Empower Your Financial Services with Lead Funnel Management for Financial Services

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hello this is simeon and i'm showing you the financial planner or insurance agent funnel um everywhere you see here where it says company or your slogan that can be your name and information you can change this as much as you want but the goal here is to have um the prospect that's looking at your page to schedule an appointment with you uh you can also put your phone number heading in this area here it's pretty easy to do i'll show you that in a minute um you can change this content and this is your booking calendar you can integrate with anything but it is pretty simple um you know just pick the person pick the date and time their name and i am going to do this uh test example prospect so that you can see an inside in a moment um that you'll see the uh information here when i booked this appointment okay so there it is i could add that to a calendar just by clicking the link so let's go inside so that you can see how this translates for you now we're on the inside i'll show you the builder i want to show the appointments section so you know that's the booking events and then let's look at the schedule so you can see here that exampleprospect.gmail is there and if we go to contacts you'll also see example projects are there so the builder actually includes a crm if you look at other parts of our system you're like well everyone you know has a crm well it integrates with everything so the best crm is the one you use so um you can integrate this easily uh with zapier or most no crms you know if you already have your follow-up set up so now let's go to the builder [Music] okay so here's the builder um and everything's drag and drop here are your tools you know you can drag headings over and everything is pretty simple but we're just gonna go i'm gonna show you how to edit the top here okay so let's go here and let's grab a heading [Music] okay and we're gonna say call [Music] so the first thing we're going to do i'm just going to show you one thing real quick is how easy it is to drag and drop and change things i told you we changed this so we're just going to grab the heading and pull it over there and change the color to white and just say here 777 777 okay all right that's it so that would be that's how you change it and that's how easy it is remember to save it uh do anything else you like to do the same way pretty easily okay so that's um the inside of the builder thank you for watching and i'll see you where we show you how we're going to drive traffic to this funnel