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Our Process

Ordering Your Event

Getting your campaign in motion
Information Needed to Place an Order
Below are the items needed in Trailmap when placing your order First Name Last Name Title Company Name Contact Info (email, phone) Are you: Insurance ...
Catchlight Agreement
Catchlight is an AI-powered lead intelligence tool built into Trailmap at no additional cost. It’s designed specifically for financial advisors and we...
Seminar Confirmation Calls
After a prospect registers for a seminar, it’s essential to follow up with a confirmation call. This initial outreach serves several important purpose...
Timing of Your Order
To ensure a smooth and successful campaign, please review the following timeline guidelines: Order Submission Orders must be submitted at least 45 da...
Steep Movie License Agreement
Our Movie License Agreement is a required document that grants permission for your business to legally display and use licensed movie content. It outl...
Steep Campaign Agreement
Our Campaign Agreement is a standard document that allows us to launch and manage marketing campaigns on your behalf. It outlines the scope of service...