Your Complete Lead Generation System

• 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.
• 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.
• 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.
• 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

• 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.
• 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.
• 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:

• 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.
• 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.

Step B: Add your custom values

There is one thing the system cannot pull automatically: your job title. You fill this in once and it appears everywhere it is needed.

• 1
  Go to Custom Values

  Click Settings > Custom Values from the left sidebar.
• 2
  Fill in your Advisor Title

  Find the field called advisor_title and type your professional title.
• 3
  Save

  Click Save. Your title will appear in every email automatically.

Step C: Connect your calendars

Your landing page has two calendars -- a popup on the first page and a full calendar on the second page. Both need to be pointed to your calendar and your post-booking confirmation page.

• 1
  Open your landing page in the editor

  Go to Sites > Funnels and click into your landing page.
• 2
  Set up the popup calendar

  Click Popup Settings in the top left corner of the editor. This will open the popup. Click into the popup to edit it, then select your calendar. Set the redirect action to Go to website URL and paste your post-booking page URL.
• 3
  Set up the main calendar

  On the second page, click into the calendar element. Select your calendar, then set the redirect action to either Go to website URL (paste your post-booking page URL) or Next Step.
• 4
  Save and preview

  Save the page. Open the live URL and click through to make sure both calendars show your availability and redirect to the confirmation page after booking.

Step D: Update your survey opt-in and compliance links

The last question in your survey has an opt-in disclosure with a placeholder business name and compliance links that need to be updated with your information.

• 1
  Open the survey builder

  Go to Sites > Funnels, click into your landing page, then click the survey element and select Edit Survey. You can also navigate directly to the survey builder from Sites > Surveys.
• 2
  Go to the last question

  Scroll to the final question in the survey. This is where the opt-in disclosure text and compliance links live.
• 3
  Replace the placeholder business name

  Find the text that says insert business name here in the opt-in disclosure and replace it with your actual registered legal business name. This is required for A2P compliance.
• 4
  Add your Privacy Policy and Terms & Conditions links

  At the very bottom of the last question, replace or add links to your Privacy Policy and Terms & Conditions. Link these to the pages on your website, or embed the URLs directly in the text. These are required for compliance.
• 5
  Save

  Save the survey. Preview the live URL and go through to the last question to confirm your business name and compliance links appear correctly.