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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 9
  • Big bets · 3
  • Wildcards · 4
  • How we can help
Generated Oct 23, 2026
  1. Programmable
  2. Playbooks
  3. Jump
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growth playbook · Oct 23, 2026

jumpapp.com (opens in a new tab)

Jump growth playbook

Diagnosis

Jump (jumpapp.com now redirects to jump.ai) leads its category, with 50,000+ advisors, an $80M Series B in February 2026 and enterprise wins such as Northwestern Mutual. Its hiring shows the next phase: a customer marketing function built from scratch, the first SDRs for a high-volume outbound motion, enterprise and strategic AEs for the largest institutions, and a busy help desk.

The gaps are in proof and plumbing: all 11 customer stories are wealth firms while Jump sells to six other markets, the sitemap leaves out the pages that sell, and public numbers disagree with each other.

This playbook adds vertical proof, a reference bench, a G2 push and consistent metrics first, then colleague-led outbound, event pipeline, comparison pages, Jump Club referrals and an enterprise ROI kit, and finally a meeting benchmark and vertical launch kits.

Growth Score

8/10

Biggest Opportunity

Turn tens of thousands of happy advisors into visible proof: stories for every market Jump now sells to, references on demand, reviews and referrals.

Biggest Risk

Zocks, Zeplyn, Finmate and general notetakers compete hard for the same advisors, and moving into new markets without proof from those markets risks a long, expensive sales cycle.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Proof for the six other markets on the menu: every customer story today is a wealth firm

    List live customers in each non-advisor vertical and ask the best one in each for a 30-minute interview.

    High impact First result in 6 weeks
  2. 2

    Put the case studies, solution, product and integration pages into the sitemap

    Add the case-study and solution page types to the sitemap generator.

    High impact First result in 2 weeks
  3. 3

    One set of numbers everywhere, and fix the savings math on the solution pages

    List every public metric and the pages that show it.

    Medium impact First result in 2 weeks

02

Your idea portfolio

22 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 4Big bets · 10Fill-ins · 5Reconsider · 3
Effort →

Showing 22 of 22 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Jump now sells to accounting firms, banks and credit unions, asset managers, insurance producers and insurance wholesalers, and the new customer marketing lead is asked for "visible wins fast as we enter new verticals". But all 11 case studies on /customers are wealth or advisory firms, and only the Enterprise page links one at all. A credit union buyer or an asset manager's head of distribution finds no story from anyone like them; the banks page doesn't even quote a bank relationship manager.

    High impactMedium effort First result in 6 weeks Sr. Manager

    First action

    List live customers in each non-advisor vertical and ask the best one in each for a 30-minute interview.

    How to measure it

    Demos from accounting, bank, asset manager and insurance pages

    Now
    –
    Target
    +40%
    By
    2 quarters

    Steps

    1. 1

      List candidates

      Live customers per vertical, by usage and results.

      Customer Success lead 1 week

    2. 2

      Secure approval

      Logo and quote rights, with compliance review.

      Sr. Manager, Customer Marketing 2 weeks

    3. 3

      Interview

      One 30-minute call per customer; pull usage data.

      Sr. Manager, Customer Marketing 2 weeks

    4. 4

      Write and design

      Four stories, each with one headline number.

      Sr. Manager, Customer Marketing 3 weeks

    5. 5

      Place them

      Top of each solution page, plus an industry filter on /customers.

      Web & SEO lead 1 week

    6. 6

      Arm sales

      One-page versions for enterprise and strategic AEs.

      Sr. Manager, Customer Marketing 1 week

    7. 7

      Measure

      Demo rate per solution page before and after.

      VP of Strategy & Head of Insights monthly

    First result
    6 weeks
    Cost
    Staff time plus light video or design help
    Owner
    Sr. Manager, Customer Marketing

    Smallest test

    Publish one named quote with a usage number on the banks and credit unions page.

    Why it works

    Pick one live customer in each new market (accounting, banks and credit unions, asset management distribution, insurance) and produce a short case study with one hard number each: hours saved, meetings logged same day, cross-sell signals found. Put each story on its own solution page above the fold, add a "by industry" filter to /customers, and give the enterprise and strategic AEs a one-page version for every vertical. Where a full story isn't possible yet, publish a named quote with role and firm type.

    Buyers in regulated industries copy their peers. One relevant story on each vertical page does more for demos than another advisor testimonial, and it gives sales the proof it needs in markets that are new to Jump.

    Ready to use

    ChecklistVertical proof launch list

    [ ] Accounting firm story with hours saved
[ ] Bank or credit union story from a relationship manager
[ ] Asset manager distribution story (wholesaler notes logged same day)
[ ] Insurance producer story
[ ] Industry filter on /customers
[ ] One-pagers for each vertical
[ ] Logo and quote rights in new contracts

    Risks and how to handle them

    • Customers in new verticals are few and early

      Start with a quote and a usage number, then upgrade to a full story after 90 days.

    • Compliance approvals slow publication

      Use the same disclosure template as the existing advisor stories.

    Evidence

    • HiringSr. Manager, Customer Marketing (remote, posted October 7, 2026, $140,000-180,000): "build the customer marketing function from the ground up"; "Build the case study and thought leadership engine that gives Sales real proof points, with a focus on producing visible wins fast as we enter new verticals"; launch "Jump Club, our incentive program for customer engagement, alongside our referral, review (G2), and community programs"; a Customer Advisory Board; a reference program "so no deal stalls waiting on a reference"; onboarding, adoption and renewal communications; upsell and cross-sell playbooks with CS. Six-month goals include "Logo rights and customer marketing participation are standard in new contracts".Source
    • Your websiteCustomer stories page (/customers): 11 case studies, every one a wealth or advisory firm (Anthony Petsis & Associates, Balefire Wealth, TCI Wealth Advisors, Hoffman Wealth Management, Renaissance Financial, Coastal Bridge Advisors, EViE Financial Group, Sonmore Financial, Athlon Advisors, Freedom Financial Planners, Byas Wealth Management). Headline results include "Grows AUA 43%", "Firmwide Rollout in 22 Days" and "Decreases Meeting Admin by 83%". The page meta description says "45,000+ advisors".Source
    • Your websiteSolutions menu: Enterprise Firms, Independent Advisors, Insurance, Accounting, Asset Managers, Insurance Wholesalers, Banks & Credit Unions. Of the seven solution pages, only /enterprise links a case study (Renaissance Financial). The banks and credit unions page quotes an insurance services partner, a credit union wealth planner, a former Osaic executive and an insurance agency, but no bank relationship manager; the asset managers page has no customer quote.Source
    • HiringEnterprise Account Executive ($250K-$280K OTE): acquire "large financial institutions, including wealth management firms, broker-dealers, banks, and insurance firms". Strategic Account Executive ($300K-350K OTE): pursue "Top 25" global financial institutions in "12-18 month sales cycles involving 10+ stakeholders", and "articulate the ROI of AI in a way that resonates with a CFO and a Chief Digital Officer alike".Source
  • 02

    Jump's sitemap lists 264 URLs, but they are almost all blog, trend, event and press pages. The pages that sell (the 11 case studies, the seven solution pages, Meet, Onboard and Grow and their features, the integration pages and the Zocks comparison) aren't in it. Search engines and AI crawlers can still find them through links, but more slowly and with less confidence that they matter.

    High impactLow effort First result in 2 weeks Web & SEO lead

    First action

    Add the case-study and solution page types to the sitemap generator.

    How to measure it

    Case-study, solution and product pages indexed

    Now
    –
    Target
    100%
    By
    30 days

    Steps

    1. 1

      List page types

      Case studies, solutions, products, integrations, comparisons.

      Web & SEO lead 2 hours

    2. 2

      Update the generator

      Include every published type with lastmod.

      Web & SEO lead 1 day

    3. 3

      Submit

      Search Console and Bing Webmaster Tools.

      Web & SEO lead 1 hour

    4. 4

      Link internally

      From top blog and trend posts to the matching product page.

      Web & SEO lead 1 week

    5. 5

      Check indexing

      Coverage report per page type.

      Web & SEO lead 2 weeks

    6. 6

      Watch traffic

      Organic entries to money pages.

      VP of Strategy & Head of Insights monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Web & SEO lead

    Smallest test

    Add the 11 case studies today and check them in Search Console next week.

    Why it works

    Generate the sitemap from the CMS for every published page type, with last-modified dates, and submit it in Search Console. Add internal links from relevant blog and advisor-trend articles to the matching product and solution pages. Check indexing for each page type two weeks later.

