Explore the Funnels Available Inside the Hero Hub
These are real, pre-built funnels deployed as part of the Hero Hub — strategically designed to attract, nurture, and convert the right clients.
Funnel Walkthroughs
Below are examples of the funnels available inside the Hero Hub. Each is explained via a short walkthrough so you understand how it works and where it fits — final deployment is determined collaboratively during onboarding.
Funnels are included as part of a customized Hero Hub configuration
Deployed strategically based on advisor goals and positioning
Default Hero Hub Funnel
Tag: Lead Magnet · Default Hero Hub Funnel
Business Growth & Tax Savings Strategies
A value-first strategy funnel that attracts serious business owners,
educates them, and converts qualified prospects into booked strategy calls.
Deployed strategically based on advisor goals and positioning
Tag: Call-First · Optional Funnel
Direct Strategy Call Funnel
For prospects who are ready to speak now.
This funnel routes high-intent visitors directly to a strategy call, with built-in qualification before the meeting.
Best for advisors with strong referral or brand-driven inbound traffic.
Deployed strategically based on advisor goals and positioning
Tag: Lead Magnet · Optional Funnel
Educational Lead Magnet Funnel
A value-driven funnel designed to attract business owners with a targeted educational resource and convert them into warm, nurtured leads over time ready for future engagement.
Deployed strategically based on advisor goals and positioning
Tag: Buyer Magnet · Optional Funnel
Buyer Funnel (Paid Diagnostic)
A paid diagnostic funnel designed to qualify serious prospects through deep intake and optional document uploads before a strategic review call.
Deployed strategically based on advisor goals and positioning
Tag: Authority Builder · Optional Funnel
Authority Builder Funnel
An authority-driven funnel that positions the advisor as a trusted expert through workshops, webinars, or structured educational sessions before inviting one-to-one conversations.
Deployed strategically based on advisor goals and positioning
Tag: Reactivation · Optional Funnel
Reactivation & Warm List Funnel
A reactivation funnel designed to re-engage past leads, inactive contacts, and referrals—turning dormant relationships into qualified conversations.
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Sentiment-Tested, Highest-Converting Financial Tools
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