I Build Systems That Bring You Clients. You Focus on Closing.
I set up a fully automated lead funnel for your advisory practice — leads come in, get qualified, and land in your Messenger ready to talk. You do nothing except show up for the conversation.
This works best for advisors who are tired of doing everything manually.
✓ This is for you if...
You're spending more time chasing leads than closing them
You post on Facebook but rarely get serious inquiries
You forget to follow up and lose deals you should have won
You want a system that works even on weekends and holidays
You're willing to invest a little to earn a lot more
You serve insurance, VUL, UITF, or investment products
✗ This isn't for you if...
You already have more clients than you can handle
You're not willing to run any Facebook ads or share your link
You want to close deals without building any relationship
You expect the system to do 100% of the work with zero effort from you
Here's exactly what I build for you.
No vague promises. Here is everything included — built, tested, and handed over to you.
01
Your lead capture page
A clean, mobile-first page with Filipino-market copy that speaks directly to what your prospects want — protection for their family, financial security, peace of mind.
02
Smart lead qualifier
A short form that separates serious prospects from those just browsing. Only qualified leads move forward to you — your time is never wasted.
03
Instant Messenger delivery
Every lead arrives in your Messenger as a formatted card — name, goal, urgency level, and a suggested opening line. You're ready before you even say hello.
04
Automated follow-up sequence
Leads who say "titingnan ko muna" get a series of personalized messages over 14 days — in Taglish, warm and human — that nurture them back to booking. (Growth & Pro)
05
Calendly booking integration
Hot leads go straight to your calendar. No back-and-forth, no "when are you free?" — they pick a slot, you show up prepared. (Pro only)
06
Monthly performance check
You get a simple report: how many leads came in, how many were qualified, and how the funnel is performing. We optimize based on real data, not guesses.
Run the numbers
See what this is actually worth to you.
Move the sliders to match your situation. See your potential monthly income from just this system.
50
10%
₱8,000
₱2,500
Policies closed5
Gross income₱40,000
Net after LeadFlow₱37,500
These are estimates based on your inputs. Most advisors see results within the first 30 days.
Packages
Pick the right package. Upgrade as you grow.
All packages include setup, onboarding, and ongoing support.
Starter
Your first automated lead system. Leads delivered to your Messenger every day.
We talk about your products, your target clients, and your current process. No pressure, no pitch — just understanding your situation so I can build the right system for you.
Free, no commitment
2
I build your full system
You pay the setup fee and I get to work. Your lead page, qualifier, Messenger connection, and email sequences are all built within 7 days. You don't lift a finger.
7 days turnaround
3
Go live walkthrough
I walk you through the entire system via video call. You'll know exactly how to read your lead cards, what to say when a lead comes in, and how everything works — even if you're not tech-savvy.
Included in setup
4
Leads start coming in
Share your link in your Facebook posts, stories, or run a small ad. The system does the rest. Your job is to reply to leads in your Messenger and close.
Month 1 onwards
5
Monthly optimization
Every month I review how your funnel is performing and make improvements — better copy, better questions, better routing. The system gets smarter over time.
Ongoing support
Common questions
Boosting a post gets you views and maybe some comments. LeadFlow captures those interested people, qualifies them automatically, and sends them to you as organized leads. Without a system like this, most of your boosted-post interest disappears into nothing.
No. You can drive traffic organically — sharing your link on your FB page, in groups, stories, or Viber groups. Ads make the system faster, but they're not required. Many advisors start with zero ad spend.
You get a lead card with the prospect's name, contact number, what they're looking for (protection, investment, savings), their urgency level, and a suggested first message you can send immediately.
If your funnel isn't performing the way we expected, I don't just leave you — I work with you to fix it. We look at the data together, identify what's not working, and make changes. Your success is how I get referrals.
No lock-in. Monthly plans can be cancelled anytime. The setup fee is a one-time cost for building your system — the monthly fee is for maintaining, monitoring, and improving it.
Let's build your lead machine this week.
Book a free 20-minute call. No pressure, no commitment — just a real conversation about how this can work for your practice.
Book a Free Call →Or message me directly on Messenger · Available Mon–Sat, 9am–7pm