Configure like a Tesla. Watch it arrive like a pizza. Every campaign is prebuilt and pre-branded the moment we know your firm — the default state is “here’s one ready to go,” never “create new.”
Twelve prebuilt campaigns, every one pre-branded the moment we know your firm. ClientGen prebuilt (emerald, monthly), Pinnacle insurance kits (blue, when you're in the network), Finspire studio commissions (raspberry, quoted). Filter by goal — Get found, Nurture, Convert, Reactivate — or by lane.
See your shelfAdjust audience, channels, budget, voice, duration. Live preview shows your creative in your brand across Ad / Email / Landing / Social tabs as you change options. The price block flips state in real time: $0 = agent-driven, drafts always free; $349+/mo = we run it for you under a named plan tier (Spark, Presence, Full).
Try the configuratorConfirm what you're about to launch — audience, budget, what happens next. One green button. No card required today; we capture payment before the first paid send. Cancel anytime on the monthly tiers.
See the launch screenWatch your campaign move through four stages — Built → In review → Scheduling → Live. Casey Mendoza is the senior compliance reviewer on record, pre-flighting against your broker-dealer's rule pack. Activity log shows who did what, when, with timestamps. Nothing goes out in your name without your OK.
See the trackerAssets shipped, approvals, meetings booked, calls held. Bar-and-count operational signals — never returns, AUM, or retention claims. One tap to reorder with current settings; suggested next campaigns from the menu.
See resultsThe work that lands in your inbox is the output of a small system, not a single model. Each agent has a clear job. Each one writes to the same auditable file. A named human reviewer signs the work before it ever reaches a send.
Pulls public sources about your firm — your site, your past comms, your stated niche, your broker-dealer affiliation. Assembles a typed advisor file. Every interaction you have with us updates the file: feedback you send, edits you request, things we got wrong. The next campaign is built against the latest state of that file.
Research · memory · iterationReads the file. Drafts a full portfolio per campaign — three variants per channel (ad, email, landing, social), each with different copy voice and visual treatment. Pulls proposed prospect searches from app.clientgen.ai for your geography + ICP. You pick the variant; we ship it.
Variants · design · prospect targetingCasey Mendoza. Senior compliance reviewer. Pre-flights every variant against your broker-dealer's rule pack — disclosures fixed, no performance claims, state language present. Names on the audit trail. Nothing leaves in your name without your sign-off, but nothing reaches your inbox without Casey's first.
BD rule pack · audit trail · operational onlyEvery action by every agent is written to the same append-only memory log on your file — the same log your advisor file uses. You can read it, you can object to any entry, and we update before the next campaign goes out. This is what we mean by “agent-driven”: the agents do the work, the file remembers, and the human signs.
The agent does the drafting work — that’s always free. We only charge when you ask us to run the campaign for you (schedule, ship, manage approvals every week) or when you commission data we have to source (prospect lists, lead enrichment, custom segments).
Every draft pre-flights against your broker-dealer’s rule pack. A named human reviewer (Casey Mendoza, senior compliance reviewer) reads the result. You approve every send before anything reaches a prospect.
Drafts are free. We only charge when you have us run them. See the shelf — it’s already built for you.