Listing Summary

We’re excited to announce the reintroduction of the Sales Pitch, now in a new and improved format called the Listing Summary. This enhancement is designed to help your listings stand out and make it easier for customers to find the right Advisor for their needs.

🆕 What’s Changing?

The Sales Pitch is now called Listing Summary.
This summary appears prominently on listing carousels, category pages, and Listing Pages, where the Sales Pitch used to appear.

✍️ New Section in Create/Edit Listings

The Listing Summary is a short, impactful snippet that highlights your About Me and Approach to Topics sections. It gives potential customers a quick and compelling overview of your style and expertise before they click into your full profile.

☯️ Two Options for Creating Your Listing Summary

1. Let Us Help (Default Option)

✨Let our AI generate your summary for you. This text has been optimized for click-rates and conversions. It's updated weekly based on information from your listing.

The AI will automatically pull content from your About Me and Approach to Topics sections.
If these sections aren’t filled out, we’ll temporarily use your existing Sales Pitch to create a summary.
Editing either the About Me or Approach to Topics will automatically regenerate the Listing Summary.
A Regenerate button will appear after edits, so you can preview the updated summary before saving your listing.

📌 Note: The About Me section is now required before saving your listing.

2. Write My Own

Prefer full control over your message? No problem.

If you previously had a Sales Pitch, that text will be available here; you won’t lose it.
Your custom text will always be saved. If you switch back and forth between AI and manual mode, your written summary will remain intact.

✅ Best Practices

To ensure a great customer experience across the website and mobile experiences:

Keep it clear, concise, and compelling.
Highlight what makes your approach unique.
Use keywords that speak directly to your ideal client’s needs.
Limit to 75 characters.

🎯 Why This Matters

This new format helps:

Differentiate your listings from others
Increase visibility and engagement
Connect customers with the right Advisors faster

Take a moment to update your listing and ensure your Listing Summary reflects your best self!