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Let’s take a look together

A conversation about your next connection

Bring a little thought.
Let’s see where it goes.

A workshop you’d love to host. A client you want to thank. Bring your idea and we’ll explore Reach together, with your practice and the people you serve in mind.

Meet with Pete & Tod · Bring your questions
Upgraded Reach workflow and console in private preview.

Two women sharing a warm conversation over coffee.
Good things begin with a conversation.
ClientGen Reach

One topic. A coordinated campaign.

See a workshop request become a matching invitation, display ad and registration page. Or start with a personal thank-you.

Your workspace

Claude, ChatGPT or the Reach console.

Explore the current AI connections and private console preview. We’ll show which option fits how you like to work.

Next: lead generation

A clearer view of your market.

Prospect discovery, contact enrichment, monitoring and campaign preparation in the ClientGen web app.

Current Reach connectors are available in Claude and ChatGPT. Reach console and upgraded campaign workflow remain in private preview. We’ll confirm your access, software subscription and separate mailing or media costs during the demo.

CLIENTGEN REACH

Bring the topic.
See the campaign.

Turn your next workshop idea into a branded invitation, display ad and signup page. See the pieces together. Refine them with your firm. You approve the next step.

Preview the upgraded campaign workflow with our team. The Reach console remains private.

Book a Reach walkthroughSee current AI connections →
Start with a conversationPRIVATE WORKFLOW PREVIEW

“Build a campaign for our Planning Your Next Chapter workshop. Use our firm’s brand. Show me the invitation, ad and registration page.”

Describe it in Claude, ChatGPT or the Reach console.*
01The invitationA reason to open the conversation.
Back of the fictional Maple Grove invitation, with a sample QR codeBlue Maple Grove Planning postcard inviting guests to Planning Your Next Chapter
02The adThe same message, on screen.
DISPLAY AD EXAMPLEMatching blue Maple Grove display ad with a Reserve your seat button
03The signup pageA place to take the next step.
Matching Maple Grove workshop registration preview with event details and an inert signup form

Fictional Maple Grove campaign. Styling examples adapted from product proofs; registration is a static preview.

*Current Reach connectors are available in Claude and ChatGPT. Reach console and upgraded campaign workflow remain in private preview.

You review the creative, recipients, permissions and costs. Your firm’s review and your approval come before paid execution.

Let’s take a look together

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