Marketing Tools

We have integrated Pardot into our custom CRM to deliver mass email campaigns. With the help of our in-house marketing specialist support, we assist in building and sending emails to leads, clients, or advisors.  Afterward, we will deliver a detailed report to help you enhance your next campaign’s delivery. 

Our Marketing Specialist Provides

Email Support

Custom email template creation, email testing, delivery and monitoring, and analytics reporting.

Social Consulting

Social media consulting and campaigns including graphic creation, copywriting, and suggested scheduling.

Video Consulting

Video consulting that includes editing, trimming, adding subtitles, and more.

Want more information on how we can help enhance your marketing efforts?

Let’s talk! Use the button below to schedule time with us.