See every meeting request and seminar sign-up, and what each one became.

Is this built for a financial advisory firm?

Yes. TruLata is built for an independent advisory firm, a registered investment adviser or a planning practice that takes on clients across the area it serves, and a firm with several advisors or several offices fits the same way. The marketing often falls to the founding advisor or the operations lead, done between client review meetings, and a firm with a marketing hire gets the same screen. Search, ads, content and the counting run on a schedule whether or not anyone had time this week, every request is counted from your own site, and one screen shows what happened and what it cost.

A prospective client usually arrives after an event. A retirement date on the calendar, an inheritance, the sale of a business, a new job and an old plan to decide about, a spouse who always handled the money. They search, read who you work with and how you are paid, look at the people on your team page, and book an introductory meeting or register for a seminar, or they move on. A referral from a client or a CPA starts with the same search, to check the name they were given, so the site is where both kinds arrive.

A prospect from a matching service is a shared lead, the same person introduced to several advisors at once, and the first meeting starts as a comparison. A request from your own site's form is yours alone, and it is the kind the Leads view counts. The comparison with bought leads is on mechanism, not on a price we would have to invent. Approvals and compliance review stay with the firm: the screen counts, watches and drafts, and what the firm publishes is the firm's decision.

What runs while you are in client meetings, and what waits for the firm?

Your Google Ads account is watched every morning. At 7:05 Eastern the ads change watch reads the account's change history and its user list, sets our own writes and routine churn aside, and raises a material change made by anyone else the same morning, including the recommendations Google applies on its own. Where we manage your search campaigns on all tiers, a budget or bid change is made within the limits set for your engagement and lands in the account's own change history. In the two weeks before a seminar, that is what keeps the registration budget pointed where you put it, and a new address given access to the account reaches your team the next morning.

On Launch, Growth and Command, the content engine researches and drafts on your cadence: what to bring to a first planning meeting, the questions to ask before choosing an advisor, how the firm works with a family through a retirement date. Each topic passes a demand gate on real search volume and what already occupies the result page, the research cites current sources, the dedupe reads the titles already published on your site, and each piece is filed as a Google Doc in your Drive with a featured image. Auto-publish is a per-client setting and approval is optional. Approvals and compliance review stay with the firm: with auto-publish off, each piece waits as a draft until the firm approves it. On Command, the outbound engine sources prospects weekly to the target profile set with you, finds a deliverable address or routes the prospect to a contact-form path, and drafts into a review-first queue; a person releases each send, or the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time.

Every day at 7:20 Eastern, on an instance whose forms feed the sheet, the lead watch runs five checks across the sheet, GA4 and Ads: the tracking tag still loads, requests with no GA4 form event, paid requests with no Ads conversion, a campaign that was spending and has gone to zero, and organic traffic with no requests at all. The registrations that landed on your sheet are checked against the conversions Google counted, so a seminar form that stopped submitting is flagged the next morning rather than on the night of the seminar. Every night at 12:01 Central a fallback snapshot is baked, and a failed pull leaves the previous page up rather than an empty one.

What stays with the firm is the judgement: the limits on spend, what the firm publishes, and anything that answers a prospect or a client. A content piece with auto-publish off waits as a draft until the firm approves it. From the screen you can set a lead outcome, request a website change, and request a content, keyword, category or targeting change; each request goes to the team as a logged ticket, and the engine's writes to your ad accounts and your site go through their APIs and land in each account's own change history, so the firm has a record of every change to review.

Which tier fits an advisory firm?

Starter includes the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. The content engine is on Launch, Growth and Command. Meta ads are on Growth and Command. The outbound engine is on Command. Command adds the outbound engine, ad creatives and your full marketing team, always on.

Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command, so every advisor and the operations lead can sign in with a seat of their own. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month with nothing metered, and committing annually takes twenty to twenty-five percent off the monthly. The pricing page carries the same figures as every other page.