Step 1: Intro
Welcome to EquityForgeInvestments!
We're delighted to welcome you. As a agency dedicated to empowering financial professionals, we're excited to collaborate with you to amplify your reach and impact in the industry. With our tailored strategies and innovative approaches, we're committed to elevating your brand and showcasing your expertise to a wider audience.. Here's to a prosperous partnership This onboarding funnel is needed for a warm welcome, information gathering and support.
What do we do for you?
We advertise you on social media using a form of advertisement called lead generation, this form of advertising will collect info as in Contact information, qualification questions etc. then we follow up on theses prospects IF they are up to your standards then we manually set the appointment in to your calendar
(In GoHighLevel)
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https://onboarding.equityforgeinvestments.com/onboarding--5253