Home · How it works

The process

You set the number. We run the machine behind it.

Lead generation is a repeatable system, not a bespoke build. You tell us the vertical and the volume you can work. We generate the demand, qualify every person, and hand you exclusive enquiries who are expecting your call.

Start a trial batch

Step by step

Four steps, then it just keeps topping up

1

Tell us your number

Pick one vertical to start — KiwiSaver, life or health — and the volume you can genuinely call each month. We build to that number, not a firehose.

2

We generate & qualify

We run the marketing that finds the right people, then take each one through a qualifying conversation against a clear bar before they ever reach you.

3

The enquiry lands

An exclusive, warm enquiry arrives in your world — the right fit, real intent, and already told an adviser will be in touch.

4

You advise, we top up

You spend your time on people who want the conversation. We keep the tap at your monthly number, and adjust it whenever your capacity changes.

Division of labour

We handle demand. You handle advice.

You only pay for enquiries we actually deliver. Everything that gets you to a qualified conversation is on us.

We run

The marketing & qualification engine

  • Finding the right people, at the volume you asked for
  • The qualifying conversation and the quality bar
  • Booking, reminders and follow-up so they show up warm
  • Delivering each exclusive enquiry into your pipeline
You do

What you're actually good at

  • Call people who are expecting to hear from you
  • Give the advice — that's your licence, not ours
  • Set (and change) the monthly number that suits you
  • Flag anything that misses the bar — we replace it

The quality bar

What "qualified" actually means

Qualification is the whole product, so we're specific about it. Every enquiry clears this before it reaches you — and the trial batch is there so you can check it yourself.

The right person, with a genuine need in your vertical
Not already tied to another adviser
Opted in and expecting an adviser to call
Contactable — real number, real person

Getting started

Start with a trial batch

Rather than ask you to commit up front, we start you on a small batch so you can judge the quality on your own pipeline. If they're good, we turn the tap up to your number. If they're not, you've lost nothing. That's the whole risk.

Tell us your number

Book a 15-minute call

Tell us your number. We'll show you the quality.

A quick call to understand your vertical and the volume you can work, then a small trial batch so you can judge the enquiries yourself. No commitment until you've seen them.

Get started

Exclusive · pre-qualified · replacement guarantee · you set the monthly number