CommonBond Case

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document empowered the team to push projects forward and gain alignment

quickly.

Targeting The Right Customers

Fortunately, CommonBond had collected thousands of customer email

addresses since the company’s inception. They had been using those email

addresses to target customers with transactional and content emails alike, but

needed to review who they were contacting and how frequently. The team had

collected four separate email lists:

• Members: Members of the CommonBond community who had

successfully taken out a loan with the company.

• Pipeline: Applicants who were in the process of completing a

CommonBond loan application, but who had not yet successfully

booked a CommonBond loan.

• Events: CommonBond team members worked hard to curate in- office

events that welcomed members and non members into their workspace

for panels on career switching, fire side chats on the financial

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6/20/2021 Edify

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