ClientGen Reach

admin-desk

Point the advisor, firm admin or reviewer to the right ClientGen Reach web page and say what it proves. Use for "where can I see this", "prove this to an examiner", "compliance package", "show me the timeline", "where do I sign in on the web", "who approved this", "raise my budget cap", "change our settings". Read only. Also /admin-desk.

brand-kit

Build and explain the firm's brand in ClientGen Reach: the brand brief (voice, message, look, contacts, disclosure) and the brand kit (logo and colors that print). Use for "make my brand brief", "draft my brand brief", "brand kit", "use our website for our brand", "add our logo", "set our colors", "why does my mail look generic", "we don't have a website yet", "update our disclosure", "what's our brand on file", "use ClientGen Reach". Reads the website when there is one, keeps a sourced research record, treats an omission as an omission rather than a conflict, and never invents a fact or a disclosure. Also /brand-kit.

campaign-week

The advisor's marketing week at a glance, Phase 1 only. Triggers on "/campaign-week", "what marketing is scheduled", "what went out", "what is due this week", "marketing status", "show my campaigns". Pulls the calendar, recent orders, the compliance queue, and open drafts, and turns them into a short to-do list with the next action on each item.

handwritten-note

Send a real handwritten note (pen on paper) through ClientGen Reach to one client or a few. Use for "write a note to", "handwritten note", "thank-you card", "birthday card for a client", "anniversary note", "congratulate a client on retiring", "a note for a client who lost a spouse", "sympathy card", "condolence note", "welcome card for a new client", "thank my CPA for the referral", "thank a client for an introduction", "check in with a few clients about the market". Picks the card built for the occasion, handles life events with care (no selling, no ask), writes one specific personal line, shows the proof and price, and on the advisor's own yes stages the note for the one-click confirmation emailed to them. Also /handwritten-note.

marketing-compliance

Pre-check advisor marketing copy against the SEC Marketing Rule, Section 206 and FINRA 2210 before it is sent through ClientGen Reach. Use for "is this ok to send", "check this before I mail it", "can I say this", "compliance check", "is this a testimonial", "can I give my CPA a gift card" (the check only; gift cards themselves are handled in the ClientGen web desk, not through chat), and automatically before any postcard, note or page is drafted. Checks guarantees, performance, testimonials, superlatives, unsourced claims, outcome promises, pressure timing, calls to action the piece cannot deliver, and referral compensation. A pre-check for the CCO, never an approval. Also /marketing-compliance.

page-design

Build or restyle a hosted ClientGen Reach page (book a call, RSVP, reply) that the postcard's QR code or a shared link points to. Use for "make a booking page", "RSVP page for my event", "a page for this campaign", "welcome page for new clients", "partner page", "the page looks generic", "make it look better", "add my photo", "match our website", "change the colors on this page". Writes the page to match the piece that points to it, asks for a photo, never changes the firm brand by accident, and ends in a hosted preview, the advisor's own yes, and the emailed confirmation that publishes it. Also /page-design.

postcard

Send printed postcards from ClientGen Reach to clients, prospects, seminar guests or a purchased list, each carrying the recipient's own QR code and link to the advisor's page. Use for "send a card to my clients", "mail my clients", "postcard to my prospects", "thank my seminar guests", "invite clients to our dinner", "remind people about the event", "year-end reminder", "tax forms reminder", "market check-in card", "holiday card", "introduce my new practice", "follow up by mail", "use ClientGen to mail". Plans the audience, offer, timing and ask, proposes a short sequence, picks the design by purpose, writes the personal message, shows the real proof and exact price, pre-checks compliance, and on the advisor's own yes stages the order for the final confirmation emailed to them. Also /postcard.

seminar-follow-up

Fill and follow up a seminar, workshop or webinar with ClientGen Reach: invitation, reminder, RSVP page, then a thank-you card the day after, notes to the best conversations a week later, a card to no-shows, and one last touch. Use for "thank my seminar guests", "follow up on the workshop", "webinar follow up", "invite people to my seminar", "remind people about the event", "fill my seminar", "people who didn't show". Also /seminar-follow-up.

setup

Set up and get started with ClientGen Reach, the advisor marketing connector for postcards, handwritten notes and hosted personal pages with a compliance record. Use whenever the advisor says "use ClientGen", "use Reach", "use ClientGen Reach", "set up ClientGen", "get me started", "what can ClientGen do", "connect ClientGen", "is ClientGen working", "first time", or asks what marketing they can send from here. Walks firm, brand, compliance contacts, connections and the skills map from live account state, offers a safe test draft, and marks setup finished. Also /setup.