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.”
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
deliverabilityContacts 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 campaignsSetup and manage all
additional communicationsDBS 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 communicationsDBS will write copy, shoot and
edit video, and provide graphic
design needsDBS 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*