Managed Platinum
Captivation, Education, Cultivation — Expanding Your Marketing Reach, Function, And Capacity.
More Interest In. Warmed With Knowledge. Relationships That Strengthen Over Time.
Managed Premium makes you visible and known. Managed Platinum expands the funnel around that visibility — bringing new interest in, warming it, and staying close to the people who aren’t ready yet.
You don’t do any of it, and it doesn’t stop when you’re busy. It works while you’re with a client, on a Saturday morning, and every hour you’re nowhere near your inbox.
Everything Premium Built. Now The Part That’s Relational.
Being Known Is Not The Same As Being Desired.
Both funnels above keep running. Findability, Credibility, Reliability hold the ground. Visibility, Authority, Consistency make you known on it. And then something happens that nobody warns you about: it starts working, and you discover that attention has a shelf life.
People visit, think about calling, and don’t. Inquiries arrive while you’re in an appointment and go cold by Thursday. Past clients — the warmest names you will ever have — drift off because nobody stayed in touch. Platinum is the third funnel, and it catches every one of them.
Captivation
An anonymous visitor is a stranger forever. Captivation turns interest into a name — pulling the people who were merely curious into your world, so you’re no longer guessing who was almost ready. You stop blindly marketing at a crowd and start knowing who’s actually in your world.
Education
The best conversation you’ll ever have is with someone who already understands their problem before they call you. Education (articles, newsletters, lead magnets) does that work ahead of time — so the misconception is corrected, the hesitation is answered, and the person on the other end of the line arrives informed, prepared, and already inclined to trust you! Shorter conversations. Better prospects. Less of your time spent explaining what you’ve explained a thousand times. Closing the deal faster.
Cultivation
Most business isn’t lost to a competitor. It’s lost to silence. Your prospects make slow, considered decisions, and the gap between first contact and ‘yes’ is measured in weeks, months — sometimes years. Cultivation keeps you present across that gap and long past it, so nothing depends on you remembering to reach out. The relationships you’ve built are maintained.
Large firms don’t stay in front of more people because they’re better at your profession. They stay in front of more people because someone in their office keeps the funnel moving all day, while you’re with a client. Platinum gives you that same reach, with your independence, your relationships, and your name on the door intact — and the largest territory we reserve, held for you alone.
And this is where it gets interesting. Once the three funnels are running, we can add smaller ones alongside them — purpose-built to how your profession actually earns. Every profession has a different one that matters most. That conversation starts once your foundation is running.
The Largest Territory We Offer — Claim It Before Someone Else Does
Exclusive Territory comes with Managed Premium (never with Plus), and expanded in Platinum. The two tiers aren’t drawn the same way.
Based on factors of how the profession serves its clients, Premium may cover a city, municipality, or about half a parish / county. Platinum can cover a whole parish / county, and can extend to your full DMA — the entire media market your advertising reaches. It’s the only tier that can hold a full market, and when territories are allocated, Platinum takes precedence.
Inside it, your marketing is exclusively yours: no shared strategy, no split attention, no “do you also work with my competitor?”
Territories are first-come, first-served. The best time to claim yours is before someone else does.
From Forward Momentum to Funnel-Driven Growth
Managed Platinum: $1090/mo
*Onboarding fee starting at $495, based on the size and scope of your build, profession, and upgrade.
The ecosystem that expands your funnel’s reach, function, and capacity.
Everything in Managed Premium, plus the full captivation–education–cultivation stack, built and run for you: an internal CRM, automated drip campaigns, a monthly branded newsletter, a new lead magnet each month, and AI-produced video across five platforms.
Why this subscription?
At an investment of ~$36/day, Managed Platinum gives you the marketing infrastructure a large firm buys with payroll — without hiring, training, competitive salary, payroll taxes, insurance, paid vacations, PTO, workers’ comp, etc.
Managed Platinum is your marketing team!
What’s the real value?
Price it the other way around. A DIY web host may save you a few bucks. But now add a CRM platform, an email marketing service, a designer for graphics, lead magnets and newsletters, a scheduling tool, video equipment, editing software, and the hours it takes to learn and run all of it (or hire staff to do it) — every month, forever, on top of your core mission – you know, the work that earns your living. Don’t forget to add up every service and deliverable in Managed Plus and Managed Premium. Bought separately, the software alone would be $ 2,542 per month (see FAQ below).
Managed Platinum is one line item, one point of contact – none of your efforts, and no extra staff – working for you 24/7.
Services & Deliverables:
Everything in Managed Premium, PLUS:
- Exclusive Territory within your profession
- 1/2 Parish or county — up to your full DMA, the entire media market your advertising reaches
- The largest territory we offer, and the only tier that can hold a full media market
- Platinum territories take precedence in allocation
- Social Review plugin for your Pinnacle Trax site — display 3+, 4+, or 5-star reviews, your choice
- CRM access for up to four staff members
- On-line Booking Platform
- Platinum Status
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- Your requests move ahead of premiums-tier requests in the queue
- Up to 50% off à la carte services outside your subscription
Support: Support requests are handled Monday–Friday, 8:00a–4:00p CST, excluding observed US federal and traditional holidays. Most inquiries receive a response within one business day. Monitoring, security, and backups run continuously.
Details on the remaining system follows.
CRM Setup & Integration
- Internal CRM built and maintained for you
- Lists, segments, and tags for targeted follow-up
- Automated drip sequences for lead nurturing
- Every form on your Pinnacle Trax site connected directly to the CRM
What it does for your funnel: No inquiry sits unanswered because you were in an appointment. Follow-up happens on a schedule, not on your memory.
