Professional Services / Associations
NAV & Associates × TRU
An association consulting firm with decades of expertise, scaled into a full digital growth engine: refreshed website, SEO, multi-channel paid media on Meta, Google, and LinkedIn, a custom association assessment quiz, automated nurture sequences, and a board-level outreach engine on the TruPortals platform.
Deal Closed via SEO
$65K+
First major contract closed through the SEO foundation we
built, with the system actively scaling more in the pipeline
IndustryAssociation Consulting / B2B
AudienceAssociation boards, presidents, and execs
Websitenavassociates.com
Key ServicesWebsite, SEO, Meta / Google / LinkedIn Ads, Custom Quiz Lead Magnet,
Email Automations, Outreach Engine, Reporting
The Challenge
Decades of expertise, but no growth engine.
NAV & Associates had what most consultancies dream of: deep, hard-earned expertise in helping associations operate and scale. What they didn’t have was the marketing and lead generation system to convert that expertise into a consistent flow of qualified conversations. They needed a way to reach association board members and presidents at scale, qualify them through a meaningful touchpoint, nurture them with real value, and turn the firm’s decades of knowledge into booked calls and signed contracts.The Solution
A full growth engine built around association decision-makers.
TruCreatives is building NAV’s entire growth engine end-to-end: a refreshed website that does justice to the firm’s authority, an SEO foundation pulling in high-intent searches, multi-channel paid media running on Meta, Google, and LinkedIn, a custom association assessment quiz that doubles as a lead magnet and a sales conversation starter, automated email sequences that fire the moment someone scores their association, an outreach engine targeting the right board members and presidents, and a success-manager introduction flow that funnels every qualified lead to a booked call. The system runs on TruPortals and gets sharper every month.The Results
An engine that compounds every month.
$65K+
First Deal Closed
Contracted through the SEO foundation we built
~$62
Cost Per Lead
Best month yet, with audience match tightening
3
Active Ad Channels
Meta, Google, and LinkedIn running together
Quiz
Custom Lead Magnet
Association assessment that scores the conversation
Live
Email Automations
Sequences fire the moment a quiz is completed
Live
Outreach Engine
Board-level targeting plus success-manager handoff
Strategy Deep-Dive
How the system actually works.
01 / Website & SEO
Authority, made discoverable
- Refreshed website that matches the firm’s decades of association expertise
- SEO foundation built around the language association leaders actually search
- Inbound contact form pulling qualified inquiries directly from organic traffic
- $65K+ deal closed through an SEO-driven contact form submission
02 / Paid Media (Meta, Google,
LinkedIn)
Three channels chasing the right buyer
- Meta, Google, and LinkedIn ads all running in parallel
- Recent ~$62 cost per lead, the best month so far
- Continuous creative testing to tighten audience match
- Targeting tuned to board members, presidents, and association execs
03 / Lead Magnet &
Automation
A quiz that starts the sales conversation
- Custom association assessment quiz built as the primary lead magnet
- Quiz delivers a personalized association score, giving real value upfront
- Email sequence automations fire the instant a score lands
- Booking call is the primary CTA, fine-tuned every cycle
04 / Outreach & Sales
Engine
Reaching the right person, every time
- Active research to identify the right board members, presidents, and decision-makers
- Targeted email outreach campaigns sent at scale
- Success-manager introduction flow that warms every conversation
- Clean handoff from lead capture to booked call, end-to-end
Beyond Marketing
A full growth partner, iterating every month.
NAV doesn’t treat us like a vendor. They trust us with the whole growth engine: site, SEO, paid media across three platforms, the lead magnet, the email automation stack, outreach research, and the path from first click to closed contract. The honest truth is we’re not fully satisfied with the numbers yet, and neither are they. Last month was the best month so far, cost per lead dropped to around $62, and the audience match keeps tightening. We’re actively testing creative, refining the quiz CTA, and now the partnership is starting to expand into bringing more of their network onto TruPortals. The system keeps compounding.Key Highlights
What stands out.
- $65K+ deal closed through the SEO-driven contact form
- ~$62 cost per lead in the most recent month, the best so far
- Multi-channel paid media running on Meta, Google, and LinkedIn together
- Custom association assessment quiz as the primary lead magnet
- Email sequence automations that fire the moment a quiz is scored
- Outreach engine targeting board members, presidents, and association execs
- Success-manager introduction flow warming every qualified lead
- Active monthly iteration on creative, audience, and conversion CTAs
- Partnership expanding to bring more of their network onto TruPortals
Challenges &
Considerations
The realities we manage.
- B2B association audience is narrow and requires precise targeting across every channel
- Multi-channel paid media demands constant creative testing and budget reallocation
- Quiz CTA and booking flow are being fine-tuned every cycle to lift conversion
- Long sales cycles in association consulting require patient nurture, not quick-flip funnels
- Active iteration: we are not fully satisfied with results yet, and we push every month to do better
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