Overview

TrailMap is Steep Marketing’s all-in-one marketing dashboard designed exclusively for financial advisors. It’s more than a tracking tool — it’s a complete, AI-powered marketing ecosystem that brings your strategy, execution, and performance together in one place.

Plan smarter. Execute faster. Track every event, every lead — all in one platform.

👉 Log in to TrailMap

Trailmap was developed from the ground up to meet the unique needs of financial advisors and firms executing event marketing. It centralizes your marketing and provides real-time insight into everything from lead generation to campaign performance.

• 20,000 + Events Managed

• 120% of goal leads delivered last year

• 8 Years of event data powering optimization and results

All-in-One Marketing Hub

See all your marketing campaigns in one place — seminars, webinars, workshops, and movie events.
Simplify your vendor management, streamline campaign execution, and take full control of your growth plan.

Marketing Strategy Plan Integration

Your Steep Marketing Strategy Plan lives inside TrailMap — keeping your campaigns strategically timed, organized, and aligned for long-term success.

Campaign Management

Manage every detail of your campaign with full visibility. Track performance metrics, confirm event details, and collaborate directly with your Steep account team in real time.

AI Lead Enrichment

Access in-depth consumer intelligence through Catchlight AI, including data such as:

• Household income

• Investable assets

• Home value

• Behavioral insights

This enrichment helps advisors prioritize the most qualified prospects for follow-up.

• Real-Time Visibility: Instantly see registration counts, attendee lists, and lead details.

• Centralized Control: Manage multiple campaigns across formats and schedules without switching tools.

• Performance Insights: Visual analytics help you understand what’s working and where to adjust.

• Seamless Communication: Collaborate easily with your assigned Steep support team right inside the dashboard.

Trailmap is the AI-powered marketing command center for financial advisors — helping you plan, launch, track, and optimize all your campaigns from one powerful platform.

With Trailmap, you’ll spend less time managing marketing logistics and more time building relationships, converting leads, and growing your practice.

Plan smarter. Execute faster. Track everything — with Trailmap.