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Hatch
Starter

VS Pro

Everything you
need to know...

Choosing the Right Package:

So, which package is the right one for you? Well, it all depends on your specific needs and budget. If you’re just starting out or have a limited marketing budget, the Starter Package is an excellent choice. It provides you with the essential tools you need to manage your contacts, send emails, and track basic metrics.

On the other hand, if you’re ready to level up your marketing activities, the Pro Package offers an array of advanced features to help you optimise and scale your operations. It provides the flexibility and customisation options needed to create personalised experiences for your audience, allowing you to stand out from the crowd.

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Hatch Starter £45pm

Hatch Starter:

Hatch Starter is an incredible tool designed to modernise and future proof your business. 

If you’re an IFA that’s not doing that much external marketing or perhaps you’re a business that relies on professional connections for your leads, Hatch Starter is going to give you a huge advantage over your competitors. 

What you get...

  • Basic automation
  • Ability to create newsletters/blogs/landing pages (plus a template) 
  • ChatSpot (AI) 
  • 1000 free marketing contacts (£17 per 1000 after) 
  • Calendar integration/ability to send your calendar to clients. Tired of phone tennis to book meetings? Simply send your calendar (Gmail, MS Office or otherwise) and the client can book directly with you, giving yourself more control over your time, as well as  giving the client greater  control too!
  • List segmentation - use the power of automation to create active lists, that update based on the parameters you set. Want to invite people that are looking to retire to an event you’re hosting on retirement planning? You can create it in seconds
  • Custom properties 
  • HubSpot Mobile App 
  • SEO recommendations and optimisations

Over 200 pre built reports

Reports created from a place of industry experience allowing you to enhance your knowledge of adviser performance - compare against your targets and against your time frames.

 

Standard reporting examples (Starter)

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Modern email marketing with Content Store

Create landing pages, newsletters (templates included), blogs and more. Plus you also get access to Content Store - full of pre-written content for you to use and great for ideas.

Visual sales pipeline

Easy drag and drop capabilities to move through your stages, including total values for each stage, and weighted amounts based on conversion for a snapshot of performance (see example below).

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Hatch Starter

Ideal for a business that isn’t relying on complex workflow automations, that isn’t going to experiment with automating multiple elements of their process.

Hatch Pro

You’ll get all of the features of Starter plus much more. 

Hatch Pro

£55pm

Hatch Pro :

Hatch Pro is perfect for larger businesses with 5 or more advisers. If you have a strong focus on driving new leads into the pipeline and are actively seeking new prospects through marketing activities, you're really going to benefit from Hatch Pro.

Hatch Pro takes the foundations of Starter and adds to it in a really impressive way. You can almost think of Hatch Pro as hiring an additional team member given how many tasks it can automate for you.

Hatch Pro opens up near limitless possibilities for automaton, for example:

Do you want prospects that fill in a contact form about retirement planning to be entered into a list and sent out follow up communications? That’s possible.

Maybe you want to notify your team about prospects that haven’t engaged with you in x amount of time, you can do that.

Or maybe you want to send reminders out to prospects during the factfinding stage? Again all possible with Hatch Pro.

As well as this is the ability to create custom reports. Whilst Hatch starter gives you access to over 200 reports, the ability to create fully customised ones on just about any piece of data you’re collecting, you’re going to have vision and understand over business activity which was previously impossible, leading to better, informed business decisions and a level of creative freedom which is difficult to achieve on other systems.

Fully customised reports

With Hatch Pro you get access to fully customisable reports, meaning ANY data you collect CAN be reported on. Whilst the reporting on Hatch Starter gives you a set of standard reporting options to choose from, Hatch Pro allows much more freedom and creativity.

Unlimited workflow automation

Build ever expanding workflow’s and flex your technical capabilities. One of the main reasons you’d get Hatch Pro over Starter is the near endless possibilities that workflows give you. With unlimited access to workflows, you can take your lead nurturing automation to such a minute detail, it’ll be like having an extra member to your admin team. Create email sequences to help manage your onboarding and fact finding, send reminders and much, much more.

Sequences

Automate outreach, follow-up and save on time-consuming tasks. Create flows of timed, personalised emails, remind yourself of important tasks to follow up on, support your advisers by empowering them with minimal admin friction.

 

Custom reporting example (Pro only)

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In order to make well informed business decisions you need to access to see the information that will allow you to do this - if you want to be able to compare each adviser by their lead source, be it your website or a professional connection, Hatch Pro is going to allow you to do that.

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Final thoughts:

Both Hatch Pro and Starter packages offer valuable features to streamline your marketing efforts. The Starter package is a budget-friendly option that provides essential tools for marketers on a tight budget or those just starting out. The Pro Package, on the other hand, offers advanced features and customisation options for businesses ready to take their marketing strategies to new heights.

Evaluate your requirements, assess your budget, and choose the package that aligns with your specific needs. Remember, both packages can help you attract, engage, and delight your customers, so you can’t go wrong either way.