Your client funnel

A lead funnel for financial advisors: from a two-minute quiz to a booked call.

The client funnel is a two-minute quiz that shows a lead their protection gap, emails them a snapshot, and books a Clarity Call on your calendar. Everything after the click is automatic.

Free for 30 days · No credit card · ₱599/month after via QR Ph

An animation of one lead going through the funnel: your Messenger link, the two-minute Protection Check (3 sample questions), their gap report, the snapshot email, and a Clarity Call booked on your calendar.
01The lead magnet

How the Protection Check works

A funnel is only as good as its lead magnet, and generic funnels ship with none. Yours comes loaded: a quiz that ends in a number the lead cannot unsee.

  1. 1

    Twelve plain-English questions

    Does anyone depend on your income? What would your family need each month? The Protection Check asks what an advisor asks in a first meeting, in two minutes, on a phone, with no sign-up.

  2. 2

    Their real numbers, in pesos

    Life cover, critical illness, income protection, each computed from their answers with a standard needs-based method, calibrated to Philippine costs.

  3. 3

    Reworded in your voice

    Every question is yours to rewrite (English, Taglish, your own phrasing), and you can add questions of your own. Every answer lands on the lead; the math keeps working.

nudgenow.ph/q/your-name

3/12

Does anyone depend on your income?

Family or anyone you support with money.

Yes, I'm the main provider
Yes, I help with some of their expenses
No, it's just me

2 minutes, plain English. Every answer builds their report

Protection Check · Questions

Does anyone depend on your income?

Pick one · Used by the calculator

Edit

May OFW ka ba sa pamilya?

Pick one

Edit
+ Pick one+ A number+ Free text
02The gap report

The gap report your lead sees

The moment the last question is answered, the report unrolls: their estimated gap today for life cover, critical illness and income protection, each with the reason behind it. No jargon, no pressure, and no sign-up wall in front of it.

A Coverage Snapshot lands in their inbox at the same time: the three numbers and a permanent link back to the full report, sent as you, with your name on it.

Where the numbers come from

Sample report · total gapGap detected

₱10.7M

  • Life protection₱7.2M
  • Critical illness₱2.1M
  • Income protection₱1.3M
03Booking

Booking that chases the lead until it’s on the calendar

The report ends in one button: book a Clarity Call. The lead picks a time from your real availability, and everything that used to take four messages happens on its own.

  1. 01Real availability: the slots come from your Google Calendar, so a booked call can never collide with a client meeting
  2. 02Confirmation email with the calendar invite, a reschedule link, and a reminder on the morning of the call
  3. 03The lead lands in your pipeline with every quiz answer attached, and the follow-ups start on their own
  4. 04Still unbooked tomorrow? One nudge goes out automatically, then the follow-ups keep them warm for months

What happens to the leads who never book is the other half of the system: automatic follow-ups, sent in your name for as long as it takes.

Turn this report into a real plan

Book your free 1-on-1 Clarity Call with Ana. No pressure, no obligations

Thu 17Fri 18Sat 19
9:00 AM10:00 AM1:00 PM2:00 PM4:00 PM5:00 PM

✓ Real availability, synced with Google Calendar

04One link, four doors

Where your funnel lives

One link, four doors. Wherever a Filipino advisor already prospects, the funnel goes there too.

i.

Your own link

nudgenow.ph/q/your-name, or your own domain. Post it, put it in your bio, print it on a QR code.

ii.

On your website

The Protection Check lives on your advisor site too, so every visitor can take it there.

iii.

In Messenger, one-on-one

Send the link pre-filled with the lead’s name. They open it, see their number, and book.

iv.

Under your Meta Pixel

Run Facebook ads straight to it and see every lead and booking as a conversion in Ads Manager.

05FAQ

Questions about the funnel

More funnel and quiz questions
01
What is the Protection Check?
A two-minute quiz (twelve plain-English questions) that computes a lead’s life, critical-illness and income-protection gap in pesos and unrolls it into a personal gap report. No sign-up, no jargon, and the questions are yours to reword.
02
Where do leads book the Clarity Call?
On your own calendar. The gap report ends in a booking screen showing your real availability; the confirmation, the calendar invite and the day-of reminder go out automatically, and the lead lands in your pipeline with every answer attached.
03
Can I run Facebook ads to my funnel?
Yes. Your funnel page supports your own Meta Pixel, so every lead and every booking is tracked as a conversion in Ads Manager. You can also share the link one-on-one in Messenger, pre-filled with the lead’s name.

Your funnel could be live before dinner.

Start free, 30 days

Free for 30 days · No credit card · ₱599/month after via QR Ph