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What Your System Looks Like Behind the Scenes
Appointment-Gen Infrastructure for The Elite Advisor
We run ads, build funnels, and manage follow-up systems that turn traffic into booked and held appointments
ADVISOR INFRA.
Workspace
Workspace
Pipeline Tracking
Lead Management
Appointment Activity
Campaign Performance
Client Preservation
Referals
Campaign Performance
Webinars
Dashboard Overview
Your marketing and pipeline performance at a glance. Updated in real time
Last 30 days
Export report
Ad Spend (This Month)
$10,420
+12.4% vs last period
Booked Appointments
126
+8.1% vs last period
Held Appointments
82
-2.3 vs last period
Written Clients
31
+18.6% vs last period
Funded Clients
18
-3.42 vs last period
Cost Per Client Acquisition
$2400
+$6.11 vs last period
Average case size
$300,000
Top-Line (Premium) Revenue Generated YTD
$4,000,000
Volume
Conversion rate
Pipeline Funnel
Lead - Booked - Held - Written - Funded journey with stage-to-stage conversion
Lead
1,248 contacts
Booked
126 contacts
Held
82 contacts
Written
31 contacts
Funded
18 contacts
Lead - Booked - 100%
Lead - Booked - 100%
Lead - Booked - 100%
Lead - Booked - 100%
Conversion Rate Summary
Stage-to-stage performance across your active pipeline
Lead-to-Booked
Top of funnel
10.1%
Open pipline board -
Booked-to-Held
Strong
65.8%
Held-to-Written (Closing Ratio)
Strong
37.8%
Written-to-Funded (Placement Ratio)
Strong
58.1%
Held-to-Funded (Placement Ratio)
Strong
58.1%
The real issues are inside the system.
-
leads don’t turn into appointments
-
appointments don’t show
-
meetings don’t convert
-
written business doesn’t always fund
We fix the system behind those problems.
Most Advisors Don’t Have a Lead Problem
Here is were the real problem typically happen.
Written - Funded
Conversion
Held Appointment
Show Rate
Meeting - Written
Conversion
Lead Quality
Show Up Rate
Handoff
Trust & Confidence
Webinars-To-Appointment
HOW WE TURN VIRTUAL EVENTS INTO TOP-LINE REVENUE
Ads
Paid Attention
We generate traffic through paid campaigns
Lead
Registration Capture
Webinar
Educational Event
We capture interest with forms and landing pages
Live webinar via accessible platform
Post-Event Follow-Up
Booking CTA, follow-up email, and calendar handoff
Written Business
Advisor conversations progressing to applications
Funded revenue
Cases progressing through completion and funding
Direct-To-Appointment
HOW WE TURN COLD TRAFFIC INTO TOP-LINE REVENUE
Ads
Paid Attention
We generate traffic through paid campaigns
Lead
Capture
Booked
Appointment
We capture interest with forms and landing pages
We connect prospects to your calendar
Held Appointment
We improve show rate with reminders and follow-up
Funded revenue
You run the meeting and present your recommendation
Business completes and becomes real revenue
WEBINAR AND APPOINTMENT INFRASTRUCTURE
Designed to move retirement prospects into scheduled advisor conversations and funded premium.
INDEIMO supports webinar registration, attendance, appointment requests, and calendar confirmation before the advisor meeting.
PREMIUM FOLLOWS A SEQUENCE
Funded annuity premium follows a sequence of actions.
Attention → registration → attendance → appointment request → calendar confirmation → advisor conversation → application → funded premium
INDEIMO supports the webinar and appointment stages inside that sequence.
WHAT INDEIMO HANDLES
APPOINTMENT INFRASTRUCTURE
• intake forms • qualification review • appointment requests • calendar confirmation • follow-up sequencing
WEBINAR INFRASTRUCTURE
• platform setup • registration pages • promotion support • attendance tracking • post-event follow-up
THE ADVISOR HANDLES
WHAT THEY DO BEST
• the client conversation • recommendations • applications • client relationships
INDEIMO INFRASTRUCTURE REVIEW
The first step is to map the activity behind the premium goal.
• premium goals • appointment capacity • webinar structure
• follow-up process • estimated marketing activity
This creates a clearer path from premium goal to appointment activity.
From there, infrastructure can be designed to support consistent appointment flow.
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