    The pages that convert should be the first ones crawled and refreshed. This is a one-day fix with compounding returns for both search and AI answers.

    Risks and how to handle them

    • Thin pages get indexed too

      Leave out talent-pool and test pages.

    Evidence

    • Your websiteSitemap (264 URLs, checked October 22, 2026): advisor trends (89), blog (78), events (57), press (15), webinars (8), downloads (5) and a few top pages. It does not list /customers, any of the 11 /case-study/ pages, the seven solution pages, the product pages (Meet, Onboard, Grow and their features), the integration pages or /jump-vs-zocks.Source
    • Your websiteCustomer stories page (/customers): 11 case studies, every one a wealth or advisory firm (Anthony Petsis & Associates, Balefire Wealth, TCI Wealth Advisors, Hoffman Wealth Management, Renaissance Financial, Coastal Bridge Advisors, EViE Financial Group, Sonmore Financial, Athlon Advisors, Freedom Financial Planners, Byas Wealth Management). Headline results include "Grows AUA 43%", "Firmwide Rollout in 22 Days" and "Decreases Meeting Admin by 83%". The page meta description says "45,000+ advisors".Source
    • Your websiteThe only comparison page is "Jump vs. Zocks" ("2 out of 3 advisors choose Jump over Zocks"; T3 2026 share 22.68% vs 10.22%), linked from the footer.Source
  • 03

    The homepage says 50,000+ advisors and, further down, 45,000+; the menu says 30+ integrations and the body 40+; the homepage says 10 hours saved a week and 2.5x growth opportunities while llms.txt says 12+ hours and 2.1x. The savings box on the solution pages reads "$2500 overhead saved each year" from one hour a week at $100, but one hour a week over 250 working days is $5,000. Compliance-minded buyers notice numbers that don't add up.

    Medium impactLow effort First result in 2 weeks Senior Director

    First action

    List every public metric and the pages that show it.

    How to measure it

    Metric mismatches across site and llms.txt

    Now
    –
    Target
    0
    By
    30 days

    Steps

    1. 1

      Inventory metrics

      Every figure on the site, decks and llms.txt.

      Senior Director, Corporate Marketing 2 days

    2. 2

      Agree the numbers

      One value, date and method each.

      VP of Strategy & Head of Insights 2 days

    3. 3

      Fix the savings box

      Correct math or inputs; note the assumption.

      Web & SEO lead 1 day

    4. 4

      Add a calculator

      Team size in, hours and dollars out.

      Web & SEO lead 1 week

    5. 5

      Update everywhere

      Site, llms.txt, decks, one-pagers.

      Senior Director, Corporate Marketing 1 week

    6. 6

      Review quarterly

      Refresh numbers with each product update.

      VP of Strategy & Head of Insights quarterly

    First result
    2 weeks
    Cost
    $0
    Owner
    Senior Director, Corporate Marketing

    Smallest test

    Correct the $2,500 figure and the 45,000 vs 50,000 mismatch today.

    Why it works

    Keep one source of truth for every public metric (users, firms, integrations, hours saved, growth multiple) with the date and method behind it, and pull every page, deck and llms.txt from it. Correct the savings box (or change the inputs) and add a small calculator where visitors enter their own team size. Fix the empty heading above the box on four solution pages.

    Consistent, checkable numbers are proof in themselves for a company selling compliance-ready AI, and AI assistants repeat whichever figure they find.

    Risks and how to handle them

    • Lower numbers look weaker

      Round down and show the method; credibility beats size.

    Evidence

    • Your websiteHomepage: "Empowering 50,000+ advisors" and, lower on the same page, "Trusted by 45,000+ advisors"; the menu says "Jump's 30+ integrations" while the page says "40+ deeply embedded integrations"; results "10 hrs saved per advisor per week" and "2.5x increase in growth opportunities". The llms.txt file says "12+ hours saved per advisor per week" and "2.1x more growth opportunities".Source
    • Your websiteSolution pages (accounting, banks and credit unions, asset managers, independent advisors and others) show a savings box: "1 hour admin time saved per professional per week", "250 Days worked per year" and "$2500 Overhead saved each year*, Based on $100/hr blended rate". One hour a week over 250 working days (50 weeks) at $100 an hour is $5,000. On four of these pages the heading above the box renders empty.Source
    • Your websitellms.txt, published for AI assistants: deployed across "11,500+ firms", "50,000+ advisors", "2,000+ new advisors monthly"; $105M total funding including an $80M Series B led by Insight Partners (February 2026); T3 2026 #1 in market share, Kitces 2026 highest satisfaction; "G2: 4.7/5 across 105 reviews"; customers include LPL Financial, Osaic, Cetera, Equitable Advisors, Allianz Life, John Hancock, Manulife and StoneX.Source
  • 04

    The customer marketing role must make sure "no deal stalls waiting on a reference", and the enterprise and strategic AEs sell 12-18 month deals to firms with 10+ stakeholders. Today the public proof is 11 advisory stories; sales needs approved references by firm type, size, CRM and compliance model.

    High impactLow effort First result in 1 month Sr. Manager

    First action

    Ask CS for 20 customers willing to take a reference call.

    How to measure it

    Reference turnaround

    Now
    –
    Target
    Under 48 hours
    By
    60 days

    Steps

    1. 1

      Recruit references

      20 customers across segments.

      Customer Success lead 2 weeks

    2. 2

      Tag them

      Segment, size, CRM, recording mode, use case.

      Sr. Manager, Customer Marketing 1 week

    3. 3

      Set the request flow

      Form in the CRM with a 48-hour SLA.

      Sr. Manager, Customer Marketing 3 days

    4. 4

      Thank references

      Jump Club points or a gift.

      Sr. Manager, Customer Marketing ongoing

    5. 5

      Track

      Requests, turnaround and win rate with a reference.

      VP of Strategy & Head of Insights monthly

    6. 6

      Refresh

      Retire and add references each quarter.

      Sr. Manager, Customer Marketing quarterly

    First result
    1 month
    Cost
    Thank-you budget
    Owner
    Sr. Manager, Customer Marketing

    Smallest test

    Match the next three reference requests by hand within 48 hours.

    Why it works

    Build a reference list tagged by segment (RIA, IBD, enterprise, bank, insurance, accounting, asset manager), firm size, CRM, recording mode and use case. Give each reference a limit on calls per quarter and a thank-you. Sales requests by form; marketing matches within 48 hours.

    Fast, relevant references shorten long enterprise cycles and stop the same happy customers being over-asked.

    Risks and how to handle them

    • Reference fatigue

      Cap calls per customer per quarter.

    Evidence

    • HiringSr. Manager, Customer Marketing (remote, posted October 7, 2026, $140,000-180,000): "build the customer marketing function from the ground up"; "Build the case study and thought leadership engine that gives Sales real proof points, with a focus on producing visible wins fast as we enter new verticals"; launch "Jump Club, our incentive program for customer engagement, alongside our referral, review (G2), and community programs"; a Customer Advisory Board; a reference program "so no deal stalls waiting on a reference"; onboarding, adoption and renewal communications; upsell and cross-sell playbooks with CS. Six-month goals include "Logo rights and customer marketing participation are standard in new contracts".Source
    • HiringEnterprise Account Executive ($250K-$280K OTE): acquire "large financial institutions, including wealth management firms, broker-dealers, banks, and insurance firms". Strategic Account Executive ($300K-350K OTE): pursue "Top 25" global financial institutions in "12-18 month sales cycles involving 10+ stakeholders", and "articulate the ROI of AI in a way that resonates with a CFO and a Chief Digital Officer alike".Source
    • Your websiteCustomer stories page (/customers): 11 case studies, every one a wealth or advisory firm (Anthony Petsis & Associates, Balefire Wealth, TCI Wealth Advisors, Hoffman Wealth Management, Renaissance Financial, Coastal Bridge Advisors, EViE Financial Group, Sonmore Financial, Athlon Advisors, Freedom Financial Planners, Byas Wealth Management). Headline results include "Grows AUA 43%", "Firmwide Rollout in 22 Days" and "Decreases Meeting Admin by 83%". The page meta description says "45,000+ advisors".Source
  • 05

    llms.txt cites "G2: 4.7/5 across 105 reviews", while Jump serves 50,000+ advisors and adds 2,000+ a month. That's about two reviews per thousand users, and Zocks leads its homepage with a G2 "#1" claim. The new role owns the G2 program.

    High impactLow effort First result in 1 month Sr. Manager

    First action

    Pick the three in-product moments for the ask.

