HeadStart Strategy
Results

$425,000 in estimated broker revenue. One quarter. One system.

Across mortgage, insurance, wealth and financial planning, and real estate, the goal is the same: more real conversations, and more of them turning into closed files.

45–70%Prospect-to-conversation rates
4Verticals, four provinces
15 daysFollow-up on every prospect
Our clients also operate within networks including

Mortgage Alliance Dominion Lending Centres The Mortgage Centre NorthWood Mortgages GTA Mortgage Solutions Akal Mortgages RE/MAX HomeLife Silvercity Livio WFG Primerica iA Financial Group Experior

Network names are shown for context only. HeadStart Strategy is not affiliated with or endorsed by these organizations.

Mortgage

Mortgage Brokerage Team

Greater Toronto Area · 3 advisors

Conversations · Automation

60%prospect-to-conversation rate
Mortgage

Private Mortgage Broker

Toronto · Independent broker

Conversations

~$80Kestimated broker revenue
Mortgage

Private & Renewal Mortgage Broker

Vancouver · Independent broker

Conversations

60%conversation rate in two months
Insurance

Independent Insurance Broker

Vancouver · Solo broker with admin support

Conversations · Automation

70%prospect-to-conversation rate
Wealth & Financial Planning

Wealth Advisory Practice

[Winnipeg — confirm] · [Team size — confirm]

Conversations

~$115Kestimated advisor revenue
Commercial Real Estate

Commercial Real Estate Agent

Calgary · [Team size — confirm]

Conversations

35+qualified buyer inquiries a month

Results vary by market, offer and team. These are not guarantees.

Client voices

In their words.

A mortgage team
IMAGE/assets/images/testimonials/testimonial-1-thumb.jpg1280×720 · Video thumbnail — A mortgage team
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An insurance broker
IMAGE/assets/images/testimonials/testimonial-2-thumb.jpg1280×720 · Video thumbnail — An insurance broker
config: testimonial_2An insurance broker45 sec
A wealth advisor
IMAGE/assets/images/testimonials/testimonial-3-thumb.jpg1280×720 · Video thumbnail — A wealth advisor
config: testimonial_3A wealth advisor45 sec
“Qualification and follow-up discipline were our biggest issues. Once the system was installed, the conversations improved almost immediately.”
Mortgage Broker · 3-advisor team, GTA
“The automated follow-up removed a lot of manual work and improved appointment attendance.”
Insurance Broker · British Columbia
“Filtering before booking changed the type of conversations we were having.”
Wealth Advisor · Independent Practice
Client quote for Reactivation, once approved.
Name or role · City
Client quote for AI Agents, once approved.
Name or role · City
Client quote for Automation, once approved.
Name or role · City
Revenue Audit

See what your next quarter could look like.

One focused session with GP. If HeadStart isn't the right fit, we'll tell you.

  • Where your prospects go after they come in
  • Your conversation rate today
  • What the gap is worth closed
Book your Revenue AuditCalculate your revenue gap

Limited intake each quarter.

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