Pinnacle Accelerate Marketing Package

This package is designed for firms that are actively growing and need ongoing, multi-channel marketing support across website, content, design, campaigns, and strategic initiatives.

With this package, clients receive:

• Website content updates and optimization, including fee updates, bio updates, team page updates, program pages, onboarding-related pages, and featured content updates

• Ongoing website maintenance and enhancements, including content edits, compliance-related updates, new pages, page restructuring, media updates, video swaps, integrations, site cleanup, performance improvements, and general functionality updates such as calendars, booking tools, forms, and location updates

• Search Engine Optimization (SEO and AEO), including keyword optimization, on-site SEO improvements, ongoing SEO and AEO blog content, content additions, location and listing fixes, and search visibility enhancements

• Content creation and content management, including monthly blog articles, blog updates, additions to existing content, and content aligned with campaigns, programs, and firm initiatives

• Newsletter and email campaigns, including monthly newsletters, campaign-related emails, announcements, and ongoing email communications

• Social media content support, including content writing, caption development, design coordination, and monthly social content planning and execution

• Design and creative services, including digital and print collateral such as referral cards, brochures, handouts, presentations, onboarding documents, questionnaires, checklists, and program materials

• Referral, COI, and partnership materials, including campaign assets, referral cards, partner-specific collateral, white-labeled materials, and supporting content for referral initiatives

• Campaign and initiative support, including COI campaigns, giving initiatives, program launches, promotional efforts, and campaign-related content and assets

• Program and offer support, including materials and marketing support for firm programs, trust services, insight programs, books, and educational initiatives

• Video content support, including video swaps, placement, updates, and integration into website pages, landing pages, and campaigns

• Ongoing marketing and consulting support, including guidance, prioritization, coordination, and execution across the areas outlined above, provided on an as-requested basis

This package supports a higher volume of work and faster execution than maintenance-level engagements. Work is prioritized on a rolling basis based on business needs, strategic alignment, and available capacity.