[NEW] Recession Investing Prospect Engagement Campaign

18 Jul, 2022 BY Nicolle Cruz

Recession Investing PE - Blog Header

Do you want to connect with prospects who are interested in being prepared financially for the next recession? This campaign is for you.


The word “recession” can make investors feel anxious and overwhelmed. 

If they’re not financially confident and ready for the next recession, they’re playing a high-stakes game investors rarely win. 

If an investor makes a wrong move just one time, they could cause costly irreversible damage or tax consequences.

They could accidentally cause heart-breaking ripple effects like:

  • Pushing back their retirement date
  • Not taking the vacation they diligently saved for
  • Not sending their kids to the college they deserve

When a recession hits and all of the goals an investor holds close to their heart are at risk, emotions can cloud every decision. Panic sets in and they risk making emotionally influenced, high-stakes actions they may regret. 

This new campaign offers prospects the opportunity to book a free 1-on-1, no-obligation, Recession Strategy Session with you. 

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 while also 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 6 weeks.

  This 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


More About this Campaign:

Title: Recession Investing

Type: Prospect Engagement Campaign

Description: This new campaign offers prospects the opportunity to book a free 1-on-1, no-obligation, Recession Strategy Session with you.

Cold to Gold: Build Credibility and Start Conversations

Target Audience: Prospects

Primary Outcome/Action: Booking an appointment.

Running Time: 6 weeks



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