FloQast’s Guide to Multi-Channel Review Campaigns


FloQast has accomplished what so quite a few businesses strive to: rapidly populating genuine client assessments on G2.

In partnership with The Captivate Collective, their cohesive critique generation system resulted in a 312% boost in assessments in contrast to the 12 months prior.

FloQast is a near management solution built for accountants, by accountants, that automates, streamlines, and offers visibility into the many motion objects that accountants have to go by means of every single thirty day period. The Captivate Collective is an advocate advertising and marketing consulting agency that operates with consumers like FloQast to create their advocacy system from scratch. 

With each other they designed a overview era system that created additional reviews than FloQast at any time has in advance of. 

We sat down with Victoria LaPlante, FloQast’s Head of Shopper Marketing and advertising and Neighborhood, and Kiely Monteiro, The Captivate Collective’s Senior Consultant, to find out additional. 

Making their evaluation selection strategy

LaPlante and Monteiro shared their playbook for developing the marketing campaign that drove hundreds of new testimonials, and how they utilized individuals assessments right after gathering them. Their critique assortment tactic involves 4 critical steps, highlighted beneath. 

1. Concentrating on segments

When FloQast 1st begun working with The Captivate Collective, they explored means to grow outreach and seemed at focusing on customers for assessment asks when they have been most engaged (and therefore most probably to depart a overview). 

To start, they appeared at admins and supervisors from corporations that had renewed in the earlier 6 months, as nicely as any one deemed a merchandise champion by their buyer achievements professionals. They understood these people had plenty of practical experience with the system to give a in depth critique, and that they had been actively leveraging FloQast at their firm. 

Next, they qualified clients who experienced shared feedback with them in a variety of other channels and hypothesized that if they have been prepared to share feedback in one channel, they would be very likely to share it on G2 as properly. They despatched evaluate requests out to their NPS respondents, as properly as any one who experienced submitted a guidance ticket and left suggestions as a result of the abide by-up.

By expanding their focus on audience, FloQast was ready to seize a wide vary of genuine reviews from their most engaged customers. 

But they did not quit there.

2. Soliciting assessments as a result of much more than one particular avenue

In order to push as many evaluations as feasible, FloQast also carried out a multi-channel strategy to interact their total client foundation. They explored each buyer touchpoint and worked to integrate evaluation requests throughout their customer encounter. 

This incorporated generating critique requests as a result of: 

  • In-application notifications
  • Item banners
  • FloQast’s application signal-in page
  • Social posts
  • Client local community internet pages
  • E mail newsletters 
  • In-man or woman functions

LaPlante shared, “Showcasing it in the software alone, which thousands of end users are looking at each individual solitary working day, it underscores the benefit that we are placing on client opinions.”

3. Participating shoppers

One particular simple strategy the group used to bring in and interact potential reviewers was theming their regular assessment requests. Though a tiny touch, it captured the consideration of their buyers and stored the asks refreshing. 

Some illustration opening traces included  “you are audit I need” in February and  “April showers provide Might bouquets (and G2 assessments)” in May well.

FloQast's customer engagement G2 campaign


Each individual e-mail would open with an accounting pun or holiday topic, and then would incentivize reviewers to depart feedback in exchange for an Amazon gift card. Imagine it or not, accountants are humorous people today!

4. Driving interior alignment

Finally, to execute cross-functional alignment and visibility across the firm for their strategies, an interior playbook was created.

LaPlante claims, “Making absolutely sure our group recognized that their involvement in the accomplishment of the campaign was significant, and getting that common knowledge of what we had been attempting to execute, was crucial and portion of the good results.” 

“Reviews are particularly essential to our rapidly-rising business. We choose shopper suggestions very severely, and G2 knowledge allows us promptly adapt to superior fulfill our client’s requires.”

Victoria LaPlante
Head of Buyer Marketing and Community at FloQast

Monteiro and the FloQast marketing leadership workforce achieved weekly to brainstorm the preliminary approach, and just after having alignment, labored with each other to connect that prepare to FloQast’s heads of help and purchaser success. 

After they were acquired in, the campaign kicked off with 1:1 outreach from the CSMs to their prospects. Monteiro and LaPlante also needed to guarantee that groups stayed motivated to proceed their outreach. They commenced by exhibiting a ticker to visually exhibit how close they have been to their aim.

LaPlante satisfied with interior stakeholders on a weekly foundation to align all numerous touch details and conversations that were occurring across the firm. She also made and leveraged an interior Slack channel devoted to continuous campaign updates, tips, and success.

From selection to utilization

Now that they experienced created a vast assortment of critiques from throughout their customer foundation, FloQast applied opinions both of those internally, to develop rely on with prospects, and externally from a advertising viewpoint. 

LaPlante shares,  “If you have a prospect who sees your badges and then results in being a customer, a 12 months later when you check with them for a overview, they’ll bear in mind how reviews served them really feel validated in their buy decision and be additional possible to go away a review by themselves. It’s a continual loop that rewards all parties associated.” 

“We’re very pleased to be named a Leader in our group on G2, and the badges acknowledge our situation of dominance over our level of competition.”

Victoria LaPlante
Head of Shopper Internet marketing and Neighborhood at FloQast

Internally, LaPlante and her group just take those opinions and make absolutely sure to respond to and appear up with essential themes that they are observing throughout critiques. When testimonials are gathered, FloQast groups them into thematic buckets and significant variables for their company, these kinds of as business measurement, field, and geography. 

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

Embracing all feed-back

As a Director of Consumer Internet marketing, LaPlante recognizes that outreach to all clients can trigger some anxiety, specially at the management stage, but notes, “you require to stand behind your merchandise. If you are resolute that you have a product or service that helps make a distinction, and you know that clients are effective applying it, you can be assured that they’re going to give you that variety of feed-back that you might be hunting for on G2.” 

LaPlante encourages firms not to be worried of customer assessments, even if it is unclear the place their favor falls. When FloQast receives a destructive review, which is uncommon, they make positive to answer to the customer, and share the suggestions with the inner workforce with the aligning spot of prospect. 

“Negative testimonials are a great chance. Responding to adverse testimonials and switching what ever it is, if doable, is a likelihood to increase and transform prospects all-around.”

Kiely Monteiro
Senior Specialist at The Captivate Collective

This attention to the consumer is reflected in FloQast’s most new recognition as the #1 seller in the Partnership Index for Money Near in G2’s Slide 2022 stories. When possible customers are studying reviews and responses, they can come to feel comfy figuring out that if a worst-situation situation takes place, they will be in fantastic arms.

LaPlante reflects, “One of the main themes that we ended up in a position to pull away was how our customers are pinpointing the point that we are listening and they sense like we definitely are getting their opinions to heart and to the solution. It was a person of the regions they gave us a good deal of substantial remarks on.”

Prepared to deliver a lot more evaluations and grow to be a G2 Chief? Study how to lean into purchaser-led growth with G2 Promoting Solutions.

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