A dedicated page to assist partners with the moneyGPS marketing component
The amalgamation of traditional and digital advice with a powerful marketing engine room
1. Is a process map that depicts the STEPS from the initial on-boarding of partners on DAY 1 to the launch of their digital advice offer from DAY 10.
2. Is the partners ON-BOARDING set-up form so the online assets can be created by Feedsy for each business. The submission of this form is considered DAY 1. This form is to be completed immediately following the Marketing on-boarding session part 1 (recorded below).
Marketing training
Marketing on-boarding session
(5 minutes)
Your client list and viewing analytics
(10 minutes)
Demo versions of EDM's
and moneyHub template
Example client list
.xls or .csv
EDM 1 (teaser email)
Day 10
moneyHub
Day 11
EDM 2 (launch)
Day 17
Newsletter
(monthly)