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Marketing Automation Plans

    Most Popular!  

Pick a plan that's right for you

Win prospects and wow clients
with original content and
marketing automation.

Serve

$99/month

$0 Setup

Expand

$209/month

$0 Setup

Grow

$409/month

$0 Setup
Automated Email + Social Media Sequences
Access social media messages and images that can be scheduled and published across Facebook, LinkedIn, and Twitter over the course of days, weeks, and even months, automatically.
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Landing Pages + Forms gray-mark dark-mark gray-mark
Visual Inline Editor
Edit emails and social media posts with a real-time preview of your content before launch.
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Contact and Group Management
Add and edit details about individual contacts while also selecting entire groups of contacts to receive communications specific to the group.
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CRM Integrations with Two-Way Sync
Integrated with Redtail Technology (an Orion Company), Wealthbox, and Salesforce.
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Marketing Performance Dashboard gray-mark dark-mark gray-mark
Easy Compliance
Download and submit your campaigns for compliance approval in one click.
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Monthly Market Commentary gray-mark dark-mark gray-mark
Timely Emails
Our timely emails help you reassure, educate, and build stronger connections with your clients.
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Quarterly Financial Update Campaigns gray-mark dark-mark gray-mark
New Client Onboarding Campaign gray-mark dark-mark gray-mark
Custom Branded Email Templates gray-mark dark-mark gray-mark
Seasonal Holiday Cards gray-mark dark-mark gray-mark
Knowledge Base with Video Training gray-mark dark-mark gray-mark
Email and Chat Support gray-mark dark-mark gray-mark
Event Campaigns   dark-mark gray-mark
Monthly Visual Insights Campaign
Interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each campaign is backed by research and designed to be highly shareable.
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Monthly Personal Connection Video Campaign
The fastest way to create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business.
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Phone and Video Support   dark-mark gray-mark
Monthly Marketing Strategy, Including Content
Featured campaigns, recommendations, and marketing tips delivered to your inbox every month.
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Monthly Marketing Mix Workshop   dark-mark gray-mark
Lead Generation Campaigns     gray-mark
Blog Lead Capture Forms (Requires Website)     gray-mark
Lead Nurturing Sequences     gray-mark
Referral Campaigns     gray-mark
Testimonial Gathering Campaign (RIA Only)     gray-mark
Convos Text Message Marketing     gray-mark
Phone and Video Consultations     gray-mark
       

WANT TO FIND OUT IF SNAPPY KRAKEN IS RIGHT FOR YOUR BUSINESS?

Request a 1:1 demo with our team today
“
Ari-Baum


Snappy Kraken is exactly what was missing from my marketing campaigns. Anyone can repost financial articles from CNBC or Bloomberg. To stand out you need authentic & personalized content. Snappy Kraken fills that need, plus provides a disciplined mechanism for distribution across multiple social media platforms.”

 

-Ari Baum
 CFP®, Founder & CEO at Endurance Wealth Partners