Challenge
For this product launch needed to test and develop pricing, personas, value props, and positioning to the ideal product-market fit.
Solution
Customer testing sessions, experiments, and pivots to develop a robust 3-phase GTM launch strategy and now, finally, the product out in the marketplace.
Key Takeaways
- Empower advisors to complete a tax plan within 15 minutes
- Education on how to shift into the advisory space was key
- More strategies and a more robust client reports were needed
- Current pricing model didn't fit the ideal audience
The initial launch was successful in driving and converting 5,000+ leads and the customer testing sessions led to many product enhancements within reporting, education, and strategies.