Branded Newsletter Program
- Custom monthly newsletter, written and designed
- Delivered through your CRM to your segmented list
- Mid-month resend to non-openers, or a service-focused follow-up campaign
- Monthly reporting: opens, clicks, link activity
What it does for your funnel: Past clients and warm leads are the cheapest revenue you will ever earn. Newsletters are how you stay in front of them without calling to check in
Monthly Lead Magnet Development
- Concept through professionally designed PDF
- Popup or landing page integration on your Pinnacle Trax site
- CRM-connected capture form
- Automated delivery email
- Multi-part follow-up drip campaign
What it does for your funnel: A visitor who reads and leaves is anonymous forever. A visitor who downloads is a named in your contacts and enters a marketing drip campaign.
AI-Produced Video Campaigns
- Voice clone, created once
- Custom scripts per product or service
- Two videos per month
- Scheduled across the social platforms you’re active on — Facebook, Instagram, LinkedIn, X, TikTok, and YouTube”
- All driving to your CRM or a custom landing page
Live-action video campaigns available at additional cost.
What it does for your funnel: People decide whether they trust you before they ever speak to you. Video is the fastest way to be recognizable — and in a considered, relationship-driven sale, recognition is most of the battle.
One Stop Financial Group runs the full Pinnacle Trax system. See how a CRM-driven funnel works in the real world.
Use the link to jump to the Manage Platinum part of the case study.
Ready to Widen Your Funnel?
Premium gets you seen. Platinum builds the funnel around it — more leads in, warmed with knowledge, and relationships kept for the long term. Fully managed, always running, even when you’re with a client.
One business per profession, per territory. Let’s see if yours is open.
“Get On Trax And Reach Your Pinnacle!”
F.A.Q.
Frequently Asked Questions
At $1,090 per month, is it worth it?
Price it the other way around. Here’s a list of potential software (none of which we use) that provides similar functions; you would need to run this yourself at published monthly prices from companies you can look up. Every line is a tool only. None of them does the work for you!
- Kinsta hosts your site. $35 a month.
- Sucuri secures it. About $46 a month.
- Semrush handles SEO research. $499.95 a month.
- Sprout Social schedules your social posts. $399 a month.
- Adobe Creative Cloud Pro is for designing graphics and video editing. $104.99 a month.
- Jasper helps write your articles. $69 a month.
- HubSpot Marketing Hub Professional runs your CRM, newsletters, and drip campaigns. $940 a month for four staff members.
- Instapage builds your lead magnet pages. $199 a month.
- Synthesia makes AI video. $89 a month.
- Acuity Scheduling takes your bookings. $61 a month.
- EmbedSocial displays your reviews. $99 a month.
Software alone: $2,542 per month. Managed Platinum: $1,090.
And that buys eleven logins, not one finished piece of marketing. Someone still has to learn each tool, write the articles, design the posts, build the campaigns, produce the videos, and keep all of it running every month. With Platinum, that someone is us.
Your Exclusive Territory is not on the list because no other marketing company sells it or guarantees it.
What does a full-market territory actually cover?
Your Platinum territory can cover up to an entire media market — the same designated market area (DMA) that television and radio use to define a metro region. Inside it, no other agency in your industry can subscribe to Pinnacle Trax at any level. That includes the smaller Premium territories within your market: Platinum locks all of them.
Why is the Platinum territory larger than Premium's?
Because Platinum clients are usually competing for business across a whole metro, not just their immediate area. Your CRM funnels, lead generators, drip campaigns, and video content are built to pull from a wider radius than social and blog content alone — so the protection needs to match the reach. It’s also the practical difference between the two subscriptions: Premium protects your neighborhood, Platinum protects your market.
Can I claim neighboring markets too?
Yes. Platinum subscribers can add adjoining media markets as an add-on, as long as each one shares a border (within the same state) with a market you already hold. This is designed for agencies genuinely expanding into a new region — it builds one connected footprint rather than scattered claims. Talk to us on your consultation about which adjacent markets are currently open.
What if a Premium client is already established in my market?
We’ll tell you on the consultation, and we’ll handle it fairly. Existing Premium clients hold first right of refusal on the full-market territory containing theirs, so we go to them before we finalize anything with you. Sometimes they upgrade, sometimes they don’t — either way, you’ll know exactly where things stand before you sign anything. We don’t sell the same ground twice.
Does my territory ever change?
Your territory is locked for the length of your subscription and renews with it. Adjoining markets are held on an annual basis and are subject to renewal, so a market you’ve claimed but aren’t actively working may be released back to availability — this keeps territories with the agencies actually using them. Your core market territory is never released while your subscription is active and in good standing.
Is Platinum the right tier?
Choose Premium if you need consistent content and a strong social presence, and your current inquiry volume is low enough that you can handle follow-up yourself without anything slipping.
Choose Platinum if you want to turn your site visitors into marketing leads. Or, if you have a list of past clients you want to keep in touch with. You know people visited, thought about calling, and didn’t.
The honest test: if your problem is that not enough people know you exist, Premium is the right spend. If your problem is that people know you exist and nothing happens next, Premium won’t fix it, but Platinum will.
What Pinnacle Trax can and cannot do?
It cannot close the deal. It cannot gaurantee sales. Pinnacle Trax marketing can generates awareness, and interest, answers objections in advance, and helps create educated buyers — but the conversation that ends in a sale or signature is still yours.
It does not replace your judgment about your own clients. You approve the campaign focus, the newsletter subject, and the lead magnet topic each month.
It does not work without you. Brand assets, timely approvals, and decision-maker responsiveness are what keep the calendar on schedule. Unused services do not roll over.