Gilden RoseLet's talk
Industries

Financial services

Every inquiry answered, qualified, and booked for a consultation, with follow-up that never drops a prospect.

Let's talk

What we build for financial services

  1. 01

    A reply within 60 seconds to every form, call, and referral inquiry

  2. 02

    Qualification questions asked before the consultation is booked

  3. 03

    Booking straight onto the advisor's calendar

  4. 04

    Follow-up for prospects who go quiet, then it stops

  5. 05

    Reminders before the consultation

  6. 06

    A pipeline by advisor and stage

How it works

  1. Step 01

    Funnel audit

    A free 30-minute call. We map how your leads come in today, where they go, and where they get lost.

  2. Step 02

    Proposal

    One scope, one fixed price, in writing. No hourly billing, no surprises.

  3. Step 03

    Build

    We build it and test it with you on real leads before it goes live. You get a working system, not a deck.

  4. Step 04

    Ongoing management

    Optional monthly retainer. We run it, watch it, and improve it.

Questions.

We have compliance rules on what we can say in a text. Can the replies be approved?

Yes. Every message the system sends is written once, reviewed by you, and never changes unless you change it.

Can it ask for documents before the meeting?

Yes. The booking confirmation can include a checklist and a secure upload link you already use.

Let's map your leads.

Book a free 30-minute call
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