Outreach Advantage

For Retirement Plan Prospector Plus subscribers ready to turn intelligence into opportunity

THE GAP MOST ADVISORS NEVER CLOSE

You have the data. You know which plans are underperforming, who’s running them, and exactly why they need help. The hard part is earning the right to walk through the door.

Why? Because nobody listens to advice they didn’t ask for, no matter how well-informed it is.

Judy Diamond’s Retirement Plan Prospector Plus gives you the intelligence. GSM Marketing’s Outreach Advantage gives you the strategy, the voice, and the content to act on it – built around relationship, not just reach.

THE Outreach Advantage PROGRAM

Outreach Advantage is available exclusively as a bundle with your Judy Diamond Associates data subscription. Three tiers – each built to help you grow your outreach.

Tier

Focus

Best Fit

Clarify

A diagnostic of your current outreach - scored, prioritized, and paired with 5 customized email templates built on a relationship-first framework.

The right starting point for any firm that suspects its outreach is underperforming but has not yet taken a hard look at why. It is also the natural on-ramp to Elevate.

Elevate

Everything in Clarify, plus a complete messaging framework, a full 8-message outreach series, a website landing page, branded assets, and a video content library.

Add structure and horsepower to your outreach engine to build and manage a sustainable growth program.

Engage

A complete outreach system built and running, with a documented performance record, a refined content library, and six months of strategic partnership to support it.

Engage is designed for national firms and multi-state subscribers who want a committed strategic partner to help them optimize outreach effectiveness.

Compare Tiers

Clarify

Elevate

Engage

Know where you stand - improve your outreach

$5,000

An outreach system you can run with confidence

$10,000

Elevate + 6 six months of strategic partnership

Talk to Us

Review - your existing messaging, positioning, and email templates

Assessment interview – 60-minute conversation about your present state

Scored Written Report - your current state across five dimensions with prioritized recommendations

Starter Content Library - 5 customized email templates built on a relationship-first framework, ready to deploy

Debrief Call - report walkthrough, Q&A, and guidance on deploying the templates and structuring an initial campaign

Focused Messaging Framework - positioning and core narrative scoped to your retirement plan data outreach

Outreach Strategy Brief - who you are targeting, why, how the sequence works, and what success looks like at 90 days

Expanded Email Series - 8 messages, relationship-first, customized to your firm voice

Website Landing Page Wireframe – ready to implement and purpose-built to receive email traffic with a low-friction CTA

White-label PDF Asset - a mid-funnel value exchange your prospects can download

White-label video asset - professionally produced and branded, anchors your landing page

Implementation Alignment Call - a working session focused on how you run your outreach program

Six monthly consulting sessions - structured 60-min calls with written action summary, performance review against defined metrics, and prioritized recommendations for the following 30 days

Performance Review Framework - defined metrics established at the outset to anchor every session

Structured content refresh - at month three; based on what early results reveal

Employer Connect Video Series – white-label content on retirement plan topics

Select any 6 videos 1 yr. license included

All 22 videos 1 yr. license included

WHY THIS WORKS

Outreach Advantage is built on a single conviction: it’s not lead generation, it’s relationship generation¹.

Retirement Plan Prospector Plus gives you the intelligence to know who deserves your attention and why. Outreach Advantage gives you the strategy and the content to act on that intelligence in a way that respects the relationship you are trying to build.

(1) “It’s not lead generation, it’s relationship generation” is a trademark of GSM Marketing.

Ready to start?

Outreach Advantage is available exclusively with your Judy Diamond Associates Retirement Plan Prospector Plus subscription. Contact your JDA representative to add it to your current plan.