BEYOND WEALTHCRMAI agentsApp
Your market. Your qualification rules.

More of the right conversations.
Less chasing the wrong leads.

A lead system built around what you sell, who can buy it, where you serve, and what a qualified inquiry means for your business.

Build my lead system · $497/moTry the intake builder

Month to month. CRM included. Advertising spend, third-party sending tools, and usage charges are separate and agreed before launch.

Existing customers first. Then sustainable growth.

We begin with a useful promotion to past customers who have agreed to that channel. Next comes website SEO, business listings, and connected social scheduling. Once the offer and follow-up are ready, we launch your qualification funnel and review booked work and sales.

Open your launch checklist →

External publishing, listings, ads, and sending require your connected business accounts and agreed scope. Account setup and approval are tracked before launch.

01 · Offer & audience

Start with the buyer.

We define your service, customer profile, geography, average sale, capacity, and buying trigger. Local contractors, B2B firms, creators, online stores, and other businesses each get a different campaign brief.

02 · Demand & traffic

Bring people to your offer.

Choose channels that fit the business: search, local profiles, paid social, content, referrals, or permission-based outreach. You approve the offer, creative, targeting, and budget before launch.

03 · Qualification

Ask before you call.

Capture the requested service, location, approximate budget, decision role, and purchase timeframe. The intake scores those answers against your criteria and flags what needs checking.

04 · Follow-through

A pipeline with a next step.

Inquiries go into Beyond CRM. Move them from New to Qualified, Contacted, Booked, Won, or Lost, record notes, and set follow-up dates. We configure sending and booking integrations with your chosen tools.

What counts as qualified?

A genuine inquiry that matches your offer and agreed criteria, with a usable contact method and permission to respond. An initial score helps prioritize the call; it does not prove that a person will buy. Budget, location, availability, and decision authority are verified before handoff.

We agree on qualification criteria before a campaign starts and review results using cost per inquiry, qualified rate, booking rate, attendance, and closed sales. No guaranteed sales or universal cost per lead.

Start with your business.

The builder works with any service or product name. Campaign copy, exclusions, and qualification rules are reviewed for your actual market. Some industries need additional platform, licensing, or compliance setup before advertising.

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