When a Prospect Says
"Send Me Your Info…"
What Do You Send Them?
Not five different links. Not a generic corporate profile. Not a PDF they'll probably never open.
Agent Launch gives interested prospects one professional place to learn about you, explore helpful resources, use interactive tools, and take their next step.
Your name. Your resources. Your next step. One link.
$249/year beginning with your first annual renewal.
You're Already Doing the Hard Part.
You're creating the attention.
But where do you send that attention next?
A prospect asks:
"Can you send me your information?"
So maybe you send them your LinkedIn. Then your corporate profile. Then your booking link. Then a calculator. Then a brochure. Then another resource.
Every additional step creates another opportunity for the conversation to stall.
The problem isn't that you need another link.
You need one clear place for the relationship to continue.
Agent Launch brings the pieces together so your prospect doesn't have to figure out what to do next.
Stop Making Prospects Piece You Together.
- 1They meet you.
- 2They search your name.
- 3They check LinkedIn or social media.
- 4They find a corporate profile.
- 5They try to figure out exactly what you do.
- 6You send another resource.
- 7Then another link.
- 8Then your calendar.
The original conversation gets colder with every extra step.
- 1They meet you.
- 2You send one link.
- 3They learn who you are.
- 4See how you help.
- 5Explore educational resources.
- 6Use interactive tools.
- 7Find ways to connect.
- 8Schedule when they're ready.
One conversation. One destination. One clear next step.
This Is What You Send Them Instead.
A personalized digital hub built around you and the conversations you're already creating. Not a generic template with your name dropped into it.
Your Agent Launch is customized with your information, branding, services, resources, calls to action, and prospect experience.
Professional Profile
Help someone quickly understand who you are, what you do, and how you help.
Educational Resources
Give prospects useful information they can explore without immediately forcing them into a sales conversation.
Interactive Financial Tools
Turn financial concepts into something prospects can interact with and better understand.
Built-In Next Steps
When someone wants to contact you, request information, or schedule a conversation, the path is already there.
Don't Just Give Prospects Something To Read.
Give Them Something To Do.
Most brochures get opened once. Some never get opened at all. Interactive tools create a different experience. Instead of simply reading about a financial topic, your prospect can explore it.
Debt Strategy Snapshot
Help prospects explore their current debt picture and better understand the numbers behind it.
Financial Continuity Snapshot
Help prospects think through income, financial obligations, and continuity considerations in a more interactive way.
They enter their information. They receive an educational snapshot. And when they're ready to discuss what they've discovered…
Their next step is already built in.
Financial tools are for educational purposes only and are not financial, tax, or legal advice. Applicable disclosures are displayed directly beneath each tool.
One Agent Launch.
Everywhere You Meet Prospects.
Your Agent Launch becomes the link you can use across the places you're already building relationships.
Someone asks for your information?
Stop deciding which link to send.
Send your Agent Launch.
Sure. You Could Build All of This Yourself.
Or don't.
We build the prospect-facing system for you.
You give us your information. We put the pieces together. You review it. We make the included launch revisions. Then you start using it.
Send Us Your Information
Complete your Agent Launch onboarding with your profile, branding, links, resources, and preferences.
We Build It
We configure and customize your Agent Launch around your business.
You Review It
Nothing goes live until you've had the opportunity to review your launch.
Start Sending It
Use one professional destination across your networking, referrals, social media, email, and prospect conversations.
No software puzzle.
No weekend lost building pages.
No duct-taping five different tools together.
We build it. You send it.
Everything Your Prospect Needs.
Organized Around What They're Trying to Do.
Personalized Professional Profile
Your bio, professional information, specialties, branding, contact information, and social presence in one consistent experience.
Resource Library + Interactive Tools
Create a place for educational content, financial resources, calculators, FAQs, videos, downloads, and other approved materials.
Lead Capture + Appointment Pathway
Make it easy for prospects to contact you, request information, or schedule a conversation.
CRM Lead Capture
Keep prospect inquiries from living in random inboxes, forms, and DMs.
Personalized Shareable Link
One URL built to work across mobile, social, text, email, QR codes, and in-person networking.
Clickable Email Signature
Give email recipients another direct path into your Agent Launch.
Built for you.
Connected for you.
Ready to send.
Your Company Has a Website.
Agent Launch Is About You.
Your corporate website has a different job. It represents the company.
Your Agent Launch gives your prospects and referrals a direct destination built around their relationship with you.
"I met this person."
"I know who they are, what they help with, and what I can do next."
Use your corporate resources where they're required. Use your Agent Launch to organize the approved pieces around a simpler prospect experience.
Your company has its digital presence.
Now you have yours.
Your Name Is On It.
You Should Know What Goes Live.
You'll have the opportunity to review your Agent Launch before it is published.
Need an included revision during launch? We'll make the agreed updates before your Agent Launch goes live.
If your company has specific branding, disclosure, or compliance requirements, provide them during onboarding so they can be incorporated where applicable.
You're not buying a mystery page.
You see it. You review it. Then you launch it.
Stop Building.
Start Sending.
Secure checkout. You'll receive your onboarding instructions immediately after purchase.
Your launch includes:
- Personalized Agent Launch
- Professional profile and branding
- Interactive Financial Calculator
- Educational resource section
- Lead capture
- Appointment pathway (Booking Page for your existing Calendly or other)
- CRM connection
- Clickable email signature
- Mobile-ready design
- Personalized shareable link
- Setup and configuration
- Pre-launch review
Buy It Today.
You Don't Have to Build It Tonight.
Once you purchase your Agent Launch, we'll guide you through a structured onboarding process.
Your Information
Name, title, company or team, contact information, licensing information, and other professional details.
Your Brand
Headshot, logo, colors, images, and approved branding.
Your Story
Your bio, specialties, services, and the way you want to introduce yourself.
Your Resources
Approved educational materials, videos, PDFs, lead magnets, and other content you'd like available.
Your Tools
Select the calculators and interactive resources that make sense for your audience.
Your Next Step
Choose how prospects should contact you, submit information, or schedule a conversation.
Your Review
We'll assemble everything into your Agent Launch and send it for review before launch.
Then?
Start sending it.
See What Agent Launch Can Look Like.
Real builds designed for financial & insurance professionals: clean agent header, specialty badges, financial continuity calculators, debt strategy tools, and direct booking.
Kendra M. Brooks
Registered Representative
Premier Financial Partners
Debt Strategy Comparison & Schedule
Shows Snowball vs. Avalanche payoffs, month-by-month balance schedules, and an immediate CTA to "Connect with a licensed professional."
"If your income stopped today... how long would everything run?"
Interactive inputs for Monthly Income, Essential Expenses & Liquid Savings — instantly delivering their runway in months plus a direct "Schedule a Review" booking hook.
Early proof proves: Yes, we really build these. Your personal hub, interactive calculators, custom disclosures, and booking flow included.
Questions Before You Launch?
The Next Prospect Is Going To Ask:
"Can You Send Me Your Info?"
You can send another collection of links. Or you can send them somewhere designed to answer the next questions for you.
One answer.
One link.
Your Agent Launch.
Have an answer you're proud to send.
Stop sending interested prospects in five different directions. Give them one place to go next.