background background

Set the Roadmap for Success

Align Your Strategy with Your Goals

A thoughtful onboarding sets the tone for everything that follows. That’s why our Strategic Consulting is the most critical step of your journey with StoneShot.

We partner with you to align platform capabilities with your business goals, map out your audience segmentation, and plan campaigns that deliver measurable impact. Maximize your investment with StoneShot from day one.

Strategic consulting
Your vision our expertise one unified plan

Personalized Strategy

Your Vision, Our Expertise, One Unified Plan

We start by understanding your business objectives, success metrics, and challenges. From there, we develop a tailored marketing strategy that connects your goals to StoneShot’s features — so every campaign is rooted in clear, measurable outcomes.

Audience Segmentation & Journey Mapping

Maximize Every Interaction with Precision Targeting

We help you define, segment, and map your audiences based on their behaviors, preferences, and needs. With a clear journey map, you can deliver the right message at every stage, from onboarding to retention, ensuring a more personalized client experience at scale.

Maximize every interaction with precision targeting
Fuel conversions with smarter campaigns

Campaign Planning & Optimization

Fuel Conversions With Smarter Campaigns

Our team helps you design, build, and optimize campaigns that don’t just look good — they perform. We advise on content strategies, automation flows, and performance benchmarks, and ensure you have the reporting tools in place to track results and refine your approach.

Email Design and Build Email Design and Build

Strategy That Evolves With You

Ongoing Guidance. Continuous Improvement.

Strategy isn’t a one-and-done effort. As your business evolves, so should your marketing approach. We provide ongoing consultation, quarterly planning sessions, and expert recommendations to help you stay ahead of trends, optimize performance, and maximize your ROI.

Ongoing guidance continuous improvement

You'll be in Great Company

Trusted by boutiques and global financial services brands

  • BNY Mellon
  • Causeway
  • edentree
  • CIBC
  • Quilter Investors
  • UBS
  • Legal & General
  • BNP Paribas
  • HSBC
  • RBS
  • BlackRock
  • Alcentra
BNY Mellon Causeway edentree CIBC Quilter Investors UBS Legal & General BNP Paribas HSBC RBS BlackRock Alcentra
Backdrop Backdrop

Boost Engagement &
Conversions
With StoneShot

  • Complimentary 30-day trial
  • Personalize content for higher engagement
  • Track performance and optimize future campaigns