01
Impression
Your brand, your ad account, Meta as primary channel. Six creative formats. Nothing runs without your written approval.
Stage map
Our operating model
The five systems
01 Sell
Branded ad creative plus a qualification funnel that only passes verified prospects through.
02 Onboard
One Offer and North Star call sets the investable-asset threshold, compliance ownership and campaign focus before anything goes live.
03 Deliver
Prospects book straight to your calendar. Our team re-confirms the investable-asset standard by phone before it shows as an appointment.
04 Prove
Every stage, prospect, booked, showed, closed, is tracked and mapped back to the specific ad that produced it.
05 Retain
One dashboard, one dedicated account advisor, weekly reporting.
The split
Two companies, two jobs
Pwrd Media does
Creative, media buying, the qualification flow, appointment setting, booking, confirmation and nurture, CRM setup, reporting.
Your firm does
Every conversation about a product. You are the licensed party. We do not advise, quote or represent a carrier.
Appointment setting
Who works the pipeline
A trained setting team is assigned to your business. They qualify, book, confirm, chase reschedules and recover no-shows, end to end.
They never take the appointment itself. That call is yours, on Zoom, Google Meet or Microsoft Teams, with the link set up and sent by us.
Setter workflow
Phone re-confirmation
Investable-asset standard confirmed by voice before it counts as an appointment.
Your platform
Zoom, Google Meet or Teams. We create and send the meeting link.
Nothing sold by us
No product conversation happens on our side of the line.
Stage by stage
The full journey
02
Click
Mobile-first page that continues the frame from the ad and says what happens after they book. We write the VSL script, you record the video.
- Headline repeats the promise from the ad, so nothing feels like a switch.
- Investable-asset threshold is stated before the video, not hidden at the end.
- One action on the page. No menu, no other exits.
- Your script, your spokesperson, your brand on the page.
03
Qualification
Designed to disqualify. Out-of-profile answers end with a resource instead of a calendar. Consent and timestamp captured.
- Eleven questions covering assets, age, timing and intent.
- Out-of-profile answers end the flow with a resource instead of a calendar.
- Consent language and a timestamp are captured on the record.
- Every answer travels with the appointment, so you read it before the call.
04
Booking
Real availability, buffers, producer routing by state licence and load. The qualification record is attached.
05
Confirmation
Where show rate is won. Instant SMS and email, day-before touch, morning-of reminder, reschedule path.
06
Pre-call education
Short videos and plain-English resources so the prospect arrives informed. Scripts from us, recordings from you.
- Who they are meeting, with a photo, before the call.
- Four short videos answering the common objections up front.
- We write the scripts, you or your spokesperson record them.
- Prospects arrive informed, which is most of the show rate.
07
The appointment
Yours entirely. You take the call on Zoom, Google Meet or Microsoft Teams. We build and send the link, and record that it happened and the outcome.
Your video platform of choice. Nothing about product recommendations is logged.
08
Long-cycle nurture
Not-yet prospects stay in an email and SMS sequence under your brand. Re-engagement runs at no extra ad cost.
09
Reporting
Live dashboard down to the individual ad, plus a recorded monthly review.
The reporting view, built below in this section.
Reporting
What you see every day
Sales metrics
Cost per result, ad by ad
Comparison
Bought records versus this system
| Bought records | This system | |
|---|---|---|
| Exclusivity | Sold to several firms | Yours only |
| First contact | You are the fourth caller | You are the only caller |
| Education | None | Ad, page, pre-call sequence |
| Asset screening | Rarely | Banded, then phone-confirmed |
| Data owner | The vendor | Your firm |
| Pricing | Per record | Flat monthly retainer |
| Show rate | Nobody owns it | Ours, 70% target |
| Pixel learning | Lost | Compounds in your account |
What we will not claim
We cannot guarantee production. We are accountable for cost per booked appointment, the quality of the screen, show rate, and telling you early when an account is not working.