    How to measure it

    G2 reviews

    Now
    –
    Target
    300+
    By
    2 quarters

    Steps

    1. 1

      Choose moments

      Three happy triggers from product data.

      Sr. Manager, Customer Marketing 1 week

    2. 2

      Write the asks

      In-app prompt and short email.

      Sr. Manager, Customer Marketing 2 days

    3. 3

      Add help desk ask

      After a top support rating.

      Product Specialist 1 day

    4. 4

      Check G2 rules

      Incentive and disclosure policy.

      Sr. Manager, Customer Marketing 1 day

    5. 5

      Launch

      To active users in the US first.

      Sr. Manager, Customer Marketing 1 week

    6. 6

      Report

      Reviews, rating and category rank.

      VP of Strategy & Head of Insights monthly

    First result
    1 month
    Cost
    Small gift budget within G2 rules
    Owner
    Sr. Manager, Customer Marketing

    Smallest test

    Send the review email to 500 advisors who passed 50 meetings.

    Why it works

    Trigger an in-app and email review request after clear wins: the 50th meeting summarized, the first CRM sync of the week, a high support rating from the help desk. Send advisors straight to the G2 form, follow G2's rules on incentives, and report review counts monthly.

    Reviews written right after a good moment are more frequent and more positive, and G2 rankings feed buyer shortlists and AI answers.

    Risks and how to handle them

    • Biased requests break platform rules

      Ask every user at the trigger, not only happy ones.

    Evidence

    • Your websitellms.txt, published for AI assistants: deployed across "11,500+ firms", "50,000+ advisors", "2,000+ new advisors monthly"; $105M total funding including an $80M Series B led by Insight Partners (February 2026); T3 2026 #1 in market share, Kitces 2026 highest satisfaction; "G2: 4.7/5 across 105 reviews"; customers include LPL Financial, Osaic, Cetera, Equitable Advisors, Allianz Life, John Hancock, Manulife and StoneX.Source
    • Competitor researchRivals' own homepages: Zocks, "5,000+ firms run on Zocks, the #1 AI Assistant for Financial Services (G2)"; Zeplyn, "The Agentic AI Operating System for Wealth Management" with "50+ specialized AI agents"; Finmate AI, "Your Agentic Co-Pilot for Financial Advisory". General meeting notetakers compete for the same advisors.Source
    • HiringSr. Manager, Customer Marketing (remote, posted October 7, 2026, $140,000-180,000): "build the customer marketing function from the ground up"; "Build the case study and thought leadership engine that gives Sales real proof points, with a focus on producing visible wins fast as we enter new verticals"; launch "Jump Club, our incentive program for customer engagement, alongside our referral, review (G2), and community programs"; a Customer Advisory Board; a reference program "so no deal stalls waiting on a reference"; onboarding, adoption and renewal communications; upsell and cross-sell playbooks with CS. Six-month goals include "Logo rights and customer marketing participation are standard in new contracts".Source
    • HiringProduct Specialist (Draper, UT, posted September 24, 2026): runs "the high-velocity, high-volume Jump Help Desk - a chat interface powered by Intercom", educates "users on how to get the most out of Jump's features" and notes "customers' feature requests and recurring issues". The SDR and Product Specialist posts still describe Jump as "a Series A company".Source
  • 06

    Real Chrome visitors to jump.ai fail Core Web Vitals on loading (3.1 s) and responsiveness (204 ms). In Google's phone test the hero image appears after 21 seconds; the page weighs 3.6 MB, 3.0 MB of it from third-party hosts, with about 693 KB of unused JavaScript.

    Medium impactMedium effort First result in 1 month Web & SEO lead

    First action

    Preload a compressed hero image and delay the chat widget.

    How to measure it

    Field LCP

    Now
    –
    Target
    Under 2.5 s
    By
    60 days

    Steps

    1. 1

      Fix the hero

      Compressed, sized and preloaded.

      Web & SEO lead 1 day

    2. 2

      Delay tags

      Chat, recording and ad tags after interaction.

      Web & SEO lead 2 days

    3. 3

      Remove duplicates

      One analytics and one session tool.

      Web & SEO lead 1 day

    4. 4

      Split bundles

      Load only what each page needs.

      Front-end engineer 2 weeks

    5. 5

      Re-test

      PageSpeed lab and field.

      Web & SEO lead 1 week

    6. 6

      Monitor

      Core Web Vitals monthly.

      Web & SEO lead monthly

    First result
    1 month
    Cost
    Engineering time
    Owner
    Web & SEO lead

    Smallest test

    Delay the chat widget and compare INP after a week.

    Why it works

    Serve the hero image in a modern format at phone size and preload it, delay the chat widget, session recording and ad tags until after first interaction, remove duplicate analytics, and split the JavaScript per page. Re-test and track field data monthly.

    Advisors often open links from email on their phones between meetings; a faster homepage lifts demo and trial starts and helps search rankings.

    Risks and how to handle them

    • Losing tracking data

      Keep core analytics on load; delay only optional tools.

    Evidence

    • Google PageSpeedHomepage: real Chrome visitors fail Core Web Vitals on loading (LCP 3.1 s; good is under 2.5 s) and responsiveness (INP 204 ms; good is under 200 ms). Mobile lab score 50 (desktop 75): the hero image is the largest element and appears after 21.3 s, the page weighs 3.6 MB over 150 requests, 3.0 MB of it from 15 third-party hosts, with about 693 KB of unused JavaScript and 3.7 s of render-blocking requests.Source

This quarter 9

The core plays for the next three months.

  • 07

    The first SDRs must build $100k of ARR pipeline a month in a high-volume SMB motion. Jump is already used at LPL, Osaic, Cetera, Equitable and others, and Athlon's story shows the deciding factor was "a referral from a colleague who was already using Jump".

    High impactMedium effort First result in 1 month Sales Development Representat…

    First action

    Pick one broker-dealer and write the three-touch sequence.

    How to measure it

    Meetings from affiliation sequences

    Now
    –
    Target
    2x cold baseline
    By
    1 quarter

    Steps

    1. 1

      Pick affiliations

      Where Jump is approved and adoption is high.

      SVP of Revenue 1 week

    2. 2

      Build lists

      Advisors at those firms not yet on Jump.

      Sales Development Representative 1 week

    3. 3

      Write sequences

      Colleague proof plus a firm-specific story.

      Sales Development Representative 3 days

    4. 4

      Firm pages

      Approved setup page per affiliation.

      Web & SEO lead 2 weeks

    5. 5

      Run

      Calls and emails.

      Sales Development Representative daily

    6. 6

      Compare

      Meeting rate vs cold lists.

      VP of Strategy & Head of Insights weekly

    First result
    1 month
    Cost
    SDR time and list data
    Owner
    Sales Development Representative

    Smallest test

    Run one affiliation sequence to 200 advisors.

    Why it works

    Build SDR lists of advisors affiliated with broker-dealers where Jump is approved, open with "advisors at your firm already use Jump" and a story from the same affiliation, and link to a firm-specific page with the approved setup. Extend the existing LPL, SEI and Osaic pages to the next firms.

    Peer use inside the same firm removes the biggest risk an independent advisor sees (compliance approval) and makes cold outreach feel warm.

    Risks and how to handle them

    • Firm approval rules vary

      Confirm messaging with each firm's vendor team.

    Evidence

    • HiringSales Development Representative (remote US, posted September 8, 2026, $80K-$90K plus commission): "As one of the first SDRs, build Jump's outbound sales motion"; "Build a pipeline of $100k ARR each month"; cold call and email to book meetings; "an extremely high velocity high volume SMB facing sales motion".Source
    • Your websiteCase study detail: Athlon Advisors "evaluated several AI notetaking solutions and narrowed his search to two finalists. After a referral from a colleague who was already using Jump, his decision became clear." Firm-specific pages for LPL, SEI and Osaic advisors exist but are excluded from search in robots.txt.Source
    • Your websitellms.txt, published for AI assistants: deployed across "11,500+ firms", "50,000+ advisors", "2,000+ new advisors monthly"; $105M total funding including an $80M Series B led by Insight Partners (February 2026); T3 2026 #1 in market share, Kitces 2026 highest satisfaction; "G2: 4.7/5 across 105 reviews"; customers include LPL Financial, Osaic, Cetera, Equitable Advisors, Allianz Life, John Hancock, Manulife and StoneX.Source
    • News coverageJump press, September-October 2026: Northwestern Mutual selects Jump as its enterprise AI partner (September 22); AI-assisted real-time account opening with Schwab and Fidelity (September 15); FMG content integrated into post-meeting workflows (October 19). Earlier: selection to the LPL Financial Vendor Affinity Program.Source
  • 08

    The only comparison page is Jump vs. Zocks. Zeplyn now calls itself "The Agentic AI Operating System for Wealth Management", Finmate an "Agentic Co-Pilot", and advisors also weigh general meeting notetakers. Each is a search buyers run before a demo.

