BuildFull-service growth marketingSenior experts. AI speed. One partner.

We run your search, paid and social marketing, and report on what matters to a credit union: applications, funded loans and new members.

Book a planning call See pricing

From $1,500/month per module. Ad spend at cost, no markup.

Lobby analytics for a demo credit union, October performance: 48.2k website sessions up 6.2%, 312 loan applications up 11%, $7.9k ad spend at 72% of budget, and $25 cost per application down $4. — Live dashboard in Lobby · sample data

Three modules

Pick the channels you need, or take all three.

Search

SEO and AEO, so members find you in Google results and in AI answers.

Technical and local SEO
Branch listings and map pack
Content that AI assistants cite

Paid

High-intent ads, geo-targeted to your field of membership.

Search, social and display
Set up for financial services ad rules
Tracked to applications, not clicks

Social

Community content, member stories and short-form video.

A steady posting calendar
Member and community stories
Approvals in Lobby before anything posts

Every Build client

A live dashboard that counts members, not clicks.

See applications, cost per funded loan and member growth in one view, by channel. It's the report your CEO and board actually want.

Applications

Started and completed, by channel

Cost per funded loan

What each dollar of spend produced

Member growth

New members, tracked over time

Lobby included

Approvals, reports and files in one place

Lobby analytics for a demo credit union: monthly KPI cards for sessions, loan applications, ad spend and cost per application; applications by channel (search 128, organic 84, social 46, email 38, display 16); local search rankings; and a campaigns table with spend, clicks, click-through rate, status and budget used. — The analytics view in Lobby, shown with a demo credit union and sample data.

Pricing

Start with one module, or go all in.

12-month terms. Ad spend is passed through at cost, with no markup. Lobby is included.

One module

Search, Paid or Social

$1,500/mo

$18,000 per year · per module

One channel, fully run by SmartSource
Live dashboard
Lobby included

Talk to us

Build Complete

Includes Blueprint

All three modules plus your quarterly Blueprint

$5,000–$7,000/mo

$60,000–$84,000 per year

Search, Paid and Social, run as one plan
Quarterly Blueprint and senior strategy call
Live dashboard and Lobby

Book a planning call

Only need a plan your team can run? See Blueprint, from $500/month.

credit unions served: 275+
years in credit union marketing: 25+
projects delivered: 1,000+

Build FAQs

How is Build different from Blueprint?

Blueprint is a quarterly plan your team carries out. Build is SmartSource doing the work across search, paid and social, with a live dashboard. Build Complete includes Blueprint.

Is ad spend included in the price?

No. Ad spend is billed separately and passed through at cost, with no markup.

What's the contract term?

Build runs on 12-month terms, for a single module or Build Complete.

Do we still approve what goes out?

Yes. Posts, pages and campaigns come to your team for approval in Lobby before they go live.

How do we start?

Book a planning call. We'll look at your goals and channels and recommend a module or Build Complete.

Let's grow your membership.

A 30-minute call with a SmartSource strategist. We'll look at your goals and recommend where to start.

Book a planning call

Tell us a little about your credit union and we'll reach out to schedule.