THE AUTOMATION SYSTEM THAT MAKES YOUR LIFE EASIER!
Scale Your Financial Advisory or Life Insurance Business Faster Than Ever Before.
Use GuidedGrowth AI to replace yourself in your business where you’re not needed: scheduling.
appointments, answering common questions and responding to social media messages.
Giving you with all the tools you need to grow your business through personalized marketing touches, ultimately driving more sales and increasing your revenue.
Set you up with cross-sells, upsells and referral systems that are used by some of the most successful agents in the country - available instantly in your account!
Attract
Educate
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Attract
Educate
Qualify
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Revolutionize Your Sales with Guided Growth AI + CRM: Elevate Your Marketing for Living Benefits, Annuities, and IUL Programs with Our A-Rated Carriers
Empower Your Business with Cutting-Edge AI Solutions to Boost Client Engagement and Drive Sales Success in the Financial Services Industry.
WHY CHOOSE THE GUIDED GROWTH PLATFORM?
All-In-One Sales and Marketing Platform
All of these tools are included with your account!
Guided Growth AI
Train your own AI-powered assistant that automates lead follow-up and customer communication for you.
Prospect ID
We ID up to 50% of your anonymous visitors to your website, generating fresh lead lists that feed into your CRM-even without a form fill or call.
Pre-Built Automations
Leverage our advanced AI solutions, agents can focus on what they do best—building trust and delivering exceptional service.
Integrates with Everyone
We play nicely with other CRMs, lead vendors, marketing platforms and social media websites. Our Zapier app gives you even more possibilities!
Hyper Speed-to-Lead
Receive instant phone calls from GuidedGrowth CRM when new leads are identified, allowing for immediate response. Our automations will text, email and even DM your new leads.
Complete Phone System
Boost outbound calling productivity with a power dialer that enables quick and efficient communication. Get A2P verified with our help, then text and call your customers from one platform.
Data Organization Tools
Efficiently organize your contacts with customizable smart lists, using precise segmentation and filtering based on specific criteria.
Email Marketing Tools
Launch email campaigns with tracking and analytics to measure success. Our templates are shortcuts to “Wow” emails that get opened
Reputation Management
Monitor and manage your business's online reputation with tools for collecting reviews and addressing feedback.
Social Media Marketing
Use our highly-trained AI content generator to write GREAT social media posts for you, and generate the graphics to go with it! Schedule posts on all social media platforms from our tool, even you reels!
24/7 Support
We support you with 24/7 live chat, email assistance, and even the chance to talk to us directly by phone—plus, join our vibrant Facebook group and hop on daily live Zoom calls for expert advice and real-time answers!
Funnel Library + Builder
You have NO LIMITS to the number of funnels you can build - and we’ve made it easy to get started with a library of 100s of funnels ready to use!
We'll Build it For You
Unlock the full potential of GuidedGrowth AI + CRM with our expert team, ready to build custom automations and funnels tailored to your business needs—
an add-on service that takes care of the heavy lifting for you.
Attract
Educate
Qualify
Close
Attract
Educate
Qualify
Close
Calling Features
COMPLETE PHONE SYSTEM: Includes comprehensive tools like SMS marketing, power dialer, automated voicemail, hot transfer, and 3-way calling to enhance communication efficiency.
EASY A2P VERIFICATION: We have simplified A2P verification and compliance, ensuring smooth and secure text message delivery. We set this up with you, if you need help, at no cost.
COMPLETE CONTACT VISIBILITY: Our Contact Detail screen provides full transparency and access to all contact interactions and data, setting you up for better conversions and relationship management.
GuidedGrowth AI Agents
WHAT IS GuidedGrowth AI? The highly anticipated AI-powered "run your business" tool to help you fill your calendar and maximize your productivity - using your own "GPT" engine!
CALENDLY 2.0: GuidedGrowth AI uses natural human language to communicate, and reads your calendar in real-time to propose appointment times to your prospect. Once confirmed, the appointment is saved. No need for double-entry and we avoid human error!