    High impactMedium effort First result in 1 month Product Marketing lead

    First action

    Draft the Zeplyn comparison.

    How to measure it

    Comparison-page demos

    Now
    –
    Target
    3x today
    By
    2 quarters

    Steps

    1. 1

      Pick rivals

      Zeplyn, Finmate, general notetakers.

      Product Marketing lead 1 day

    2. 2

      Check facts

      Current features and pricing from their sites.

      Product Marketing lead 1 week

    3. 3

      Write

      Fair tables with sources and dates.

      Product Marketing lead 2 weeks

    4. 4

      Legal review

      Claims and trademarks.

      Legal 1 week

    5. 5

      Publish

      Footer and sitemap.

      Web & SEO lead 1 day

    6. 6

      Refresh

      Quarterly.

      Product Marketing lead quarterly

    First result
    1 month
    Cost
    Staff time
    Owner
    Product Marketing lead

    Smallest test

    Publish the Zeplyn page first.

    Why it works

    Publish fair comparison pages for Zeplyn, Finmate and "general AI notetakers vs advisor-specific AI", using the Zocks page structure: scope, recording choice, compliance controls, integrations, support, pricing, with dated sources.

    Comparison searches are late-stage intent, and AI assistants lean on such pages when asked which tool to choose.

    Risks and how to handle them

    • Out-of-date claims

      Date every page and review quarterly.

    Evidence

    • Your websiteThe only comparison page is "Jump vs. Zocks" ("2 out of 3 advisors choose Jump over Zocks"; T3 2026 share 22.68% vs 10.22%), linked from the footer.Source
    • Competitor researchRivals' own homepages: Zocks, "5,000+ firms run on Zocks, the #1 AI Assistant for Financial Services (G2)"; Zeplyn, "The Agentic AI Operating System for Wealth Management" with "50+ specialized AI agents"; Finmate AI, "Your Agentic Co-Pilot for Financial Advisory". General meeting notetakers compete for the same advisors.Source
    • Your websitePricing: Meet core plan "$100 per advisor/mo" with a free trial; Onboard and Grow add-ons at "$50 per advisor/mo" each, sold through "Book a demo"; Enterprise is "Contact sales"; "Save up to 20% with annual payments".Source
  • 09

    The role is asked to launch Jump Club alongside referral, review and community programs. Jump's own case studies show why referral should lead: Athlon chose Jump after a colleague's referral, and advisors trust peers in their study groups and affiliations.

    High impactMedium effort First result in 1 quarter Sr. Manager

    First action

    Define the five actions and their points.

    How to measure it

    Trials from referral links

    Now
    –
    Target
    10% of new trials
    By
    2 quarters

    Steps

    1. 1

      Design points

      Five actions, simple rewards.

      Sr. Manager, Customer Marketing 2 weeks

    2. 2

      Build links

      Referral links into the trial.

      Growth engineer 3 weeks

    3. 3

      Compliance check

      Rules for advisors' referrals.

      Compliance 2 weeks

    4. 4

      Launch

      To the most active advisors first.

      Sr. Manager, Customer Marketing 1 month

    5. 5

      Promote

      In-app, webinars, events.

      Sr. Manager, Customer Marketing ongoing

    6. 6

      Measure

      Referred trials and paid conversion.

      VP of Strategy & Head of Insights monthly

    First result
    1 quarter
    Cost
    Reward budget
    Owner
    Sr. Manager, Customer Marketing

    Smallest test

    Give 100 active advisors a referral link with a conference-pass prize.

    Why it works

    Launch Jump Club with points for the actions that grow Jump (referring a colleague, a G2 review, a reference call, a webinar appearance) and rewards advisors value: conference passes, CE-friendly education, early access. Give each member a referral link that brings the colleague into a trial with the referrer's settings.

    One program for advocacy keeps everything measurable, and referred advisors convert and stay better than cold leads.

    Risks and how to handle them

    • Firm rules on gifts

      Keep rewards within broker-dealer gift limits.

    Evidence

    • HiringSr. Manager, Customer Marketing (remote, posted October 7, 2026, $140,000-180,000): "build the customer marketing function from the ground up"; "Build the case study and thought leadership engine that gives Sales real proof points, with a focus on producing visible wins fast as we enter new verticals"; launch "Jump Club, our incentive program for customer engagement, alongside our referral, review (G2), and community programs"; a Customer Advisory Board; a reference program "so no deal stalls waiting on a reference"; onboarding, adoption and renewal communications; upsell and cross-sell playbooks with CS. Six-month goals include "Logo rights and customer marketing participation are standard in new contracts".Source
    • Your websiteCase study detail: Athlon Advisors "evaluated several AI notetaking solutions and narrowed his search to two finalists. After a referral from a colleague who was already using Jump, his decision became clear." Firm-specific pages for LPL, SEI and Osaic advisors exist but are excluded from search in robots.txt.Source
    • Your websitePricing: Meet core plan "$100 per advisor/mo" with a free trial; Onboard and Grow add-ons at "$50 per advisor/mo" each, sold through "Book a demo"; Enterprise is "Contact sales"; "Save up to 20% with annual payments".Source
  • 10

    The role will stand up a Customer Advisory Board. If it mirrors the case studies it will be all wealth firms, while Jump is moving into banks, insurance, accounting and asset management.

    Medium impactMedium effort First result in 1 quarter Sr. Manager

    First action

    Invite the four new-vertical customers from idea 1.

    How to measure it

    Members who are active references

    Now
    –
    Target
    80%
    By
    2 quarters

    Steps

    1. 1

      Pick members

      12-15 across segments.

      Sr. Manager, Customer Marketing 3 weeks

    2. 2

      Set the charter

      Quarterly, roadmap input.

      Sr. Manager, Customer Marketing 1 week

    3. 3

      First meeting

      Virtual, two hours.

      Sr. Manager, Customer Marketing 1 month

    4. 4

      Publish

      One insight piece per session.

      Sr. Manager, Customer Marketing quarterly

    5. 5

      Close the loop

      Report decisions back.

      Head of Product quarterly

    6. 6

      Rotate

      Refresh a third each year.

      Sr. Manager, Customer Marketing yearly

    First result
    1 quarter
    Cost
    Event and travel budget
    Owner
    Sr. Manager, Customer Marketing

    Smallest test

    Run one virtual session with six customers.

    Why it works

    Create a board of 12-15: half wealth (RIA, IBD, enterprise), half new verticals. Meet quarterly, share the roadmap, and turn each session into one public insight piece and one product decision.

    Early voices from new markets shape the product to fit them and become the first references there.

    Risks and how to handle them

    • Board turns into a support channel

      Keep a clear agenda and route issues to CS.

    Evidence

    • HiringSr. Manager, Customer Marketing (remote, posted October 7, 2026, $140,000-180,000): "build the customer marketing function from the ground up"; "Build the case study and thought leadership engine that gives Sales real proof points, with a focus on producing visible wins fast as we enter new verticals"; launch "Jump Club, our incentive program for customer engagement, alongside our referral, review (G2), and community programs"; a Customer Advisory Board; a reference program "so no deal stalls waiting on a reference"; onboarding, adoption and renewal communications; upsell and cross-sell playbooks with CS. Six-month goals include "Logo rights and customer marketing participation are standard in new contracts".Source
    • Your websiteSolutions menu: Enterprise Firms, Independent Advisors, Insurance, Accounting, Asset Managers, Insurance Wholesalers, Banks & Credit Unions. Of the seven solution pages, only /enterprise links a case study (Renaissance Financial). The banks and credit unions page quotes an insurance services partner, a credit union wealth planner, a former Osaic executive and an insurance agency, but no bank relationship manager; the asset managers page has no customer quote.Source
    • Your websiteCustomer stories page (/customers): 11 case studies, every one a wealth or advisory firm (Anthony Petsis & Associates, Balefire Wealth, TCI Wealth Advisors, Hoffman Wealth Management, Renaissance Financial, Coastal Bridge Advisors, EViE Financial Group, Sonmore Financial, Athlon Advisors, Freedom Financial Planners, Byas Wealth Management). Headline results include "Grows AUA 43%", "Firmwide Rollout in 22 Days" and "Decreases Meeting Admin by 83%". The page meta description says "45,000+ advisors".Source
  • 11

    Meet is $100 per advisor a month, and Onboard and Grow are $50 add-ons sold through demos. The customer marketing role partners with CS on upsell playbooks and onsite events.

