Territory Requests and Approvals

At Steep Marketing, we actively manage all marketing territories to ensure that no two advisors are ever marketing the same campaign in the same market at the same time.
This process helps protect your investment, maintain exclusivity, and prevent market overlap across campaigns.

Each territory request is reviewed internally by our team before campaigns go live. We check for existing campaigns, scheduling conflicts, and proximity to other active advisors to confirm availability within a specific market area.

Our goal is to make sure each advisor has a clear path to success without unnecessary competition or audience overlap.

There are two ways to check territory availability:

1. During Your Discovery Call

When speaking with your Steep Success Coach during your discovery call:

• Bring up the areas or ZIP codes you’re interested in marketing.

• Your coach will perform an immediate territory check and confirm whether your desired markets are open and approved for campaign use.

2. After Your Call

If you need to check a territory after your discovery call:

• Send an email to your Steep Coach directly or contact support@steep.marketing.

• Include the specific cities, ZIP codes, or counties you’d like to verify.

• Our team will complete a territory review and confirm availability.

Territory approval is managed by your Steep Coach for all campaign types — including movie events, dinner seminars and educational workshops.
Once your coach confirms availability, you’ll receive approval to move forward with your campaign setup in that territory.

⚠️ Important: Territory approval must be obtained before submitting your campaign order to ensure exclusivity and prevent scheduling conflicts.

Steep’s territory approval process protects your campaigns and ensures you’re marketing in an open, high-performing area.

To confirm availability:

• Discuss it during your discovery call, or

• Email your coach or support@steep.marketing after your call.

Once approved, you can launch your campaign with full confidence knowing your market is reserved and optimized for success.