Guides & Tools for Faster Implementation

These guides are built to help you handle leads, run better conversations, and turn action

into results - week after week. When you need a script, a checklst, or a clear next step, start here!

Campaign Playbooks

(Start Here)

What to do when a

Book is Requested

A simple playbook to confirm the request, send the book, and complete the next steps inside Advisor Nexus.

What to do when a

Call is Scheduled

Use this pre-call checklist to prep fast, run a clean first call, and lock in clear next steps.

What to do when a

Prospect Goes Cold

A follow-up sequence to re-engage leads and move them towards a booked call - without sounding pushy.

Tools & Apps COMING SOON

Onboarding Essentials

Frequently Asked Questions

1) What Do You Handle vs. What Do I Handle?

We handle the marketing execution (funnels, automation, messaging sequences, monitoring, and optimization). You handle the advisor side: taking booked calls, following up with warm prospects, and keeping us in the loop with feedback so we can improve performance.

2) Do I Have to Personally Send LinkedIn Messages?

No. Outreach is automated. You only step in when a prospect becomes “warm” (for example, after they request the book or take a clear action that signals interest).

3) Who Follows Up with LinkedIn Prospects?

We do the initial follow-up and nurturing on LinkedIn (sending the link, reminders, and the standard follow-up flow) until the prospect requests a book/lead magnet. That keeps you out of the weeds so you can focus on high-quality conversations and calls.

4) What should I do when a prospect Responds or Requests the Book?

In most cases, no action is needed inside LinkedIn. You’ll step in when you receive the notification that a prospect has submitted the request form or books a time - then you handle the advisor conversation and appointment.

5) How Do Prospects Schedule Calls (and where does Zoom come from)?

Your scheduling link is built into the campaign. When a prospect books, the system automatically creates the calendar invite and includes the Zoom meeting link (once your calendar + Zoom are connected in settings).

6) How Long Does it Take to See Activity/Results?

You’ll typically see activity begin within the first couple of days once outreach is live, but real momentum can take a few weeks depending on targeting and market response. If things feel unusually quiet, submit a support ticket so we can review targeting, deliverability, and campaign health.

7) How Many Leads/Appointments Should I Expect Per Month?

A common target is 8–12 book-request leads per month, with variation by niche, geography, and responsiveness. We track results and make ongoing adjustments to improve volume and quality.

8) Do I Need LinkedIn Sales Navigator?

Yes - Sales Navigator is required to target the right prospects at scale. Without it, we can’t filter and reach your ideal audience effectively.

9) Can I Pause Outreach or Change Targeting/Niche?

Yes. If you’re traveling or need a break, tell us and we’ll pause outreach. If you want to adjust targeting (niche, location, roles), submit a ticket with what you want changed and we’ll update the filters. Please note we cannot pause billing.

10) Billing, Cancellations, and Refunds — How Does That Work?

We bill according to your agreement and it’s month-to-month (you can cancel anytime). Because a lot of work happens upfront to build and launch your campaign, refunds aren’t typically offered, but if you’re unhappy, open a ticket so we can review what’s happening and fix the root issue.