Smart Growth Suite: Your Lead-to-Client System, Fully Built and Ready to Launch

If you’ve been piecing together CRMs, tagging systems, and campaign tools—or relying on spreadsheets and manual tasks to follow up with leads—you’re not alone.

The fastest-growing advisory firms are investing heavily in building integrated systems that automate the entire lead-to-client journey.
Now, we’ve done it for you.

Smart Growth Suite is a fully integrated marketing engine that captures leads instantly, segments them intelligently, and launches personalized, multi-step campaigns—automatically.

Whether you’re a solo advisor or a larger firm with 5-50+ reps, it’s built to help you grow faster, stay personal at scale, and boost conversion without added complexity.

Let’s break it down. Explore the Smart Growth Suite now.

Why We Built It 

Advisors don’t need more tools—they need more results.

And larger firms with multiple advisors? They need a way to scale those results without increasing headcount or doing repetitive work to manage audiences and campaigns for every advisor in the firm.

That’s where the Smart Growth Suite comes in. It automates the entire lead-to-client journey—from the moment a lead shows interest to the moment they book a meeting—with speed, intelligence, and personalization baked in.

Automate the Lead to Client Journey

Respond in Seconds, Not Hours or Days

With our new AI Lead Capture Inbox, leads are automatically pulled from emails, web forms, or third-party tools and routed into the right workflows.

Set up automatic lead capture inboxes for all your lead sources

That means:

• No more manual data entry
• No missed leads sitting in someone’s inbox
• No delays in follow-up

Pair that with automated email and text follow-ups, and you’re instantly engaging new prospects—while your competitors are still tagging contacts in a CRM.

Score and Route Leads Automatically

Every lead is scored based on engagement and behavior using our built-in Cold, Warm, Hot, and Gold logic. Your team can immediately prioritize outreach and focus on what matters most: qualified prospects who are ready to talk.

Segment Smarter—Without the Spreadsheets

Static lists and one-size-fits-all outreach won’t cut it anymore.
With Dynamic Groups, your contacts are always organized based on behavior, tags, or demographics—and always up to date.

For individual advisors:
You don’t need to tag or sort manually. The right people are always in the right groups, so you can send relevant, timely messages without lifting a finger.

For firms:
Manage audience segmentation centrally with admin-level control. Set up Dynamic Groups once and use them across every advisor account—no more rebuilding lists or syncing contacts across platforms.

That means:

• The right message reaches the right person—automatically
• No more tagging errors, outdated lists, or advisor-by-advisor maintenance
• Run referral campaigns, win-back outreach, or event follow-ups across the entire firm from a single source of truth

You create intelligent segments once—and they stay accurate forever.

Advanced Marketing Tool—Without Losing Personalization

Launching personalized, multi-step campaigns across an entire firm has always been a challenge. Not anymore.

Auto-subscribe campaigns to any group

With Smart Growth Suite, you can:

• Build once, launch everywhere—push campaigns to every advisor account with automatic personalization
• Run across every channel—email, video, social, text, and landing pages
• Customize with ease—edit content using drag-and-drop tools or our built-in generative AI
• Stay compliant—approve content, lock brand assets, and archive everything for review

Whether you're promoting an event, reactivating cold leads, or driving referrals across the firm, Smart Growth Suite turns a once manual process into a streamlined, scalable workflow.

Designed for Multi-Advisor Firms

Larger firms need more than campaign automation—they need oversight, visibility, and control.

Smart Growth Suite delivers:

• Admin-level management of groups, campaigns, and branding
• Dashboards that track advisor activity, engagement metrics, and campaign performance
• System-wide integration with CRMs, enrichment tools, and marketing platforms
• Support from real humans—with strategic onboarding, training, and quarterly reviews

You don’t just get the tools. You get a system—and a team—that’s ready to help you scale.

Want to See It in Action?

Explore it for yourself with our interactive click-through demo 👉 Launch the Smart Growth Suite Demo

Or talk to our team to see how it fits your firm 👉 Book a Demo

Final Toughts

Marketing shouldn’t slow you down. It should speed up your growth.

With Smart Growth Suite, you’re not just sending better emails—you’re building a system that turns more leads into clients without burning out your team.

Build once. Launch everywhere. Grow faster—with less friction.