Long-form content

E-books & Checklists

Highlight specific topics, demonstrate your expertise, and generate qualified leads with long-form content options.

Detailed and Digestible

E-book and checklist content as branded PDF's are a great opportunity to focus on a topic in detail and share your rich wealth of knowledge. Thought-provoking prompts directed at your customers keep it entertaining, easily digestible, and position you as the expert.

Click to see our content in action

Why business owners like E-books and Checklists

They can download and save the PDF to reference, in their own time
There's lot's of information all in one place
Practical next steps are clear and easy to implement

Why financial institutions like E-books and Checklists

As PDF's they can be easily deployed in multiple places
It's possible to gate the content to generate leads
They can be branded as marketing assets

Customization

All custom e-books and checklists are written to a specific brief, which you sign-off
Content matches your tone and brand
We'll add links to product and calls to action

Download e-book anatomy Download checklist anatomy

Trusted by the best

Deployment is easy

We'll send you the actual Word file to check and sign-off. Then we'll re-brand to match your brand guidelines (font, colors, logo etc.) to deliver a piece of content ready to go

Branded

PDFs can easily be designed to fit your visual branding and, with more ground being covered, give you multiple opportunities to solidify your tone of voice.

Gated

One option is to gate certain pieces of content. Successful registration indicates a qualified lead. Customers who input information to access an e-book are interested in your service, presenting an opportunity for you to reach out.

Connected

Encourage your bankers to connect with your customers by using e-books and checklists as conversation starters. You can then request to use their feedback for testimonials.

Our Range of Content Options

Some people like to read, some prefer to do. Appeal to learners of all kinds by using a bit of everything. Here’s a snapshot of our popular tools and content.

Business Health Checks

Diagnostic tools that allow your customers to self-select information, generate reports, and download.

LEARN MORE
about health checks

Videos & Infographics

Straightforward and engaging, visually formatted information makes difficult topics easier to explain and understand.

LEARN MORE
about videos and infographics

Articles

Optimized for SEO to drive traffic with the flexibility to fit multiple channels (social media, e-newsletters, etc.)

LEARN MORE
about articles

E-books & Checklists

Highlight specific topics to demonstrate your knowledge, position your brand as one of value, and improve engagement.

LEARN MORE
about e-books and checklists

Online Business Planners

Increase qualified leads with customized business planners that correspond with your loan requirements and other offers.

LEARN MORE
about business planners

Templates & Calculators

With interactive templates and calculators embedded in your website, you’ll increase engagement time and brand awareness.

LEARN MORE
about templates and calculators

DEMO

Want a Preview?

We offer free 30 minute walk-throughs so you can check out our content and tools.

Request a Demo

E-books & Checklists

Detailed and Digestible

Our Range of Content Options

Want a Preview?

Subscribe to our Small Business Bulletin