In this episode, we continue exploring AI marketing limitations and advanced strategies with Jeremy Haug, founder of Revenx, covering retargeting frameworks, multi-channel follow-up systems, and realistic AI implementation for financial services.

Keywords

Jeremy Haug, Revenx, AI Limitations, Retargeting Strategy, SmartWriter.ai, Traffic Awareness Levels, Multi-Channel Follow-up, ChatGPT Marketing, Financial Services Marketing, Lead Nurturing, B2B Marketing

Key Takeaways

AI Reality Check

- Facebook compliance gaps: AI isn't current on platform restrictions in regulated industries

- Development limitations: Simple tools work in 4 commands, complex integrations require real understanding

- Quality control needed: AI makes mistakes - content requires human review

- Security concerns: Chinese AI models like DeepSeek send data to China

Traffic Awareness Framework

Three levels of prospect awareness:

1. Cold traffic - Not aware they have a problem

2. Warm traffic - Aware they have a problem

3. Hot traffic - Actively looking for solutions

Key strategy: Move prospects to next awareness level, don't jump straight to sales

Value-First Retargeting

Instead of "buy now" messages, provide:

- Free calculators and ebooks

- Educational mini-courses

- Social proof content

- Digital versions of paid resources

Multi-Channel Follow-Up System

Essential follow-up checklist:

- Call within 5 minutes

- Try different times of day

- Facebook messages and email sequences

- Value-driven content across platforms

- Multiple touchpoints before giving up

AI-Powered Follow-Up Tools

- SmartWriter.ai: Scrapes LinkedIn profiles for personalized outreach

- ChatGPT/Gemini: Creates 10-part email sequences for specific audiences

- High Level/HubSpot: CRM integration with AI capabilities

- Scale vs. personal touch: Use AI for 100+ clients, handle 5 clients manually

Platform Strategy for Financial Firms

Jeremy's business progression model:

1. Learn core skills (sales, follow-up, closing)

2. Find reliable lead/appointment vendors

3. Build custom branded campaigns

4. Scale to in-house marketing team

Niche focus: Target "teacher guy" vs "Tampa Bay guy" - expertise trumps geography

AI Tools Mentioned

- SmartWriter.ai: LinkedIn profile research for cold outreach

- ChatGPT/Gemini: Email sequence creation

- High Level/HubSpot: AI-integrated CRM systems

- Brand.ai: Social media content (testing phase)