
Project scope
Categories
Data analysis Customer segmentation Lead generation Marketing strategy Artificial intelligenceSkills
communication strategies business metrics performance metric communication marketing ai personalization lead generation artificial intelligence sales data analysisOneDigitalTrust is seeking to enhance its lead generation efforts by defining an Ideal Customer Profile (ICP) and utilizing AI-driven personalization techniques. The goal is to increase the number of booked meetings with Sales Executives through improved outbound communication methods. The project involves researching and identifying key characteristics of potential customers that align with OneDigitalTrust's offerings. By leveraging AI tools, the team will develop personalized communication strategies that resonate with these identified profiles. This project provides an opportunity for learners to apply their knowledge of marketing, data analysis, and AI technologies to create a targeted approach for lead generation. The team will focus on creating a streamlined process that can be easily implemented and adjusted based on performance metrics.
The project deliverables include a comprehensive Ideal Customer Profile document that outlines the key attributes of target customers. Additionally, the team will develop a set of AI-driven communication templates tailored to these profiles. A report detailing the proposed outbound communication strategy and its expected impact on lead generation will also be provided. The deliverables will be designed to be practical and actionable, ensuring they can be effectively utilized by OneDigitalTrust's sales team.
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
Supported causes
The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.
About the company
OneDigitalTrust is a digital estate and inheritance planning platform designed to make estate planning accessible, secure, and user-friendly for individuals and families across the United States. The platform enables users to create and manage legally valid documents—including wills, trusts, powers of attorney, and healthcare directives—entirely online, with coverage in all 50 states and Washington, DC.
Temenos
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RCB Bank
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onedigitaltrust.com
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Beyond individual use, OneDigitalTrust partners with financial institutions, credit unions, and insurance companies to offer its services as a white-label solution. This integration allows these organizations to provide estate planning tools directly within their digital banking platforms, enhancing client relationships and expanding service offerings.