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Case study · Prior role

Content that closed investor deals: 5 confirmed sales from case studies at a US investment platform

Most content programmes report traffic. This one is worth writing up because the sales team could name the sales it closed: five, from case studies they used in their conversations with investors.

Business

A US investment platform

Market

United States

Channel

Organic content and SEO

Timeframe

February – October 2024

Cadence

Two posts and one case study a week

Role

Content Lead, in a prior role

Headline result

5 confirmed sales from case studies; qualified investor engagement up 35%

The starting point

Investors buy on proof. A platform asking for their money is judged on what has happened before, not on what it promises, and the questions they ask late in the decision are rarely the ones a traffic-led blog answers.

So the content had two jobs: bring in investors searching with intent, and give the sales team something to send when a conversation needed evidence.

What was done

01

A fixed weekly cadence: two search-led posts and one case study every week, from February to October 2024.

02

Keywords chosen for investor intent: more than 150 high-intent keywords targeted across the posts.

03

Case studies written for the sales conversation, so a salesperson could send one mid-conversation.

04

In the sales team’s hands. The sales team used the case studies with investors, and five sales were confirmed as closed with them.

The compliance angle

Writing about investments means writing inside the rules on investment communications: no promised returns, past results presented as past results, and risk stated plainly. A case study that overreaches is a liability, not an asset.

Results

5

Confirmed sales

Closed by the sales team with the case studies

+35%

Qualified investor engagement

During the programme, February–October 2024

+40%

Organic sessions

During the programme

150+

High-intent keywords

Targeted across the posts

At the same company, the paid side halved Google Ads cost per lead in six weeks: that case study is here.

What this means for you

In the Acquisition Audit, content is judged the way this programme was: does it reach buyers who are close to deciding, and can sales use it? The Audit maps your keyword demand to the questions buyers ask late in the cycle, and the content plan in its 90 days starts there. More on how we approach it for regulated products is on our fintech SEO page.