Strategic Partnerships Opportunities to collaborate with estate planning attorneys, CPAs, financial advisers, and banks to refer retirees and inheritors into the checkup program, expanding qualified lead sources.

Marketing Optimization Leverage existing Google Ads and analytics setup to improve lead quality and conversion, and implement CRM integration with targeted retargeting to nurture prospects.

CRM and Onboarding Introduce a lightweight CRM and appointment scheduling with e-signature to streamline intake, follow-ups, and coaching engagements for retirees and inheritors.

Compliance and Trust Highlight regulatory compliance, data security, and transparent advisory practices to win risk-averse clients and position Kenai as a trusted financial coaching partner.

Service Expansion Package additional advisory services such as retirement income planning and estate planning collaborations, with scalable delivery through partnerships and potential geographic expansion.