A useful 90-day financial services plan should improve the route from relevant demand to a properly qualified client opportunity while keeping marketing claims and customer communications inside the firm’s approval process.
Days 1–30: foundation and controls
- Choose the services and client segments to prioritise.
- Define what a qualified marketing enquiry looks like.
- Audit service pages, disclosures, forms, mobile UX and tracking.
- Map approval responsibilities for marketing content and campaigns.
- Set CRM stages and ownership before adding more demand.
Days 31–60: capture approved demand
Improve high-intent SEO pages, publish genuinely useful educational content, and test paid search only where the offer, targeting and landing page have been reviewed appropriately. Keep advertising promises factual and evidence-based.
Days 61–90: optimise client quality
Review source → qualified opportunity → consultation/application → client outcomes as appropriate to the business. Reduce low-fit demand and fix follow-up or conversion gaps before scaling.
