Email campaigns that keep prospects warm.
Email series built around your podcast episodes, matched to each prospect's life stage, and connected to your CRM.
An example of how the work flows. Platforms vary by firm.
The right emails for each prospect.
- Series by life stage: young families, pre-retirees, retirees, and business owners
- A timeless series for firms that don't segment
- Podcast episodes picked for each series
- Short summaries and calls to action
- Copywriting, design, and formatting
- Setup in your current email platform
- Connected to your CRM and website forms
From first call to up and running.
Plan the series
We choose life stages and the episodes that fit each one.
Write and design
We write every email and format it for your brand.
Set up and connect
We set up your email platform and connect your CRM and forms.
Prospects hear from you
New prospects join the right series automatically.
What it does for your firm.
Interest turns into meetings
Prospects hear from you regularly until they're ready to talk.
A message that fits
Each series speaks to where the prospect is in life.
Your podcast works harder
Every episode keeps earning attention long after it's published.
Common questions.
What's in each email?
A podcast episode with a short summary and a call to action.
What if we don't sort prospects by life stage?
We offer a timeless series that works for everyone.
Which email platforms do you use?
We set up campaigns in the email platform you already use.
Does it connect to our CRM?
Yes. Campaigns connect to your CRM and website forms.
Other ways we help with marketing.
Let's plan your firm's content.
Tell us about your firm and your goals. We'll show you what we'd produce.
Book a marketing call