Growth & Marketing
Finding customers and keeping them.
Growth covers the work that happens before a sale and around it: leads you are pursuing, deals in progress, the customers you already have, and the messages you send them. Because it sits beside your order and finance history, a customer's marketing record and their trading record are the same record — you can see what you sent someone and what they then bought.
- Leads and deals tracked through to the order
- Content drafted with AI help, reviewed before it goes out
- Outreach measured against what customers actually bought
In this module
- Leads
- People who might buy, and where each one has got to.
- AI Content
- Drafting marketing content, with approval before publishing.
- Outreach
- Campaigns and messages sent to customers.
- Marketing Tools
- Referrals, promotions, and the rest of the toolkit.
Guides that use this
- Turn a lead into a customerCapture a prospect, work it, and convert it without losing the history behind it.
- Generate content and run an outreach campaignDraft a campaign, send it to the right list, and feed the responses back into your pipeline.
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