ENTERPRISE PLAN
Includes All Standard Plus Offerings, PLUS:
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![](https://ifwretirementroadmap.com/wp-content/uploads/2022/08/yup.png) |
Ad Campaign Management for Leads & Appointments |
![](https://ifwretirementroadmap.com/wp-content/uploads/2022/08/yup.png) |
Calendar Set Up & Integration for Direct Digital Appointments |
![](https://ifwretirementroadmap.com/wp-content/uploads/2022/08/yup.png) |
Custom CRM Leads & Appointment Dashboard Access |
![](https://ifwretirementroadmap.com/wp-content/uploads/2022/08/yup.png) |
Call Center Relationship Manager Appointment Setting (appointment qualification & automated confirmations) |
![](https://ifwretirementroadmap.com/wp-content/uploads/2022/08/yup.png) |
Ongoing lead nurturing, education, & engagement |
![](https://ifwretirementroadmap.com/wp-content/uploads/2022/08/yup.png) |
Monthly reporting and client support |
Four Pricing Levels Available |
|
Plan |
Price |
# Guaranteed Leads |
|
Lite |
$1,499 |
20 |
|
Silver |
$2,299 |
25 |
|
Gold |
$2,799 |
35 |
|
Platinum |
$3,299 |
45 |
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- The above # of guaranteed leads are estimations and may vary month-to-month
- $1,499 One-Time Set Up Fee (waived if paid in Standard Plus)
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