THE CHEAT CODE FOR BUSINESS GROWTH
Automated Ai Lead Generation and Cold Outreach
29c Leads. Ai Written Emails. Automated Conversations.
Real Time Notifications. Visual Pipeline Management
Financial Advisors & Insurance Agents
Get A Steady Flow Of Qualified Leads
No More Buying Lists, Networking, Or Cold Calling
Imagine your business running smoother, with a steady stream of new leads, and your schedule is filling up – all while you focus on meeting with clients and closing deals.
Turn Your Volume On 🔉
No more slow months...
No more guessing what strategy to try next.
Our proprietary system is designed specifically for financial advisors and brokers. All your marketing tools are in one place (saving you a fortune), streamlining your marketing plan so you can focus on closing more deals.
Our system includes:
Tool #1 CRM For Email Marketing
Tool #2 Text Message Marketing
Tool #3 Online Booking Calendar & Automations
Tool #4 AI Appointment Booking Bot
Tool #5 AI Social Media Chat Conversations
Tool #6 AI Website Chat Widget
Tool #7 Survey and Quizzes For Lead Generation
Tool #8 Blogging Platform
Tool #9 Websites and Funnels
Tool #10 Automated Google Reviews Requests
PLUS THESE BONUSES:
BONUS Email Marketing Templates
BONUS Unlimited Contacts In CRM
BONUS Text Message Marketing Templates
BONUS Social Media Chat Automation Templates
BONUS Sales Page Templates
BONUS Website Templates
BONUS Clarify Your Unique Value Proposition
BONUS Personalized 1:1 Strategy Call
$997 Value
$1,497 Value
$997 Value
$1,997 Value
$1,997 Value
$2,197 Value
$1,697 Value
$1,697 Value
$2,197 Value
$1,997 Value
$997 Value
$2,997 Value
$997 Value
$1,997 Value
$2,997 Value
$1,997 Value
$1,997 Value
$1,997 Value
Tool #1 Email Marketing Templates & Automations
Tool #2 Text Message Marketing Templates & Automations
Tool #3 Evergreen Webinar Software, Template & Automations
Tool #4 AI Appointment Booking Bot
Tool #5 Proven Advertising Graphics and Ad Copy
Tool #5 Run Ads With AI in 3 Clicks
Tool #8 Offer Development Framework For Ads and Webinars
Tool #9 Online Google & Facebook Review Management
Tool #10 Omni-Channel Social Media Templates and Scheduler
Tool #11 Invoicing and Link-To-Pay For Easy Payment Processing
PLUS THESE BONUSES:
BONUS #1 Advertising Secrets Training Course
BONUS #2 Webinar Secrets Training Course
BONUS #3 Webinar Slide Deck Presentation Template
BONUS #4 Advertising Profit Calculator
BONUS #5 Weekly Coaching Calls
BONUS #6 Live Support 24/7
Total Value $30,000+
Original Price $8,000
Set Up Fee $500
Today Only $297 Per Month
90-Day Campaign Minimum
Limited-Time Offer
Stop Overpaying for Software
Get All This For One Low Monthly Fee of $297
Stop Cold Calling
Use AI Chat Automation Instead
Capture leads in real-time, 24/7
Auto-scheduled appointments straight to your calendar
92% opt-in rates (compared to 23% with landing pages)
Built-in value delivery using videos, guides, or webinars
What makes us different?
Our Advisor Lead Generation System is has a proven track record of success, and is designed
specifically for agents and advisors like you.
Our system is a complete lead generation process which gives your prospects the time and space needed to make them HOT LEADS by triggering their psychological buying triggers. This allows you to CONVERT them to a high-ticket client at profit margins and cost metrics higher than you ever thought possible.
This is done through our exclusive framework which turns even cold leads into a high-profit clients.
Plug-&-Play Lead Generation System
Includes:
🎯
Targeted for Advisor and
Agent Specific Offers
💬
Fast Text & Email Lead
Follow-up For All Leads
🗓️
AI Appointment Booking Bot On Your Calendar
📲
Convert Social Media Chats Into Appointments
📈
Pre-Built Professional Templates For Email, Text, and Appointments
👩🏻🏫
Weekly Workshops To Optimize Your Marketing Strategy
👨🏻💻
Personalized Kickoff Call and 24/7 Live Support
🔎
Funnel and Webinar Templates That Convert Lookers Into Leads
📘
Offer Worksheet Designed To Clarify Your Messaging
📢
Sales Page Templates To Sell Your Offer
🔗
Website and Blogging Templates To Elevate Your Brand
🛜
Social Media Chat Automation
Turn Your Volume On 🔉
SEE WHAT SOME OF OUR
AMAZNG CLIENTS
ARE SAYING
Click Automations, is THE BOMB! What is even better than the software is the EXCELLENT customer service and support that Tamra gives to her clients. She is so patient in helping us with the migration of Active Campaign, Calendly, Kajabi, ClickFunnels. She also provide tons of training and support to our team to make the transition as smooth as possible. Tamra, you are FABULOUS!
