[NEW] Prospect Engagement Campaign | 401(k) Rollover

23 Sep, 2021 BY Nicolle


For many people, their employer plan is their most valuable retirement asset.

Yet many leave the fate of their plan in the hands of employers who don’t have their unique needs in mind.

This can lead to surprise financial explosions down the road.

That’s why we launched our latest 401(k) Rollover Prospect Engagement Campaign.

It’s designed to be a follow-up campaign to our 401(k) Rollover Planning Lead Generation Campaign.

This campaign will help you continue the conversation with prospects by bringing them deeper into the awareness funnel. The emails will position you as the right source for help.

Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.


More about this campaign:


Title: 401(k) Rollover

Type: Prospect Engagement Campaign

Description: The aim is to encourage prospects to book an appointment to discuss leveraging their old 401(k) to build wealth.

Target Audience: Cold Prospects

Primary Outcome/Action: Booking an appointment.

Running Time: 6 weeks.

The campaign publishes content over 6 weeks.

The campaign includes:

  • 5 emails promoting the value of your advice
  • 1 appointment page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website
  • 1 appointment confirmation email that confirms the request was received


To find out more about how Snappy Kraken can fit into your marketing strategy, click here to see a demo.

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