Enrich previous campaign's with Catchlight Data
Catchlight AI brings deep consumer intelligence directly into your Trailmap dashboard. Each prospect is automatically enriched with verified data points — including investable assets, income, home value, and other key financial indicators.
This data gives advisors a clearer picture of who their most valuable leads are, helping prioritize follow-up efforts and better tailor their outreach.
Why Enrich Previous Campaigns?
Enriching data isn’t just beneficial for active campaigns — it’s a strategic advantage for your past events and lead lists as well.
By running Catchlight AI enrichment on previous campaigns, you can:
Re-engage missed opportunities: Identify and reach out to prospects who registered but didn’t attend, canceled, or were previously waitlisted.
Prioritize valuable leads: Use enriched data to focus on those with the highest investable assets or strongest engagement potential.
Personalize your outreach: With real insights into a prospect’s financial profile, you can craft more relevant and effective follow-up conversations.
Strengthen your pipeline: Convert unengaged leads from past events into new clients by reintroducing them to future seminars, workshops, or webinars.
How Advisors Can Use Catchlight AI Strategically
Review enriched data within your TrailMap dashboard to segment leads by opportunity level.
Create tailored email campaigns or follow-up calls based on prospect potential.
Build a renewed “warm list” of high-value leads from prior campaigns — a powerful, data-backed starting point for future outreach.
Use insights on income, home value, and investable assets to prioritize follow-up timing and meeting offers.
In Summary
Enriching your previous campaigns with Catchlight AI turns old data into new opportunity.
Better data means smarter follow-ups, higher conversions, and stronger client relationships.
To enrich a previous campaign, please email support@steep.marketing
