Campaigns
Outreach that actually goes out.
Email, LinkedIn, handwritten notes, postcards, and digital ads, sequenced together, sent from a domain that protects your reputation. Run it yourself, or hand the writing to us.
Channels
Five ways to reach someone. Most tools give you two.
Replies come from the channels everyone else skips, a note in real handwriting still gets opened.
Sequenced sends with reply detection and per-channel limits.
Connection requests and follow-ups, paced like a person.
Handwritten notes
Real pen-and-ink notes, sent automatically.
Postcards
Printed pieces that land on a desk, triggered by the sequence.
Digital ads
Placed and managed by us against a deposit, spend at cost.
All in one sequence
Channels are steps in a single campaign, not separate tools you have to reconcile afterwards.
Sequences
Set the steps once. It keeps going.
A campaign is a sequence of touches across channels, spaced over weeks. When someone replies, they drop out automatically, no one gets a postcard after they have already booked a meeting.
See campaign pricingDay 7 draft
A note on the HVAC sale, timing for what's next
Saw the sale closed a few weeks back, congratulations on getting it done. If proceeds are still sitting in cash, worth a short call before year end.
Illustrative interface, not live data.
Deliverability
Your main domain never takes the hit.
Campaigns send from a dedicated sub-domain, so prospecting volume can never damage the reputation of the address you use with actual clients.
- Dedicated sending sub-domain, separate from your primary
- Per-channel daily limits respected automatically
- Opt-outs and do-not-contact honoured at send time
- Email marketing integration for your existing lists
Integrations
Fits the stack you already run
Prospects and activity sync with the systems your practice already lives in.
- CRM sync with Salesforce, Redtail, and Wealthbox
- AdvisorStream integration for content-led outreach
- Enterprise APIs for firm-wide deployment
Who does the work
Everything starts with the platform.
The subscription is the foundation. Services stack on top of it, they are not alternatives to it.
Step 1 · Required
ClientGen Platform
All the campaign tooling, sequencing, and sending. You write the messages and press go.
$2,388/year
Billed annually. No monthly option.
- Multi-step sequence builder
- Every channel included
- Scheduling and send limits
- Reply tracking
Step 2 · Optional
Campaign Service
+ $289/mo
Total: $2,388/yr + $289/mo
We build it
We build and draft the campaigns for you, and a success manager stays on the account.
- Campaigns built and drafted for you
- Dedicated success manager
- Regular pipeline check-ins
- Outreach coaching
Step 2 · Optional
Finspire Creative
+ Quoted
Total: $2,388/yr + quote
A creative team runs it
A human creative team takes the whole thing, brand, content, and campaigns end to end.
- Human-written, on-brand creative
- Managed end to end
- Brand and content support
- Scoped per firm
Running digital ads too? We place and manage the buy against a deposit, and design an ad set around your logo for $159 if you would rather not supply artwork. See add-ons
Approval & supervision
Nothing goes out that you have not approved.
Every campaign passes an approval gate before a single message sends. Where your broker-dealer requires sign-off, that gate is enforced in the workflow, not left to someone remembering.
How this compares with Finny- Campaigns route for approval before launch
- Every send is timestamped and attributable
- Compliance hub for broker-dealer supervision
- Any campaign can be paused instantly
Put a campaign in market.
Start on the platform, and add the team whenever you want the writing handled.