The Firmtrax System
The Frimtrax Course is the perfect combination of strategic planning, technology, and staff development. It provides a roadmap for your marketing and business development activities for the entire year.
See what the Firmtrax System includes:
We want to make sure you’re set up for success with Firmtrax. As a first step, we’ll take you through an assessment to understand what capabilities you have in place and identify what resources you might need.
It’s all hands on deck! Whether we meet in groups or all at one time, we’ll help you set the vision for the program and the journey ahead.
Step-by-Step Training with the Firmtrax Course
You’ll access the FirmTrax training through our portal and cover chapter by chapter at your own pace. The training covers marketing and business development through 18 chapters. Even though you can execute at your own pace, most firms cover one or two chapters per month.
Marketing by Numbers Technology and Content
FirmTrax includes a 12-month subscription to Marketing by Numbers Plus Plan, which includes award-winning sales and marketing CRM and unique video marketing content.
Sales and Marketing CRM
The Marketing by Numbers sales and marketing platform enables you to centralize all of your clients, prospects and referral sources. Deploy online forms and landing pages to capture new leads. Use “tags” to segment your contacts and deliver highly personalized emails. Our system will monitor each contact’s engagement and automatically take action based on specific events or contact scoring. It’s like bionics for marketing.
Email and Video Marketing Content
Say goodbye to boring, me too newsletters. Each month, we’ll send your clients short, engaging videos that they’ll absolutely love. Each video will cover an important financial topic with great take-away value. It will showcase your full value, lead to new conversations, and uncover new ways to better serve your clients.
See Examples of our Emails, Video Landing Pages and Gallery
Activity Tracker Software
Populate the activity tracker with your employees and assign point values for the activities that will take your firm to the next level. Employees can update the tracker as their activities occur and everyone can see the progress. This is a great tool to help your firm celebrate your success and reward your staff with monthly and end of year prizes.
Help when you need it
As part of the Firmtrax System, we’ll schedule a monthly call to assess progress and make suggestions for moving forward. Additionally, you’re able to call or email us with any questions or to discuss any situation. If you need more in-depth help with implementation and execution, we provide fractional CMO services that are tailored to your specific needs.
Receive an Assessment, Free of Charge
At Firmtrax, we have designed a quick, yet thorough process to understand your current state and identify opportunities for improvement. Our assessment will uncover gaps in your strategy, people, process, and resources. Regardless of whether or not you use Firmtrax, our assessment will provide valuable insights into your firm.