Live
Platform demo
Fintra: Digital That Delivers. Full program walkthrough with live sample pages.
Sep 24, 2026
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Sales materials
Fintra-branded. Safe to send to prospects, clients and partners.
Demo and live samples4
Live
Sample landing page (Fintra test, fc=601)
Guide request page in the Jarrell Funeral Home sample brand.
Live
Sample follow-on pages
Thank-you, appointment request and review request in the same sample brand.
Canva
Q4 social strategy deck
Canva deck showing the Q4 social plan. Social-specific, linked from the demo.
Fintra overview sheets1
Program overviews3
Live
Nurture partner overview
Lead Follow-Up: The Fintra Nurture Program.
Sep 30, 2026
Live
AfterCare partner overview
Grieve Well, Live Well: The Fintra AfterCare Program.
Sep 24, 2026
Live + PDF
Seminar Follow-Up partner overview
Every RSVP to the Door: The Fintra Seminar Follow-Up Program. Web page and two-page PDF.
2027 Facebook campaign planning3
Live
2027 campaign planner
Interactive: pick a market, see the recommended year with dates, cost and target leads. Shows pricing.
Sep 30, 2026
Live + PDF
2027 Campaign Options two-pager
Quick reference: plan by market, campaign pricing, calendar on the back. Web and PDF. Shows pricing.
Live + PDF
2027 Campaign Calendar one-pager
Just the calendar: every 2027 Facebook campaign named and dated. No pricing. Web and PDF.
For every partner
What all agencies see, and the co-brand template for a new agency.
Live
Public partner dashboard
What agencies see at partners.gofintra.com. Shared material only.
Sep 30, 2026
PDF template
Partner two-pager template
Generic co-brand sheet with partner logo placeholders, web and PDF. Rebuilt Sep 30 with the 35% figure. Build real versions from the b2b-marketing skill.
TKG
Agent-led partner. Voice is "your agent".
Partner materials2
Family1
Live. Form alerts go to Casey and Tlacaelel.
Live
Family1 × Fintra partner page
Form alerts go to Casey and Tlacaelel. Unindexed, like every partner page. Cost claims still to verify.
Live + PDF
Family1 × Fintra partner two-pager
Front and back co-brand sheet. Rebuilt Sep 30 with the 35% figure.
PNG
Family1 × Fintra social graphics
Launch graphics, 1080x1080 and 1200x627.
Live
Family1 × Fintra announcement email
Designed partner announcement email.
Jun 19, 2026
Wellabe
Co-branded partner page and sheet.
Beacon Funeral Partners (BFP)
FC 400 to 499. No hosted landing page; Tribute embeds the form.
Live
BFP embed preview
QA view of the form embed Tribute places on BFP sites.
Local
Pre-Planning Form Updates (PDF)
Sent to Beacon in April. Local file in Downloads; not hosted.
Not hosted. Beacon Funeral Partners, Pre-Planning Form Updates.pdf
Apr 21, 2026Internal and testing
Never send anything in this section outside Fintra.
Landing page tools1
4 tools
Landing page tools
LP index, client dashboard, page builders and the embed script, on their own page.
Working references3
Web + PDF
B2B Asset Guide
How we build client materials: facts rules, brand system, layout lessons, checklist.
Local
b2b-marketing skill
Templates, fonts, logos, mockups and the build script for every new asset.
Not hosted. ~/.claude/skills/b2b-marketing/
Sep 30, 2026Site
Sales Resources site
Deliverables, policies, scripts, sales-to-CS handoff.
DraftsNot ready to share1
Draft
Platform demo, v2
Draft. Not ready to share outside the team yet.
Sep 24, 2026