Question 1 of 4

What's your #1 worry about retirement money?

This routes the visitor to the right conversation. Pick any answer.

Question 2 of 4

Where are you on the road to retirement?

Age and status decide which products even apply.

Question 3 of 4

The qualification gate. Under-qualified traffic is filtered out here, before it costs an agent a single dial.

Question 4 of 4

Sample data is pre-filled. Change nothing; just continue.

First name Last name Cell phone

Demo mode: no text message is sent, no data leaves this page. In the live funnel, this is where a real verification code goes out.

Phone verification

Every lead proves it owns a real cell number before it counts. Landlines, VOIP lines, and bots never make it through. (Demo code pre-entered.)

This one step is why the show rate holds up: an unreachable lead never becomes an appointment.

You're verified, Sam

The calendar leans on today and tomorrow on purpose: near bookings show up at much higher rates, so far-out slots are simply not offered.

DM

Doug Mitchell, CLU Independent advisor · 30 years · compares 50+ A-rated carriers

Booked

Today at 10:30a with Doug Mitchell 15-minute phone call · confirmation text on its way

What happens between now and the call (this is the machine working, not hope):

Right now: confirmation text + the video

SMS · just now

Sam, you're confirmed for today at 10:30a with Doug Mitchell. Before your call, watch this 3-minute video on the ladder strategy: ogletree.demo/watch

Leads who arrive warm have already met the idea. The video does the pre-selling.
1 hour before: reminder text

SMS · one hour before

Doug is looking forward to your 10:30a call, Sam. He'll call you at (555) 555-0123. Need to move it? Tap here.

Reschedule beats no-show. The link keeps them in the system either way.
10:30a: the advisor dials, on time
The dashboard has already told the advisor Sam's worry, savings range, and timeline. No cold open, no "so tell me about yourself."
If Sam doesn't answer: the rescue protocol
Same-day redial (rescues about 1 in 3 misses), a human text, and the slot is credited, never billed. The evidence ledger records all of it.