Engage Clients

CLIENT ENGAGEMENT COLLECTION

A set of workflows, tools, and guides that helps you draw clients in.

Earn loyalty from clients. Make competitors look dull and out-of-date. Keep your clients from feeling ignored or bored. To do this right, it takes a different, more refined approach. Are you tired of being sold a bunch of mass produced pieces of content that gets dumped into a library? We were too. So, we created a range of options that work together strategically. You can get it working for you today – in as little as 15 minutes – and it starts at under 2 bucks a day.

VISUAL
INSIGHTS
NEWSLETTER
Educate and Entertain
VISUAL INSIGHTS NEWSLETTER

Financial adviser newsletters needed to evolve for the digital age. This one is part newsletter, part digital campaign. All engaging.

Published monthly. It includes an outreach email, social media posts, and a mobile-optimized landing page.

CLIENT &
ADVISOR
RELATIONSHIP
AGREEMENT
Set Expectations Early
CLIENT ADVISOR RELATIONSHIP AGREEMENT

A documented agreement helps you and your clients get the most out of the relationship.

This agreement is personalizable with your logo and includes several color options. Take the first step for getting your client engagement right.

102 WAYS
TO SURPRISE
& DELIGHT
YOUR CLIENTS
Pleasantly Astonish Your Clients
102 WAYS TO SURPRISE
& DELIGHT YOUR CLIENTS

Want loyal clients who send you referrals? Start surprising and delighting.

Rather than rack your brain trying to come up with a small list of ideas, use this big list of ideas, triggers, and actions instead.

  • Set better expectations for clients
  • Automate communications
  • Engage, educate, and entertain
  • Increase loyalty
  • Boost client confidence
  • Improve retention
Let’s be honest. Engaging clients is an ongoing activity…not a one-and-done activity where you send a whitepaper and call it a day.

There are systems and practices to put into place. There are multiple, ongoing initiatives to launch. And there are campaigns, communications, and coordinated outreach to manage.

If you’ve been frustrated, trying to piece together activities and content like this, then it’s time to try something different.

You can work on attracting leads without burning up time and brain power, or breaking the bank! You can reach new prospects in ways they appreciate and respond to.

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There are even more documents, campaigns, and workflows you’ll have access to when you join.

Attracting new leads is great, but it’s one goal out of a few more that you likely have for your practice!

What else can we help you with?

Snappy Kraken has an array of campaigns, documents, and automated workflows that meet all of these goals.

You get to see them all when you get started.

Register for a walk-through

Get your first month for only $1. Plans start at $79.99. If this isn’t what you expected, cancel anytime. We believe in what we’re doing, so we don’t hide behind contracts or long-term commitments either.