Professional CRM Setup and Onboarding | IUL.org
Prepay your next 10 years of CRM. Your expert build is included.
10 years of CRM + done-for-you 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. Prepay the next 10 years of your CRM today and we build it with you at no extra cost.

Prepay 10 years of CRMUnder $30 a year. Expert build included.
$10,582$297
One time · No monthly or yearly fees for 10 years

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 is paid in full for the next 10 years. No $100 yearly renewal. Nothing to remember, nothing to cancel.

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. Then prepay 10 years and drop your monthly CRM bill.

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, prepaid for the next 10 years.

Your full CRM platform, 10 yearsEvery tool below, built and ready to use. Paid through 2036.
$10,000Prepaid
6 private 1-on-1 build sessionsWe set the whole thing up with you on Zoom, one hour at a time.
$582FREE
Your price today$10,582$297

A CRM with all these features runs $1,000 a year or more at HubSpot, Salesforce, or ClickFunnels. That is $10,000 over 10 years. Yours is prepaid for all 10 for $297, less than $30 a year. 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 run it for 10 years, already paidA CRM that is fully built the way you want it, that you know how to run, with no CRM bill until 2036.
NOTE: Agents love this offer because their whole business finally makes them money, and their CRM is already paid for the next decade. 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. That covers your setup and 10 years of CRM. Not a subscription. No rebills.

Pre-Pay For 10 Years & 6 Private Hours Of Setup & Unlock All CRM FeaturesSafe and Secure Order Form
Payment
ItemQuantityPrice
Onboarding Call
1
$297.00
Order summary
ItemQuantityAmount
Onboarding Call1$ 297.00
Order Total
$0.00
Secure Checkout
One-Time Payment
Live Zoom Sessions

Questions? Reach us at [email protected] or (332) 333-3IUL

Site Managed by: Media Holding Group, LLC