A done-for-you onboarding and setup service for financial professionals who want expert help getting started. We configure your platform, define your brand, and plan your content strategy so you can focus on your clients.
Veloent Plus sits on top of your Veloent subscription (starting at $47/month). It is not a replacement for the platform - it is a faster way to get value from it.
Six service components you can mix and match through our packages. Each one addresses a specific challenge financial professionals face when getting started with content marketing.
For professionals who have not yet defined their brand voice, positioning, or target audience. We work with you to articulate how you want to sound, who you are speaking to, and what sets you apart.
Deliverable
Completed brand voice document covering tone, writing style, audience definition, value proposition, signature phrases, and restricted topics.
Best For
You are not sure how you want to come across online, or you have never formalized your brand voice.
Full Veloent platform configuration handled on your behalf. We set up your brand profile, audience segments, compliance settings, content pillars, and publishing preferences so you can start generating content immediately.
Deliverable
Fully configured Veloent account with brand voice, primary and secondary audiences, compliance body and jurisdiction, 5 content pillars, posting cadence, and call-to-action setup.
Best For
You prefer not to do the setup yourself or have limited time to configure the platform.
We set up the tools that work alongside Veloent to distribute your content. This includes email marketing, CRM configuration, and the connections between them so your contacts flow automatically.
Deliverable
Configured Zoho Campaigns account with contact import, CRM setup for contact management, CRM-to-Campaigns sync for automatic newsletter enrollment, and first newsletter template.
Best For
You have no email marketing platform, or your contacts are scattered across Outlook, spreadsheets, or other systems.
A 45-minute working session to define what you talk about and how. We identify your content pillars, plan topics for the first three months, and establish a sustainable posting cadence.
Deliverable
Content strategy document with 5 pillars, sample topics for 3 months, posting cadence, and call-to-action framework.
Best For
You are unsure what to post or find yourself stuck on what to write about.
We review your first batch of Veloent-generated content together to calibrate tone, accuracy, and style. This ensures the AI output matches your expectations before you start publishing.
Deliverable
Reviewed and approved first 3 pieces of content, with notes on adjustments for future generation.
Best For
You want reassurance that AI-generated content sounds like you before going live.
A comprehensive working session that combines strategic marketing planning with hands-on brand development. We define your market positioning, identify competitive advantages, and build a complete brand framework that informs every piece of content you create.
Deliverable
Brand strategy document covering market positioning, competitive differentiation, messaging hierarchy, visual and verbal identity guidelines, and a 90-day marketing roadmap.
Best For
You are starting from scratch or repositioning your practice and need both strategy and brand built together.
Choose the level of support that matches where you are. All packages are one-time fees with no recurring charges beyond your Veloent subscription.
Get your Veloent account configured and ready to generate content.
Includes
Platform configuration plus the tools you need to distribute content.
Includes
Build your brand voice from scratch, configure the platform, and plan your content strategy.
Includes
Everything you need to go from zero to publishing with confidence.
Includes
Pricing is current as of launch. Early clients receive the pricing in effect at the time of purchase.
No. Veloent Plus is a one-time onboarding add-on. You still need an active Veloent subscription (starting at $47/month) to access the platform. Veloent Plus helps you get set up and running faster.
Absolutely. Veloent Plus is entirely optional. The platform includes a self-guided onboarding process that walks you through setup. Veloent Plus is for professionals who prefer expert-led configuration and strategy.
Veloent Plus is a one-time setup service to get you started. A managed content service, where content is created and delivered on your behalf each month, is a separate offering. Veloent Plus teaches you to use the platform effectively; it does not produce ongoing content for you.
Most Veloent Plus packages are completed within 1-2 weeks, depending on scheduling and the components included. The Quick Start package can typically be completed within 2-3 business days.
The packages are designed to offer the best value, but we can discuss custom arrangements. Reach out to us and we will work with you to find the right fit.
The prices shown are current working rates. We may adjust pricing as we refine the offering based on client feedback. Early clients receive the pricing in effect at the time of purchase.