Grow the relationship between meetings
Make your next message worth opening.
Turn a useful idea into a client communication without stitching together a separate marketing stack. Ledger Black combines campaign design, branded templates, audience selection and delivery workflows with the relationships you already manage. From a one-off update to a configured follow-up sequence, your team has the tools to communicate with purpose.
Talk about your practice
A MORE CONNECTED WAY OF WORKING
Less between you and the work.
Go from brief to editable campaign
Describe a draft campaign and audience, then use AI design assistance to create or refine the subject and email content.
Reach a deliberate audience
Select and preview recipients, choose the sender and schedule delivery within the practice’s configured email settings.
Learn from the response
Use campaign reporting and A/B variants to improve future communications rather than relying on the same message every time.
A marketing workspace connected to your business
Create one-off campaigns using company branding, templates and the email editor. AI design assistance can turn a brief into an editable draft or revise the design already open in the editor. Audience filters and a pre-send checklist bring recipients, sender, subject and content into view before launch. Scheduling and delivery pacing help campaigns fit the practice’s sending capacity.
Keep client care moving between conversations
Use configured email automations for recurring communication needs and dedicated follow-up drafting for individual client work. Campaign reports and split-test tools help your team learn which messages receive a response. Because communications sit alongside the CRM, the next interaction can lead back into a client conversation, a task or a review rather than stopping at the send button.
A FEW GOOD QUESTIONS
Know where
you stand.
Clear information makes for a better conversation. Here are some useful things to understand before you start.
Does AI design and send a campaign by itself?
AI design creates or revises a draft marketing campaign. Your team reviews it and chooses whether to send or schedule it. Existing automations send according to their configured triggers and settings.
What do we need before sending?
Configured email services, the appropriate marketing permissions and a valid audience. Your team remains responsible for consent, unsubscribe requirements, factual accuracy and disclosures. Phone-linked SMS needs separate device-automation setup.
Does this include advertising management or guaranteed leads?
No. These are campaign, template and client-communication tools. Purchased leads, advertising services and guaranteed enquiry volumes are not included in this capability.
YOUR NEXT CHAPTER
Your entire firm.
A clearer advantage.
Less fragmented work. More connected intelligence. Let’s explore how Ledger Black can bring your advice firm together.
Talk to Ledger Black