11 SECTIONS
Client Attraction Strategy

Your Host
Ariel Veltre
Ariel works on the Success Team at Snappy Kraken. She uses her extensive background in marketing to help advisors develop strategies to reach and connect with their audience. Ariel loves to help a business flourish by implementing a strong marketing strategy.
Prerequisites
- Watched Targeting The Right People course
- Have segmented your contact lists
- Completed the Cold to Gold Roadmap
Key Takeaways
Materials from the Video
Marketing Calendar
Need assistance laying out your campaigns? Download our marketing calendar to help you visualize your strategy with recommended campaigns throughout the week!
Cold to Gold Worksheet
Understanding the steps in the framework is one part of a much larger equation. Utilize this worksheet to add the types of Snappy Kraken campaigns that belong in each phase.
Real-Time Marketing Playbook
Our in-house marketing experts created personalization prompts for the emails and social posts inside campaigns to help you add more empathy and relevance to your outreach.