NOT TECH SAVVY? That's ok we've trained an AI engine for you, you just need to turn it on! Connect your calendar, point your AgentAI bot to a website so it learns automatically, and then it’s ready to work for you!
ReadyProspect ID
MAXIMIZE NEW BUSINESS FROM OPPORTUNITIES YOU ALREADY HAVE: Our automated program generates up to 10X more leads and sales from your existing inbound website visitors, phone calls and social connections…without the need for you to increase your marketing budget, or how you handle new business leads. Fresh, exclusive leads are provided to your sales team daily while our automated customer management program nurtures your leads in sync with sales, until they are ready to buy.
INCREASE PROSPECT LEAD FLOW: Our program also analyzes the source of your leads and the demographics of the customers attracted by your ads. Armed with this data, and a process for maximizing existing inbound leads in place, we are ready to turn up the heat! We’ll opimize your local online presence and marketing budget to drive even more inbound prospects to your business. In some cases, this can mean actually adjusting your budget downward as we eliminate under-performing channels.
ACTIVATING COLD LEADS: ou likely paid good money for those leads originally via your marketing efforts…but now they have grown unresponsive and sales is no longer following up. Using our AI Agents and Marketing Automation systems, we’ll reach out in mass to see if the prospect is still in the market, and if so book new appointments for your team. It’s a great way to finally get an ROI an asset you already own!
Email Features
BULK EMAIL CAMPAIGNS: Our robust mass email campaign tool allows you to reach thousands of potential clients in minutes, saving you valuable time and maximizing your earning potential. Newsletters, holiday campaigns, and invitations to webinars… all handled by Agent CRM.
ACTION-BASED EMAILS: Automate your follow-ups and nurture leads with precision through action-based emails, ensuring no opportunity slips through the cracks and converting more prospects into appointments, all while freeing up your schedule for high-value tasks.
DELIVERABILITY: Make sure your emails get to your prospects' inboxes with our deliverability enhancements, helping more people see your messages. Your email marketing is only as effective as your deliverability.
Automation
REVIVE DEAD LEADS: Our famous “Lead Warmer” campaign is a complete marketing campaign to re-engage your old leads. Copied often, but our copy-and-paste strategy is ready for you to use as soon you start your free trial!
DRAG, DROP, DONE! We built Guided Growth CRM to be easy to use, and one of the ways you’ll experience that is our drag-and-drop functionality. Drag a lead to a new stage in the sales cycle, and a set of automations goes to work to help you close the deal!
I’M NOT TECH SAVVY: Bill Lewis reported, “I’m so excited about GuidedGrowth AI + CRM! Where have you been all my life? 🤣 I am pretty low tech. I can’t believe how much we were missing out on!” We helped Bill get setup on 1-to-1 expert help calls.
Sales Features
FORTUNE IN THE FOLLOW UP: The more you stay in front of your prospects, the better chances you have of earning their business. Our pre-built marketing campaigns will help you stay in front of your prospects using email, text messages, and more.
WORKFLOWS THAT CASH FLOW: Wouldn’t it be nice if you had a sales and marketing platform that didn’t just focus on the ‘marketing’ side, but also helped set you up with more SALES? Our cross-sell and upsell automations help you increase your sales-per-client!
SALES PIPELINES: At a glance, you can see what leads you have in your pipeline and where they are in the process. At the end of the month, you can get laser focused on the prospects teetering on the edge instead of randomly calling prospects hoping to close deals.
Mobile App
WORK FROM ANYWHERE: The GuidedGrowth AI + CRM mobile app empowers you to work from anywhere in the world, on any device, and have access to the entire Agent CRM infrastructure. Download from the iTunes App Store or the Google Play store.
CALL, TEXT, EMAIL, AND MORE: You can call out, receive calls, send text messages, respond to emails, and manage your sales pipelines from your mobile app. Our app continues to get better and better, putting the power of our system in your hand.
