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Done Diligence Teaser Campaign

Building anticipation for a smarter way to handle due diligence

Business Valuation
Fintech
B2B | B2C
Teaser
GTM
Product Marketing
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ROLE

PMM

Product Designer

TEAM

Marketing Manager

PMM

Product Designer

TOOLS

Figma, Canva

TIMELINE

April – May 2025

The Challenge

We were gearing up to launch Done Diligence, a new feature designed to simplify and guide the due diligence process inside our platform. Given the technical nature of the topic, we knew a traditional product announcement wouldn’t cut through. Instead, we needed a fresh, engaging way to spark curiosity and drive early interest without overwhelming users with detail.

The Goal

  • CheckmarkBuild anticipation ahead of launch
  • CheckmarkPosition Done Diligence as both smart and approachable
  • CheckmarkEquip both the Customer Success and Sales teams with teaser materials to drive conversations
  • CheckmarkEncourage early demo requests and adoption
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The Campaign

You’ve done your diligence—now we’ve done it for you.

To support this message, I developed a multi-channel teaser campaign, including:

  • Homepage Banner: Eye-catching copy with minimal design to hint at what’s coming
  • In-App Pop-Up: A short teaser and a blurred sneak peek of the UI
  • Sales & CSM Enablement Deck: To support early conversations and internal alignment
  • Targeted Landing Pages: Segment-specific value messaging and teaser imagery
  • Email Teaser: High-impact one-liner with a link to a waitlist
  • White Paper: A deeper dive into the "why" behind the feature for more technical buyers
  • Masterclass (Planned): A live walkthrough to engage leads and educate early adopters

Each asset was designed to build layered awareness — from light, playful messaging to more in-depth educational content as launch day approached.

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The Results

  • 65%+ open rate on the teaser email
  • 3× increase in demo requests the week of launch
  • Strong adoption of enablement materials by Sales and CSM teams
  • Strong White paper download rate
  • Early interest in the upcoming masterclass, with over 70 sign-ups pre-launch
  • Positive feedback on the tone and clarity of the messaging
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What I Learned

Speak to the Problem, Not the Product

This campaign reinforced the importance of meeting professionals where they are — with messaging that’s clear, confident, and rooted in solving real business problems. Rather than overloading users with technical detail, we focused on the value of the solution and the pain it removes.

It also highlighted how essential it is to build layered communication: from high-level curiosity hooks to in-depth content like white papers and masterclasses. Each touchpoint worked together to build trust and interest over time.

Finally, internal enablement played a critical role. By equipping Sales and Customer Success with tailored materials early on, we turned a feature drop into a company-wide conversation starter.