Standout™ 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.

Show me how

Set up Google Analytics to monitor your website traffic.

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

Show me how

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.

Show me how

Connect all of your social media accounts.*

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

Show me how

Customize your email template with your branding and logo.*

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

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

* 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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