Meta ads to booked discovery calls, built for life insurance operators.
For insurance businesses that ultimately serve individual policyholders. A native Meta lead form routes straight to your calendar - branding done by day 10, funnel live by day 22, ads on by day 30.
Referral-only growth doesn't scale, and compliance makes shortcuts expensive.
Lead flow depends on referrals
Growth is capped by whoever you already know. Without a paid acquisition channel, pipeline is unpredictable month to month.
Compliance-heavy sales cycle
Every touchpoint from ad copy to close script has to hold up under scrutiny - generic marketing playbooks don't translate to insurance.
Agents doing manual prospecting
Time that should go to policyholders goes to cold outreach, calendar chasing, and re-explaining the same qualification questions.
Five systematic stages to a live Facebook funnel for your agency.
ICP + Compliance Lock
Kickoff, account access, niche locked in. Compliance-safe ad angles, positioning, and offer finalised against life insurance advertising standards - ready to build against.
Facebook Funnel Build
Native Facebook lead form built and tested. Calendar booking flow wired end-to-end. Ad creative produced - hooks, angles, and compliant variants. Tracking, pixels, and CRM connections live.
Reactivation Campaign Setup
Your existing dead and dormant lead list gets a structured reactivation sequence before new ads go live - so day-one bookings can come from leads you already own, not just new spend.
Ad Account Warm-up & QA
Discovery and closing scripts finalised. Phone-out SOP staged for unbooked leads. Internal QA, dry-run discovery calls, and Facebook ad account warm-up completed.
Ads Live · Full Handover
Facebook ads switched on against your target niche. Lead form → calendar → discovery call running end-to-end. We run it alongside you for months 1–4, then hand over full ownership.
Complete strategic setup in 30 days.
From first touchpoint to finalizing the infrastructure in the first 30 days - the onboarding and setup window, not a promise of results or leads.