Business Exit Readiness Campaign Hub
A centralized resource hub for firm-specific campaign materials, rollout guidance, and client-facing support assets.
The campaign journey
How the campaign works, step by step. Horizontal layout showing who acts at each step.
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
BUSINESS EXIT READINESS
Campaign hub
Everything you need to run the campaign, organized by phase. Access each asset directly.
Phase 1: Attract — Launch the campaign
Scorecard link
The exit readiness scorecard, hosted on Score App. Share with your client base.
Client email + launch kit
The email you send clients (feels like it comes from you), plus the run guide, launch checklist, and social posts.
Phase 2: Connect — Reach out to the client
Outreach kit
The CPA's follow-up after the scorecard.
Includes the partner-to-client email template and the phone script for booking the complimentary review.
Phase 3: Prepare — Get ready for the meeting
Pre-meeting prep doc
What the team aligns on before the discovery meeting.
The signal routing structure (planner and CPA) and the info-gathering checklist.
Phase 4: Meet — The discovery meeting
Run sheet
The one-page desk tool for the meeting. Pre-meet prep, opening, routing based on what the client says, and booking the next step.
Client leave-behind
The insert card and Finish Big book to leave with the client after the meeting. Download the card or grab the book link.
Phase 6: Continue — After the meeting
Email nurture sequences
Keeping the client warm between steps. The email nurture sequences and the follow-up cadence guide (timing, owner, and what to say).
Compliance guardrails
What this campaign is and isn't. The discovery meeting is discovery, not advice. No suitability recommendations without KYC. This language is CCO-approved and must be understood by everyone running the campaign. Non-negotiable.
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.
