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Flexible Solutions to Fit Your Needs

And your budget

Add-on

Additional Seats

Add additional seats to your account. Learn More

$100usd
seat / mo

Invite users to join multiple teams, improve your workflow and support your marketing operations.

Add-on

Marketing Coach

Work with a marketing coach. Learn More

$2499usd
/ year*

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

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What’s included

Lead Pilot is more than just a marketing software

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Hundreds of exclusive pieces of editorial content, completely customizable to your firm

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Videos, infographics and professionally crafted content designed for maximum engagement

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Social media scheduling that keeps you top-of-mind and in prospects’ social feeds

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Email drip marketing that allows you to nurture both client and prospect relationships

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Lead qualification with an AI-powered LEAD Score so you can prioritize leads

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Branded landing pages that reinforce you and your firm as the financial expert

Available Add-ons

Easily scale your team and make onboarding a breeze

Additional Seats

Lead Pilot Seats

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:

$100seat / mo
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.

Marketing Coach

Lead Pilot Marketing Coach

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

$2499/ year*
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
* Users must be on (or update to) an annual plan

Onboarding

Lead Pilot Onboarding

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

FREE/ 20 minute session
Onboarding Session
  • 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.

Features
Base Account
Enterprise
Plus icon Additional Seats
Plus icon Marketing Coach
Customizable content library
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3 social profile connections
(Facebook, Twitter & LinkedIn)
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Multiple social profile connections
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Unlimited social post scheduling
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Unlimited, mobile-responsive landing pages and pop-ups
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Automatic SSL encryption
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Lead qualification with AI-powered LEAD Scoring
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Third-party integrations
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Automatic archiving
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Real-time analytics
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Chat and email support
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Unlimited contacts
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Unlimited email sends
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List segmentation
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Unlimited campaigns
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Multiple user roles
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Team-level users
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Engagement tracking by seat and team
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Custom onboardingi (includes connecting social media accounts, third-party integrations, email DNS, RSS feed, setting up landing page template and uploading contact lists.)
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Monthly reporting and coaching call
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Monthly campaign launch assistance
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Best practice advice & strategic consulting
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Frequently Asked Questions

Have a question? We’ve got answers.

30% Discount for Twenty Over Ten Website Users (Annual Plans Only)

Quantify your entire marketing funnel with
Lead Pilot

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