Make deeper connections with your clients with this Value Building Campaign.
Let clients know you care and are interested in their financial future.
This 8-week Value Building Campaign aims to help your clients feel supported. It encourages them to reach out to you with any financial questions they may have.
We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with emails that position you as the right source for help and offering a free appointment to discuss their financial questions.
Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.
The campaign publishes content over 8 weeks.
This campaign includes:
- 8 emails
- 8 Convos texts
About This Campaign
Title: 90-Day Client Value Building
Type: Client Retention Campaign
Description: Highlight the benefits of your entire suite of services with this email and (optional) texting campaign that educates, informs, and reinforces your value to your clients.
Target Audience: Clients
Primary Outcome/Action: Build credibility and start conversations
Running Time: 8 weeks
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