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ClientIQ — Marketing Workspace

Confidential — please don't share this link.

This is the single source of truth for ClientIQ's marketing: brand, positioning, ideal customers, landing pages, content strategy and the research behind them.

ClientIQ by Nutcracker — AI that does the hours of manual meeting prep for wealth managers, so advisers spend their time advising, not collating.

What's here

Use the tabs at the top:

  • Foundation — positioning, brand voice, the marketing stack, asset registry, and learnings.
  • ICPs — who we sell to: the two ideal-customer profiles and how to spot more like them.
  • Landing Pages — the Meeting Prep pages (UK + South Africa) and the conversion critic review.
  • Content — the brief for the LinkedIn content strategist, the content-ideas backlog, and where post copy lives (Confluence).
  • Research — influencers and thought-leaders, positioning frameworks (April Dunford), sales frameworks, and LinkedIn automation notes.
  • About Us — founder story, company background and the LinkedIn bio.
  • Testimonials — founder and track-record references.

Post copy, The Brief and The Calendar for the LinkedIn series live in Confluence (space Marketing V2), not here.

How this works

This site is generated from the project's Markdown files and rebuilds automatically whenever a change is pushed. Access is restricted to invited people. Internal working material (strategy, pricing, legal, sales scripts, competitor research, the decision log) is kept in the repo but not published here.