    High impactMedium effort First result in 1 month Customer Success lead

    First action

    Pull the list of Meet firms with the most new-client meetings.

    How to measure it

    Meet customers with an add-on

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Define triggers

      Usage signals for each add-on.

      VP of Strategy & Head of Insights 2 weeks

    2. 2

      Build messages

      In-app and email.

      Sr. Manager, Customer Marketing 1 week

    3. 3

      Talk tracks

      For CS and AEs.

      Sr. Manager, Customer Marketing 1 week

    4. 4

      Onsite events

      For enterprise accounts.

      Customer Success lead quarterly

    5. 5

      Run

      Weekly trigger lists.

      Customer Success lead weekly

    6. 6

      Measure

      Attach and churn.

      VP of Strategy & Head of Insights monthly

    First result
    1 month
    Cost
    Staff time
    Owner
    Customer Success lead

    Smallest test

    Run the Onboard trigger for 50 firms.

    Why it works

    Define triggers from usage: many new-client meetings without intake forms points to Onboard; a firm with several advisors and growing meeting volume points to Grow. Send a short in-app message and email with a two-minute demo, and give CS a talk track and a one-page story for each add-on.

    Expansion from happy customers is the cheapest revenue, and timing the offer to visible need makes it feel like help.

    Risks and how to handle them

    • Too many prompts

      One offer per account per quarter.

    Evidence

    • Your websitePricing: Meet core plan "$100 per advisor/mo" with a free trial; Onboard and Grow add-ons at "$50 per advisor/mo" each, sold through "Book a demo"; Enterprise is "Contact sales"; "Save up to 20% with annual payments".Source
    • HiringSr. Manager, Customer Marketing (remote, posted October 7, 2026, $140,000-180,000): "build the customer marketing function from the ground up"; "Build the case study and thought leadership engine that gives Sales real proof points, with a focus on producing visible wins fast as we enter new verticals"; launch "Jump Club, our incentive program for customer engagement, alongside our referral, review (G2), and community programs"; a Customer Advisory Board; a reference program "so no deal stalls waiting on a reference"; onboarding, adoption and renewal communications; upsell and cross-sell playbooks with CS. Six-month goals include "Logo rights and customer marketing participation are standard in new contracts".Source
    • News coverageJump press, September-October 2026: Northwestern Mutual selects Jump as its enterprise AI partner (September 22); AI-assisted real-time account opening with Schwab and Fidelity (September 15); FMG content integrated into post-meeting workflows (October 19). Earlier: selection to the LPL Financial Vendor Affinity Program.Source
  • 12

    Jump has event pages for 57 conferences (Schwab Impact, Cetera Connect2impact, StoneX Advisor Summit and more). Each is a list of advisors who will meet Jump in person, but the page is the same whether you are going or have just been.

    High impactMedium effort First result in 1 month Senior Director

    First action

    Add a booking form and QR trial link to the next event page.

    How to measure it

    Tracked pipeline per event

    Now
    –
    Target
    Reported for 100% of events
    By
    1 quarter

    Steps

    1. 1

      Template the page

      Before and after versions.

      Web & SEO lead 1 week

    2. 2

      Add QR trials

      Tagged by event.

      Growth engineer 1 week

    3. 3

      Follow-up sequence

      Three emails in 48 hours.

      Senior Director, Corporate Marketing 1 week

    4. 4

      SDR follow-up

      Calls to booth visitors.

      Sales Development Representative per event

    5. 5

      Report

      Meetings, trials and pipeline.

      VP of Strategy & Head of Insights per event

    6. 6

      Rebalance

      Cut the weakest events.

      Senior Director, Corporate Marketing quarterly

    First result
    1 month
    Cost
    Staff time
    Owner
    Senior Director, Corporate Marketing

    Smallest test

    Run the full follow-up for one conference.

    Why it works

    For each event, build a page with a booth-meeting booking form before, a recap and offer after, and a QR code at the booth leading to a trial with the event's tag. Send a three-email follow-up within 48 hours, and report meetings, trials and pipeline per event.

    Knowing which events produce pipeline lets the team spend its event budget where it pays and follow up while the conversation is fresh.

    Risks and how to handle them

    • Badge scans are low quality

      Score by conversation notes and route accordingly.

    Evidence

    • Your websiteContent engine: 57 event pages (for example Schwab Impact 2026, Cetera Connect2impact 2026, StoneX Advisor Summit 2026), 8 webinars (including "What a $5B RIA Built with Jump + Claude"), downloads such as the AI note-taker report, an AI maturity model and "ROI of AI Notetaking for RIAs". The YouTube channel has 767 subscribers and 99 videos.Source
    • HiringSales Development Representative (remote US, posted September 8, 2026, $80K-$90K plus commission): "As one of the first SDRs, build Jump's outbound sales motion"; "Build a pipeline of $100k ARR each month"; cold call and email to book meetings; "an extremely high velocity high volume SMB facing sales motion".Source
    • Your websitePricing: Meet core plan "$100 per advisor/mo" with a free trial; Onboard and Grow add-ons at "$50 per advisor/mo" each, sold through "Book a demo"; Enterprise is "Contact sales"; "Save up to 20% with annual payments".Source
  • 13

    Strategic AEs must explain the ROI of AI to a CFO and a Chief Digital Officer across 12-18 month cycles. Jump has the pieces (Northwestern Mutual's selection, the ROI blog and download, the T3 and Kitces rankings) but not one model a finance team can check.

    High impactMedium effort First result in 1 quarter Strategic Account Executive

    First action

    Draft the model from three enterprise deployments.

    How to measure it

    Strategic opportunities with a completed ROI model

    Now
    –
    Target
    80%
    By
    2 quarters

    Steps

    1. 1

      Gather data

      Usage and outcomes from enterprise firms.

      VP of Strategy & Head of Insights 1 month

    2. 2

      Build the model

      Conservative and expected cases.

      VP of Strategy & Head of Insights 1 month

    3. 3

      Design the kit

      Workbook plus a two-page summary.

      Product Marketing lead 2 weeks

    4. 4

      Flagship story

      Joint webinar or press with an enterprise customer.

      Sr. Manager, Customer Marketing 1 quarter

    5. 5

      Train AEs

      Use in every strategic deal.

      SVP of Revenue 2 weeks

    6. 6

      Track

      Win rate with and without.

      VP of Strategy & Head of Insights quarterly

    First result
    1 quarter
    Cost
    Analyst time
    Owner
    Strategic Account Executive

    Smallest test

    Fill the model in for one live deal.

    Why it works

    Build an ROI workbook: hours saved by role, adoption curve, compliance review time, cross-sell signals, with conservative and expected cases and the method shown. Add one flagship co-marketed story (a joint webinar or press piece) with a large enterprise customer once approved.

    Enterprise finance teams approve what they can verify; a shared model also speeds procurement.

    Risks and how to handle them

    • Overstated savings

      Use measured data and show ranges.

    Evidence

    • HiringEnterprise Account Executive ($250K-$280K OTE): acquire "large financial institutions, including wealth management firms, broker-dealers, banks, and insurance firms". Strategic Account Executive ($300K-350K OTE): pursue "Top 25" global financial institutions in "12-18 month sales cycles involving 10+ stakeholders", and "articulate the ROI of AI in a way that resonates with a CFO and a Chief Digital Officer alike".Source
    • News coverageJump press, September-October 2026: Northwestern Mutual selects Jump as its enterprise AI partner (September 22); AI-assisted real-time account opening with Schwab and Fidelity (September 15); FMG content integrated into post-meeting workflows (October 19). Earlier: selection to the LPL Financial Vendor Affinity Program.Source
    • Your websiteContent engine: 57 event pages (for example Schwab Impact 2026, Cetera Connect2impact 2026, StoneX Advisor Summit 2026), 8 webinars (including "What a $5B RIA Built with Jump + Claude"), downloads such as the AI note-taker report, an AI maturity model and "ROI of AI Notetaking for RIAs". The YouTube channel has 767 subscribers and 99 videos.Source
    • Your websiteHomepage: "Empowering 50,000+ advisors" and, lower on the same page, "Trusted by 45,000+ advisors"; the menu says "Jump's 30+ integrations" while the page says "40+ deeply embedded integrations"; results "10 hrs saved per advisor per week" and "2.5x increase in growth opportunities". The llms.txt file says "12+ hours saved per advisor per week" and "2.1x more growth opportunities".Source
  • 14

    The help center lives on help.jumpapp.com, the older domain, and jump.ai's header and footer don't link to it. The Product Specialists answer a high volume of chats and log recurring issues.

