Streamline your marketing with Transparent pricing

Whether you want to do it yourself or you want us to build out your custom automations for you...we've got you covered.


/ month

+ one-time $399 onboarding fee


Ideal for those comfortable with technology or who have a team member who is. Ignite includes:

  • Lead Management CRM

  • Ready-to-use workflows

  • Two-Way Texting

  • Email Marketing

  • Inbound & Outbound Phone System

  • Send Invoices & Payments

  • Website Chat Widget

  • Facebook, Instagram & Google Business Profile Integration

  • Google Review Request System

  • Online Appointment Booking System

  • Marketing Performance Reporting System

  • Membership/Digital Products Sales System

  • Unlimited Embeddable Forms

  • Unlimited Funnels

  • Unlimited Contacts

  • Unlimited Users

  • Unlimited Chat Automations

  • Full access to our online learning resources

  • Monthly Marketing Automation Training

  • One 1:1 Onboarding Call

  • Unlimited Group Onboarding Calls

  • 24/7 Live Technical Support (Coming Soon)

[OPTIONAL] AI Appointment Booking Bot - $100/month


+$199/month AFTER 30 days

+ one-time $399 onboarding fee WAIVED


Done with you support for tech-savvy users who want on a jump start on a specific project so they can see ROI faster. We'll set up your chosen functions in your account while you watch and ask questions. This level includes all Ignite features, plus:

  • Strategy session before your VIP Session.

  • 2-Hour VIP Session.

  • 30 days of complimentary access to Leads to Funnel

  • 30 days of complimentary access to our private, concierge Slack support channel.

starts at


+$199/month AFTER 60 days

+ one-time $399 onboarding fee WAIVED


For those who want us to build out their system for them based on their needs. Includes all Ignite features, plus:

  • Complete custom setup

  • AI Appointment Booking Bot Setup + 90 Days of Complimentary Access

  • Personalized, Live Team training sessions (up to 4 hours. May be divided into hourly sessions)

  • 60 days of complimentary access to Leads to Funnel

  • 90 days of complimentary access to our private, concierge Slack support channel.

  • Pay in full and 2-Pay Plans Available

Note: An initial Systems Audit is required for this plan. The audit is priced at $1,500; however, we will credit this fee towards your buildout if you choose our DFY service within 2 weeks of your audit.

Take the first step to making things easier for you and your clients.

Schedule a Fit Call now to see how Leads to Funnel PRO can streamline your marketing and help you get more clients without working harder.


The premier CRM for financial professionals. Use AI and automation to get more clients and make more money without working harder.

8751 Collin McKinney Pky

Ste 1102 #1188

McKinney, TX 75070


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