How to Use Lead Pilot + Wealthbox CRM to Boost Productivity and Lead Gen

Join us to learn how to use inbound marketing best practices to propel growth and drive qualified leads. You’ll learn how to Improve engagement and manage your prospects and leads efficiently through hyper-personalized content and touchpoints with Wealthbox and Lead Pilot’s new integration.

Topics Covered:

• How to connect Wealthbox to your Lead Pilot account
• The best way to build lists and segments in Lead Pilot to send hyper-personalized communications
• How to personalize and customize content through small tweaks (to subject lines, headlines and body copy) for optimal engagement