We keep annuity calendars full. Verified leads, appointments the prospect books themselves, and tracking that proves what happened.
Vital Reach Automation runs the marketing, the qualification and the booking for independent advisors and the firms they work under. You take the calls.
What we run
The whole path, from the ad to the appointment.
Most lead vendors sell you a name and a phone number and leave the rest to you. We own every step between the ad and the calendar invite, which is the only way the numbers above can be measured rather than estimated.
The traffic
We buy and manage the media, and we own the pages it lands on. Nothing here is resold aggregator data or a shared directory listing.
The qualification
Ten survey answers and a verified phone number before a lead counts as delivered. There is a $100k asset floor, and what falls below it does not reach an advisor.
The booking and the proof
The prospect picks their own time on the advisor's own calendar. Every appointment, show and outcome is tracked, so the month ends with a measured number.
Who it is for
Two ways in, and they work differently.
The engine is the same either way. What changes is who picks up the phone once a lead lands, and that turns out to be the part that decides how the month goes.
You buy a block and work it yourself.
Leads arrive on your calendar with their survey answers attached. You take first contact, you run the appointment, you close. Most advisors on the system start here, and speed to that first call is what separates the ones who do well.
Your setters take first contact.
Same engine, pointed at a team instead of one person. Setters call the new lead, a closer takes the longer second meeting, and someone owns rebooking the no-shows. If a lead gets a call in the first five minutes, everything downstream moves faster.
See whether it fits your practice.
A short call, a straight answer on whether we have capacity in your area, and the numbers behind everything on this page.
Book a call