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Patriot PulseDigital

Remarketing and Retention

Most investors need seven to twelve touches before they act. We build the sequence that keeps your story in front of warm prospects across email, display, social, and native until they convert or opt out.

The problem

You paid to earn a visit, the investor read two paragraphs, and left. Without a retention layer, that spend is gone and you pay full price to reach the same person again next quarter.

The investor who left without buying is your cheapest next shareholder.

What you get

Everything below is in scope from day one. Nothing here is an upsell.

Retargeting audiences segmented by depth of engagement
Email nurture sequences timed to your filing and catalyst calendar
Catalyst-triggered campaigns for earnings, milestones, and material news
Lapsed-holder and dormant-subscriber reactivation
Frequency caps and suppression so you inform instead of pester
Cross-channel measurement of assisted conversions

What changes

The three things you should be able to point at after a quarter.

More qualified investors from the same top-of-funnel spend

A warm list that is already primed when news breaks

Lower blended cost per qualified investor over time

Questions about this service

Is emailing investors a compliance risk?

Not when it is done correctly. We work from consented lists, honor opt-outs immediately, and send only material that is already public. Every send is logged.

How often should we contact our list?

Twice a month for the general list, more around catalysts, with frequency caps by segment. Over-mailing burns a list faster than any other mistake.

Does this work without paid media?

It works better with it. Remarketing needs a top of funnel to remarket to, so we usually pair it with awareness or search.

Ready to talk about remarketing?

No deck, no pitch. We look at where you are today and tell you whether this is the right place to spend your next dollar.

Or call 602-492-6242