Annuity Giants -- Member Resource

Your Complete Lead Generation System

Everything included in your AG snapshot -- already built and ready to go.
1

Here's What's In Your Account Your snapshot came loaded with a full lead generation and nurture system

2

The 2 Things You Need To Do This is all it takes to make the system yours -- about 5 minutes total

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:

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.

Field Example Titles
advisor_title
Retirement Income Specialist
Licensed Insurance Professional
Independent Insurance Agent
Financial Advisor, RICP
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.
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Don't Want To Do It Yourself? Skip the queue -- we'll handle the entire setup for you

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