In this episode, we continue exploring AI marketing limitations and advanced strategies with Jeremy Haug, founder of Revenx, covering retargeting frameworks, multi-channel follow-up systems, and realistic AI implementation for financial services.
Keywords
Jeremy Haug, Revenx, AI Limitations, Retargeting Strategy, SmartWriter.ai, Traffic Awareness Levels, Multi-Channel Follow-up, ChatGPT Marketing, Financial Services Marketing, Lead Nurturing, B2B Marketing
Key Takeaways
AI Reality Check
- Facebook compliance gaps: AI isn't current on platform restrictions in regulated industries
- Development limitations: Simple tools work in 4 commands, complex integrations require real understanding
- Quality control needed: AI makes mistakes - content requires human review
- Security concerns: Chinese AI models like DeepSeek send data to China
Traffic Awareness Framework
Three levels of prospect awareness:
1. Cold traffic - Not aware they have a problem
2. Warm traffic - Aware they have a problem
3. Hot traffic - Actively looking for solutions
Key strategy: Move prospects to next awareness level, don't jump straight to sales
Value-First Retargeting
Instead of "buy now" messages, provide:
- Free calculators and ebooks
- Educational mini-courses
- Social proof content
- Digital versions of paid resources
Multi-Channel Follow-Up System
Essential follow-up checklist:
- Call within 5 minutes
- Try different times of day
- Facebook messages and email sequences
- Value-driven content across platforms
- Multiple touchpoints before giving up
AI-Powered Follow-Up Tools
- SmartWriter.ai: Scrapes LinkedIn profiles for personalized outreach
- ChatGPT/Gemini: Creates 10-part email sequences for specific audiences
- High Level/HubSpot: CRM integration with AI capabilities
- Scale vs. personal touch: Use AI for 100+ clients, handle 5 clients manually
Platform Strategy for Financial Firms
Jeremy's business progression model:
1. Learn core skills (sales, follow-up, closing)
2. Find reliable lead/appointment vendors
3. Build custom branded campaigns
4. Scale to in-house marketing team
Niche focus: Target "teacher guy" vs "Tampa Bay guy" - expertise trumps geography
AI Tools Mentioned
- SmartWriter.ai: LinkedIn profile research for cold outreach
- ChatGPT/Gemini: Email sequence creation
- High Level/HubSpot: AI-integrated CRM systems
- Brand.ai: Social media content (testing phase)
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