INSTANT NOTIFICATIONS: Experience the power of instant notifications on our mobile app, keeping you informed about new leads, incoming text messages, and team alerts in real-time, empowering you to respond promptly and capture every opportunity.
Integrations
WE PLAY NICE WITH OTHERS: GuidedGrowth AI + CRM can send and receive data with any CRM or marketing platform you’re using now. Our team can help you set up data sync to make sure your entire tech stack is working off the same data.
ZAPIER APP READY TO GO: The GuidedGrowth AI + CRM Zapier App helps you connect to thousands of other applications and tools.
SPEED-TO-LEAD (VENDORS): We have cultivated a great relationship with many lead vendors, from EverQuote to CABoom and more. Our goal is to get you in touch with the leads you’ve purchased FAST, and we can work with your vendor to do that.
Privacy and Security
WE ARE HIPPA COMPLIANT: HIPAA compliant software is crucial for insurance agents because it ensures the protection of sensitive client information, maintaining trust and compliance with legal standards.
24/7 SUPPORT TEAM: Get expert help with your privacy and security whenever you need it for no additional cost.
CALLS RECORDED, DATA SAVED: Having all calls recorded and client communications saved on one platform ensures comprehensive documentation, improves customer service, and provides a clear record for compliance and training purposes.
Do You Have The Tools To Succeed In The New Economy?
The World of Growing a financial services and insurance business has changed dramatically. People are being left behind using outdated methods, tools and systems to generate and manage clients.
Guided Growth CRM gives you the Tools, Strategies, Systems, Partners and Support to build a business that can withstand and thrive in the new economy.
Learn The 'New Economy' Fundamentals
Build Authority & Credibility
Attract Ideal Clients
Convert Prospects to Paying Clients with Ease
Automate Your Marketing
Systematize your Entire Operation
WE HELP YOU SCALE
GuidedGrowth CRM Is The Best Sales and Marketing Platform for Agents and Their Teams
We're more than just a simple CRM software. We help you scale and grow your business with cutting-edge marketing and sales strategies tailored specifically for agents and their teams.
We have the systems to distribute leads to agents on your downline (“round robin”).
GuidedGrowth AI can be trained to instantly answer incoming customer questions received via email, text or social profiles.
ReadyProspect ID will capture up to 50% of the anonymous visitors coming to your site increasing leads by 300%.
Three-line power dialer available for call centers who need more.
Add your assistants without paying extra for them.
Duplicate what’s working for you to all of the agents in your downline so they can focus on selling (and not building out the system).
Our recruitment automations help grow your team and keep your onboarding process moving.
PRE-BUILT MARKETING AND AUTOMATION SETUP
We Live, Breathe, and Build Insurance Marketing Software. We’ve Included Everything You Need to See Quick Wins
We provide complete marketing snapshots to import instantly
into your new Agent CRM Account! These marketing snapshots contain: professionally designed funnels, pre-written emails, scheduled text messages, sales pipelines, and more!
Life Insurance
IUL
Mortgage Protection
Annuities
Medicare
Final Expense
Agent Recruitment
GET STARTED FOR FREE!
Get a 14-Day Free Trial of Guided Growth CRM
Everything we have for you inside of your new GuidedGrowth CRM account is working RIGHT NOW. When you sign up, you get your account setup, all features unlocked, and you’re invited to schedule an onboarding call with our team. On that onboarding call we will help you get your account setup to your needs, so that you can grow your business FAST.
If you decide to keep your account after your 14-day free trial, you’ll be put on the subscription plan of your choice starting at $97.00 per month.
24/7 Live Chat Support
Email Support
Call Us! Phone Support
Facebook User Group
Weekly Zoom Calls
PREMIUM MARKETING RESOURCES
Simple, Powerful Resources to Amplify Your Reach and Elevate Your Brand.
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