Enrich previous campaign's with Catchlight Data

Edited

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