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.

What will I get from this checklist?

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What Our Clients Have To Say

The Go-To Digital Marketing Team

"GK3 Capital partnered with us to build a comprehensive digital lead generation machine, starting with cleaning up and aligning key aspects of our sales and marketing process. GK3 brought in specialists for every stage, from CRM optimization to content creation and lead generation, delivering data-backed recommendations that seamlessly increased our lead volume across multiple platforms.

The team at GK3 truly listens and tailors their work to our needs and target audience, ensuring creative and impactful results."

Rachel Pham, Head of Revenue Operations, STP Investment Services

Digital Marketing Experts from A to Z

"We hired GK3 to build a comprehensive digital marketing system. Initially focused on content marketing, GK3 transformed our entire sales and marketing, from CRM to content creation to lead generation.

When we needed a quick launch for a sub-brand, GK3 delivered an impressive logo, branding guide, and website in record time. John Gulino's leadership sets a tone of excellence, ensuring that GK3 prioritizes understanding client needs for creative and meaningful results."

Andrew Ceccon, Chief Marketing Officer, AXS Investments

Incredible Team, incredible Results

"Upon onboarding, GK3 quickly created amazing content and built our marketing funnel. They thoroughly understood our business model and effectively translated it into marketing content.

As HubSpot experts, they developed new marketing materials, landing pages, and website pages, and added lead scoring automation to our account, maximizing our HubSpot usage. Working with GK3 feels like having a world-class marketing department right down the hallway."

Justin Volmer, Vice President, Strategic Initiatives, Park Place Finance

Full service!

“With a focus on the RIA channel, it is especially important to leverage digital marketing to reach our target audience. Further, compelling content is essential.

GK3 not only helps us to create content, but also deliver that content in digestible, compelling formats.

We have expanded the scope of services we receive from GK3 who have provided excellent support and have been proactive with recommending services appropriate to our stage of growth.”

Jeff Holland, President, Accordant Investments

Compelling storytelling

“GK3 does so many things for our company - we have a compelling story to tell and it is GK3 that packaged up that 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 - Digital Distribution Experts

“GK3 Capital is a highly recommended partner for any asset management firm looking to grow utilizing a digital distribution strategy.

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

Excellent Partner for the financial service Industry

"GK3 is staffed with a professional and knowledgeable team. They are financial service industry experts and digital marketing/sales experts. In an industry where sales were built on steak dinners and "free lunches," it's refreshing to know that there is a company that understands 21st-century marketing/sales"

Jake Hanley, Managing Director, Sr. Portfolio Specialist, Teucrium