Want Better Retention? "Be More Transparent," Says Top Earning Partner

“WhatConverts helps my business thrive by giving me the transparency and data I need to make better marketing decisions and be upfront and honest with my clients.”

Case Study

• Agency: iDigital Marketing
• Client: Lead-Based Local Service Providers
• Software: WhatConverts

The Challenge:

Big promises, firm handshakes, a slick pitch—sure, these all can help bring new clients in the door. But what’s the secret to keeping those clients once they’ve signed on the dotted line? Trust. Trust lets marketers seize new opportunities and keeps relationships strong when the industry takes a hit. It’s also what separates established agencies from flash-in-the-pan rackets.

Texas agency iDigital Marketing is well aware of this fact. For the last 15 years, they’ve built trust into every strategy, service, and client interaction. The results—exceptional sign-on rates, impressive client retention, and a “straight-shooter” reputation they proudly live up to each day.

iDigital Marketing is also the top WhatConverts Affiliate Partner, bringing in 4-figure passive income and more client signups than any other agency. So, how did they do it? Simple:

1. Be transparent
2. Be helpful
3. Be strategic

Luckily, WhatConverts was the right tool to help with each.

The Approach:

Be Transparent

“Using WhatConverts can have an adverse effect at times, simply because advertisers can see the real results of their advertising efforts, but I'd rather provide honest, transparent information and help them to make educated decisions, rather than just trying to continue to get them to run a campaign that really, at the end of the day, isn’t working for them.”

Complete transparency is a vital part of how iDigital does business. It’s also a massive selling point for potential clients. During conversations with prospective clients, iDigital Marketing encourages clients to sign up for their own WhatConverts account.

Having clients sign up for their own account means:

• They get access to all their lead data (even if they stop working with iDigital)
• The marketing results earned are completely transparent
• Clients can see exactly where their marketing budget is going

This level of transparency makes it clear iDigital can achieve great results and gives clients the confidence needed to move forward.

Be Helpful

"If I've tried everything to make it better, I know when to throw in the towel and say, 'Hey, I think we ought to shift gears and go a different direction.' I'm not going to hold on to a client just to bring in the revenue if it's not benefiting them at the end of the day."

iDigital also puts their clients’ best interests first. For instance, if a particular approach is not working as they thought, they’re quick to recommend pivoting to another strategy, even if it means less revenue for iDigital and even if they don’t offer those services.

They’re also huge proponents of client education. Rather than throwing meaningless metrics at clients, iDigital teaches clients what the numbers mean, why they’re making certain recommendations, and what data backs up those decisions (shown inside WhatConverts).

Be Strategic

“If I have WhatConverts data, then I can save my clients thousands of dollars. Because then I’ve got that conversion data coming in… It’s going to tell me where I need to put your marketing dollars for the best results.”

Finally, WhatConverts gave iDigital the essential data and lead management functionality they needed to make smarter marketing decisions. For example, the Lead Manager gave iDigital a real-time lead management system where every lead—no matter the type (calls, forms, etc.)or where they came from—was right there at their fingertips.

Plus, the reporting let iDigital easily see what was working and spot new opportunities for growth. They could easily grab insights like which sources were producing the most leads:

…or which keywords were bringing in the most revenue.

These insights let iDigital earn stellar results by making more strategic decisions about where to put their client’s budget for maximum ROI.

The Result:

“My clients love it because they can see all the nitty-gritty details, from where the leads came from to how much revenue each one generated. They don't always understand how important it is until I show them. Then, they can't imagine going without it.”

As a result of how iDigital runs its business, they’ve seen massive success, both in the partner program and in the marketing industry as a whole. Since becoming a partner in 2023, iDigital has built a 4-figure passive income stream, grown their client retention, and expanded their services with current clients to increase their monthly management revenue.

Without the trust iDigital was able to build with clients (and without the data from WhatConverts to back up that trust), none of this would have been possible. It’s a testament to how important transparency is in the ever-changing world of marketing.

Results Highlights

• Built a 4-figure passive income stream
• Boosted client retention
• Expanded product offerings and increased average monthly management revenue

Want to see what kind of ROI you can achieve? Start your free 14-day trial of WhatConverts today!