Attract™ Optimization Checklist

Optimize Your Website

Launch Your Website.

Your website acts as a home base for all your marketing activity.

Show me how

Create a Team Page on your website.

A great about us / team bios page helps clients and prospects connect with you.

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Set up Google Analytics to monitor your website traffic.

Complete this step to view, measure, and analyze your web performance.

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Optimize Your Communication Tools

Upload your contacts.

Sync your CRM instead. Show me how

Completing this step will allow you to send email and stay in touch with your clients.

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Connect all of your social media accounts.*

Connecting your accounts will allow you to easily share our content online.

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Add birthdays for all of your contacts.

Deepen client relationships with friendly, automated birthday greetings.

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Customize your email template with your branding and logo.*

This step will strengthen your brand and keep you top of mind with every email.

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Select 8-10 of your favorite pieces from the content library.

Earmark the content pieces you’ll send to your clients most often.

Show me how

Select your favorite pre-written emails from the library.*

Pre-written emails (and custom email templates) can save you a ton of time.

Show me how

Optimize Your Campaigns

Activate the Video of the Month campaign.

Maintain client engagement with an automatically-sent video every month.

Show me how

Activate the Social Foundation campaign.*

Pre-written social sequences help you build a strong presence on social media.

Show me how

Activate the Monthly Market Insights campaign.

Send a monthly video and written market commentary discussing current events.

Show me how

Activate the Happy Birthday campaign.

Never miss a client’s birthday again, thanks to this automated campaign.

Show me how

Activate the Holiday campaign.

Show your clients that you care and keep in touch throughout the year.

Show me how

Activate the Referral campaign.

Effortlessly gather new leads from your most loyal clients.

Show me how

Activate the Pre-Retiree Primer campaign.

Regularly educate clients and help them prepare for their retirement.

Show me how

* Many broker-dealers regulate the use of social and email tools. If you’re unable to access these tools through your dashboard, it’s likely that your broker-dealer has chosen a different email and social media solution.

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(858) 251-2420

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