Clarity before action.
Four components working together to contact, qualify, book and follow up. You keep your meetings, we remove the rest.
A system, not one more tool.
Émilie contacts every new lead in under five minutes, answers their questions, qualifies them and locks the appointment straight into your calendar. Evenings and weekends included.
First contact in under five minutes
Qualification against your criteria
Appointments booked into your calendar
Available around the clock
Your leads, your calendar, your follow-ups and your acquisition data, centralized in one place. You finally see clearly what comes in and what converts.
Centralized pipeline and contacts
Lead-source tracking
All your history in one place
Reminders before appointments to cut no-shows, follow-ups for as long as the lead has not replied, confirmations and check-ins. Everything goes out at the right moment, without you thinking about it.
No-show reminders, the day before and a few hours ahead
Follow-ups for as long as there is no reply
Automatic confirmations and check-ins
We do not leave you alone with a tool. Ongoing optimization, regular follow-up (weekly at launch), training and adjustments so the system keeps delivering, month after month.
Regular follow-up, weekly at launch
Ongoing optimization
Training for your team
From click to appointment, here is the journey of a new lead.
A lead raises their hand
They fill out a form or leave their contact details.
Émilie contacts them in under five minutes
By text, while they are still warm.
She qualifies and answers
Against your criteria, she asks the right questions and answers theirs.
She locks in the appointment
Straight into your calendar, at the right time.
Reminders and follow-ups do the rest
Confirmations, no-show reminders, and follow-ups if they go quiet.
Soon, you will be able to chat with Émilie right here, as if you were one of your own clients.
Our commitment: at least 10 hours a week back. Or you don't pay. See the terms
We support a limited number of advisors in our founding cohort, in exchange for an honest testimonial once the results are in. Spots are limited.
Pricing is discussed at the audit, once we know what you need.
Book my free auditBook a free 45-minute audit. We analyze your situation and show you exactly what to automate.
No commitment. No sales pitch. Just a clear plan.
Book my free audit