60 – Day

Quick Start

Accelerator Program

Combining Elite CRM Implementation + Top-Tier Marketing Campaign Creation

VANTAGE POINT has partnered with TE+A MARKETING to solve the #1 challenge facing financial services firms:

How to turn your expensive CRM investments into revenue-generating marketing engines.

Firms invest $50K-$100K+ in CRM platforms, only to see them under utilized. Why? It’s due to a lack of strategic marketing direction, creative resources, and expertise in building effective campaigns. Our program bridges this gap to deliver fully operational marketing systems in 60-90 days — not the typical 6-12 months.

Why This Powerful Program Matters for Your Firm

  • Single Point Accountability – No vendor coordination headaches
  • Rapid Results – CRM implementation and live campaign within 60-90 days, not 6-12 months
  • Financial Services Experts – 100+ years combined experience
  • Complete Solution – CRM setup through campaign execution
  • Proven Track Record – 150+ CRM implementations and 95%+ retention
  • Senior-Level Team – 100% certified experts, no juniors

How the Quick Start Accelerator Program Works?

We deliver an operational marketing system from CRM configuration to live campaigns generating leads in 60-90 days.

Weeks 1-3

Foundation & Strategy

CRM platform setup, data migration, marketing strategy, development, brand messaging

Weeks 4-8

Build & Create

Marketing automation, email templates, landing pages, campaign assets, content creation

Weeks 9-12

Launch & Optimize

Live campaigns, automated nurturing, performance monitoring, team training

Teamwork Makes the Dream Work

Vantage Point and TE+A Marketing bring shared experience and working knowledge to accelerate your efforts.

  • HubSpot & Salesforce Financial Services Cloud expertise
  • 100% certified, senior-level team
  • AI-driven personalization & analytics
  • Full-service agency capabilities
  • Brand strategy + creative execution
  • Email marketing + automation expertise
  • Campaign and content management
  • Ongoing managed services & support

Let’s Start a Conversation

Schedule a complimentary 30-minute consultation to discuss your marketing technology goals.
Fill out the form above or contact Brad Feldmar at brad.feldmar@trungaleegan.com