Flexible Solutions to Fit Your Needs
And your budget
Everything you need to capture leads and turn them into clients
/ mo $299usd
- No setup fees, 7-day trial period
- Unlimited campaigns and landing pages
- Customizable content library
- Free 20 minute onboarding session
- Start with 1 user
Add additional seats to your account. Learn More
seat / mo
Invite users to join multiple teams, improve your workflow and support your marketing operations.
Work with a marketing coach. Learn More
Get 1:1 coaching from our marketing specialists to get the most out of your Lead Pilot account.
Enterprise. For groups with unique business models. Multi-seat capabilities, additional social profiles, and custom onboarding. Let’s talk and build a custom solution for you.
Compare all our plans and add-on services
Lead Pilot is more than just a marketing software
Hundreds of exclusive pieces of editorial content, completely customizable to your firm
Videos, infographics and professionally crafted content designed for maximum engagement
Social media scheduling that keeps you top-of-mind and in prospects’ social feeds
Email drip marketing that allows you to nurture both client and prospect relationships
Lead qualification with an AI-powered LEAD Score so you can prioritize leads
Branded landing pages that reinforce you and your firm as the financial expert
Easily scale your team and make onboarding a breeze
Our unique seats and teams structure allows you to group members together, making it easy to deploy cohesive, consistent on-brand messaging while still allowing advisors to connect their individual social profiles and deploy content that speaks to their unique audiences.
How do seats work? With additional seats you can:
Group Members Together
Individual users can be part of their own team or part of any number of additional teams, allowing users to work together across a single Lead Pilot workspace. If your team has an admin or marketing manager for instance, they can easily upload content or edit a piece once and then share on behalf of multiple users.
Share Content & Analytics
All users within a team can create and share content and analytics - making it incredibly easy for multiple advisors under one account to work together. Easily track what has been shared by each user and what is getting the most engagement across each seat or team.
Stay On Brand But Remain Unique
Seat users can create their own branded landing pages and connect to their own social networks allowing them to target their networks and only deploy content relevant to their audiences while ensuring brand consistency with the organization as a whole.
Get technical and strategic guidance to achieve your firm’s marketing strategy and help you implement our automated inbound marketing tools. Meet 1-on-1 monthly with your coach to get strategic advice and launch your automated social media and email marketing drip campaigns.
The easiest way to truly automate your marketing
Dedicated Marketing Support
- One 30-minute coaching call per month
- Launch customized 90 day drip campaigns
- Monthly performance reporting
- Social media best practices
- Email marketing best practices
- Create compelling calls to action (CTAs)
- Help choosing content that resonates best with your niche
- Execution support
- Connect integrations with Wealthbox, Redtail and Riskalyze, if applicable
- Upload contact lists and create segments
Hit the ground running with our fast and easy onboarding. Every Lead Pilot customer gets a free onboarding session, where we’ll work together with you to set up your Lead Pilot account so that you can start utilizing the power of automated content marketing right away.
Onboarding made easy. Get up and running fast
- Design branded landing page template
(logo, headshot, brand colors needed)
- Connect social media accounts
(Twitter, Facebook & Linkedin)
- Configure email and email template design
(access to DNS provider needed)
Compare Our Plans and Add-Ons at a Glance
Everything you need to know about what’s included
Not sure which plan is right for your firm? Chat with sales.
(Facebook, Twitter & LinkedIn)
Frequently Asked Questions
Have a question? We’ve got answers.
Who should use Lead Pilot?
Lead Pilot is the most powerful lead generation software built specifically for financial advisors. Whether you’re an independent RIA or affiliated with a broker-dealer, if you want to grow your email list, boost conversions and convert more leads then you need Lead Pilot.
Do I need to pay for a year upfront to use Lead Pilot?
Nope! Choose your preference - annual or monthly. However, similar to an investment plan, we’ve found over and over that customers who commit to a full year of using Lead Pilot see far greater results in both the short and long-term.
Do I need to have coding or marketing skills to use Lead Pilot?
Absolutely not. You can create and customize beautiful lead capture forms, infographics and more from our robust library without any coding or marketing knowledge. Lead Pilot is extremely user-friendly but if you ever get caught-up we offer live chat support.
What types of content are included in the library?
Break free from dry, technical, financial content. Our library includes editorial style content, infographics, and videos. Rest assured that everything we craft for you is editorial in nature and doesn’t offer advice or act as an endorsement, to keep you compliant.
Is content archived to meet 17a-4 requirements?
Yes. All content created and deployed on the Lead Pilot platform is archived for a minimum of seven years.
Is there a limit to the number of contacts I can have in my account?
Not at all. Your success is our success and we do not place any limits on the number of contacts or leads you may have in your account.
How can I get help?
If you ever have questions or need assistance, our support team is happy to help! Just email firstname.lastname@example.org or start a conversation with us inside the app.
- Additional resources