The smarter and cost effective way to build your business.
Our all in one marketing platform helps brokers, financial planners and accountants save time, stay connected and turn every interaction into an opportunity for growth.
The YCM Marketing System
If you want a simple monthly communication plan with a few bells and whistles, then consider one of these prorgams.
Flexible pricing options to suit your needs
Pricing includes one industry content package
Choose your plan below
Momentum
Monthly compliant communications
Starting at
$179
pm – $199 setup
inc GST
Magic
Automation, content and engagement.
Starting at
$579
pm – $299 setup
inc GST
Mastery
A concierge service with online + offline strategies executed for you.
Starting at
$999
pm – $499 setup
inc GST
YCM Marketing programs
| Content marketing program + lead generation | Momentum | Magic | Mastery |
|---|---|---|---|
|
Monthly EDM one content piece |
✓ | ||
|
RBA Announcements (Finance Industry) |
✓ | ✓ | ✓ |
| YCM monthly email campaigns (MEC) Your industry of choice Dedicated professional and compliance approved monthly updates CTA landing page + topic sheets download |
✓ | ✓ | |
|
YCM proprietary lead generation system |
|
✓ | ✓ |
| Regular marketing coaching sessions with your partner success team | ✓ | ✓ | |
|
Resource library - Industry related Articles, Topic sheets, social posts, blog posts, downloadable guides and more covering financial, lifestyle and timely topics |
✓ | ✓ | |
|
Printed magazines for maximum engagement |
✓ | ||
|
Monthly reel script for social media – Coming soon Professionally written social media reel script each month - perfect for sharing market insights, building credibility and connecting with your audience in your own voice |
✓ | ✓ | |
|
Ebooks |
Purchase for $495 each | ||
YCM marketing automation collections
(Automations may be available for add on purchase with Momentum)
| Marketing Suite | Momentum | Magic | Mastery |
|---|---|---|---|
|
Birthday celebrations Automated birthday SMS or e-birthday cards to show you are thinking of them on their special day! |
Emails only | ✓ | ✓ |
|
Calendar appointment reminders |
✓ | ✓ | |
|
Client nurture sequences Automate consistent client communications such as post property settlement campaigns, tax time and annual review reminders |
✓ | ✓ | ✓ |
|
Life stage campaigns and triggered content based on milestones - Coming soon |
✓ | ✓ | |
|
Event campaign assets - Coming soon Create online and in person events with landing pages and email sequences ready to go |
✓ | ✓ | |
|
Automated social media Keep your profiles active with pre-designed and timely content posted to your chosen profiles for you |
Upgrade to digital marketing package $180 | ✓ | |
|
Knowledge Centre Have your website automatically updated with your latest YCM content. |
✓ | ||
Partner success services
| Marketing Suite | Momentum | Magic | Mastery |
|---|---|---|---|
|
Dedicated Partner Success manager Working with you in partnership to grow your business using the YCM tools, system and services. Direct access to diary booking link. |
✓ | ✓ | |
|
Quarterly strategy call to review activity and results |
✓ | ✓ | |
|
Access YCM’s exclusive lead generation strategies Ideas and support to learn how to best capture and qualify at events, webinars and participate in your community. |
✓ | ✓ | |
|
Technology support Provided via online training and tech labs. Additional tech support can be purchased outside our exisiting offerings. |
✓ | ✓ | |
|
Marketing support |
✓ | ✓ |
Marketing suite
| Marketing Suite | Momentum | Magic | Mastery |
|---|---|---|---|
|
Custom email builder Easily create stunning emails with videos, images, text, and call to action buttons - no coding needed. |
✓ | ✓ | ✓ |
|
Lead and deal pipelines Manage your sales process through visual pipelines to track progress. |
✓ | ✓ | ✓ |
|
Custom social media scheduling tool Share social media content from the library or your own designs to LinkedIn, Facebook and Instagram + more |
✓ | ✓ | ✓ |
|
Appointment scheduler Create beautiful calendar booking links to share with clients and on your website |
✓ | ✓ | |
|
Phone and two-way SMS services Tools to streamline workflows, enhance client relationships, and drive business growth. |
✓ | ✓ | |
|
Automation and workflows Create and design your own workflows with automations that keep your business running. |
Upgrade to Marketing Suite Max $99 | ✓ | |
|
Survey, form and landing page builder Quickly build landing pages and funnels that convert visitors into leads. |
✓ | ||
|
Website chat widget Automate client interactions and lead capture using intelligent chatbots |
✓ | ||
|
Proposal document signing with e-signatures Create, send and track professional proposals directly from your pipeline with secure digital signing. |
✓ | ||
|
Private membership communities and member portals Engage and grow your online community to build trust and loyalty. |
✓ | ||
|
Learning Management System (LMS)/ eCourse platform Create, deliver, and manage courses and membership programs for your clients. |
✓ | ||
| API Access *charges may apply | ✓ | ✓ | ✓ |
| YCM Mobile App (coming soon) | ✓ | ✓ | ✓ |
| Email subscription levels included in program > 2,500 pay as you go. |
2,500 | 2,500 | 2,500 |
*Subscription includes up to 2,500 emails per month. Usage beyond this limits will be charged on a pay per email basis @$0.0018 per email.
eg. an additional 2,500 emails = $4.50