Fintech Startup Website & Marketing

Upstock is a Silicon Valley startup focused on revolutionizing worker motivation through equity compensation.

Upstock approached Float Marketing to develop a comprehensive marketing strategy, implementation plan, and assist in optimizing their website for improved conversion.

Marketing & Web Design

Upstock required a comprehensive suite of marketing and web design services. Float Marketing began by developing an initial marketing plan to facilitate business growth.

This encompassed collaborating with Upstock to establish an ideal customer profile and devising a content marketing strategy tailored to attract clients who perfectly aligned with Upstock’s offerings. Additionally, Float Marketing assisted Upstock in projecting their numbers and gaining a realistic understanding of their customer acquisition cost (CAC).

Desktop Mockup
Mobile Mockup

Learning Platform

An online learning platform was designed and built for online courses and for the launch campaign sequence.

Lead magnet
Automation
Casey Video
Calculations

Project Scope

  • Full Launch Strategy (PLF)
  • Marketing Automation Configuration and API Integration
  • Request Invite Home Page Re-design
  • WordPress Learning Platform
  • Promotional Video Filming and Editing
  • Social Media Brand Graphics
  • Funnel KPI Calculation and Estimation
  • Website Marketing Analytics and Tracking
  • Lead Magnet Development
  • FAQ’s for Website
  • Outbound Sales Strategy
  • Investor Cold Outreach Strategy
Upstock graph

Robert has helped us put together an incredible funnel and helped us really understand all the different parts of the funnel, and how to calculate all the different important KPIโ€™s based on how much we have to spend as a startup.

- Casey Fenton