Minimum stack: Google Business Profile, Google Analytics 4, Google Search Console, a CRM with API (Intelligent Office, Plannr, etc.), Google Ads, Meta Business Manager, a newsletter tool (Mailchimp/ActiveCampaign), and a calendar tool (Calendly/SavvyCal). Add Looker Studio for reporting.
Foundational stack - **Google Business Profile** — local SEO, AI Overviews. - **Google Analytics 4** — web analytics. - **Google Search Console** — organic performance. - **CRM with API** — iO, Plannr, AdviserCloud, HubSpot, Salesforce FSC. - **Google Ads** (verified for financial services). - **Meta Business Manager** (authorised for financial products). - **Email / newsletter** — Mailchimp, ActiveCampaign, HubSpot. - **Calendar tool** — Calendly, SavvyCal, HubSpot Meetings.
Reporting layer - Looker Studio or similar for unified dashboards. - Zapier / Make for tool integrations. - Server-side tracking (GTM server, Stape.io).
Optional but high-ROI - Profound / Otterly.ai for GEO tracking. - Hotjar for user-behaviour insights. - Typeform for multi-step lead forms. - Vimeo / YouTube for client video.