Helping Financial Advisors Use Automation
to Share YOUR Unique Voice

Are You Marketing Your Firm Blindfolded? 

Are you so consumed with the day to day you can’t think about marketing your firm?

Would you like to nurture your relationship with ALL your clients, not just the 20% that take up 80% of your time?

Do you have ideas of WHAT you want to do with your marketing, but don’t know HOW to get it done?

Does the idea of finding new leads feel like a distraction?

Are you tired of sending canned content that your clients/prospects are not engaging?

Use your marketing to build long term relationships…
not transactional ones.
— Tim Riddle
CEO of Discover Blind Spots

3 Implementation Options

Starter
$2,000

  • Discovery Call

  • Compliance Road Map Checklist

  • BCC Setup and Test

  • Keap connectivity of DKIM and
    DMARC with email domain for
    deliverability

  • Contacts import

  • Keap tutorial one-on-one call

  • Prepare and launch first email campaign/broadcast

  • Available for support for 2 weeks after launch

  • After completion you can continue
    working with DBS for any additional
    content you wish to send through
    Keap for $500 per month.

Advanced
$7,500

  • All of Option 1

  • Use of Discover Blind Spots
    written content. (See link and
    password below)

  • Setup and manage all client
    and prospect campaigns

  • Setup and manage all
    additional communications

  • DBS team member will provide
    6 months support and management
    of Keap. A DBS team member
    will do 100% of the work in Keap
    for you for 6 months.

  • After 6 months you can continue
    working with DBS for $1000 per
    month.

Premium
$11,500

  • All of Option 1 & 2

  • One on-site video shoot for bios,
    thought leadership, and other video
    needs. (See examples below)

  • One remote video per month
    for urgent communications

  • DBS will write copy, shoot and
    edit video, and provide graphic
    design needs

  • DBS manage the entire
    process for 6 months. A DBS team
    member will do 100% of the work
    in Keap for you for 6 months.

  • After 6 months you can continue
    working with DBS for $1600 per
    month.

*Password: DiscoverBlindSpots*

*Password: DiscoverBlindSpots*