Business Exit Readiness Campaign Hub
A centralized resource hub for firm-specific campaign materials, rollout guidance, and client-facing support assets.
The Campaign Journey
1. Firm sends the scorecard
Email to the full client base
2. Client completes the scorecard
Interested owners self-select
3. Planner or partner calls
Books the review using the script
4. Information gathered and shared
Planner and CPA brief the team
5. Advisors hold a pre-meet
M&A, CPA and planner align
6. The review meeting
All three with the client, by the guide
7. Book gifted with the card
Finish Big, firm-branded insert
8. Next step booked in the room
Before the client leaves
9. Ongoing advisory relationship
The team keeps serving the client
The Playbook
The foundation. Why the campaign exists, who does what, the end-to-end process,
and how to read the room.
Campaign Launch
Everything to get the campaign live with clients: the assets, the scorecard,
and the launch checklist.
The Conversation
Everything you do once the leads come in: the call, the prep, the meeting, and what to leave behind.
Call script • Pre-meet checklist • Meeting guide
Integrated Advisory
Marketing & Communications
Feedback Form
The Integrated Advisory M&C Feedback Form offers team members and stakeholders a formal channel to submit questions, concerns, or feedback on marketing and communications. Submissions are reviewed within one business day, supporting transparency, collaboration, and continuous improvement across content, messaging, campaigns, and communication processes.
