Getting Started with Your Financial Services BrandPack Bundle
A Step-by-Step Guide from Better Story Marketing
Congrats on unlocking your Financial Services marketing system! This guide walks you through the essential steps from logging in to aligning your brand foundation across all four services.
Find Your Welcome Email
- Look for an email from Better Story Marketing with your login details (username and password).
- Can’t find it? Check your spam or try the “Forgot Password?” link on the login page.
Log in to the Marketing OS
- Go to [app.betterstory.marketing], and use the credentials from your email to sign in.
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Update Your Business Profile
- Click Settings from the side menu.
- Fill in your main business details—name, email, phone, website.
- Tip: This info feeds into all four BrandPacks, so make it accurate!
Complete Your Personal Profile
- Under Settings, go to My Profile.
- Confirm your name and email, update passwords or signatures as needed.
Add Your Team Members
If you're working with others:
- Head to My Staff.
- Click Add New Member, fill in their info, and set their permissions.
- Each person will get their own login to help manage specific BrandPacks.
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Troubleshooting & Support
- Can’t login or see missing resources? Visit [app.betterstory.marketing].
- Need help? Use the OS Help Request button from your dashboard to submit a support form—our team will assist you.
Action Plan
What's Next: Diving Into Your BrandPacks
Now that your profiles are in place, here’s what you have at your fingertips for each of the four BrandPacks:
- Branding & Visual Identity – A clean logo, colors, fonts, and look that speaks trust and clarity.
- Website Templates & Copy – Customized to attract and convert clients in each financial service area.
- Messaging & Email Assets – Pre-written content to express your value clearly.
- Social & Email Templates – Plug-and-post graphics, captions, and content calendars.
- Funnels & Automation – Lead capture forms, booking systems, and CRM workflows ready-to-go.
- Strategy Sessions – Guided help to polish your messaging and align your ideal client journey.
Frequently Asked Questions
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