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52-Week Email Drip Campaign
A full year of automated emails that educate prospects, build trust, and move them toward booking a call with you. Sends twice per week early on, then tapers to monthly. Already written, timed, and loaded into your account.
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SMS Nurture Sequence
7 short, conversational text messages sent over the first 14 days after a prospect opts in. Complements the email sequence with a second touchpoint.
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Survey Landing Page
Prospects answer qualifying questions before they ever talk to you. Their answers are saved to their contact record so you know exactly who you are speaking with before the call.
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Ad Creatives -- 3 Packages
Pick the package that fits your budget. Each includes ready-to-launch video and static ad creatives with copy-paste ad copy.
| Package |
Daily Budget |
Videos |
Statics |
Total |
| 1 |
$50/day |
2 |
1 |
3 |
| 2 |
$100/day |
4 |
3 |
7 |
| 3 |
$150/day |
4 |
4 |
8 |
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10 Interactive Digital Tools
Hosted quizzes, calculators, and checklists your prospects can use immediately. Already linked in the email sequence at the right moments. You can also share them on social media or send them directly to prospects.
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20 Wealth Gazette Editions
Newspaper-style digital newsletters that look and feel completely different from marketing emails. 10 editions are woven into the email sequence automatically as pattern disrupts to re-engage attention.
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Booking System
Already configured and connected. When a prospect is ready to talk, they book directly from the flow. No additional setup needed.
Step A: Make sure your GHL profile is complete
Your emails automatically pull your name, company, phone, email, and address straight from your GoHighLevel account. Just make sure these two places are filled out:
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1
Your personal profile
Go to Settings > My Profile and make sure your Full Name is filled in. This is what shows up as the sender name on every email.
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2
Your business profile
Go to Settings > Business Profile and make sure these are filled in: Business Name, Phone, Email, and Address. These go in the email footer automatically.
What fills in automatically once your profile is complete:
- Your full name (email signature + from name)
- Your company / firm name
- Your business phone number
- Your business email address
- Your office address (footer)
- Your lead's first name (email greeting)
Quick check: Go to Settings in your GHL account. If your name, business name, phone, email, and address are already there, you are done with Step A.
Step B: Add your professional title
There is one thing the system cannot pull automatically: your job title. You add this once and it appears in every email that needs it.
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1
Go to Custom Values
Click Settings > Custom Values from the left sidebar.
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2
Fill in your Advisor Title
Find the field called advisor_title and type your professional title.
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3
Save
Click Save. Every email in the sequence will now use your title automatically.
| Field |
Example Titles |
| advisor_title |
Retirement Income Specialist
Licensed Insurance Professional
Independent Insurance Agent
Financial Advisor, RICP
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Quick check: Send yourself a test email from the workflow. Your name, title, and company should all appear correctly. If they do, you are done.
Agent CRM support can help with setup -- but if you would rather skip the queue and have everything done right the first time, we will handle it for you. One flat fee, no back-and-forth, no waiting.
Done-For-You Setup
$500 one-time fee
- GHL profile and custom values configured with your info
- Landing page customized -- all placeholders replaced with your firm details
- Meta Pixel + Conversions API (CAPI) installed and verified
- All automations turned on and tested (email, SMS, booking)
- Facebook ad campaign built and launched on your chosen package
- Full end-to-end test -- we submit a test lead and verify every step fires correctly
- Snapshot troubleshooting if anything imported incorrectly
Ongoing Consulting
$100/hour as needed
- Custom modifications beyond the standard setup
- Additional automations or workflow changes
- Ongoing optimization or campaign adjustments
- Anything outside the scope above
Ready To Get Started?
Talk to Tracy directly, or reach us at:
Phone / Text: (864) 561-5666
Email: vrautomate@gmail.com