Customer story

Two campaigns, one urgent. A specialty benefits firm relit a paused engine and rebuilt their recruiting funnel.

A specialty voluntary-benefits firm had let their LinkedIn campaign go quiet during a busy fourth quarter. When they came back, they had a complicated request. They wanted two campaigns running in parallel: one for recruiting independent district agents, and a brand new one for direct business-to-business outreach to HR teams. Different audiences, different copy, same software, same shop.

The customerSpecialty benefits firm with a recruiting and a sales motion
HeadcountMid-sized regional, growing
EngagementAbout six months, with a pause
GoalRestart recruiting, launch direct sales

The challenge

One firm, two motions, both stuck.

George, the founder of a specialty voluntary-benefits firm, had been one of our earlier customers. The original campaign was about recruiting independent agents in his district. It worked. It paused for the holidays. By the time he came back, his needs had grown.

The recruiting need was still there, but it was no longer urgent. He had a backlog of warm relationships from a couple of strong recruits the previous year, and his team was still working through that block. What was urgent was a brand new motion. He wanted to put one of his best salespeople on a direct B2B campaign aimed at HR professionals and small-to-midsize business owners. Different audience, different message, different intent.

The risk was that the recruiting copy and the sales copy would bleed into each other and confuse the prospects. Both would say the firm's name. Both would mention voluntary benefits. To the LinkedIn algorithm, and probably to a busy HR director, they would look identical.

The approach

Three rules for running two campaigns from one account without one becoming the other.

The team did not invent anything new. We applied a discipline we have applied for several customers running multiple campaigns at once. The unfair advantage was that we knew which corners would get cut if nobody enforced them.

01
Each campaign got its own opener that named the relationship out loud.
The recruiting opener said, in plain language, that the firm worked with district agents in his region and was looking to expand. The B2B opener said, in plain language, that the firm helped employers offer voluntary enrollment plans. The two openers shared zero overlapping phrasing. If a prospect happened to receive both, which never happened, they would have read them as two different conversations.
02
The recruiting search used different titles than the sales search, with no overlap.
We narrowed the recruiting search to district managers, regional brokers, and producers, with explicit exclusions for HR professionals and CFOs. We narrowed the sales search to HR professionals, benefits administrators, and CFOs at companies between fifty and five hundred employees, with explicit exclusions for the recruiting titles. The exclusion lists were the safety net. Anyone who looked like they could go in either bucket got tagged for human review.
03
The fully-managed inbox treated each campaign as if it were a separate company.
When prospects replied to the recruiting campaign, the team's response language matched the recruiting world. When prospects replied to the sales campaign, the response language matched the benefits-buyer world. Same human team, two voices. The customer's salesperson never had to clarify which campaign a meeting came from. The calendar invites told them.

The numbers

Two campaigns, two distinct shapes.

Once both campaigns were running, the most useful thing we could tell the customer was how differently the two performed, even though they were running side by side from the same account.

Recruiting connection rate
36%refreshed search

Above the twenty to forty percent target. District managers and producers are easy to reach because they are looking for who is hiring. The recruiting opener does not need to work hard.

Sales connection rate
around 24%first sixty days

Lower, but still inside the healthy band. HR directors and benefits administrators get more outreach than producers do. The bar to win their attention is higher and the connection rate reflects that.

Time the founder spent on either inbox
~10 minper week, total

Across both campaigns combined. The fully-managed motion was the entire point. He had to look at the inbox at all only when something escalated, which it did once or twice a week.

The pull quote

What he said when his salesperson started getting calendar invites she had not chased.

Paraphrased from a recorded check-in, with permission and with all identifying details removed.

What I love about this is that I am not in here every day. I cannot follow up on any new broker leads right now because I am so far behind on the existing block of business. So my team is doing what they need to do, and you are running the next thing in parallel. That has never been true for us before. George, founder of a regional specialty benefits firm

What stays the same, what changes

How this case differs from the network-nurture and the quiet-channel cases.

This is the third case in the Field Notes series. The variations across the three keep teaching us how the same software fits very different customers.

What stayed the same

The platform mechanics did not move.

  • The same four-step soft-opener sequence.
  • The same eight-to-twelve minute pacing.
  • The same fully-managed inbox staffing.
  • The same connection-rate targets, twenty to forty percent.
  • The same Sales Navigator search foundation.

What changed

How many lanes the customer was running at once.

  • The author ran one motion, against his existing network.
  • The advisor ran one motion, against a fresh regional list.
  • The benefits firm ran two motions, recruiting and sales, against two non-overlapping lists.
  • For two-lane customers, the disciplines that matter most are the exclusion lists and the inbox response language.
  • The math was the same. The orchestration was different.

What he would tell another firm running multiple motions

"Do not run two campaigns from one account if you do not have one team that can hear them as two voices."

His advice to other firms looking to do something similar is practical. The software can run two campaigns easily. The hard part is the inbox, because the inbox is one human team trying to hold two different conversations at once. Pay attention to whether the team responding to your prospects can switch tone when the campaign tag switches. If they can, two motions is fine. If they cannot, run them sequentially, not in parallel.

The firm still has both campaigns running. The recruiting motion is on a slower setting now that the early block is fully worked. The sales motion is still ramping.

If you are trying to run more than one motion through the same software.

It can be done well. It can also be done poorly. We have learned which side of that line takes more setup work and we will not let you cut the corners.