HeadStart Strategy
Real-Time Conversations

Conversations, not leads.


Agencies stop at the lead. HeadStart stops when the prospect is speaking with you.

Real-Time Conversations, explained
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What it does

Every prospect, handled the right way.

Qualified

Only prospects who are ready reach your calendar.

Answered at the right moment

Instant when it counts, timed to the deal when it matters.

Followed up for 15 days

Persistent, multi-channel, written for your vertical, until they're speaking with you.

Speed-to-response

Fast is easy. Right is rare.

Any tool can reply in 60 seconds. HeadStart Intelligence™ decides when, how and through which channel each prospect hears from you, based on your vertical, the size of the file, and how that prospect behaves.

Instant when it counts

Hot prospects get a response the moment they raise their hand. 78% of buyers go with whoever responds first. That's never going to be your competitor.

Timed to the deal

A $2M wealth prospect shouldn't get the same reply as a rate shopper. High-value prospects get a cadence that matches the weight of the decision, not a bot that cheapens it.

Persistent for 15 days

Smart follow-up across channels until the prospect speaks to the broker. Most prospects say no four times before they say yes. The system doesn't stop at the first one.

We don't measure how fast we reply. We measure how many prospects end up talking to you.

Results

What it's delivered.

60–70%Prospect-to-conversation rate, mortgage and insurance
12Funded files in one quarter, 3-advisor GTA team
135Qualified prospects in one quarter, Vancouver insurance broker
Benchmark

Conversation rates, with and without a system.

VerticalGTA average without a system*With HeadStart Intelligence™
Mortgage17%50–70%
Insurance13%40–60%
Real Estate11%35–55%
Wealth / Investments15%45–65%
Financial Planning12%38–58%

*[Source line — to confirm before launch]

In their words
“Filtering before booking changed the type of conversations we were having.”
Wealth Advisor · Independent Practice
Questions
Is ad spend included?

No. Ad spend is paid directly to the advertising platforms, separate from the management fee.

Do you guarantee results?

No. We measure results and report them monthly.

Where do prospects come from?

Campaigns built on financial behaviour signals, reaching people already in market for a mortgage, policy, advisor or property.

We don't publish the playbook. We build it for you.

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

Limited intake each quarter.

Book your Revenue Audit