Lead response system
Lead response automation for financial advisors
Every website inquiry gets a personal reply and a booking link within a minute, written in your firm's own words and approved by your team before it goes out.
The prospect who waits is the prospect who books someone else.
Prospects reach out at night, on weekends and between your meetings. By the time someone at the firm sees the form, they have often filled in two more.
Each new client is worth years of fees, and winning one already costs a firm thousands in marketing. A slow first reply throws away the most expensive part of that work.
Most firms know this. They just have no one free to answer every inquiry the minute it lands.
What happens, step by step.
- second 0
Inquiry arrives
Your website form or booking page fires the workflow. Nothing changes for the prospect.
- seconds 1 to 10
CRM record created
A contact and opportunity are created in your CRM with the source, the message and the time.
- seconds 10 to 30
Reply drafted
AI drafts a short personal reply from your firm's own wording and the prospect's message, with your booking link.
- seconds 30 to 60
Approved and sent
Someone on your team approves with one tap. The reply goes out and the CRM logs it. Reminders and a no-show follow-up are scheduled.
What your firm gets
- A first reply in about a minute, day or night
- Every inquiry logged in your CRM with its source
- Booking link, reminders and no-show follow-up handled
- A weekly count of inquiries, replies and booked calls
Guardrails built in
- No message reaches a prospect without a human approval
- Replies use language your compliance officer has signed off
- Every draft and send is written back to your CRM
- Runs in accounts your firm owns
Questions firms ask
Will prospects know the reply was drafted by AI?
The reply reads like your firm because it is built from your own wording, and a person at your firm approves it before it is sent. You decide how you want to disclose your use of automation.
What if nobody is around to approve the reply?
You choose the fallback during the build. Most firms send an approved holding message with the booking link and leave the personal reply for the morning.
Does it work with our website form?
Most website forms and booking tools can trigger it, including Calendly. We confirm yours on the audit call.
How long does it take to set up?
Lead response is half of the Lead-to-Onboarded System, which goes live in 14 days at a fixed $5,000.
Find the three automations worth building in your firm.
The audit is 45 minutes and $750, credited toward your build. You keep the map either way.
Book the practice audit