Leiomano Intelligence Group • Post-Discovery Navigation

Lisa Tilton — FIA Agent Growth

Evidence → Intelligence → Navigation Blueprint → Software Demonstration
What Lisa told us

Growth is personal, responsive, and mostly manual today.

Prospects come from organic social and referrals. Lisa personally responds, typically immediately to within 2–4 hours, and scheduling happens mainly by call, text or DM.

Evidence also shows: no existing prospect database; no paid ads; no current SMS/email marketing; Calendly exists but is not the primary scheduling path; target success = 1–2 annuities/month.

Focused intervention

Prospect Conversion & Follow-Up Operating System

Make the path from interest → qualified conversation → statement → application → funded case visible and repeatable without replacing Lisa’s judgment.

Decision state
DEMONSTRATION MODEL
Current state → future state

See the operating change before we talk about software

Today — from Lisa’s evidence

Lisa carries the journey

TikTok / IG / FBReferralDM / Call / TextLisa respondsCalendly / manual booking45-min meetingStatementCarrier portal

Fast personal service is a strength. The constraint is that capture, follow-up and visibility depend on Lisa personally carrying the prospect from one step to the next.

→
Proposed operating state

Lisa keeps the judgment; the system carries the path

Interest capturedConsent + sourceQualified intakeAppointmentReminder / recoveryStatement taskOpportunityFunded outcome

The software does not recommend an annuity. It makes the operating journey visible, consistent and measurable so Lisa can focus on the financial conversation and recommendation.

Leiomano Intelligence

The finding that connects the evidence to the demonstration

The immediate opportunity is not “more software.” It is a repeatable conversion path that preserves Lisa’s personal selling process while reducing the manual dependency around it.

Why this matters: Lisa’s stated success target is 1–2 annuities per month. The demonstration therefore focuses on moving real interest into attended conversations, statement collection, applications and funded outcomes—not on showing every GHL feature.

Navigation Blueprint

The customer journey we would make visible

01
Interest
Social or referral prospect raises a hand.
02
Capture
Name, age, state, goal and approximate account value.
03
Book
45-minute Zoom or in-person consultation.
04
Advance
Financial analysis, statement request and opportunity tracking.
05
Verify
Application → carrier review → issued → funded.
Software demonstration — GHL representation

This is what Lisa would actually see

Opportunity Pipeline
New Interest
Source captured
Consultation Booked
Reminders active
Analysis / Statement
Follow-up task
Application Submitted
Carrier status
Issued / Funded
Outcome recorded
Lisa's dashboard
Applied
Total applied premium
Funded
Total funded premium
1–2/mo
Stated success target
Experience the proposed solution

One prospect, end to end

1. Interest: A prospect responds to Lisa’s social content or referral outreach.
2. Capture: The prospect provides name, age, state, goal/concern and approximate account value with appropriate consent.
3. Book: The prospect chooses a 45-minute Zoom or in-person conversation from Lisa’s allowed availability.
4. Protect the appointment: The system handles approved reminders and, when appropriate, Lisa’s requested two-attempt no-show recovery.
5. Advance: Lisa conducts the analysis; statement collection becomes a visible milestone and the opportunity advances through her existing sales process.
6. Verify: Application, issue and funding outcomes are recorded while carrier systems remain authoritative.
Client recognition checkpoint

Before implementation, does this reflect how your business should operate?

✓ This reflects my business and the operating change makes sense.
△ The direction is right, but something in the journey needs to change.
? I need to see or validate something else before deciding.

A selection here is recognition evidence. It does not authorize production changes. Material feedback returns to Leiomano reasoning before the technology-fit state changes.

Authorization & compliance gates

What the demo will not pretend is already authorized

Production SMS requires consent language and A2P readiness. Marketing email requires appropriate consent. Annuity messaging/disclosures must follow applicable carrier/IMO requirements. Carrier portals remain authoritative for issue/funding status unless an approved integration is established.

Evidence trace

Why this solution is being shown

Evidence: organic social/referrals + personal response + call/text/DM scheduling + no database/marketing automation.
Constraint: prospect conversion and follow-up depend heavily on Lisa personally carrying the process.
Intervention: create one visible prospect-to-funded-case operating path.
Software: demonstrate the path in GHL so Lisa can experience the proposed operating change before authorizing implementation.
Verification: appointments, progression, applied premium, funded premium, and movement toward 1–2 funded annuities/month.