Planner Agent

Generate custom planners that guide prospects step-by-step toward their goals.

Custom Planners

Automatically creates a custom planner that guides your prospects step-by-step toward achieving their goal (starting with paying you).

Benefits:

  • Goal Clarity: Lays out a clear plan or calendar that helps prospects see exactly how to reach their goal
  • Future Pace: Helps them visualize success step by step, so your solution becomes the obvious bridge to get there
  • Action Oriented: Gets prospects to commit to a timeline and concrete actions, making them more serious and ready for your help
  • High-Value Giveaway: Feels substantial and practical—they see it as a valuable gift, not a sales pitch
  • No Hassle: You get a custom-branded planner to offer without spending hours on content or design

Imagine every prospect seeing a clear path to success with you included in the plan. Turn on this agent and you'll hand them a planner that makes you an essential part of their success story.

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