Who this targets
The buyer this campaign is built for.
Prospects age 50+ researching burial and final-expense coverage.
Households on fixed income budgeting a small monthly premium.
Adult children helping a parent set up coverage.
Signal triggers
Age 50+Burial coverageFixed incomeParent-assisted
The funnel
Ad or organic in. Booked appointment out.
Step 01
Ad / organic
Meta, Google, or referral traffic hits a tracked source.
Step 02
Landing page
Niche-matched funnel with consent-captured form.
Step 03
AI follow-up <60s
SMS + chat qualifies and books — 24/7.
Step 04
Booked appointment
Confirmed slot with transcript attached to the record.
Step 05
Nurture
No-shows, quote-abandons, and post-issue review/referral flows.
What's included
Every campaign ships complete.
Landing page
Niche-specific funnel page with tracked form and consent capture.
Ad templates
Ready-to-run creative for Meta and Google — swap image, brand, and geo.
Email + SMS sequences
Multi-touch nurture, quote-abandonment, and no-show recovery flows.
AI follow-up flows
Under-60-second first touch. Books qualified prospects to your calendar.
Review + referral engine
Post-issue automations that turn a placed policy into a review and a warm intro.
How this gets delivered
DIY with templates, or done-WITH-you in a launch cohort — ad budgets are always yours; expected ranges discussed in onboarding, never guaranteed.
Common questions