Over the past year, 454 Creative has partnered with SRA 831(b) Admin to modernize its marketing infrastructure, clarify its brand messaging, and connect its digital ecosystem. Together, we built a data-driven foundation that aligns strategy, technology, and storytelling to set the stage for scalable growth and measurable results.
Who is SRA 831(b) Admin?
Based in the United States, Strategic Risk Alternatives (SRA) is a trusted leader in 831(b) administration, helping small to mid-sized businesses take control of their risk management and financial future. Through education, transparency, and custom program design, SRA 831(b) Admin empowers business owners to protect their companies while optimizing tax efficiency.
The Challenge
When SRA 831(b) Admin partnered with 454 Creative, their marketing and digital tools worked well independently but weren’t fully integrated. Their website, CRM, and messaging didn’t reflect the company’s full value or provide the visibility needed to track and nurture leads effectively.
Key challenges included: limited integration between HubSpot and Salesforce, brand messaging that didn’t fully connect with target audiences, a website that needed stronger SEO and UX, and the absence of a clearly defined customer journey linking marketing to sales.
SRA 831(b) Admin needed a strategy that brought clarity and connection across every touchpoint. Not just a redesign or rebrand, but a true digital alignment of systems, data, and messaging.
Why SRA 831(b) Admin Chose 454 Creative
SRA 831(b) Admin selected 454 Creative for our ability to blend strategic marketing with hands-on execution. They needed a team that could connect the dots between their brand, CRM systems, and digital campaigns, creating a seamless experience from awareness to conversion.
Our cross-functional expertise in brand development, HubSpot implementation, and custom website design offered a full-service solution designed to accelerate SRA 831(b) Admin’s growth and simplify its marketing operations.
The Solution and Our Approach
Lean Marketing Framework:
Our engagement began with a Lean Marketing Framework™, designed to deliver SRA 831(b) clarity, profit, and growth. The Lean Marketing Framework™ is a proven system developed by 454 Creative that transforms marketing into a disciplined driver of growth. We connect marketing to measurable business outcomes, eliminate wasted spend, and help teams align around what matters most: profitable growth.
We do this by walking through the four main pillars: digital marketing analysis, brand messaging, customer journey, and a 3-month tactical plan.
Digital Marketing and Analysis:
We conducted a Web Presence Analysis, comparing SRA 831(b) Admin’s digital footprint to key competitors in the 831(b) space. This included evaluating value propositions, social media engagement, SEO rankings, and digital marketing sophistication. We also performed an SEO and SEM competitive audit, identifying keyword opportunities and campaign optimizations for Google Ads and LinkedIn.
Understanding the competitive landscape gives SRA 831(b) Admin the insights needed to differentiate their message and align their digital tactics with audience intent.
Brand Messaging:
From there, we refined SRA 831(b) Admin’s brand messaging in a way that resonates with business owners and differentiates them from their competitors. We walked them through the “DC3 model,” a core framework of our Lean Marketing Framework™ methodology:
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Differentiated – stand out clearly within the 831(b) space
- Clear – avoid industry jargon and create brand messaging that brings clarity
- Compelling – focus messaging around a customer’s problem and how SRA 831(b) Admin can perfectly solve that problem
- Customer-Centric – avoid organization-centric language and include the customer with “you” and “your” statements.
Customer Journey:
We mapped SRA 831(b) Admin’s customer journey from awareness to retention, defining measurable actions for each stage and ensuring every campaign supported the path to conversion. Defining the Customer Journey Funnel paves the path for alignment between marketing and sales teams and provides a clear connection between investments in marketing to their impact on revenue.
3-Month Tactical Plan:
To create momentum, we developed a focused three-month tactical plan for SRA 831(b) Admin to build on.
Month 1: We established the foundation by implementing HubSpot lead scoring and lifecycle workflows, launching automated MQL nurturing emails, refining website value propositions, and optimizing homepage conversion rates through updated CTAs, SEO keyword planning, and improved internal linking.
Month 2: We expanded reach and engagement by updating blog content with SEO keyword priorities, launching SQL email campaigns to reinforce value messaging, and creating segmented remarketing audiences and ads in HubSpot and Google by lifecycle stage.
Month 3: We focused on optimization and personalization by refining Google Search and Display ad structures, launching automated drips triggered by opportunity and renewal stages, deploying case study email sequences by industry, and introducing invite-only webinars to engage high-value sales prospects.
This provided SRA 831(b) Admin with a clear, actionable roadmap to connect strategy and execution while improving marketing efficiency across the board.
Lean Marketing Framework Monthly Coaching:
In the next phase of our engagement, SRA 831(b) Admin received monthly executive-level coaching focused on applying the principles of 454 Creative’s Lean Marketing Framework™. Through ongoing strategy sessions, our CEO and President, Paul Bresenden, provided hands-on guidance and advisory support, helping translate high-level marketing and business concepts into actionable steps. This consistent coaching equipped their team to turn theory into practice by building repeatable systems and processes designed to serve as a long-term growth engine for the business.
HubSpot Customer Journey Implementation
Once the strategy was in place, 454 Creative led a full HubSpot Customer Journey Implementation, aligning Salesforce and HubSpot for seamless data flow between the marketing and sales teams.
We defined lifecycle stages, built automated workflows, and implemented dashboards that track performance in real time. This structure gave SRA 831(b) Admin full visibility into how visitors become leads, and how those leads progress to customers.
The new system now:
- Accurately attributes leads across marketing channels
- Grants insight into the customer journey experience
- Highlights where leads lose momentum, guiding SRA 831(b) Admin’s focus to accelerate funnel progress
- Automates follow-ups and nurturing campaigns
- Enables both teams to focus on relationship-building instead of manual tracking
Full Website Redesign
To bring the brand and customer journey to life, we executed a full website redesign. After a comprehensive site audit and domain overview, we developed a Website Roadmap that defined SRA 831(b) Admin’s target audience, project goals, content priorities, integration needs, and overall UX/UI direction.
This ensured full alignment between SRA 831(b) Admin’s leadership and our creative team before development began. Then the fun part! The new site was built on WordPress CMS with custom code and integrations, designed to meet modern SEO and UX best practices. Now featuring streamlined navigation for easier browsing, dedicated hubs for blogs, case studies, and events, and an optimized content structure that supports both conversions and search performance. We also developed a centralized Learn Library to make information more accessible for users and LLM-based systems alike.
The redesigned website now serves as both a digital headquarters for their clients and a conversion engine for prospective leads. By improving structure, messaging, and functionality, SRA 831(b) Admin now has a digital presence that better reflects their credibility and supports long-term growth.
Results and Impact
SRA 831(b) Admin now operates from a connected and scalable marketing foundation. Their CRM systems are synchronized to provide full-funnel reporting, their messaging is unified, and their website provides both performance and an improved user experience.
Early outcomes include:
- Streamlined marketing and CRM integration
- A scalable content and data strategy for sustainable growth
- Improved visibility across marketing, sales, and customer success
Together, these advancements demonstrate how a unified marketing and technology strategy can transform how a business connects with and converts its audience.
Looking Ahead
With its Lean Marketing Framework™, HubSpot automation, and new website in place, SRA 831(b) Admin is positioned to track, measure, and grow more effectively than ever before. This collaboration highlights how 454 Creative helps organizations simplify complex systems, strengthen their digital foundations, and build measurable, customer-centric growth.
Ready to See Similar Results?
If you’re looking to align your brand positioning, website, or systems with your marketing goals, 454 Creative can help you design a cohesive strategy that delivers results. Talk to our team about your needs, and we’ll partner with you to get where you want to go.