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RIAs

Drip Email Campaigns for Prospects

Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+

Challenge

Inconsistent RIA prospect nurturing with no automated email campaigns, resulting in low engagement and conversion rates.

Solution

Build automated drip campaigns in Marketing Cloud or Pardot with segmented messaging, engagement tracking, and automated handoff to advisors.

Key Outcomes

  • Automated prospect nurturing campaigns
  • 54% increase in prospect engagement
  • Automated lead scoring and qualification
  • Marketing-to-sales handoff workflow

Tags

marketing-automationemail-campaignsriasmarketing-cloudlead-nurturing

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Implementation Timeline

8-12 weeks
Medium Complexity

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