Professional Lead & Appointment App
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Insurance · Real estate · Mortgage · Your profession

Turn real client requests into prepared, permission-based appointments.

A private workspace for professionals: intake, qualification, outreach drafts and meeting briefs — with consent tracked at every step.

Free for 30 days, then $29/month (Boss plan). Cancel anytime.

Branded client intake

Clients tell you what they need, how to reach them, and give explicit permission.

Needs brief, not guesses

Every brief separates what the client confirmed from what's still unknown.

Outreach drafts

Email, text, voice and flyer drafts tailored to confirmed needs. Drafts stay drafts.

Appointment prep

Proposed meetings with a ready-to-read brief. You lead every meeting.