Looking to Grow?

Increase your revenue with more ideal clients

We have teamed up with Westmir to offer additional marketing solutions and support, enabling you to boost your revenue and connect with more of your ideal clients. Westmir is led by a marketing strategist with over 20 years of experience who has assisted numerous small businesses and financial firms.

Trellis/Westmir Marketing Packages

Essential Marketing :

$998/month

Get foundational marketing support with custom strategies designed to meet your clients where they are. Perfect for firms looking to refine their brand and generate leads.

1) Monthly strategy meeting

2) Basic content updates (blogs, social media)

3) Branding refinement

4) Basic email campaigns

5) Lead generation strategies

Growth Marketing :

$2498/month

A more robust package for firms wanting to expand their marketing efforts. Additional meetings keep your marketing on course and ensure content and campaigns are optimized for growth.

1) Bi-weekly strategy meetings

2) Strategic content marketing

3) Lead generation strategies

4) Website optimization and maintenance

5) Advanced email campaigns with automation

6) Lead magnets and drip email sequences

Comprehensive Marketing:

$3998/month

This complete marketing solution is tailored for firms ready to maximize their marketing potential. This is a fractional marketing department that can provide any of the following:

1) Weekly strategy meeting

2) Marketing planning and analysis

3) Brand management

4) Lead capture and conversion

5) Content marketing

6) Referral marketing

7) Cross marketing

8) Digital advertising

9) Graphic design

10) Website redesign and ongoing updates

Outsourced Support for your Firm’s Growth and Flourishing.