Financial Marketing Playbook

Not gaining traction with your marketing? Without a clear plan, it’s easy to waste time and resources on strategies that don’t deliver results.

This playbook provides a step-by-step guide to attract and engage your ideal clients. From defining your target audience to choosing the right marketing channels to creating a content plan that converts, this playbook gives you the tools to market with confidence and drive measurable success.

Stop guessing and start growing your organization today!

What We Offer

A BELAY Virtual Assistant is the expert in:

Research & Reporting
Inbox & Schedule Management
Book Travel & Expense Reporting
Project Coordination
Social Media Assistance
Light Bookkeeping

Stop trying to do it all. Accomplish More by Hiring a BELAY Virtual Assistant.

A BELAY Accounting Specialist can provide:

Bookkeeping
Accounting Clerks
Full-Service Payroll
E-Commerce Support
Tax Services
CFO & Controller Services

Your Books. Done Right. Accounting Services from BELAY.

A BELAY Marketing Assistant can help:

Develop Calendar & Schedule Posts
Create Content
Develop Strategy
Drive Engagement
Email Marketing
Provide Reporting

Twitter and LinkedIn and Facebook. Oh, My! Let a BELAY Marketing Assistant Help.

How it Works

Step 1

Sales Call

Meet with your Solutions Consultant to identify your exact needs and pain points to determine if we’re a good fit. If so, we’ll send you an agreement to sign and you’ll be assigned a Client Success Consultant.

Step 2

Discovery Call

Meet with your Client Success Consultant to deep dive into your tasks, tools, culture and personality requirements to ensure we match you with the right talent.

Step 3

Placement Process

Your Client Success Consultant will meet with the Placement Team to discuss, vet and select 2-3 top candidates from our bench of nearly 2,000 U.S.-based talent to then interview and select the best match for you. The best part? On average, our clients are matched within one week.

Step 4

Kickoff Call

You, your Client Success Consultant and your talent will have a kickoff call – the official start to your partnership – to meet your talent, set initial goals, discuss communication plans, and set yourselves up for success.

Step 5

Onboarding

Your Client Success Consultant stays close in the first few weeks to provide high-touch relational service to guide you through our proven onboarding process.