The Issues
Insurance Agents - Referrals
- Insurance agents have only a handful of referral partners
- Traditional coffee and doughnuts just takes to much time
- No reciprocating value to the Loan Officers or Realtors
Financial Advisors - 401k/AUM
- Advisors usually Find old 401k rollovers by accident
- Advisors have no repeatable way to find new prospective clients
- No reciprocating value to CPAs or Attorneys
Let Us put You in front of your PERFECT
audience!
"LinkedIn will Explode
your business if you let it"
Save time
Automate daily outreach on LinkedIn, such as Viewing, Connecting, Messaging, Endorsing and Followup.
Grow your business
Watch your profits and efficiency soar. You’ll expand faster than you ever thought possible.
Engage
Our direct messaging sequence allows you to craft any message and have it delivered to your prospects.
Easy to use
You’ll find it easy to make important changes, hassle-free and instantly. Our platform is also super simple to use.
Here is the Process
#1 : Target Audience
Whether you want to talk to Loan Officers
to build out Referral Partnerships
or Recent Job Changes
for 401k Rollovers, we develop a list of 3000-5000 prospects in your local area to start a relationship with.
#2 : Invite to Connect
Send a personalize connection message to the group you want to build a relationship with.
#3: Warm Up the Conversation
Normal everyday conversation goes along ways in the digital age we live in. Basic questions allow you get to know your new prospect with engaging messaging designed to get them to respond.
#4 : Prospect
All you need to do is ASK. Sales 101. Once we have had a few interactions with the new connection, we go ahead and ask the prospecting question.
#5 : Book a time
Booking a time to transition off of LinkedIn and into a phone call couldn't be easier. Simply reply with a your calendar link and the prospect can choose a date and time that works for them to speak with you!
Book A Call
“I have tried other products that worked fine, but this was on a different level. Not only does it do the basics but it allows for so much follow up. Will definitely recommend”
Landey Patton - State Farm
St Louis
“This is the quickest and most effective way to meet new loan officers without driving all over town to do it. I Love this program.”
Christie Pie - Allstate
Houston
“In just about 60 days we added $300k in annuities and $1.1 mil in AUM from old 401k rollovers, and it was all from LinkedIn.”
David Bernhardt - WesPac Wealth
San Diego
F E A T U R E S
Simple & Powerful
Search
Find your target demographic with ease by using LinkedIn search, Sales Navigator or Recruiter
Custom Workflows
Create a custom workflow to not only engage your new prospect but stay in front of them
Scheduled Follow Ups
Schedule a day to follow up with a prospect right inside the dashboard. No more pads of paper lying around.
Dashboard Analytics
Our simple dashboard lets you see all of your campaigns stats at a glance.
Cloud Based - No Downloads
Just login, setup and go. No downloads or plugins to connect.
CRM Zapier Integration
Send all of your new connections to your CRM to follow up outside of LinkedIn
Do It Yourself
Have our software do the heavy lifting, you manage message responses and set your own appointments.
Software Access - 1 Profile
LinkedIn Course Access
Tailored Scripts Provided
Automated Follow Up
LinkedIn Course Access
Tailored Scripts Provided
Automated Follow Up
$199.00
Per month
Done For You
Couple our award winning software with a dedicated account manager to respond to your messages and set up appointments! Completely hands free!
Software Access - 1 Profile
LinkedIn Course Access
Tailored Scripts Provided
Automated Follow Up
Dedicated LinkedIn Manager
$499.00
Per month
