A step-by-step game plan to build inbound campaigns that attract, engage, and move investors through your funnel.

The Inbound Checklist Built for Smarter Investor Campaigns

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.

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The Inbound Marketing Checklist gives you a proven roadmap to attract investors, align your team, and scale results.

Launch with Confidence. Convert with Clarity.

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.

See how this checklist helps you launch inbound campaigns that attract, convert, and retain investors.

What’s Inside the Inbound Marketing Checklist?

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.

Set the Foundation:

Clarify your goals, define your audience, and align your team around a focused campaign objective.

Create Investor-Centric Content:

Develop valuable content that speaks to advisors, institutions, and retail investors at each stage of their journey.

Build Your Funnel:

Use email, CRM, and marketing automation to nurture leads and accelerate engagement.

Track Progress + Performance:

Stay on target with built-in checkpoints and track ROI across your content and distribution channels.

Stay Aligned + Compliant:

Coordinate across marketing, sales, and compliance to ensure every campaign runs smoothly and strategically.

Still have questions before you download? We’ve got answers.

Frequently Asked Questions

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.

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See what growth-minded firms say about partnering with GK3

"The combination of their inside-out knowledge of asset managers, investments, distribution, and digital marketing uniquely positions GK3 to help their clients efficiently and effectively raise capital."

Craig Katz Executive Vice President, Discovery Data

“GK3 packaged up our story and got it out to our target market, driving inbound interest beyond what our company has ever experienced.”

Bob Herrmann Chief Executive Officer, Freedom Advisors

“GK3 not only helps us to create content, but also deliver it in digestible, compelling formats—providing consistently excellent support and guidance tailored to our growth stage.”

Jeff Holland Managing Director, USAA Real Estate Private Wealth