May S, CEO
Entrepreneur
Tamra does a fantastic job with Click Automations to give the best opportunity for her clients to succeed with their projects. She takes the time to listen and is very professional and thorough in following up on requests regarding the services she rovides. I would highly recommend her to anyone looking for help with lead generation and marketing of their business!
Robert K, Director
Independent Advisor
Click Automations is the best there is. They are the experts you need in digital marketing to effectively and efficiently reach your target prospects. Significant effort and expertise were brought to the table in creating my custom marketing plan. The results were spot on!
Joe B, CEO
Independent Advisor
Tamra has been an absolute Godsend to me and my business. She provides excellent customer service and really goes above and beyond in her level of responsiveness and willingness to help. She does ads on multiple different platforms as well as SEO on my website. She has been integral in helping me sort through moving ownership of many accounts after separating from a business partner. I really don’t know what I would have done without her. Thank you so much Tamra!!
Sarah W, Owner
Entrepreneur
Click Automation has completely transformed how I manage my Facebook marketing campaigns for my IRMAA webinars! Their expertise and innovative strategies have significantly increased my ROI and saved me countless hours. Tamra is exceptionally professional, responsive, and dedicated to delivering outstanding results. She takes the time to understand my business goals thoroughly and consistently provides creative and effective strategies that drive measurable success. If you're looking for a marketing partner who goes above and beyond, I can’t recommend Tamra and Click Automation enough—they are the complete package and cost-effective too.
Dan M, CEO
Independent Advisor
Tamra is amazing! Click Automations is easy to work with, the team is very helpful and super responsive. They go above and beyond for their clients. We are grateful to have Click Automations on our team.
Latasha O
Entrepreneur
When I first started working with Tamra, I had no marketing and automation in place. Click Automations helped me get to 5-figure months within the first couple months by developing systems, funnels, automation and lead generation processes. If you are thinking about up-leveling your marketing strategy, invest in your business by choosing Click Automations.
Dr. Jay CEO
Entrepreneur
Tamra is the best. Very professional. She created a Facebook campaign and several landing pages until we found the one that worked. Very hard working and she knows her stuff. We are privledged to be working with her.
Terri H, CFO
Independent Advisor
I use Tamra's software, Click Automations, as my CRM and online course software. Tamra has helped me consolidate my tech and get access to more features than I had before using Click Automations, such as automated email workflows. Not only is Click Automations a fantastic software, but having Tamra's guidance is invaluable. She is highly knowledgeable and very helpful.
Afton B, CEO
Entrepreneur
My experience with Click Automations was a very positive one. Tamra is knowledgeable, professional, and was easy to work with. Before working with Click Automations I was mainly using social media and word of mouth to book appointments, and after my free trial I booked two clients (that resulted in two sales) in 48-hours! If you’re looking to increase your conversion rates and book more clients I’d definitely recommend working with Click Automations.
Stephanie G, Founder
Entrepreneur
$35K+
Amount of ad spend I manage each month
17,000+
Number Of Followers
$2.75M+
Clients ad revenue in the past year
3
Number of National Marketer-Of-The-Year Awards I've won
Advisors and Agents who use Click Automations have 168% more leads than those without an automated marketing strategy.
Another happy client...
"After we began working with Click Automations, we had a record month!"
~ Shannon Rizzo, CEO-Founder
Ready to close more deals without the headaches?
We Work With These Top-Notch Connections
Team Work Makes The Dream Work!
Frequently Asked Questions
What kind of support can I count on?
Our team is here to assist you round the clock, 7 days a week! We provide continuous live chat and Zoom support, accessible 24/7. To get help, just click on the "support portal" within your Click Automations account.
Is there a need for installation?
Absolutely not! Click Automations was designed with simplicity in mind, eliminating the need for an entire IT department to manage your website. All you need to do is log in, and start clicking! We provide 1:1 onboarding for you and your team to ensure it's easy to integration into your business.
Who is this for?
