Agency Funnel Infrastructure

Qualified Leads, Every Month.

We run proven ad funnels that bring in people who are actively asking for help, qualify them with the questions that matter, and send them to your portal. One monthly plan, no per-lead fees. Add appointment booking and we contact every lead within 60 seconds and book them on your calendar.Shown here: our retirement planning funnels. Insurance, roofing, business loans and other industries: ask us.

Lead Qualification:
Plan 01 • LeadsYou call the leads

Lead Funnel

For advisors with their own team to call leads. We run the funnel; every qualified lead lands in your portal the moment it comes in.

Monthly plan· pricing on your strategy call
Proven Meta Funnel: Facebook & Instagram ads that bring in people near retirement who ask to speak with a specialist.
Your Lead Criteria: Matched to the states you serve and your savings level ($55k+), set on your onboarding call.
Qualifying Questions: Retirement timeline, savings, age, prior advisor and their reason for reaching out, on every lead.
Client Portal: Every lead with contact details and answers, your campaign status and days left, and support tickets.
Ongoing Optimization: Our media team keeps refining audiences and creative all month.
Start a Lead Funnel

Live about a week after your onboarding call

Most Popular
Plan 02 • Leads + Booked Appointments

Funnel + Appointment Booking

Hands-off: we run the funnel, and B.I.R.D. contacts every new lead within 60 seconds and books the appointment on your calendar.

Monthly plan· funnel + booking add-on, priced on your call
Everything in Lead Funnel: The Meta funnel, your lead criteria, qualifying questions and your client portal.
Sub-60-Second Outreach: B.I.R.D. contacts each new lead within a minute of their form, while they are still interested.
Live Qualification: B.I.R.D. checks savings ($55k+) and fit before anything is booked.
Calendar Booking: Appointments go straight onto your calendar and into your portal.
No-Show Follow-Up: If someone misses their appointment, we reach out to find them a new time.
Live Handoff: Hot prospects are transferred straight to your phone when they ask.
Get Leads + Appointments

Most popular with busy, high-volume advisors

Autonomous Conversion Engine

The Sub-60-Second Speed-To-Lead Advantage

The first minutes after a form decide most appointments. Here is how B.I.R.D. takes a lead from form to booked appointment:

Targeted Meta Ads

Ad, Video & Form

A person near retirement sees our Meta ad (Facebook & Instagram), watches a short video and fills out the form: when they plan to retire, their savings, their age and why they want to talk to a specialist.

Step 1 of 4
The Industry Shift

Why We Don't Sell Commodity Lead Packages

Legacy lead generation is broken. Here is how the Big Ad Bird agency model compares to traditional appointment-setting vendors:

✕ The Legacy Commodity Vendor
  • •Recycled Lists: Old contacts sold again and again to advisors in the same market.
  • •Artificial Quotas: Vendors force unqualified, confused people onto your calendar just to satisfy a rigid contract.
  • •No Brand Equity: Ads run under generic third-party bait-and-switch pages that damage your reputation.
  • •Slow Follow-Up: Leads wait hours or days for a call and go cold.
✓ The Big Ad Bird Agency Model
  • Matched to You: Leads are routed by the states you serve and your savings level, straight to your portal.
  • Real Interest: Every lead filled out the form themselves and answered the questions that matter.
  • Full Transparency: Your portal shows your campaign, the days left, every lead and every booked appointment.
  • Speed to Lead: With booking, every lead hears from us within 60 seconds.

Need Multi-Territory or Custom Expansion?

Managing multiple advisors across several states? Or in another industry, like insurance, roofing or business loans? We build funnels for those too.

Schedule Strategy Call
Got Questions?

Frequently Asked Questions