Option 1
FOREVER FREE
Integrate supplier content in your intranet
Provide fast, easy access to suppliers conversion-optimized marketing pages and co-branded websites from within your intranet.
- Enable your advisors to market suppliers in seconds.
- Marketing pages are always up-to-date and on-brand
- The list of suppliers is live and always update, so new suppliers appear instantly as they join the Approach Guides ecosystem
- The integration takes only minutes
See it in action
Clicking on the logos immediately sends advisor to the suppliers’ co-branding environment.
Option 2
PREMIUM SERVICE
Supercharge advisor outreach with content automation
There are two applications for content automation: email automation and social media automation
Email automation
Email consumers directly on behalf of advisors, with conversion-optimized calls to action automatically populated for that advisor. Links in email (click the blue button in the example at left) go to advisor’s co-branded marketing page or co-branded supplier website.
- For advisors: Deliver supercharged results for advisors, with no action required on behalf of the advisor.
- For supplier partners: Stand out from other agencies and win a greater share of coop spending with high-impact campaigns and analytics that demonstrate consumer engagement and conversion.
See it in action
Upon button click, we auto-build the page for advisor Jan Doe
Social media automation (in partnership with Rallio)
Rallio posts automatically to an advisor’s social channels. The post includes a dynamically generated link to the advisor’s co-branded marketing page, powered by Approach Guides.
When a consumer clicks on the link in the post, they are taken to the advisor’s co-branded marketing page or supplier website. The content is relevant to the post, automatically personalized to the advisor and includes calls to action that drive private leads to that advisor.
- Transform social posts from ads to conversion-optimized engagements.
Posts link to advisor’s personalized marketing page
Rallio posts automatically to an advisor’s social channels. The post includes a dynamically generated link to the advisor’s co-branded marketing page, powered by Approach Guides.
When a consumer clicks on the link in the post, they are taken to the advisor’s co-branded marketing page. The page is relevant to the post, automatically personalized to the advisor and includes calls to action that drive private leads to that advisor.
Posts link to advisor’s personalized supplier website
Same scenario, but this time the Rallio post includes a dynamically generated link to the advisor’s co-branded supplier website, powered by Approach Guides.
When a consumer clicks on the link in the post, they are taken to the advisor’s co-branded website. The page is relevant to the post, automatically personalized to the advisor and includes calls to action that drive private leads to that advisor.
Option 3
PREMIUM SERVICE
The ultimate: create bespoke agency-specific content experiences
Create an unlimited number of unique, bespoke co-brandable marketing pages (“content experiences”) exclusively for your agency’s advisors.
- Endless possibilities: create instantly co-brandable pages for events, fam trips, coop marketing.
- Feature more than just Approach Guides supplier clients. Create multiple supplier campaigns or campaigns for suppliers who are not yet Approach Guides clients.
- Get analytics that provide insights into all advisor marketing activity (down to the individual advisor level) and consumer engagement.
- These analytics not only provide insights to help you better support your advisors, but they can be shared with coop partners to demonstrate return on investment.
See it in action
You can invite advisors to instantly co-brand your agency’s bespoke experiences. Track advisor pickup and consumer engagement.






