Strategy call

Book your strategy call.

Thirty minutes to work out what a predictable flow of booked appointments would actually be worth to your agency — and whether your market is still open.

What we'll cover

01

Where your appointments come from today, and what's breaking down between a lead and a booked meeting.

02

Your numbers — average case value and your close rate on first appointments. Bring them and we can work this out live on the call.

03

Exactly what we'd build for you, how quickly it goes live, and what it costs.

We only take one agency per market. If yours is already gone, or this isn't the right fit, I'll tell you on the call rather than waste your time.

One advisor per territory.

Territories are allocated one advisor at a time. On the first call you'll find out whether yours is still available, and whether the numbers work for you.

Book a strategy call