Sign up now
MOMENTUM

Stay front of mind with every client

Marketing done for you, all in the Marketing Suite, for brokers, planners and accountants. Each month your clients receive a professionally written email campaign on relevant financial topics, reviewed by aggregator compliance teams before it goes out.

Momentum plan
$179a month inc GST
plus a $199 setup fee inc GST, charged once
Your Momentum plan runs for 12 months.
Sign up now Prefer to chat first? Book a 15 minute chat with Kristie, at no additional charge

What's included

Momentum is the monthly client communication program from Your Client Matters. Pricing includes one industry content package.

A monthly email campaign
reviewed by aggregator compliance teams, covering the latest RBA rate decision in the eight months the RBA meets and another timely topic in the other four
Client nurture sequences
that keep conversations going
Birthday emails
for your clients
Social scheduling
for LinkedIn, Facebook and Instagram
Pipelines and automation
for leads, opportunities and workflows
The YCM Marketing Suite
your all in one marketing CRM
2,500emails a month

Your subscription includes up to 2,500 emails per month.

Extra emails are charged at $0.0018 each, eg an extra 2,500 emails costs $4.50.

Optional extra: the Competition – Client Engagement Tool, $280 a month inc GST, added when you sign up.

How it works

1

Sign up

Choose Momentum and complete the order form below.

2

Meet our partner success team

In a 1:1 meeting, our partner success team sets up your Marketing Suite account with you and helps you review your data.

3

Stay in touch every month

Each month a professionally written email campaign, reviewed by aggregator compliance teams, goes out to your database.

Your detailsTell us about you
PaymentComplete your sign up
We Respect Your Privacy & Information.

Prefer to chat first?

Book a 15 minute chat with Kristie, at no additional charge.

Book with Kristie

The information on this page is general in nature and describes the services included in the Momentum program. It is not financial advice and does not promise any particular marketing or business results. All prices are in Australian dollars and include GST. Momentum is a 12 month plan.