Work / Reach Reporting
A working app that needed a way to sell.
Reach Reporting had a logo and a functional financial reporting app, but no website that sold it. We built everything around it: the site, paid ads, CRM, nurturing, outreach, content and search.
Where they were
A real product. No way to sell it.
Reach Reporting is a startup that builds financial reporting software for accountants, advisors and finance teams. They had a logo and an app that worked.
What they didn’t have was a website that sold it. Several marketing partners had come and gone. Their competitors had 20-person marketing teams and multi-million dollar budgets. We started at ground zero. We didn’t try to outspend anyone. We worked as one team with Reach’s people, across departments, and built a foundation that compounds.
What we did
Three moves that built the brand.
01
A site that sells, and ads that feed it
We built a website made to sell, with demo and lead signups at every turn, then the platform for paid ads so every click had somewhere to go. We strategized the pricing structure and rebuilt checkout to remove friction.
- A selling website built for speed, clarity and SEO
- Paid ads platform, demo and lead signup
- Pricing structure and checkout strategy
02
Every lead, followed through
We set up their CRM, a nurturing program and a newsletter, so interest turned into trials and trials turned into customers. Social networking, outreach and syndication carried the message to the places buyers already spend time.
- CRM setup
- Nurturing program and newsletter
- Social networking, outreach and syndication
03
Answers people search for
Funded competitors bought their traffic. Reach earned it. Every week the calendar shipped answers to the exact questions accountants were asking: blogs, videos, FAQs, webinars and a newsletter. Each piece was built to rank in Google and get quoted by AI assistants, so the traffic kept compounding long after it went live.
- A weekly calendar built from real user questions
- Every post written to rank and to be quoted by AI
- Featured search spots grew from 20 to 400
More moves
Everything we built to sell it.
Templates
Custom reports, automated.
We built custom reports inside the app, then turned them into automated templates customers can use from day one.
Team
One team, every department.
Cross-department strategies with sales, product and support, so everyone told the same story.
Pricing
A price that makes sense.
Pricing structure strategy, so buyers could see the value and choose with confidence.
Demo
Every click has a next step.
Ads, landing page, free trial, demo. Leads who aren’t ready go into nurture, and what they do inside the app tells sales when to call. Nobody falls through the cracks.
Nurture
Follow-up that never forgets.
A monthly newsletter and nurture emails that teach first and sell second. Prospects stay warm until they’re ready, and they already trust Reach when they book the demo.
Social
Where the conversation is.
Social networking that put Reach in front of accountants and advisors where they already talk.
Video
Show it in 90 seconds.
Connect the books, pick a template, send a polished monthly report. Buyers watch the whole job get done before they ever talk to sales.
AI
AI drafts. People approve.
AI speeds up research and first drafts. Then every piece goes through a real review: comments pinned on the page, edits made, facts checked, approved and scheduled. Fast, and still on brand.
Search
The answer AI quotes.
Every blog leads with a direct answer, then steps, tables and FAQs. That’s exactly what Google and AI assistants pull from, so when accountants ask, Reach is the source they cite.
The result
Built to sell, and built to keep compounding.
Ready to build yours?
Talk to Jared
Want this kind of thinking on your brand?
You work with Jared directly. Pick whatever is easiest.
Prefer email? jared@ballardbranding.com
What changed
169x
From ground zero to 22,000+ monthly visitors, up from 130.
Why it worked
“When the foundation is right, growth doesn’t need to be flashy. It just works.”