We’re so excited that you’ve partnered with us to do your marketing. Our goal to get you more clients so you can do more of what you love — and we take this responsibility very seriously.
Watch this video now for an overview of our setup process and who you’ll be interacting with at Indigo Marketing Agency.
Overview of the Set-Up Process
Our goal is to complete your full setup process within 30 days — but we need your help doing that. Please complete these three steps as fast as you can so we can get started on your marketing and you can sit back and watch it all unfold.
Here’s what you need to do.
- Step 1: Watch the video above and pay your invoice
- Step 2: Schedule your kick-off call
- Step 3: Complete the Marketing & SEO Survey
- Optional: Complete the New Client Survey
Key Points of Contact
Kelli Mcleod is your main point of contact during the setup process. Once that’s complete, she’ll redirect you to your long-term account manager who will be your main point of contact moving forward.
Role: Account Set-Up Specialist
Email: [email protected]
Helpful Resources
- Meet Our Team
- Learn How To Choose Your Niche In Our Radical Relevance Workshop Webinar
- Find Out The Leading And Lagging Indicators Of Marketing Success (Video)
- See How You Compare To The Average Financial Advisor (Video)
Frequently Asked Questions
What happens during the kick-off call?
The kick-off call is really important because that’s where we go through everything about your story, your background, your credentials, your clients, what your clients think about, who you want to serve, and more.
We record this call and refer to it as needed to ensure we’re capturing your insights, voice, and story. We’ll also answer any questions you have about the setup process during your kick-off call.
How can I make the kick-off call go quicker and smoother?
Filling out the optional New Client Survey is the best way to make your kick-off call go as smoothly as possible. This survey has a lot of prompts about why you started your business, what you really care about as an advisor, what drives you, and more.
This survey is optional, but filling it out before your kick-off call will give us a clearer idea of who you are and what sets you apart from other advisors.
How soon do you need the Marketing & SEO Survey?
Please fill out this survey as soon as possible, preferably within the next 24 hours. We need this information to set up your social media profiles, do your search engine optimization, set up your email marketing system, and more.
I know it can be daunting to have to gather up login credentials for your website, LinkedIn, Twitter, Facebook, and everything else. But think of it like this — all you need to do is gather them up this one time and then you’ll never have to log into them again. We’ll take care of that for you.
What does the long-term account manager do?
Think of your long-term account manager as your relationship ambassador at Indigo Marketing Agency. They’ll send you your articles each month, answer your questions, compile any edits, and give you a little nudge if you start to fall behind