Professional CRM Setup and Onboarding | IUL.org
The same CRM we run our entire business on - including these pages.
Done-for-you CRM build

Our CRM just turned you from stranger to customer. Is your CRM doing that for you?

You just felt what it does from the buying side. Now picture it working that hard on every lead you get, following up, booking, and closing while you sleep. That is what we build with you, custom.

$1,582$297
One time · No monthly fees

We will spend 6, 1 hour sessions with you, 1:1 on Zoom, screensharing so you learn the system as we customize everything. Bank them and use them as needed

No surprise billsYour CRM stays locked at $100 a year for life, and your first year is already paid.

Already have a CRM? We can rebuild what works, add what is missing, move your contacts, and give you the same tools with better support for less.

Here is exactly what you get

In plain English: your CRM does everything the big platforms do, all in one place. This is the service that unlocks and builds all of it for you.

Your full CRM platformEvery tool below, built and ready to use.
$1,000/yrFree yr 1
6 private 1-on-1 build sessionsWe set the whole thing up with you on Zoom, one hour at a time.
$582Included
Your price today$1,582$297

A CRM with all these features runs $1,000 a year or more at HubSpot, Salesforce, or ClickFunnels. Your first year is free, then it stays locked at $100 a year for life. Sessions booked later are $97 each.

We build it with you, the right way, brick by brick

We customize and build out the ones you want, skip the ones you don't, and we are not done until you are happy. Six 1:1 sessions, one hour each.

Two-way texting
Built-in dialer
Email campaigns
Automated follow-up
Sales pipelines
Online booking
Missed-call text back
Your own website
Funnels & landing pages
Forms & surveys
Facebook & Instagram ads
Review requests
Birthday & anniversary texts
AI assistant
Reporting dashboards
Appointment reminders
Payments & invoices
Automations & workflows

And we build it by hand, with you watching every move, so you're fully aware of what's going on. Not in the shadows, and not a generic template that looks like every other agent.

How it works

1
Book your first call nowWe learn about your business.
2
We go feature by feature, togetherWe figure out what will make you money, and build it.
3
You finish with a brand new toolbox full of ready-to-use toolsA CRM that is fully built the way you want it, and that you know how to run.
NOTE: Agents love this offer because their whole business finally makes them money. We have a great team, but we only take a few builds a week, especially to keep the quality of the build and availability high so you get full value from your six sessions.

We'll turn strangers on your website into buyers, just as you went from stranger to buyer. How much is one customer worth?

If you make more than $297 on one sale, sign up now.

Your card on file is charged one time: $297. Not a subscription. No rebills.

6 Private Hours Of Setup & Unlock All CRM FeaturesSafe and Secure Order Form
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ItemQuantityPrice
Onboarding Call
1
$297.00
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Onboarding Call1$ 297.00
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Questions? Reach us at [email protected] or (332) 333-3IUL

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