Vital Reach Automation

The Annuity
Appointment Engine.

Phone-verified, asset-qualified retirees who book themselves onto your agents' calendars.

Prepared for National Brokers Group

Where we are today

Two flights. Every held meeting has a receipt.

Leads
Appointments
booked
Booked
themselves
Leads
Appointments
booked
Booked
themselves

The machine

Click to held meeting.

Walk the whole funnel The consumer brand

Why the leads are real

Two gates before an agent's time is spent.

Verified phone number

$200,000 asset floor

Your dashboards

Everything we track, shown back to you.

Speed to lead

Minutes from lead to first dial, per rep.

Open a real report

Call analysis

Every call transcribed, scored, objections tagged.

Campaign stats

Spend, leads, bookings, cost per held meeting.

Open the tracker

Billing ledger

Every held meeting with its evidence row.

The stack

What you actually get.

Demand

Appointments on your calendarsAds built and testedA video suite per agent

Infrastructure

The whole funnel, built and runLeads straight into your CRMNew agents live in days

Lift

One shared dashboardEvery call scoredCompliance scanned

No setup fee, no retainer, no separate creative bill. It is all carried by the two unit prices on the next slide.

Pricing

Two numbers, and they fall with volume.

Leads per month
per lead
All in. Media, funnel, video suite, verification, delivered live into your CRM.
per showed first appointment
Bills only when the meeting holds. No shows and cancels credit back.

Your first pilot

What we recommend.

What we would run Recommended
100
Leads
minimum
14
Days
3
People on
your side
What that produces Measured
40
Book
themselves
20
Meetings
that hold
1
Calendar
filled
1 dialer
Dials every new lead
1 setter
Takes the 15 minute call
1 closer
Takes the Zoom

Our primary KPIs

What we focus on to improve your ROI.

Self-book rate
42%
measured
50%
goal
  • Ad creative
  • Landing page
  • Pre-booking VSL
Show rate on self-booked
51%
measured
60%
goal
  • Post-booking video
  • Reminder sequence
  • Slot timing and spread
First meeting to second
70%
observed
75%
goal
  • Every call scored
  • Objection response bank
  • Per-rep coaching, weekly

Your return

You are at cost until the first close.

Presenting to
Leads per month
You resell to your agents at
Your share of the commission
25%
Close rate on held meetings
20%

Step one · before anyone closes

$10.4k
You pay
us
$10k
Your agents
pay you
$355
Out of
pocket

Step two · then every close is yours

4.3
Cases
closed
$4k
Your share
per case
$17.1k
Your share
of the month

Step three · what your agents make on them

$10k
They pay
you for leads
$51.4k
Their commission
on those closes
5.1x
Return on
what they spent

Getting live

Live in under seven days.

Day 1You

Fill one form

Days 2 to 5Us

We build it

Days 6 to 7Live

Leads start landing

Appendix · The asset library

Rather than describe it, open it.

The pages a lead actually sees

01 · PageLanding page Survey, asset qualification, phone verification. 02 · PageBooking page The video that sells the meeting, calendar underneath. 03 · PagePost-booking page What they see the second they book.

The videos

VideoBooking VSL Plays on the booking page. The reason slots get picked in minutes. VideoPost-booking VSL Fires the moment they book. Locks the slot, cuts no-shows. VideoNurture VSL Behind every follow-up touch for leads who did not book.

Creative and reporting

CreativeAd catalogue The statics and video ads running against this funnel. ReportCall intelligence report A real per-rep coaching report off real calls.
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