Your Future Planning
client case study
Financial planning business

The brief
Your Future Planning is a smart guide to your future, whether you’re looking to build a property portfolio, plan your retirement, or start a business. When they approached Virtual Lottie, Your Future Planning had a fantastic offering, but they lacked the time, knowledge, and resources to implement a robust content strategy, post consistently, and engage effectively across their various social media platforms.
Your Future Planning is a service designed to help its customers plan their futures and be smarter about their finances.
We offered a comprehensive social media management service, including SEO optimisation, content creation, market research, scheduling, and more.
The primary goal was to enhance brand awareness and attract more customers to purchase our client’s products.
We began with a thorough understanding of the client’s specific needs. We tailored a quarterly plan to ensure we stayed on course.
The challenge
Virtual Lottie provided comprehensive social media management, engaging the local community by sharing posts across Facebook Groups, creating innovative & educational content to help people understand the scheme, as well as encourage people to join in to win prizes from reputable brands.
The results
Since bringing on Virtual Lottie to manage their social media, Your Future Planning has experienced a significant increase in stats across the board.
The following key metrics showed impressive improvements over a twelve-month period:
- 9,609 post impressions
- 2,590K impressions
- 20.44K profile impressions
- 1,253 page visits
- 34.09K average reach per reel

Our services have made marketing hassle-free for the client, allowing them to dedicate their time to business growth.
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The outcome
This project helped to drive online traffic and increase online presence for Your Future Planning, helping them to gain a deeper insight into their demographics.
This case study exemplifies how we helped Your Future Planning overcome their social media challenges, resulting in significant growth and enhanced brand awareness.

Before I started working with Virtual Lottie I was struggling to find time to promote my business on social media. Working with Virtual Lottie & the team has helped my business gain attention and more importantly, create time for me to do what I’m good at. Now I can focus more on my clients and I even have extra family time! Thanks Lottie