Is your marketing strategy stuck in the past? It’s time to ditch the funnel and embrace the flywheel. 🔄

In this episode, we welcome Kelly Forst, Seeds' new Director of Marketing, as she joins Kelsey McKenna to break down what the traditional funnel model lacks and why thinking linearly could be a detriment to your long-term growth.

Here’s what you’ll learn:

• 🔄 Funnel vs. Flywheel: Why shifting to a client-first, momentum-building model leads to better retention & referrals.
• 🎙️ Stage-Specific Strategies: Kelsey and Kelly share their top marketing ideas for each phase of the flywheel.
• 🎉 Mastering the ‘Delight’ Phase: Why post-sale engagement is the secret weapon for long-term loyalty and advocacy.

Hear how you can shift your marketing mindset from a funnel to a flywheel to drive sustainable, organic growth.

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

Ask Zach and Kelsey a question!

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Ask Zach and Kelsey a question!