Catchlight-powered AI that doesn't just find leads—it identifies prospects based on financial behaviors, life events, and readiness signals, then optimizes based on conversation quality.
You present. We fill the room with the rightpeople.
Since 2018, we've helped advisors host over 10,000 webinars and seminars, reaching more than 1,000,000 potential clients. We've managed over $10,000,000 in Meta ad spend and learned exactly what works.
D.A.M. Smart Targeting combines Catchlight enrichment with continuous optimization—learning from every registration, every attendee, and every consultation you book. It doesn't just drive registrations. It drives the right registrations.
We meet to learn about your business, goals, and growth vision—confirming that we're a true fit and our approach aligns with how you want to grow.
Step : Tech Onboarding
We connect your Facebook ad account and page, set up a subdomain for your landing pages, and authenticate your domain for email—laying the technical foundation for seamless campaign delivery.
Step 3: Marketing Strategy Intake
You complete a detailed intake capturing your UVP, competitive advantages, and market positioning—ensuring your marketing is based on your real strengths, not templates.
Step 4: Content Review & Campaign Development
We review your webinar or seminar content, transcribe it to capture your voice and style, then build funnels, ads, landing pages, and nurture sequences that sound like you.
Step 5: Launch, Feedback & Optimization
We launch your campaigns and actively collect feedback on conversation quality—optimizing based on real-world data and advisor insights, not just platform metrics.
Step 6: Long-Term Growth Partnership
We stay aligned with your goals, continuously evolving your campaigns, messaging, and targeting as you scale your practice.
How D.A.M. Optimizes Over Time
We let the data tell the story—so your campaigns get smarter with every consultation.
We don't just look at clicks and impressions. D.A.M. combines Meta ad data with Catchlight enrichment insights to identify patterns in who's engaging—and more importantly, who's converting.
Advisor-Driven Optimization
The most valuable data comes from you. We actively collect feedback on consultation quality and client acquisition—then optimize targeting and messaging based on what's actually working in your practice.
Continuous Refinement
Every webinar and seminar generates insights. We use this data to continuously refine your targeting, messaging, and follow-up sequences—improving results over time, not just at launch.
