Elevate™ Optimization Checklist

Optimize Your Website

Launch Your Website.

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

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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

Sync with your CRM

Would you like to sync your CRM instead? Learn more here. Show me how

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

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Upload your contacts.

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

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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.

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Select your favorite pre-written emails from the library.

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

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Add a lead generating section to your homepage.

This section lets you convert more of your website visitors into qualified leads.

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Optimize Your Marketing Strategy

Schedule your first meeting with your marketing coach.

From your first meeting, you’ll start crafting your personal marketing plan together.

Activate Local Search

Completing this step will help boost your SEO and listing accuracy.

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Finalize your personal marketing plan.

Your personal marketing plan will help you get the most out of Elevate.

Optimize Your Campaigns

Activate the Video of the Month campaign.

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

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Activate the Social Foundation campaign.

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

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Activate the Monthly Market Insights campaign.

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

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Activate the Happy Birthday campaign.

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

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Activate the Holiday campaign.

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

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Activate the Referral campaign.

Effortlessly gather new leads from your most loyal clients.

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Activate the Pre-Retiree Primer campaign.

Regularly educate clients and help them prepare for their retirement.

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Connect with a Customer Service Representative today
(858) 251-2420

FMG Suite Knowledge Base

Have a question? We have a library of answers. Browse through our comprehensive range of helpful articles, tutorials, and resources to find the answers you need.

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