CASPro is a complete done-for-you system that fills your pipeline with qualified prospects, nurtures them automatically, and books them on your calendar — so you spend your time closing, not chasing.
You're great at what you do. The problem isn't your skill — it's your system.
Referrals come and go. Cold calling is exhausting. Without a consistent inbound system, your income is feast-or-famine every single month.
Promising leads go cold because manual follow-up doesn't scale. You spend hours texting and calling prospects who stop responding — and the good ones slip away.
A professional-looking site that generates zero appointments. Visitors arrive, see nothing compelling, and leave without booking — and you never know they were there.
Everything runs through you personally. There's no documented system — so you can't hire, delegate, or scale without revenue falling off.
A financial professional with a broken pipeline is like an insurance policy with a gap in coverage. The product is excellent. The protection fails at the moment it's needed most.
CASPro is not built by an agency that has never sold a financial product. It was built by someone who is in the field — speaking with real prospects, handling real objections, seeing real no-shows — and engineering a system around how financial clients actually think and decide.
The difference is not the tools. Every agency uses the same tools. The difference is understanding what happens inside a prospect's mind between the opt-in and the close — and building the system around that gap.
Financial decisions involve trust, spousal approval, timing objections, and confusion. The system is structured to reduce every one of these — before the prospect ever speaks to you.
Real objections — "I need to talk to my spouse," "Now isn't the right time" — are addressed inside the automation sequences, not left for you to handle alone on the call.
The goal is never to build a beautiful system. The goal is booked consultations with qualified prospects who show up, have done their research, and are ready to move forward.
Every agency will build you a funnel and set up automation. Very few will engineer the system around the specific psychology of financial services buyers.
Qualified prospects are reached through paid social ads (Facebook/Instagram), organic content, and community presence — not just one channel.
Prospects land on pages built specifically for financial services — your story, your credentials, your community. A clean opt-in captures name, email, phone, and their primary concern.
A multi-step SMS + email nurture sequence activates within seconds of opt-in. Lead magnets — guides, checklists, educational resources — capture additional interest and position you as a trusted educator, not just an agent. Every touchpoint warms the lead before they ever speak to you.
A short pre-qualification form ensures only serious, relevant prospects reach your calendar. Stop wasting time on unqualified calls and start spending it with people ready to move forward.
By the time a prospect sits with you, they've consumed your content, trust your expertise, and understand your value. Your consultation becomes confirmation — not a cold pitch from scratch.
A live dashboard tracks every key metric: cost per lead, booking rate, show rate, and conversion rate. Weekly reports delivered to you. Regular strategy calls to adjust campaigns, refresh sequences, and scale what's working.
Core deliverables across all tiers. Fully done-for-you. No tools to learn, no setup required on your end.
CASPro fee (Growth): $1,497/mo · Average IUL commission: $2,500–$6,000 · Break-even: less than 1 closing
What your pipeline could look like as the system matures
| Timeline | Appts/mo (from system) | Est. Closings (50%) | Commission Earned | CASPro Fee | You Keep |
|---|---|---|---|---|---|
| Month 3 (just launched) | 4–6 appts | 2–3 closings | $6,000–$9,000 | $1,497 | $4,503–$7,503 |
| Month 6 (system warming) | 8–10 appts | 4–5 closings | $12,000–$15,000 | $1,497 | $10,503–$13,503 |
| Month 12 (fully optimized) | 12–15 appts | 6–8 closings | $18,000–$24,000 | $1,497 | $16,503–$22,503 |
* Estimates based on 50% close rate and $3,000 avg. IUL commission. Individual results vary based on niche, ad spend, market, and effort.
The system works when you work it. Here's what the numbers look like before and after CASPro.
* All results shown are illustrative examples representing typical outcomes for clients in the CASPro program. Individual results vary based on niche, market, ad spend, close rate, and effort. These are not guarantees of income.
The most powerful marketing strategy for a financial professional is not the best funnel — it's the most trusted voice in a specific community. You already have that. The system just amplifies it.
Every tier includes the core CAS infrastructure. Choose the level of depth, ad management, and support that fits where you are today.
Ad spend (Growth + Authority): Facebook/Instagram ad spend is paid directly by you to Meta. Minimum $300/month. CASPro builds, launches, and manages the campaigns — you control the budget.
GoHighLevel platform — two options:
Option A (recommended): You create your own GHL
account at gohighlevel.com (~$97/mo direct to GHL). You own it
permanently. CASPro is added as admin to build and manage your
system.
Option B: CASPro provides a managed sub-account
under our agency plan. No separate GHL account needed. Add +$50/mo
to your tier retainer.
SMS + email usage: A usage credit is included in your monthly retainer to cover standard messaging volume. Overage is billed directly by the provider (Twilio for SMS, Mailgun for email) at their standard rates — fractions of a cent per message. CASPro will always flag it before any campaign that may push past your credit.
WhatsApp API + AI voice (Authority only): Covered under CASPro's agency plan via 360dialog and Bland.ai. No separate subscription required on your end.
If you start on Growth and later decide to upgrade to Authority, a one-time upgrade fee covers the additional build work (AI suite, WhatsApp API, voice AI, routing, multi-funnel).
Monthly retainer adjusts to $2,497/mo from the next billing cycle. Downgrading from Authority to Growth is free — features revert at the next billing cycle.
CASPro is a done-for-you service — we build everything. But a few things need to be in place before we can start. Here's the complete list so there are no surprises.
Required to activate SMS marketing via A2P 10DLC carrier registration. Without a registered business entity, your text messages are silently blocked by AT&T, Verizon, and T-Mobile. LLC formation: $50–$500 by state. EIN: free at IRS.gov, takes 10 minutes.
CASPro runs inside GoHighLevel — your CRM, automations, booking system, and communications all live here. You create the account, we get added as admin and build everything inside it. You own the account permanently.
Growth and Authority tiers run Facebook and Instagram ad campaigns. You need a verified Meta Business Suite account connected to your Facebook page. We handle the campaign build — you need the account and the budget.
We need clarity on exactly who you serve, what product or service you're selling, and what makes you the right choice for that specific community. The more specific you are, the better your results. We'll work through this together on your strategy call.
A professional photo makes a significant difference in conversion rates — especially for financial services where trust is everything. A smartphone photo in good lighting works fine to start. We'll use it during the build and you can update it anytime.
Your personal story is your strongest marketing asset — especially if you serve immigrant communities. If you have a written bio, bring it. If not, we write one for you based on your strategy call. Your lived experience is part of what makes this system work.
Since 2023, US carriers (AT&T, Verizon, T-Mobile) require all businesses sending bulk SMS to register via A2P 10DLC — Application-to-Person 10-Digit Long Code. Without registration, your texts are silently blocked. They don't bounce. You just never know they weren't delivered.
This is why the LLC + EIN is required. Once you have your business registration, we submit the A2P application on your behalf during onboarding. Carrier approval typically takes 1–5 business days. SMS campaigns only go live after approval is confirmed.
From strategy call to live system — here's the exact sequence:
We handle every step of the build. You approve. We launch.
Book a free 30-minute Strategy Call. We'll audit your current setup, confirm whether CASPro is the right fit, and show you exactly what the system would look like for your practice.