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® Founder & Financial Planner Retirement Matters, Inc.
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.
Everything you need to capture leads and turn them into clients
/ mo $299usd
- No setup fees, 7-day trial period
- Unlimited campaigns and landing pages
- Customizable content library
- Free 30 minute onboarding session
- Start with 1 user
Add additional seats to your account.
seat / mo
Invite users to join multiple teams, improve your workflow and support your marketing operations.
Marketing Coach + Lead Pilot
Your own dedicated marketing coach.
Get 1:1 coaching from our marketing specialists to get the most out of your Lead Pilot account. Available to annual subscribers only, pricing includes one seat.
Want Lead Pilot + Twenty Over Ten Website?
Use our entire marketing ecosystem and enjoy reduced pricing on both tools
/ mo Annual plans only. The $283.25 fee represents the monthly breakdown to use both tools, but plans will be charged annually, at $2,091 per year for Lead Pilot and $1,308 for Twenty Over Ten websites.
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.
Not sure what you need?Chat With One of Our Experts
Compare all our plans and add-on services
Lead Pilot is more than just a marketing software
Hundreds of exclusive pieces of editorial content, completely customizable to your firm
Videos, infographics and professionally crafted content designed for maximum engagement
Social media scheduling that keeps you top-of-mind and in prospects’ social feeds
Email drip marketing that allows you to nurture both client and prospect relationships
Lead qualification with an AI-powered LEAD Score so you can prioritize leads
Branded landing pages that reinforce you and your firm as the financial expert
Easily scale your team and make onboarding a breeze
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:
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.
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
Dedicated Marketing Support
- Available to annual subscribers only, pricing includes one seat
- 30-minute monthly coaching call
- Customized monthly drip campaign
- Monthly performance reporting
- Quarterly strategy review
- Social media and email marketing best practices
- Creation of compelling calls to action (CTAs)
- Curated content to resonate with your market
- Marketing-specific set up assistance
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.
Onboarding made easy. Get up and running fast
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
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
Meet our award-winning success team:
- Learn how to receive support whenever you need it
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.
(Facebook, Twitter & LinkedIn)
Frequently Asked Questions
Have a question? We’ve got answers.
Who should use Lead Pilot?
Lead Pilot is the most powerful lead generation software built specifically for financial advisors. Whether you’re an independent RIA or affiliated with a broker-dealer, if you want to grow your email list, boost conversions and convert more leads then you need Lead Pilot.
Do I need to pay for a year upfront to use Lead Pilot?
Nope! Choose your preference - annual or monthly. However, similar to an investment plan, we’ve found over and over that customers who commit to a full year of using Lead Pilot see far greater results in both the short and long-term.
Do I need to have coding or marketing skills to use Lead Pilot?
Absolutely not. You can create and customize beautiful lead capture forms, infographics and more from our robust library without any coding or marketing knowledge. Lead Pilot is extremely user-friendly but if you ever get caught-up we offer live chat support.
What types of content are included in the library?
Break free from dry, technical, financial content. Our library includes editorial style content, infographics, and videos. Rest assured that everything we craft for you is editorial in nature and doesn’t offer advice or act as an endorsement, to keep you compliant.
Is content archived to meet 17a-4 requirements?
Yes. All content created and deployed on the Lead Pilot platform is archived for a minimum of seven years.
Is there a limit to the number of contacts I can have in my account?
There is no limit on the amount of contacts or leads you can acquire through Lead Pilot. However, there is a soft limit of 2500 contacts that can be imported to your Lead Pilot account.
How can I get help?
If you ever have questions or need assistance, our support team is happy to help! Just email firstname.lastname@example.org or start a conversation with us inside the app.
- Additional resources