Table of Contents
- Introduction
- Step 1: Set Up TrafficIQ & Define Your Ideal Client Profile (ICP)
- Activating TrafficIQ & CRM Integration
- Defining Your ICP (AUM, Location, Custodian, Investment Focus)
- Setting Up Filters & CRM Fields for Tracking
- Step 2: Identify High-Intent Visitors
- Prioritizing Key Page Visits
- Measuring Engagement Levels
- Using Firmographic Insights to Qualify Leads
- Capturing Advisor Identity & Contact Details
- Automating CRM Notifications for High-Value Visitors
- Step 3: Automating Engagement with CRM Workflows
- Automated Lead Assignment Workflow
- Immediate Follow-Up Email Sequences
- High-Priority Call Tasks for Sales Teams
- Retargeting Campaigns for Unconverted Leads
- Step 4: Track Conversions & Optimize Your Outreach
- Monitoring Response Rates & Outreach Effectiveness
- Analyzing Lead-to-Close Time
- Refining Targeting & Adjusting ICP Settings
- Leveraging TrafficIQ Data for Marketing & Sales Optimization
Introduction
Every day, RIAs and family offices visit your website, showing interest in your funds, services, or platform. However, most of them leave without filling out a form, and you never know who they were.
You don’t have to guess or miss out on these opportunities. This guide will walk you through exactly how to identify, engage, and convert RIAs and family offices visiting your site—turning anonymous traffic into clients.
Step 1: Set Up TrafficIQ & Define Your Ideal Client Profile (ICP)
Before jumping in, make sure you know who you’re looking for.
- Activate TrafficIQ within your AdvizorPro account and connect it to your CRM (Salesforce, HubSpot, or others).
- Define your Ideal Client Profile (ICP) – What type of RIAs or family offices do you want to target? Consider:
- AUM range (e.g., $500M+ firms?)
- Location (specific states or metro areas?)
- Custodian (Schwab, Fidelity, Pershing, etc.)
- Investment focus (growth-focused RIAs? ESG-friendly firms?)
- Set up filters in TrafficIQ to highlight visitors who match your ICP.
- Create custom fields in your CRM to tag leads as “TrafficIQ Identified Lead,” allowing for better tracking and segmentation.
Step 2: Identify High-Intent Visitors
Once TrafficIQ is running, you’ll start seeing real-time insights on who’s engaging with your site. Here’s how to spot the best leads:
- Prioritize RIAs & family offices that visit key pages:
- Specific product pages – e.g. ETF, fund, service
- Performance reports & whitepapers
- Pricing or demo request pages
- Look at engagement time – A firm that spent 10+ minutes on your site or visited multiple times is a stronger lead than a quick bounce.
- Check firmographics – TrafficIQ provides company name, AUM, and location, helping you determine if they fit your ICP.
- When available, capture advisor identity & contact details – TrafficIQ provides the actual person visiting your site when possible.
- Set up automated notifications in your CRM for any high-value visitor (e.g., AUM >$500M) so the sales team can act quickly.
Step 3: Automating Engagement with CRM Workflows
Now that you know who’s on your site, it’s time to take action. The key is reaching out while the firm is actively evaluating your product or service.
Recommended CRM Workflows for TrafficIQ Leads:
1. Automated Lead Assignment Workflow
- Trigger: TrafficIQ detects an RIA that matches your ICP (e.g., $1B+ AUM, located in NY, visited a product page).
- Action: CRM assigns the lead to the appropriate sales rep based on:
- ETF interest (e.g., Clean Energy ETF lead → ESG specialist)
- Geography (e.g., RIAs in California → West Coast team)
- Firm size (e.g., RIAs with $1B+ AUM → Senior sales rep)
- Outcome: The right rep gets an immediate notification and can reach out with a personalized approach.
2. Immediate Follow-Up Email Sequence
- Trigger: TrafficIQ identifies a visitor who meets ICP criteria.
- Action: CRM automatically sends a personalized email within one hour of the visit. Example:
- Subject: “[Advisor Name], great resources on [ETF/Platform] insights”
- Body: “Hi [Advisor Name], I noticed your firm has been exploring [Product]. Happy to share performance insights or set up a quick call to see if it fits your portfolio strategy. Let me know what works for you.”
- Outcome: Engages the visitor at the peak of their interest.
Step 4: Track Conversions & Optimize Your Outreach
Success with TrafficIQ isn’t just about identifying leads—it’s about learning what works and improving over time.
- Track response rates: Which emails and outreach strategies get the most engagement?
- Analyze lead-to-close time: Are leads from certain pages converting faster?
- Refine targeting: If certain types of firms aren’t converting, tweak your ICP settings in TrafficIQ.
- Leverage marketing insights: Use TrafficIQ data to optimize ad campaigns, knowing which firms are actually engaging.
Start Capturing RIAs & Family Offices Visiting Your Website Today
TrafficIQ eliminates guesswork and ensures your sales team knows exactly who is interested in your product—right now.
- Identify RIAs & family offices in real-time
- Engage them before they move on to competitors
- Turn anonymous traffic into warm leads & closed deals
Don’t let high-value prospects slip away. Activate TrafficIQ today and start converting website visitors into clients.
