Growth Marketing for Estate Planning Firms · Austin, Texas
Upbeat Media runs education-first webinar campaigns that teach families how estate planning actually works — then connects the ones ready to act with your firm. No cold lead lists. No dinner seminars. No hoping the phone rings.
Talk to usWe don't sell leads. We deliver families who sat through a full presentation, understood their options, and chose to talk to you.
Every introduction is a family that watched the entire webinar and asked for help — not a name that filled out a form for a free PDF three weeks ago.
Attendees learn what a trust is, what it costs, and why it matters before they ever book. Your consultations start at the decision, not at square one.
Ads, webinar, follow-up, tracking — all built and operated in-house by us. Your firm does what it's best at: the planning.
A straight line from ad to signed client, and every step of it is measured.
Direct response campaigns that reach families thinking about their estate — tested, tracked, and paid for by performance, not promises.
A genuine plain-English education on estate planning — the kind of presentation people thank you for, not a thinly veiled sales pitch.
Attendees who want professional help are connected directly to you — educated, motivated, and expecting your call.
Upbeat Media LLC is a direct response marketing company founded in 2019 and based in Austin, Texas.
We specialize in a subject most marketers won't touch: estate planning. Families put it off because it's confusing and uncomfortable — so we built campaigns that genuinely teach it first. The result is a steady stream of people who understand the value of planning and want a professional to do it right.
We're a small remote team that measures everything, runs our own funnels with our own money, and grows deliberately.
We're a small remote team that grows carefully. If rigorous, education-first marketing sounds like your kind of work, introduce yourself.