Book A Call
Paid Advertising

VSL Funnels That Pre-Sell
Before You Ever Pick Up the Phone

We build done-for-you marketing funnels that take a cold prospect from ad click to booked appointment, automatically, 24/7, without you lifting a finger.

Book a Free Strategy Call
How It Works

The Automated Appointment Funnel

Every step is designed to qualify, educate, and convert, so only serious prospects land on your calendar.

Step 1

Ad or Organic Traffic

Facebook, TikTok, YouTube, or SEO drives prospects to your funnel entry point.

Step 2

VSL Landing Page

A Video Sales Letter pre-sells your service, builds trust, and pre-qualifies the prospect before they book.

Step 3

Booking Page

Qualified prospects book a strategy call directly on your calendar, no chasing required.

Step 4

Booking Page

A 3-month automated email sequence nurtures leads who didn't book immediately, converting them over time.

What's Included

Everything Built for You. Start to Finish

  • Opt-in / lead capture page
  • VSL (Video Sales Letter) page. AI avatar included for DFY clients
  • Booking / calendar integration page
  • Confirmation & thank-you page
  • 3 months of automated weekly follow-up emails (13 emails)
  • Mobile-optimized design across all pages
  • Integration with your CRM or email platform
  • Tracking & analytics setup (Meta Pixel, Google Analytics)
Optional: Prefer Not to Be on Camera?

We Can Create an AI Avatar VSL Instead

The VSL is the most critical part of your funnel, it's what turns a cold prospect into a warm, pre-qualified lead ready to book. Most advisors record themselves on video, and we highly recommend it for authenticity. But if you'd rather not be on camera, we can produce your VSL using an AI avatar via HeyGen. All you need is a 2–4 minute video or a photo.

  • Professional, trust-building VSL, with or without being on camera
  • We write the full VSL script, you just review and approve
  • AI avatar setup included free with Done-For-You package
Learn more about AI Avatars

Frequently Asked Questions

A VSL (Video Sales Letter) is a short video, typically 5–15 minutes, that explains your service, builds credibility, addresses objections, and gets the viewer to take action (book a call). It’s the most effective way to pre-sell a financial advisor’s services before a prospect ever speaks to you.
No. For Done-For-You clients, we create your VSL using an AI avatar via HeyGen. All you need is a 2–4 minute video or a photo. Your avatar delivers the VSL in a professional, engaging way, no studio or camera required.
For Done-For-You clients, we typically have the full funnel live within 7–14 days of starting. This includes the opt-in page, VSL page, booking page, confirmation page, and the first 3 months of automated email follow-up.
We build funnels using industry-standard tools like ClickFunnels, GoHighLevel, or similar platforms. Some third-party software costs apply (~$120–$200/month). We’ll recommend the best stack for your situation during the strategy call.

Financial advisor funnels need to build trust quickly, address compliance concerns, and pre-qualify prospects by financial situation. Our funnels are built specifically for financial services, not repurposed from e-commerce or SaaS templates.

They enter a 3-month automated email follow-up sequence that delivers value, builds trust, and continues to invite them to book a call. Most advisors find that 20–40% of their eventual clients came from follow-up emails, not the initial funnel visit.

Our Process

Ready for a Funnel That Books Appointments on Autopilot?

Book a free 30-minute strategy call. We'll map out your full funnel and show you exactly how it would work for your niche.

Book a Free Strategy Call