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CASE STUDY

300% Digital Growth for Philadelphia CFO Firm

  • Complete Digital Infrastructure & Website Transformation

  • Multi-Layered Content Strategy & Personal Branding 

  • Advanced Email Marketing & Conversion Optimization

 

 

 

Client Overview

G-Squared Partners is a Philadelphia-based outsourced CFO firm providing strategic financial leadership and advisory services to growing businesses.

The Challenge

G-Squared Partners faced the common challenge of professional services firms operating in an increasingly competitive market.

Key Pain Points:

  • Limited digital presence and lead generation capabilities

  • Outdated website that didn't reflect their expertise or convert visitors

  • Lack of a systematic content strategy to demonstrate thought leadership

  • Personal brands of firm leaders are not leveraged for business development

  • Low-quality digital leads with poor conversion rates

  • Dependence on traditional referral networks in a digitizing market

 

Our Strategic Solution

Comprehensive Digital Transformation

Ross Henderson, our Head of Consulting and Operations teams, led Winding River Consulting's strategic approach to completely transform G-Squared Partners' digital presence, focusing on both lead generation quantity and quality to drive sustainable growth.

Comprehensive Audience Segmentation

Our team developed a comprehensive strategy that positioned both the firm and its individual leaders as trusted authorities in the outsourced CFO space through strategic content and personal branding initiatives.

Conversion-Focused Systems

Rather than just driving traffic, we built sophisticated systems designed to attract high-quality prospects and convert them at exceptional rates through the entire sales funnel.

 

Key Deliverables

Complete Digital Infrastructure Overhaul

  • Full website redesign optimized for CFO service prospects

  • User experience optimization focused on lead capture and conversion

  • Mobile-responsive design and technical performance improvements

Multi-Layered Content Strategy

  • Strategic content framework demonstrating CFO expertise and thought leadership

  • Educational content that addresses specific pain points of target prospects

  • Content distribution strategy across multiple digital channels

Personal Branding & Authority Development

  • Personal branding initiatives for firm leaders

  • Thought leadership positioning and content creation

  • Strategic networking and visibility campaigns

Advanced Email Marketing & Lead Nurturing

  • Sophisticated email marketing campaigns with behavioral triggers

  • Lead scoring and qualification systems

  • Automated nurturing sequences that improve proposal conversion rates
 

The Impact

Our strategic digital transformation delivered exceptional results that repositioned G-Squared Partners as a market leader:

  • 300% Increase in Digital New Business: Dramatic growth in new client acquisition through digital channels in 2024

  • 76% Proposal Conversion Rate: Industry-leading conversion from digital leads to formal proposals

  • $350,000 Largest Deal: Highest-value client engagement sourced organically through digital efforts

  • Enhanced Lead Quality: Significant improvement in the caliber and readiness of digital prospects

  • Market Positioning: Established as a leading authority in the outsourced CFO space

  • Sustainable Growth Systems: Built frameworks for continued expansion in competitive market

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