The Platform
A marketing department, in software.
Four surfaces, one system: find the prospects whose lives just changed, understand them before you reach out, watch your book for the next signal, and run the outreach without running it yourself.
Find high-potential prospects in your market
Run location-based searches across your territory and filter by the exact criteria you set. View results as a list, cards, or a map. Save searches to rerun anytime — or feed them straight into automated outreach.
- Newly married and combining finances
- Approaching or entering retirement
- Relocating to a new state
- Exiting or selling a business
- Receiving an inheritance
- Navigating a divorce or separation
- New child, new role, promotion, capital raise, insider stock sales
Know who they are before you reach out
Unlock dozens of data points on prospects and clients — identity and career details plus modeled net-worth and income estimates — so you know who they are, what they value, and where they're headed. Enrich one contact at a time or your whole database at once.
- Search by name, phone number, or email address
- Bulk-upload contacts via CSV from your CRM, event sign-ups, or any list
- Full profiles unlock for a single credit
- Manage everything from the Recently Purchased and Bulk Uploads tabs
Know when life changes for your book
Add up to 100 contacts to your Monitor Dashboard and ClientGen watches them for money-in-motion catalysts — so you engage while the window is still open, convert prospects faster, and never get surprised by a client's big life event.
- Track prospects and existing clients for new life events
- View key metrics across your monitored contacts at a glance
- Add or remove monitored contacts anytime
- Reach out when it matters most — before anyone else does
Outreach that runs without you
The Marketing Hub manages your entire outreach operation: multi-step campaigns across email, LinkedIn, handwritten notes, and postcards — with compliance-friendly templates and performance metrics in one place.
- Build campaigns that mix email and LinkedIn steps with timed delays — plus handwritten notes and postcards, sent from the same platform
- Email sends from a dedicated sub-domain for your practice — your main domain's reputation stays untouched
- Unlock Flows — set a monthly prospect target and ClientGen discovers, unlocks, and engages new prospects from your saved searches, hands-free
- Daily limits and compliance-friendly templates keep outreach measured
Live Channels
Two channels arrive on screen. Two arrive on paper.
Every competitor can send an email. Almost none will put a handwritten note in your prospect's mailbox the month their life changes.
Handwritten notes
Written and mailed for you. The touch that gets remembered — and kept.
Postcards
Physical mail timed to the life event, not a quarterly calendar.
Dedicated sub-domain per practice. Templates, delays, open and reply tracking.
Connection requests and messages as native campaign steps.
Targeted digital ads available as an a-la-carte add-on via our advertising partner — ask on a demo call.
How Credits Work
Custom Intelligence
When the standard feed isn't enough
For firms with unique markets, proprietary data, or specialized segments, ClientGen goes beyond the dashboard.
Custom data feeds
We connect your own data stream — CRM exports, niche databases, proprietary lists — to our life-event engine and deliver a private, continuously refreshed feed built exclusively for your firm. Your data stays yours; the signals become actionable.
Scope a custom projectSegment deep dives
Point us at a segment and we go deep: business owners approaching exit in a specific metro, executives at pre-IPO companies, professionals in a given industry. On-request research delivered as ready-to-work prospect intelligence.
Scope a custom projectLive on Your Market
See it on your own market.
A ClientGen demo isn't a slide deck — it's a data audit of your own territory.
- You give us two or three ZIP codes.
- We pull the freshest month of life events in those ZIP codes, live on the call.
- You see real signals — labeled as estimates where they're estimates.
- You meet Pete — not an SDR.
30 minutes. If the data isn't there for your market, we'll tell you that too.