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Triad Marketing Automation


Morrison Agency




Triad Advisors

  • Concepting
  • Design
  • Development


Triad’s business development team wanted to market more directly to its target audiences and educate their leads before the first phone call. The team also wanted to get more efficient with their spending and add more qualified leads to the pipeline.

Morrison designed and implemented a marketing automation program that attracted new prospects, identified each site visitor and nurtured the leads over the course of a campaign focused on helping prospective advisors better understand Triad Advisors and the benefits of working with the firm. This required creating content for 13 emails, 13 landing pages and 13 assets that ranged from PDF guidebooks to interactive widgets.