    Medium impactLow effort First result in 1 month Product Specialist

    First action

    Add a Help link to the jump.ai footer.

    How to measure it

    Support chats per 100 advisors

    Now
    –
    Target
    -20%
    By
    2 quarters

    Steps

    1. 1

      Link it

      Header and footer.

      Web & SEO lead 1 hour

    2. 2

      Plan the move

      help.jump.ai with redirects.

      Web & SEO lead 2 weeks

    3. 3

      Top questions

      Five per week from Intercom.

      Product Specialist weekly

    4. 4

      Write articles

      Short, with screenshots.

      Product Specialist weekly

    5. 5

      In-app tips

      For the top three issues.

      Product designer 1 month

    6. 6

      Measure

      Chats per active advisor.

      VP of Strategy & Head of Insights monthly

    First result
    1 month
    Cost
    Staff time
    Owner
    Product Specialist

    Smallest test

    Write articles for this week's top five chat questions.

    Why it works

    Link the help center from jump.ai (header and footer) and move or proxy it under jump.ai. Each week, turn the top five recurring chat questions into articles and in-app tips, and track chat volume per active advisor.

    Self-serve answers cut support load, help trial users succeed alone, and add useful, searchable pages to the main domain.

    Risks and how to handle them

    • Broken links after a move

      Redirect every old article URL.

    Evidence

    • Your websiteThe help center is at help.jumpapp.com on the older domain; jump.ai's header and footer have no help or support link.Source
    • HiringProduct Specialist (Draper, UT, posted September 24, 2026): runs "the high-velocity, high-volume Jump Help Desk - a chat interface powered by Intercom", educates "users on how to get the most out of Jump's features" and notes "customers' feature requests and recurring issues". The SDR and Product Specialist posts still describe Jump as "a Series A company".Source
  • 15

    Jump adds 2,000+ advisors a month and offers a free trial of Meet, while the new SDRs need $100k of pipeline a month. A trial sign-up from a firm with several advisors is the warmest lead an SDR will see.

    High impactLow effort First result in 1 month Sales Development Representat…

    First action

    Measure today's time from trial sign-up to first human touch.

    How to measure it

    Multi-seat deals from trials

    Now
    –
    Target
    +30%
    By
    1 quarter

    Steps

    1. 1

      Define the flag

      Domain size and target list.

      Sales operations 1 week

    2. 2

      Route

      One-hour alert to SDRs.

      Sales operations 3 days

    3. 3

      Write the offer

      Firm-wide setup call.

      Sales Development Representative 2 days

    4. 4

      Activation emails

      Toward the first synced meeting.

      Sr. Manager, Customer Marketing 1 week

    5. 5

      Run

      Daily.

      Sales Development Representative daily

    6. 6

      Measure

      Seats per converted trial.

      VP of Strategy & Head of Insights monthly

    First result
    1 month
    Cost
    SDR time
    Owner
    Sales Development Representative

    Smallest test

    Call one week's multi-advisor trials within an hour.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Flag trial sign-ups whose email domain has several advisors (or matches a target firm) and route them to an SDR within an hour with a firm-wide setup offer. Everyone else gets a five-email activation series aimed at the first synced meeting.

    Speed and a firm-level offer turn single-seat trials into team deals.

    Risks and how to handle them

    • Advisors dislike fast calls

      Offer email-first if they choose it.

    Evidence

    • Your websitellms.txt, published for AI assistants: deployed across "11,500+ firms", "50,000+ advisors", "2,000+ new advisors monthly"; $105M total funding including an $80M Series B led by Insight Partners (February 2026); T3 2026 #1 in market share, Kitces 2026 highest satisfaction; "G2: 4.7/5 across 105 reviews"; customers include LPL Financial, Osaic, Cetera, Equitable Advisors, Allianz Life, John Hancock, Manulife and StoneX.Source
    • Your websitePricing: Meet core plan "$100 per advisor/mo" with a free trial; Onboard and Grow add-ons at "$50 per advisor/mo" each, sold through "Book a demo"; Enterprise is "Contact sales"; "Save up to 20% with annual payments".Source
    • HiringSales Development Representative (remote US, posted September 8, 2026, $80K-$90K plus commission): "As one of the first SDRs, build Jump's outbound sales motion"; "Build a pipeline of $100k ARR each month"; cold call and email to book meetings; "an extremely high velocity high volume SMB facing sales motion".Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    Jump already publishes reports (an AI note-taker report, an AI maturity model, an advisor insights report) and has Pulse and dashboards across tens of thousands of advisors. Aggregated, anonymized meeting data could show what no survey can: meeting load, follow-up speed, topics clients raise.

    High impactHigh effort First result in 3 quarters VP of Strategy & Head of Insi…

    First action

    Pick ten benchmark questions with the compliance team.

    How to measure it

    Report downloads

    Now
    –
    Target
    10,000
    By
    1 year

    Steps

    1. 1

      Pick questions

      Ten benchmarks.

      VP of Strategy & Head of Insights 2 weeks

    2. 2

      Privacy design

      Aggregation and opt-in rules.

      Compliance 1 month

    3. 3

      Analyze

      By firm type and size.

      VP of Strategy & Head of Insights 2 months

    4. 4

      Write and design

      Public report and firm view.

      Sr. Manager, Customer Marketing 1 month

    5. 5

      Launch

      Press, webinar, events.

      Senior Director, Corporate Marketing 1 month

    6. 6

      Use in QBRs

      Private benchmark per firm.

      Customer Success lead ongoing

    First result
    3 quarters
    Cost
    Analyst and design time
    Owner
    VP of Strategy & Head of Insights

    Smallest test

    Publish one benchmark chart from existing survey data.

    Why it works

    With strict aggregation and opt-in, publish a yearly "State of the advisor meeting" with benchmarks by firm type and size. Give each customer firm a private comparison to the benchmark and use the public version for PR and events.

    Original data earns press, links and AI citations, and the private benchmark gives CS a reason for every QBR.

    Risks and how to handle them

    • Client confidentiality

      Only aggregated, opt-in data; no meeting content.

    Evidence

    • Your websiteContent engine: 57 event pages (for example Schwab Impact 2026, Cetera Connect2impact 2026, StoneX Advisor Summit 2026), 8 webinars (including "What a $5B RIA Built with Jump + Claude"), downloads such as the AI note-taker report, an AI maturity model and "ROI of AI Notetaking for RIAs". The YouTube channel has 767 subscribers and 99 videos.Source
    • Your websitellms.txt, published for AI assistants: deployed across "11,500+ firms", "50,000+ advisors", "2,000+ new advisors monthly"; $105M total funding including an $80M Series B led by Insight Partners (February 2026); T3 2026 #1 in market share, Kitces 2026 highest satisfaction; "G2: 4.7/5 across 105 reviews"; customers include LPL Financial, Osaic, Cetera, Equitable Advisors, Allianz Life, John Hancock, Manulife and StoneX.Source
    • HiringSr. Manager, Customer Marketing (remote, posted October 7, 2026, $140,000-180,000): "build the customer marketing function from the ground up"; "Build the case study and thought leadership engine that gives Sales real proof points, with a focus on producing visible wins fast as we enter new verticals"; launch "Jump Club, our incentive program for customer engagement, alongside our referral, review (G2), and community programs"; a Customer Advisory Board; a reference program "so no deal stalls waiting on a reference"; onboarding, adoption and renewal communications; upsell and cross-sell playbooks with CS. Six-month goals include "Logo rights and customer marketing participation are standard in new contracts".Source
  • 17

    Jump has pages for seven segments, but the product, proof and channels are built for advisors. The enterprise AE is selling to banks and insurance firms, and the job posts say Jump is expanding "into other finserv verticals".

    High impactHigh effort First result in 4 quarters SVP of Revenue

    First action

    Choose the first vertical by pipeline already in the CRM.

    How to measure it

    Pipeline from banks and credit unions

    Now
    –
    Target
    Target set by revenue team
    By
    4 quarters

    Steps

    1. 1

      Pick the vertical

      By existing pipeline and fit.

