FloQast’s Guide to Multi-Channel Review Campaigns

FloQast has accomplished what so quite a few corporations try to: quickly populating authentic client opinions on G2.

In partnership with The Captivate Collective, their cohesive overview era method resulted in a 312% increase in critiques when compared to the yr prior.

FloQast is a near administration answer made for accountants, by accountants, that automates, streamlines, and offers visibility into the many motion items that accountants have to go via every month. The Captivate Collective is an advocate marketing and advertising consulting agency that functions with consumers like FloQast to develop their advocacy tactic from scratch. 

With each other they crafted a evaluate generation system that generated far more testimonials than FloQast at any time has in advance of. 

We sat down with Victoria LaPlante, FloQast’s Head of Customer Advertising and Group, and Kiely Monteiro, The Captivate Collective’s Senior Advisor, to understand a lot more. 

Setting up their evaluate assortment method

LaPlante and Monteiro shared their playbook for constructing the campaign that drove hundreds of new critiques, and how they used people opinions right after accumulating them. Their evaluate collection approach incorporates four critical ways, highlighted beneath. 

1. Concentrating on segments

When FloQast initially started off doing the job with The Captivate Collective, they explored approaches to grow outreach and seemed at targeting buyers for critique asks when they were being most engaged (and therefore most probable to go away a evaluation). 

To get started, they appeared at admins and administrators from firms that had renewed in the earlier 6 months, as very well as everyone considered a product champion by their shopper good results professionals. They understood these customers had adequate practical experience with the system to give a detailed assessment, and that they had been actively leveraging FloQast at their corporation. 

Following, they specific buyers who had shared responses with them in several other channels and hypothesized that if they were ready to share suggestions in a single channel, they would be probably to share it on G2 as very well. They despatched evaluate requests out to their NPS respondents, as nicely as any person who had submitted a assistance ticket and left feed-back by means of the follow-up.

By expanding their focus on viewers, FloQast was able to seize a wide assortment of reliable evaluations from their most engaged consumers. 

But they didn’t halt there.

2. Soliciting reviews as a result of additional than a person avenue

In order to travel as many evaluations as feasible, FloQast also carried out a multi-channel strategy to have interaction their comprehensive buyer base. They explored every client touchpoint and labored to include review requests all over their buyer expertise. 

This included building assessment requests via: 

  • In-application notifications
  • Solution banners
  • FloQast’s application indication-in page
  • Social posts
  • Buyer community internet pages
  • E-mail newsletters 
  • In-person events

LaPlante shared, “Showcasing it in just the software by itself, which thousands of end users are viewing just about every solitary working day, it underscores the worth that we are putting on customer responses.”

3. Partaking consumers

A single straightforward process the team utilized to bring in and engage possible reviewers was theming their month to month critique requests. When a compact touch, it captured the focus of their buyers and stored the asks clean. 

Some instance opening traces included  “you are audit I need” in February and  “April showers convey Could bouquets (and G2 testimonials)” in Could.

FloQast's customer engagement G2 campaign


Each email would open up with an accounting pun or getaway concept, and then would incentivize reviewers to go away opinions in exchange for an Amazon reward card. Feel it or not, accountants are amusing men and women!

4. Driving inside alignment

Ultimately, to carry out cross-useful alignment and visibility across the group for their strategies, an inside playbook was created.

LaPlante says, “Making confident our workforce comprehended that their involvement in the accomplishment of the marketing campaign was vital, and having that standard knowledge of what we ended up making an attempt to attain, was crucial and component of the accomplishment.” 

“Reviews are particularly important to our quick-escalating firm. We choose consumer comments incredibly seriously, and G2 details can help us immediately adapt to much better fulfill our client’s needs.”

Victoria LaPlante
Head of Buyer Advertising and marketing and Group at FloQast

Monteiro and the FloQast promoting management workforce achieved weekly to brainstorm the preliminary program, and just after receiving alignment, labored jointly to converse that prepare to FloQast’s heads of support and buyer achievement. 

Once they were acquired in, the marketing campaign kicked off with 1:1 outreach from the CSMs to their buyers. Monteiro and LaPlante also needed to be certain that groups stayed enthusiastic to continue their outreach. They begun by displaying a ticker to visually show how close they ended up to their target.

LaPlante met with internal stakeholders on a weekly foundation to align all several touch details and conversations that had been occurring throughout the corporation. She also produced and leveraged an internal Slack channel dedicated to constant marketing campaign updates, suggestions, and success.

From assortment to utilization

Now that they had produced a extensive range of assessments from across their client base, FloQast made use of opinions the two internally, to create have faith in with consumers, and externally from a promoting perspective. 

LaPlante shares,  “If you have a prospect who sees your badges and then becomes a shopper, a yr afterwards when you question them for a critique, they’ll remember how assessments aided them really feel validated in their acquire conclusion and be extra very likely to depart a overview on their own. It is a steady loop that positive aspects all get-togethers included.” 

“We’re proud to be named a Chief in our class on G2, and the badges admit our situation of dominance earlier mentioned our competitiveness.”

Victoria LaPlante
Head of Shopper Promoting and Group at FloQast

Internally, LaPlante and her team consider individuals testimonials and make sure to react to and arrive up with vital themes that they are looking at throughout testimonials. When assessments are collected, FloQast groups them into thematic buckets and vital variables for their company, these as small business sizing, field, and geography. 

They are then packaged into quotebooks to be leveraged as marketing components by the income progress groups.

Embracing all suggestions

As a Director of Consumer Advertising, LaPlante acknowledges that outreach to all buyers can bring about some anxiousness, in particular at the management degree, but notes, “you have to have to stand behind your product. If you are resolute that you have a merchandise that tends to make a big difference, and you know that prospects are productive applying it, you can be self-assured that they are going to give you that sort of comments that you’re seeking for on G2.” 

LaPlante encourages businesses not to be fearful of buyer critiques, even if it is unclear the place their favor falls. When FloQast receives a damaging review, which is uncommon, they make confident to answer to the customer, and share the responses with the interior group with the aligning area of prospect. 

“Negative testimonials are a terrific prospect. Responding to adverse critiques and shifting whatever it is, if probable, is a prospect to expand and transform prospects all around.”

Kiely Monteiro
Senior Expert at The Captivate Collective

This consideration to the consumer is mirrored in FloQast’s most modern recognition as the #1 vendor in the Marriage Index for Economical Near in G2’s Fall 2022 stories. When opportunity customers are looking through assessments and responses, they can really feel comfy realizing that if a worst-situation situation takes place, they will be in good fingers.

LaPlante displays, “One of the main themes that we have been ready to pull away was how our clients are identifying the simple fact that we are listening and they feel like we really are using their suggestions to heart and to the product. It was one of the spots they gave us a whole lot of large remarks on.”

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