Client Attraction Strategy

11 sections

Client Attraction Strategy

Introduction

Client Attraction Strategy

Course Recap

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!

Download the Calendar

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.

Download the Worksheet

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.

View the Playbook