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.

$199

/ month

+ one-time $399 onboarding fee

ignite

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

$2,000

+$199/month AFTER 30 days

+ one-time $399 onboarding fee WAIVED

Accelerate

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

$4,500

+$199/month AFTER 60 days

+ one-time $399 onboarding fee WAIVED

Dominate


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.

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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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