3 Steps to Lead Generation Success
STEP 1:
Identify Your Investor Universe
We'll help you create a clear Buyer Persona and acquire the right data to get you quality leads.
STEP 2:
Anonymous to Known
We'll show you how to systematically start and nurture relationships online and at scale.
STEP 3:
Seal the Deal
We'll help your sales team guide your prospects from their first click to becoming a client.
How We Help You Generate and Nurture Qualified Leads
Technology
- We implement your powerful, user-friendly marketing platform.
- We create templates, including landing pages, email, and blogs.
- We integrate your website with your CRM and marketing platform.
- We customize your process with lead scoring, deal stages, and audience segmentation.
Strategy
- We help you set the right goals for your campaign.
- We develop your buyer personas and buyer journeys to get the right leads.
- We design your step-by-step content strategy to make you a thought leader.
Content
- We create the premium content that attracts leads: eBooks, infographics, videos, and more.
- We add custom landing pages (LPs), thank you pages (TYPs), and calls to action (CTAs).
- We craft blog articles: from research, outlining, and writing to design and publication.
Outreach
- We build your promotional email campaign to win engagement for your content.
- We manage email campaigns to nurture and educate prospects.
- We place organic social media posts to elevate your profile online.
- We implement digital advertising campaigns to attract more leads.
Lead Generation Success Stories
A Leading Fund Sponsor Cracks the RIA Market: Raises $500 Million
A fund sponsor had a multi-billion-dollar legacy of success in the broker-dealer market. They reached out to GK3 to drive lead generation for their entry into the RIA market. We built an end-to-end program to reach RIAs—including an innovative advisor-only due diligence website.
Achievements
- 620 contacts became sales-qualified leads (SQLs)
- 209 off these contacts resulted in deals
- $100 million new AUM raised in the first year
- $500 million new AUM raised since inception
A Financial Adviser Goes Digital With GK3: Raises $136 Million for Private Real Estate
A busy independent wealth manager wanted to grow, but their business development had hit a ceiling. The adviser realized he needed to leverage digital approaches, so he retained GK3. GK3 started with digital lead generation, adding 30,000 new subscribers to the advisor’s email list.
Achievements
- 30,000 New subscribers to the advisor’s email list
- 10,000+ Visitors per month to advisor’s new website created by GK3
- 5,850 Downloads of content offers created by GK3
- $136 Million new AUM for private real estate funds
Revolutionizing asset management distribution
With our Process services, you can do anything from run a one-time event to launch a fund. Whatever your goals, GK3 Capital services ensure that you create repeatable success.
What’s important: Finding confidence in your inflows so you can focus on growing relationships and AUM. That comes with strength of process.
When you’ve nailed the engagement, due diligence, and inflow phases of an investor’s journey, you’ve got strength of process. Consistent results follow.
Revolutionizing asset management distribution
With our Process services, you can do anything from run a one-time event to launch a fund. Whatever your goals, GK3 Capital services ensure that you create repeatable success.
What’s important: Finding confidence in your inflows so you can focus on growing relationships and AUM. That comes with strength of process.
When you’ve nailed the engagement, due diligence, and inflow phases of an investor’s journey, you’ve got strength of process. Consistent results follow.
Revolutionizing asset management distribution
With our Process services, you can do anything from run a one-time event to launch a fund. Whatever your goals, GK3 Capital services ensure that you create repeatable success.
What’s important: Finding confidence in your inflows so you can focus on growing relationships and AUM. That comes with strength of process.
When you’ve nailed the engagement, due diligence, and inflow phases of an investor’s journey, you’ve got strength of process. Consistent results follow.
The Digital Distribution Process(DD360)
Our approach to helping you developed a comphrensive distribution platform in 3 steps.
Implementation
We conduct three vital workshops—Goals, Sales Process, and Persona—each essential in shaping your digital journey. Goals workshop sets clear objectives, Sales Process refines strategies, and Persona dives into audience understanding, collectively sculpting a tailored roadmap for your digital evolution.
- Series of customized strategy workshops
- Assessment of current marketing and sales conditions
- Defined precise goals
Implementation
We conduct three vital workshops—Goals, Sales Process, and Persona—each essential in shaping your digital journey. Goals workshop sets clear objectives, Sales Process refines strategies, and Persona dives into audience understanding, collectively sculpting a tailored roadmap for your digital evolution.
- Series of customized strategy workshops
- Assessment of current marketing and sales conditions
- Defined precise goals
Implementation
We conduct three vital workshops—Goals, Sales Process, and Persona—each essential in shaping your digital journey. Goals workshop sets clear objectives, Sales Process refines strategies, and Persona dives into audience understanding, collectively sculpting a tailored roadmap for your digital evolution.
- Series of customized strategy workshops
- Assessment of current marketing and sales conditions
- Defined precise goals
Implementation
We conduct three vital workshops—Goals, Sales Process, and Persona—each essential in shaping your digital journey. Goals workshop sets clear objectives, Sales Process refines strategies, and Persona dives into audience understanding, collectively sculpting a tailored roadmap for your digital evolution.
- Series of customized strategy workshops
- Assessment of current marketing and sales conditions
- Defined precise goals