What Do I Do?

I provide a unique AI-driven appointment-setting service for estate planners. Why buy sales leads when I deliver ready-to-go trust, LPA, Pension review and most other appointments?

How Do I Do IT? 

I create and manage high-performing social media ads to generate quality leads. This is where most suppliers stop. They send over the leads and leave the rest to you. I set the appointments, saving you time and keeping you where you should be... selling to customers and earning money!

Why is it a UNIQUE and DIFFERENT alternative to buying sales leads?

My unique AI bot engages these leads and converts those who are genuinely HOT TO BUY into confirmed appointments, then books them into your calendar for you to sell trusts. TIME AFTER TIME

What are the advantages?

• Ready-to-Sell Appointments: Instead of cold leads that require extensive follow-up, my service delivers pre-qualified appointments, allowing estate planners to focus solely on selling.

• Time and Cost Efficiency: Save time and resources by eliminating the need to chase or qualify leads, reducing the overall cost per sale.

• Higher Conversion Potential: My AI bot engages leads in real-time, ensuring only serious prospects are booked, leading to higher closing rates compared to traditional leads.

• Streamlined Process: Estate planners skip the manual effort of sorting through leads, allowing them to focus on their expertise while I handle lead generation and appointment setting.

• Scalable and Consistent Results: My service ensures a steady flow of appointments without the unpredictability of lead quality often seen with traditional lead purchases.

• Access to a National Market: By targeting prospects across the UK, you can achieve higher average sale values and eliminate dependence on local market conditions, ensuring consistent opportunities regardless of local or regional demand.

No chasing leads—just focused selling.