If your inbound campaigns aren’t converting, or you’re just not sure where to start, this checklist gives you the clarity you need to launch with confidence.
Inside, you’ll get a tactical, easy-to-follow roadmap for building inbound campaigns that move investors through your funnel. From setting goals and creating offers to deploying automation and tracking results, this guide walks you through every essential step.
This checklist gives you a clear, step-by-step plan to launch inbound campaigns that attract, engage, and convert investors.
What you’ll get:
A proven inbound campaign structure
Key tasks across content, automation, and follow-up
Built-in checkpoints to keep teams aligned
Too many campaigns launch without direction. This checklist keeps your strategy focused and your results measurable.
This checklist gives you a simple, actionable roadmap for running investor-focused inbound campaigns. From building your content engine to aligning teams and tracking performance, it outlines the key tasks and stages you need to execute a results-driven marketing campaign, start to finish.
Clarify your goals, define your audience, and align your team around a focused campaign objective.
Develop valuable content that speaks to advisors, institutions, and retail investors at each stage of their journey.
Use email, CRM, and marketing automation to nurture leads and accelerate engagement.
Stay on target with built-in checkpoints and track ROI across your content and distribution channels.
Coordinate across marketing, sales, and compliance to ensure every campaign runs smoothly and strategically.
We’ve answered the most common questions about what’s inside the guide, who it’s for, and how it can help your firm drive measurable results.
You’ll receive a practical inbound marketing checklist designed to guide your team through every stage of a high-performing campaign. It includes step-by-step tasks for building content, aligning goals, managing workflows, and tracking performance. It’s a campaign blueprint you can actually use—not just theory.
This checklist helps your team stay focused and organized when running inbound campaigns. By breaking down key steps, from planning and content creation to follow-up and ROI tracking, it reduces missed steps, improves collaboration, and helps you launch campaigns that convert more effectively.
This is ideal for ETF marketers, content strategists, digital marketing leads, and sales enablement teams who want to run smarter inbound campaigns. Whether you're promoting a new fund, targeting advisors and investors, or improving your lead nurturing funnel, this checklist keeps your efforts clear, coordinated, and on track.
Craig Katz Executive Vice President, Discovery Data
Bob Herrmann Chief Executive Officer, Freedom Advisors
Jeff Holland Managing Director, USAA Real Estate Private Wealth