Your client funnel
The client funnel is a two-minute quiz that shows a lead their protection gap, emails them a snapshot, and books a Clarity Call on your calendar. Everything after the click is automatic.
Free for 30 days · No credit card · ₱299/month after via QR Ph
YOUR QUIZ
Does anyone depend on your income?
THEIR REPORT
Life Insurance (Death Benefit)
+ 2 more layers · ₱10.7M total
THEIR INBOX
✉️ Ana via NudgeNow
Miguel, your Coverage Snapshot is ready
Book my free Clarity CallInstant — one nudge tomorrow if unbooked
YOUR CALENDAR
Clarity Call — Miguel Tan
Tue · 3:00 – 3:45 PM · Google Meet
✓ Confirmed by email · day-of reminder
In your pipeline, follow-ups running
A funnel is only as good as its lead magnet, and generic funnels ship with none. Yours comes loaded: a quiz that ends in a number the lead cannot unsee.
Does anyone depend on your income? What would your family need each month? The Protection Check asks what an advisor asks in a first meeting — in two minutes, on a phone, with no sign-up.
Life cover, critical illness, income protection — each computed from their answers with a standard needs-based method, calibrated to Philippine costs.
Every question is yours to rewrite — English, Taglish, your own phrasing — and you can add questions of your own. Every answer lands on the lead; the math keeps working.
nudgenow.ph/q/your-name
Does anyone depend on your income?
Family or anyone you support with money.
2 minutes, plain English — every answer builds their report
Protection Check · Questions
Does anyone depend on your income?
Pick one · Used by the calculator
May OFW ka ba sa pamilya?
Pick one
The moment the last question is answered, the report unrolls: their estimated gap today for life cover, critical illness and income protection, each with the reason behind it. No jargon, no pressure — and no sign-up wall in front of it.
A Coverage Snapshot lands in their inbox at the same time — the three numbers and a permanent link back to the full report — sent as you, with your name on it.
Your Coverage Snapshot
⚠ Gap detectedMiguel, here’s where your protection stands today
A full personal gap report — instant, no signup, theirs to keep
Ana via NudgeNow
to Miguel · just now
Miguel, your Coverage Snapshot is ready
Life insurance
GAP DETECTED
₱7.2M
ideal cover
Critical illness cover
GAP DETECTED
₱2.0M
ideal cover
Income protection
GAP DETECTED
₱1.5M
ideal cover
Sent the moment they finish — plus one nudge tomorrow if they don’t book
The report ends in one button: book a Clarity Call. The lead picks a time from your real availability, and everything that used to take four messages happens on its own.
What happens to the leads who never book is the other half of the system: automatic follow-ups, sent in your name for as long as it takes.
Turn this report into a real plan
Book your free 1-on-1 Clarity Call with Ana — no pressure, no obligations
✓ Real availability — synced with Google Calendar
One link, four doors. Wherever a Filipino advisor already prospects, the funnel goes there too.
nudgenow.ph/q/your-name — or your own domain. Post it, put it in your bio, print it on a QR code.
The Protection Check lives on your advisor site too, so every visitor can take it there.
Send the link pre-filled with the lead’s name. They open it, see their number, and book.
Run Facebook ads straight to it and see every lead and booking as a conversion in Ads Manager.
ALSO PART OF THE PLAN
Your financial advisor website →
Six templates, your own domain, live in minutes.
Automatic follow-ups →
Every lead chased in your name until they book — and clients remembered for years.
All of it for ₱299 a month, free for 30 days — see the 15-minute setup.
A two-minute quiz — twelve plain-English questions — that computes a lead’s life, critical-illness and income-protection gap in pesos and unrolls it into a personal gap report. No sign-up, no jargon, and the questions are yours to reword.
On your own calendar. The gap report ends in a booking screen showing your real availability; the confirmation, the calendar invite and the day-of reminder go out automatically, and the lead lands in your pipeline with every answer attached.
Yes. Your funnel page supports your own Meta Pixel, so every lead and every booking is tracked as a conversion in Ads Manager. You can also share the link one-on-one in Messenger, pre-filled with the lead’s name.
Free for 30 days · No credit card · ₱299/month after via QR Ph