Simple plans. No contract.
30-day money-back guarantee. Not for you? Tell us, we refund the month. Billed monthly, cancel any time.
ProspectMatch
Social media posts and articles for your industry, calculators, see who's visiting (50 contacts a month), and Spark.
Start with ProspectMatchProspectMatch + Ads
Everything in ProspectMatch, and we help you run Facebook ads: one campaign at a time, template ads with your face and name, regular check-ins.
Start with ProspectMatch + AdsYou choose when to send, and you make the calls. We do the rest.Works with the website you already have.
Who does what
Here's exactly what you get.
We do
- Post helpful content to your social media, under your name
- Build and keep the calculators, articles and guides current
- Send the follow-up and the reminders
- Text and email you when someone asks to talk
- Build the landing page and compose the ad from your photo and colors
- Show your results, with one next step
You do
- Pick a Spark email and send it when you choose
- Set an ad budget, if you're on ProspectMatch + Ads
- Call the people who raise a hand.
Not included
- Custom writing or a dedicated account manager
- An agency running and optimizing your ad account
- Any promise of leads, appointments or sales
If you won't make the call, don't buy this.
Everything above produces people who want to hear from you. Only you can pick up the phone.
The guarantee
30 days, or your money back.
Not for you? Tell us within 30 days and we refund the month. No conditions on the first month. Billed monthly, no contract, cancel any time.
Questions
Is this AI?
Software sends your emails and watches for replies, but the posts, articles and emails are written and reviewed by our team. Your Spark emails only go out when you press send.
Do I have to write anything?
No. We post to your social media for you. You pick a Spark email and send it when you choose, and you call the people who ask.
I already have a website, do I need yours?
No. Your Resource Center links from the site you already have, and a simple site is included only if you don't have one.
I'm an advisor, what about compliance?
Every message can be edited before it sends, and each one can be switched off on your site until your firm has approved it. How it works for advisors has the detail.
What is "see who's visiting"?
We show you who visited your website, from U.S. records people agreed to share: a verified email at minimum, and for many a full name; here's how it works and what it can't do.
What does ProspectMatch + Ads add for $150?
We help you run Facebook ads: one campaign at a time, template ads with your face and name, and regular check-ins. Your ad budget is separate, from about $300 a month, paid to Meta.