from a marketing viewpoint. 

LaPlante shares,  “If you have a prospect who sees your badges and then results in being a shopper, a calendar year later on when you check with them for a critique, they’ll remember how assessments helped them truly feel validated in their acquire conclusion and be a lot more likely to leave a critique them selves. It is a steady loop that advantages all functions associated.” 

“We’re happy to be named a Chief in our classification on G2, and the badges acknowledge our posture of dominance over our competitors.”

Victoria LaPlante
Head of Customer Internet marketing and Neighborhood at FloQast

Internally, LaPlante and her group consider all those reviews and make guaranteed to respond to and appear up with key themes that they are observing across reviews. When evaluations are collected, FloQast groups them into thematic buckets and vital variables for their company, this kind of as business enterprise dimension, marketplace, and geography. 

They are then packaged into quotebooks to be leveraged as internet marketing supplies by the gross sales improvement groups.

Embracing all suggestions

As a Director of Customer Marketing, LaPlante acknowledges that outreach to all prospects can lead to some stress and anxiety, specially at the leadership amount, but notes, “you want to stand guiding your products. If you are resolute that you have a item that will make a variance, and you know that shoppers are prosperous using it, you can be assured that they’re going to give you that form of suggestions that you happen to be seeking for on G2.” 

LaPlante encourages firms not to be worried of customer opinions, even if it is unclear the place their favor falls. When FloQast gets a damaging assessment, which is unusual, they make guaranteed to react to the shopper, and share the opinions with the inner group with the aligning spot of opportunity. 

“Negative reviews are a terrific prospect. Responding to detrimental critiques and changing whatsoever it is, if attainable, is a likelihood to mature and convert clients around.”

Kiely Monteiro
Senior Advisor at The Captivate Collective

This notice to the shopper is mirrored in FloQast’s most current recognition as the #1 vendor in the Romance Index for Financial Near in G2’s Slide 2022 reports. When possible prospects are studying evaluations and responses, they can experience at ease being aware of that if a worst-scenario scenario comes about, they will be in superior hands.

LaPlante demonstrates, “One of the main themes that we had been capable to pull away was how our customers are pinpointing the fact that we are listening and they experience like we genuinely are using their responses to coronary heart and to the products. It was just one of the locations they gave us a lot of superior remarks on.”

All set to create additional testimonials and turn into a G2 Leader? Learn how to lean into purchaser-led advancement with G2 Internet marketing Methods.

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