Lead Pilot Is 5 Tools-in-1, at an Insanely Affordable Price
You couldn't find this much quality, customizable content anywhere else for this price alone. We guarantee it.
Enterprise
Whether you're a broker dealer, IMO or another enterprise firm looking for multiple seats and capabilities to oversee and manage your advisors we can build a custom solution for you.
What's Included
Lead Pilot is more than just a marketing software
Customizable Content
Hundreds of exclusive pieces of editorial content, completely customizable to your firm.
Visual Graphics
Videos, infographics and professionally crafted content designed for maximum engagement.
Social Media
Social media scheduling that keeps you top-of-mind and in prospects’ social feeds.
Email Marketing
Email drip marketing that allows you to nurture both client and prospect relationships.
Lead Scoring
Lead qualification with an AI-powered LEAD Score so you can prioritize leads.
Landing Pages
Branded landing pages that reinforce you and your firm as the financial expert.
Compare Plan Options
Base Account |
Enterprise |
Additional Seats |
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| Design | ||||
| Customizable content library | ||||
| 3 Social Profile Connections (Facebook, Twitter, Linked) |
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| Multiple Social Profile Connections | — | |||
| Unlimited Social Post Scheduling | ||||
| Unlimited, mobile-responsive landing pages and pop-ups | ||||
| Automatic SSL Encryption | ||||
| Lead Qualification with AI-Powered LEAD Scoring | ||||
| Automatic SSL Encryption | ||||
| Lead Qualification with AI-Powered LEAD Scoring | ||||
| Third-party Integrations | ||||
| Automatic Archiving | ||||
| Real-time Analytics | ||||
| Chat and Email Support | ||||
| Unlimited Contacts | ||||
| Unlimited Email Sends | ||||
| List Segmentation | ||||
| Unlimited Campaigns | ||||
| Multiple User Roles | — | |||
| Team-Level Users | — | |||
| Engagement Tracking by Seat and Team | — | |||
| Custom Onboarding | — | — | ||
| Monthly Reporting and Coaching Call | — | — | — | |
| Monthly Campaign Launch Assistance | — | — | — | |
| Best Practice Advice & Strategic Consulting | — | — | — |
Get Started With Lead Pilot Today
Since signing up for LeadPilot, almost everything has been seamless, and if not, support was quick and helpful. Moving over my subscribers from another platform, linking all of my social accounts and building campaigns has been very easy. In running my content campaigns, I’m able to track metrics to see which topics are successful and Lead Pilot's content team delivers a lot of fresh, well-produced content on a frequent basis. I love being able to choose from written, video, and infographic content across various topics. I’m able to put out new content each week, after I’ve customized it, and also throw in my own content when I produce it. Current clients love the timely information and regular content, and new leads can easily sign up from blog posts to get content delivered to them. I’m very happy using LeadPilot so far, it’s been well worth the financial investment, and I look forward to seeing this platform evolve in the future.
Dave Grant, CFP® Retirement Matters, Inc.
Available Add-Ons
Easily scale your team and make onboarding a breeze
Additional 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.
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.
Special Offers
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Leverage the power of our entire marketing ecosystem by bundling and enjoy reduced pricing.
Ready To Do More With Your Marketing?
Contact us to add one or more of our Premium Add-Ons to your account
Frequently Asked Questions
Bundle & Save: Leverage the power of our entire marketing ecosystem and enjoy reduced pricing on both tools.
Onboarding
Hit the ground running by working with one of our Client Success Specialists. To help you succeed, every customer receives a free 30 minute onboarding session. Together, we will set up your Lead Pilot account so that you can start utilizing the power of automated content marketing right away.
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Create an Account
Signing up is easy! Create your Lead Pilot account to get started.
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Complete a simple form to align your onboarding time with your goals:
- Generate new leads
- Nurture existing clients with content
- Grow social media presence
- Automate marketing efforts
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Choose what areas to deep dive into:
- Email set up and template design
- Linking social media accounts (Facebook, LinkedIn, Twitter)
- Customize landing page branding (logo, headshot, brand colors)
- Building campaigns
- Importing contacts
- CRM integrations
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Meet our award-winning success team:
Schedule a time a 30 minute onboarding session with one of our Success Specialists.