Business Growth & Tax Savings Strategies

The Default Hero Hub Entry Funnel

This funnel is automatically included and configured for every Hero Hub implementation.

The default entry funnel used by Hero Hub advisors to attract, qualify, and convert the right clients.

How This Funnel Works (Explained by the Advisor)

A brief walkthrough of how this funnel attracts, qualifies, and converts the right clients.

In this short walkthrough, the advisor explains how this funnel works, why it’s used as the default entry point, and how it protects time while increasing conversion quality.

What This Funnel Includes

  • Production funnel deployed and managed inside Hero Hub

  • Pre-built and professionally configured

  • Includes CRM, automation, and booking logic

  • Designed to convert qualified prospects

What This Funnel Does

  • Captures contact information with consent

  • Delivers immediate value via education

  • Nurtures trust over time through email

  • Qualifies prospects before advisor time

  • Converts serious prospects into booked calls

The Hero System amplifies great advisors — it doesn’t replace them.

Funnel Flow

Step 1 — Entry Point (Hero Site Header CTA)

Trigger:
Home page header CTA
>> Sign Up For FREE Business Growth & Tax Strategies <<

Purpose:
Attract value-aligned prospects at the moment of highest intent.

Step 2 — Opt-In & Consent

Page:
BGTS Signup Form
/bgts-signup

Data Captured:

  • Name

  • Email

  • Phone

  • SMS consent

System Actions:

  • Contact added to CRM

  • Tag applied: bgts

  • Workflow triggered

Step 3 — Nurture & Education

Page:
BG Step 1
/bg-step1

What Happens:

  • Welcome message + short advisor video

  • Email nurture sequence begins (8 emails, 1/day)

  • Educational, value-first content

  • Soft invitation to book a strategy call

    This step runs automatically without advisor involvement.

Step 4 — Strategy Call Booking & Qualification

Page:
BG Step 2
/bg-step2

Includes:

  • Calendar booking (Google Calendar)

  • Zoom integration

  • Qualification form

Key Outcome:
Only prepared, serious prospects reach the advisor.

Step 5 — Confirmation & Reminders

System Actions:

  • Calendar invite sent

  • Zoom link delivered

  • Email + SMS reminders

    • 24 hours before

    • 1 hour before

Built-In Prospect Qualification

This funnel screens prospects before the call using structured questions about:

  • Business stage

  • Revenue range

  • Goals & challenges

  • Decision-making readiness

  • Willingness to invest

  • Focus and availability

This protects advisor time and improves call quality.

Advisors enter calls informed, prepared, and in control of the conversation.

Why This Funnel Is Required in Hero Hub

  • Establishes authority immediately

  • Filters out low-intent leads

  • Supports attraction-based growth

  • Creates predictable call flow

  • Eliminates manual follow-up chaos

This funnel cannot be removed from Hero Hub.

Relationship to Hero Hub System

This funnel does not operate independently.
It is deployed as part of the Hero Hub system — where strategy, automation, CRM, and conversion work together.

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