Client Acquisition System
Done for You Client Acquisition System
For Retirement Agencies & Independent Advisors
We build, fill, and maintain your appointment pipeline — you just close.
Not just appointments. A fully automated system with real buyers, nurturing automation, built-in reminders, no-show reschedules, and a live dashboard. You don’t chase leads — you close them.
How it Works
We run advanced ads to target individuals looking for your specific lead type whether that be IUL, Annuity or Roth IRA
Prospects fill out a 6 Question form including pre qualifying questions, contact information and state
Prospect books directly on your calendar, gets a confirmation email & text
We Nurture the Prospect until they show up to the appointment
You show up to the appointment whether it be on zoom or over phone and you close the deal!
What You Get
Pre-qualified, high-intent appointments
Real prospects actively searching for Roth, IUL, and tax-free retirement solutions — no cold leads, just people who booked in asking for help.
Smart calendar booking (no double-booking, custom hours)
We integrate with your calendar to automatically schedule appointments around your availability — no conflicts, no wasted time.
Automated reminders + no-show rescheduling
Every appointment gets confirmed, reminded, and followed up — and if they don’t show, we automatically rebook them so you don’t lose the sale.
CRM dashboard + lead tracking
See every lead, appointment, and conversion in one place. Full visibility over your pipeline with real-time updates and easy reporting.
Lifetime nurture system for long-term ROI
Prospects who don’t close right away stay in your funnel — we keep them warm with automated follow-up until they’re ready to book again.
Lead Partner Not a Lead Vendor
We’re more than just a lead vendor we’re your lead partner. We customize the lead experience to match your approach, ensuring every prospect is familiar with you before you even make contact. This builds trust, increases engagement, and helps you close more deals.
Frequently Asked Questions
What types of leads do you offer?
We currently generate:
- Final Expense Leads
- Indexed Universal Life (IUL) Leads
- Roth IRA / 401(k) Rollover Leads
Each lead type uses its own tailored ad messaging to attract high-intent prospects.
More Lead Types Coming Soon!
Are the leads exclusive to me?
Yes. Every lead you purchase is 100% exclusive to you forever. We never resell, recycle, or share your leads with other agents. Once it’s generated, it’s yours and only yours.
How are these leads generated?
We generate all leads through Digital marketing, mainly Facebook and Instagram Lead Forms. Each campaign uses highly targeted ads with images and videos tailored to Final Expense, IUL, or Roth IRA audiences. Leads answer a multi-question form and, always verify their phone number using an OTP code before submitting
What customized follow-up features do you offer?
We offer two powerful customization options designed to increase your contact rates and boost appointments:
1. Inbound Call Option
With this feature, leads are prompted to call you directly the moment they submit the form.
They see your phone number instantly, giving you a surge of real-time inbound calls from high-intent prospects. This is ideal for agents who want immediate conversations and fast conversions.
2. Automated Appointment Scheduling
Prefer booked appointments over live calls?
We can automatically send each lead your personal scheduling link by text, allowing them to book directly on your calendar. This creates a seamless, hands-off appointment flow and ensures your calendar stays full without manual outreach.
How fast do I receive the leads?
Leads are delivered instantly in real time. As soon as the prospect submits their form, you receive it in a google spreadsheet or your CRM, and they receive your text message immediately.
Do we offer aged or shared leads?
No. We only deliver fresh, exclusive leads generated in real time. Absolutely no aged, shared, or recycled leads.
What is your lead replacement policy?
We offer a fair and straightforward replacement policy to protect the quality of your order:
- We will replace any lead that comes in from a state you did not request.
- We will replace any lead where the phone number is no longer in service.
All leads are phone-verified through a secure OTP code before delivery, so disconnected or incorrect numbers are very rare. Occasionally, a number may slip through, which is why we offer replacements in those cases.
Because all leads are real people who voluntarily submit their information, we do not replace leads simply because they don’t convert. Replacing non-converting leads would be unsustainable.
Our goal is to ensure you receive high-quality, accurate leads in your chosen states, while keeping exclusivity and fairness intact.
Do you call my leads for me?
Not at this time. Currently, all leads are delivered to you in real time, and you handle outreach directly. This ensures every lead is connected with their dedicated agent immediately.
Coming soon: We are exploring a call center option that could allow leads to be contacted on your behalf, giving you an additional way to connect with prospects instantly.
Our Partner Plan: Feature You, Front and Center
With our Partner Plan, you’re not just buying leads — you become the face of your campaigns. We build a fully customized funnel that showcases you directly in the ads. This personalized approach ensures higher engagement, stronger connections, and more booked appointments — making every lead more likely to convert.
Have Questions? Speak With Our Team Today
Not sure which lead type is right for you, or want to learn how our exclusive, customized leads can grow your business? Schedule a quick discovery call with one of our specialists. We’ll walk you through our process, answer all your questions, and help you get started with leads that deliver real results.
CONTACT US
443-699-3516
Hours:
Mon-Sat: 8am - 10pm CT
Sun: 11am - 6pm CT
Text Us:
Message 443-699-3516
Keyword SKYKEY
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