      SVP of Revenue 2 weeks

    2. 2

      Product gaps

      Key integration and workflow.

      Head of Product 1 quarter

    3. 3

      Proof

      Two stories.

      Sr. Manager, Customer Marketing 1 quarter

    4. 4

      Channel

      Association webinar and events.

      Senior Director, Corporate Marketing 1 quarter

    5. 5

      Owner

      A dedicated AE.

      SVP of Revenue 1 quarter

    6. 6

      Review

      Go or pause.

      SVP of Revenue quarterly

    First result
    4 quarters
    Cost
    Team costs
    Owner
    SVP of Revenue

    Smallest test

    Interview ten bank relationship managers about their meeting workflow.

    Why it works

    For one vertical at a time: an integration that matters to them, two stories, a webinar with an industry association, a vertical-specific trial path and a quota-carrying owner. Move to the next vertical only after hitting a pipeline target.

    Focus wins verticals; spreading one generic page across seven markets doesn't.

    Risks and how to handle them

    • Distraction from the core

      Keep one vertical at a time.

    Evidence

    • Your websiteSolutions menu: Enterprise Firms, Independent Advisors, Insurance, Accounting, Asset Managers, Insurance Wholesalers, Banks & Credit Unions. Of the seven solution pages, only /enterprise links a case study (Renaissance Financial). The banks and credit unions page quotes an insurance services partner, a credit union wealth planner, a former Osaic executive and an insurance agency, but no bank relationship manager; the asset managers page has no customer quote.Source
    • HiringEnterprise Account Executive ($250K-$280K OTE): acquire "large financial institutions, including wealth management firms, broker-dealers, banks, and insurance firms". Strategic Account Executive ($300K-350K OTE): pursue "Top 25" global financial institutions in "12-18 month sales cycles involving 10+ stakeholders", and "articulate the ROI of AI in a way that resonates with a CFO and a Chief Digital Officer alike".Source
    • HiringSales Development Representative (remote US, posted September 8, 2026, $80K-$90K plus commission): "As one of the first SDRs, build Jump's outbound sales motion"; "Build a pipeline of $100k ARR each month"; cold call and email to book meetings; "an extremely high velocity high volume SMB facing sales motion".Source
  • 18

    Jump's headline claim is hours saved per advisor each week, and the customer marketing role needs proof for renewals and QBRs. A live measure inside the product turns a marketing claim into each customer's own number.

    High impactHigh effort First result in 3 quarters Head of Product

    First action

    Agree a conservative minutes-per-task model.

    How to measure it

    Monthly active viewers of the report

    Now
    –
    Target
    60% of admins
    By
    3 quarters

    Steps

    1. 1

      Define the model

      Minutes saved per task.

      VP of Strategy & Head of Insights 1 month

    2. 2

      Build the counter

      Advisor and firm views.

      Head of Product 1 quarter

    3. 3

      Share cards

      Monthly summary to share.

      Product designer 1 month

    4. 4

      Use in QBRs

      CS decks.

      Customer Success lead ongoing

    5. 5

      Publish aggregate

      Public metric, with method.

      Senior Director, Corporate Marketing quarterly

    6. 6

      Review

      Model accuracy.

      VP of Strategy & Head of Insights quarterly

    First result
    3 quarters
    Cost
    Product time
    Owner
    Head of Product

    Smallest test

    Email five firm admins their estimated monthly hours saved.

    Why it works

    Estimate time saved per meeting from notes, follow-ups and CRM updates automated, and show a monthly total to each advisor and firm admin, with a shareable summary. Feed the aggregated number into the public metrics source from idea 3.

    Customers who see their own savings renew and expand, and their numbers are the most credible proof for prospects.

    Risks and how to handle them

    • Estimates questioned

      Show the method and conservative assumptions.

    Evidence

    • Your websiteHomepage: "Empowering 50,000+ advisors" and, lower on the same page, "Trusted by 45,000+ advisors"; the menu says "Jump's 30+ integrations" while the page says "40+ deeply embedded integrations"; results "10 hrs saved per advisor per week" and "2.5x increase in growth opportunities". The llms.txt file says "12+ hours saved per advisor per week" and "2.1x more growth opportunities".Source
    • HiringSr. Manager, Customer Marketing (remote, posted October 7, 2026, $140,000-180,000): "build the customer marketing function from the ground up"; "Build the case study and thought leadership engine that gives Sales real proof points, with a focus on producing visible wins fast as we enter new verticals"; launch "Jump Club, our incentive program for customer engagement, alongside our referral, review (G2), and community programs"; a Customer Advisory Board; a reference program "so no deal stalls waiting on a reference"; onboarding, adoption and renewal communications; upsell and cross-sell playbooks with CS. Six-month goals include "Logo rights and customer marketing participation are standard in new contracts".Source
    • Your websitePricing: Meet core plan "$100 per advisor/mo" with a free trial; Onboard and Grow add-ons at "$50 per advisor/mo" each, sold through "Book a demo"; Enterprise is "Contact sales"; "Save up to 20% with annual payments".Source

Wildcards 4

Unexpected experiments, each with a cheap way to test it.

  • 19

    Every Jump story is told by the advisor. The advisor's own clients feel the difference too: an advisor who looks them in the eye, a same-day follow-up, nothing forgotten. Their voice is the proof advisors care about most.

    Medium impactLow effort First result in 1 quarter Sr. Manager

    First action

    Ask two advisors from the case studies if a client would join.

    How to measure it

    Demo rate on pages with client videos

    Now
    –
    Target
    +15%
    By
    2 quarters

    Steps

    1. 1

      Find advisors

      Two or three willing.

      Sr. Manager, Customer Marketing 2 weeks

    2. 2

      Compliance review

      Client consent and disclosures.

      Compliance 2 weeks

    3. 3

      Film

      Short, natural interviews.

      Sr. Manager, Customer Marketing 1 month

    4. 4

      Edit

      60-second and 3-minute cuts.

      Sr. Manager, Customer Marketing 2 weeks

    5. 5

      Publish

      Site, social, events.

      Senior Director, Corporate Marketing 1 week

    6. 6

      Measure

      Demo rate by page.

      VP of Strategy & Head of Insights monthly

    First result
    1 quarter
    Cost
    Video production
    Owner
    Sr. Manager, Customer Marketing

    Smallest test

    Record one audio-only interview first.

    Why it works

    With consent and compliance review, film three short pieces where an advisor and one of their clients talk about the meeting experience. Use them on the independent advisor page and in social and event loops.

    Advisors buy Jump to serve clients better; hearing a client say so is more persuasive than any feature list.

    Risks and how to handle them

    • Client privacy

      No account details; written consent.

    Evidence

    • Your websiteCustomer stories page (/customers): 11 case studies, every one a wealth or advisory firm (Anthony Petsis & Associates, Balefire Wealth, TCI Wealth Advisors, Hoffman Wealth Management, Renaissance Financial, Coastal Bridge Advisors, EViE Financial Group, Sonmore Financial, Athlon Advisors, Freedom Financial Planners, Byas Wealth Management). Headline results include "Grows AUA 43%", "Firmwide Rollout in 22 Days" and "Decreases Meeting Admin by 83%". The page meta description says "45,000+ advisors".Source
    • HiringSr. Manager, Customer Marketing (remote, posted October 7, 2026, $140,000-180,000): "build the customer marketing function from the ground up"; "Build the case study and thought leadership engine that gives Sales real proof points, with a focus on producing visible wins fast as we enter new verticals"; launch "Jump Club, our incentive program for customer engagement, alongside our referral, review (G2), and community programs"; a Customer Advisory Board; a reference program "so no deal stalls waiting on a reference"; onboarding, adoption and renewal communications; upsell and cross-sell playbooks with CS. Six-month goals include "Logo rights and customer marketing participation are standard in new contracts".Source
  • 20

    Jump already publishes a detailed llms.txt for AI assistants, which few companies do. The next step is knowing what assistants actually answer when an advisor asks "best AI notetaker for financial advisors" or "Jump vs Zocks".

    Medium impactLow effort First result in 1 month Web & SEO lead

    First action

    Write the 30 questions.

    How to measure it

    Questions where Jump is cited correctly

    Now
    –
    Target
    80%
    By
    2 quarters

    Steps

    1. 1

      Write questions

      30 buyer questions.

      Web & SEO lead 1 day

    2. 2

      Baseline

      Answers and sources.

      Web & SEO lead 1 week

    3. 3

      Fix sources

      llms.txt and pages.

      Web & SEO lead 2 weeks

    4. 4

      Repeat

      Monthly.

      Web & SEO lead monthly

    5. 5

      Share

      With PMM and sales.

      Web & SEO lead monthly

    6. 6

      Expand

      To new verticals' questions.

      Web & SEO lead quarterly

    First result
    1 month
    Cost
    $0
    Owner
    Web & SEO lead

    Smallest test

    Ask five assistants the top question and log the answers.

    Why it works

    Track 30 buyer questions across major assistants monthly, record which sources they cite and which numbers they use, and update llms.txt, comparison pages and stories where answers are wrong or out of date.

    Advisors increasingly ask assistants for shortlists; being cited correctly is the new first page of search.

    Risks and how to handle them

    • Answers vary run to run

      Run each question several times and track trends.

    Evidence

    • Your websitellms.txt, published for AI assistants: deployed across "11,500+ firms", "50,000+ advisors", "2,000+ new advisors monthly"; $105M total funding including an $80M Series B led by Insight Partners (February 2026); T3 2026 #1 in market share, Kitces 2026 highest satisfaction; "G2: 4.7/5 across 105 reviews"; customers include LPL Financial, Osaic, Cetera, Equitable Advisors, Allianz Life, John Hancock, Manulife and StoneX.Source
    • Your websiteThe only comparison page is "Jump vs. Zocks" ("2 out of 3 advisors choose Jump over Zocks"; T3 2026 share 22.68% vs 10.22%), linked from the footer.Source
    • Your websiteHomepage: "Empowering 50,000+ advisors" and, lower on the same page, "Trusted by 45,000+ advisors"; the menu says "Jump's 30+ integrations" while the page says "40+ deeply embedded integrations"; results "10 hrs saved per advisor per week" and "2.5x increase in growth opportunities". The llms.txt file says "12+ hours saved per advisor per week" and "2.1x more growth opportunities".Source
  • 21

    The SDR and Product Specialist posts call Jump "a Series A company" backed by Battery, Sorenson, Pelion and Citi, while llms.txt reports an $80M Series B led by Insight Partners in February 2026. Job posts are read by candidates and buyers alike.

    Medium impactLow effort First result in 1 week Talent lead

    First action

    Edit the shared "About Jump" text.

    How to measure it

    Qualified applicants per role

    Now
    –
    Target
    +20%
    By
    1 quarter

    Steps

    1. 1

      Rewrite the block

      Funding, scale, rankings.

      Talent lead 1 hour

    2. 2

      Update all posts

      Ashby template.

      Talent lead 1 hour

    3. 3

      Align careers page

      Same facts.

      Web & SEO lead 1 hour

    4. 4

      Check LinkedIn

      Company page facts.

      Senior Director, Corporate Marketing 1 hour

    5. 5

      Review quarterly

      With the metrics source.

      Talent lead quarterly

    6. 6

      Track

      Applicants per role.

      Talent lead monthly

    First result
    1 week
    Cost
    $0
    Owner
    Talent lead

    Smallest test

    Update the SDR post today.

    Why it works

    Refresh the "About Jump" block in every post with the current funding, scale (50,000+ advisors, 11,500+ firms), rankings and new markets, and keep it in one shared template.

    Candidates choose growing companies, and the job post is often a buyer's first look at a vendor's stability.

    Risks and how to handle them

    • None significant

      Keep one template so it stays current.

    Evidence

    • HiringProduct Specialist (Draper, UT, posted September 24, 2026): runs "the high-velocity, high-volume Jump Help Desk - a chat interface powered by Intercom", educates "users on how to get the most out of Jump's features" and notes "customers' feature requests and recurring issues". The SDR and Product Specialist posts still describe Jump as "a Series A company".Source
    • Your websitellms.txt, published for AI assistants: deployed across "11,500+ firms", "50,000+ advisors", "2,000+ new advisors monthly"; $105M total funding including an $80M Series B led by Insight Partners (February 2026); T3 2026 #1 in market share, Kitces 2026 highest satisfaction; "G2: 4.7/5 across 105 reviews"; customers include LPL Financial, Osaic, Cetera, Equitable Advisors, Allianz Life, John Hancock, Manulife and StoneX.Source
  • 22

    Jump lists 40+ integrations and recently added FMG, Asset Map, Holistiplan and Wealthcom, but the integration pages are not in the sitemap. Each partner has its own advisor audience.

    Medium impactMedium effort First result in 1 quarter Product Marketing lead

    First action

    Pick five partners with the largest overlap.

    How to measure it

    Partner-sourced trials

    Now
    –
    Target
    200 a quarter
    By
    2 quarters

    Steps

    1. 1

      Rank partners

      By customer overlap.

      Product Marketing lead 1 week

    2. 2

      Refresh pages

      How it works plus demo.

      Web & SEO lead 1 month

    3. 3

      Add to sitemap

      All integration pages.

      Web & SEO lead 1 day

    4. 4

      Joint webinars

      Five per quarter.

      Senior Director, Corporate Marketing quarterly

    5. 5

      Track links

      Per partner.

      Growth engineer 1 week

    6. 6

      Review

      Trials and pipeline.

      VP of Strategy & Head of Insights quarterly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Product Marketing lead

    Smallest test

    Run one joint webinar with a newly integrated partner.

    Why it works

    Give every integration page a clear "how it works" section and a short demo, add them to the sitemap, and run a joint webinar or newsletter swap with the top five partners each quarter, tracking trials per partner.

    Partners bring advisors who already use the tools Jump connects to, and both sides gain.

    Risks and how to handle them

    • Partner priorities differ

      Agree shared goals before each campaign.

    Evidence

    • News coverageJump press, September-October 2026: Northwestern Mutual selects Jump as its enterprise AI partner (September 22); AI-assisted real-time account opening with Schwab and Fidelity (September 15); FMG content integrated into post-meeting workflows (October 19). Earlier: selection to the LPL Financial Vendor Affinity Program.Source
    • Your websiteSitemap (264 URLs, checked October 22, 2026): advisor trends (89), blog (78), events (57), press (15), webinars (8), downloads (5) and a few top pages. It does not list /customers, any of the 11 /case-study/ pages, the seven solution pages, the product pages (Meet, Onboard, Grow and their features), the integration pages or /jump-vs-zocks.Source
    • Your websitellms.txt, published for AI assistants: deployed across "11,500+ firms", "50,000+ advisors", "2,000+ new advisors monthly"; $105M total funding including an $80M Series B led by Insight Partners (February 2026); T3 2026 #1 in market share, Kitces 2026 highest satisfaction; "G2: 4.7/5 across 105 reviews"; customers include LPL Financial, Osaic, Cetera, Equitable Advisors, Allianz Life, John Hancock, Manulife and StoneX.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 22 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

  • Build this list in Info for idea #7 (opens programmable.info in a new tab)

New accounts: 100,000 free credits with code BETA100K

Find the companies (opens programmable.info in a new tab)
ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. Jump did not commission, review or endorse it, and Programmable is not affiliated with Jump. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Jump runs its business.

Something wrong, or do you represent Jump? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    Vertical proof, sitemap, consistent numbers, reference bench, G2 reviews and homepage speed; refresh the job posts.

  2. Days 31 to 6012 ideas

    Colleague-led outbound, comparison pages, Jump Club, advisory board, add-on expansion, event pipeline, the ROI kit, the help center and fast trial follow-up; client-voice stories, AI answer tracking and partner co-marketing.

  3. Days 61 to 903 ideas

    Commit to the big bets: the meeting benchmark, vertical launch kits and in-product hours saved.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value hours of meeting admin saved each week. The most cited problem: meeting notes and follow-up backlogs.

  • Being present with clients instead of taking notes
  • Manual CRM entry
  • In their words: “meeting admin”

Market

Competitive landscape

4 competitors compared: Zocks, Zeplyn, Finmate AI and General meeting notetakers.

  • Gap to exploit: Proof from banks, insurance, accounting and asset managers
  • Zocks: Narrower platform scope, per Jump's comparison
  • Zeplyn: Smaller installed base

Hiring signals

Jump is building the go-to-market machine around its category lead.

  • Sr. Manager, Customer Marketing: Proof, references, G2, Jump Club and new-vertical wins. Ideas 1, 4, 5, 9, 10.
  • Sales Development Representative (SDR): First SDRs; $100k ARR pipeline a month. Ideas 7, 15.
  • Enterprise Account Executive: Banks, broker-dealers and insurers. Ideas 1, 17.

From the team that wrote this playbook

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  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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