This is perfect for financial advisors and insurance agents who are ready to apply these strategies and see a real increase in clients and sales. This system works best for licensed fiduciaries. Our system provides you with all the tools, templates, and automations you need to start generating leads 24/7.
Who is this not for?
This system isn’t suited for individuals who are looking for a done-for-you system.
Is this a done-with-you or a done-for-you system?
This is a done-with-you system. We provide the software, pre-built templates, social media templates, email marketing templates, text messaging templates, and AI automations. During your 1:1 onboarding sessions, we custom everything for your business and train you and your team to use the system. Because it's mostly automated, there is not a lot of ongoing maintenance on your part. But it does require you or someone on your team to login everyday and check messages, answer questions from leads, and update your messaging as needed.
If I choose to cancel, what happens to my data?
Upon cancellation, you have a 3-day window to reactivate your account without losing any data. However, after this 3-day period, for security purposes, all data associated with your account will be permanently deleted from our system. It's crucial that you take responsibility for transferring or removing all media assets, customer lists, configured features (templates, workflows, etc.), funnels, websites, and phone numbers from the service before the cancellation date. Once the data is deleted after the 3-day window following cancellation, it cannot be retrieved. We highly recommend saving your important data or using the account parking option to retain access to your data.
Who has control over my data and information?
It's all yours! You retain 100% ownership of all content, including your users. Click Automations does not have any authority to utilize your content or reach out to your users for any purpose. Click Automations simply serves as a tool for YOU to deliver YOUR content!
What is the cancellation process?
Easy, just send an email to [email protected] and we'll cancel your account, making sure you won't be charged again. We require a 90-day minimum to cover our costs because we don't charge a setup fee.
Have questions?
Book a 15-Minute Call
Try Click Automations today!
...and expand your business using the newest technology available in 2025.
Lead Generation Made Easy
This is a proven system for ambitious Financial Advisors & Insurance Agents who want to land high-value clients on auto-pilot, and are serious about scaling their business.
Are You Leaving Millions on the Table?
Do you know how many households working with Schwab, Fidelity, and Vanguard are actively looking for other advisors?
What if you could consistently close 2-6 new clients every month — without chasing cold leads, buying outdated lists, or relying on inconsistent referrals?
The truth is, the clients you actually want are NOT found through:
❌ Lead vendors selling recycled, low-intent prospects
❌ Networking meetings that drain your time and energy
❌ Referrals who aren’t ready to move their assets
Why Does Traditional Prospecting Fail?
Most advisors waste time on outdated, ineffective marketing strategies that don’t produce quality leads:
❌ Cold calling — leads don’t pick up or aren’t qualified
❌ Buying lead lists — most are recycled and low-intent
❌ Chasing referrals — not enough volume or urgency
❌ Networking meetings — takes too much time away from family
❌ Expensive seminars — high cost, unpredictable ROI
Sound familiar? It’s time for a better way.
🚫 Before Working With Us:
• Relying on referrals = inconsistent growth
• Spent thousands on low-ROI tactics (seminars, direct mail, LinkedIn)
• Struggled to book 2-3 appointments per month
• Added only $2.3M AUM in 6 months
✅ After Installing Our System:
• Spends just one hour a day on marketing
• 15+ high-quality appointments every month (3x more than before!)
The Advisor Lead Generation System gives you:
✅ Powerful lead generation system—you focus on advising, let the automations handle the repetitive tasks
✅ CRM Email Marketing (unlimited contacts)
✅Text Message Marketing
✅Online Booking Calendar and Automations (reduce no-shows)
✅AI-driven appointment booking—no more chasing leads
✅ AI Social Media Chat Conversations all-in-one place
✅ AI Website Chat Widget to convert your website visitors into leads
✅ Surveys and Quizzes for Lead Generation
✅ Blogging Platform To Elevate Your Online Reputation
✅ Website and Sales Pages
✅ Automated Google Review Requests
Plus, for a limited-time you get these BONUSES:
✅ Email Marketing Templates
✅ Text Message Marketing Templates
✅ Social Media Chat Automations Templates
✅ Sales Page Templates
✅ Website Templates
✅ Clarity Your Offer and Get Clear On Your Unique Value Proposition (workshop)
✅ Personalized 1:1 Kickoff Call
📢 Stop struggling with unpredictable growth. Start booking premium clients now.
After realizing just how powerful this system is and how it can help so many people, it occurred to me that most financial advisors and insurance agents, even some GOOD ones, don't realize...
It doesn't matter how great your offer is
It doesn't matter how smart you are
It doesn't matter how much you can help people
It doesn't matter how much you can impact the world...
... if you can't reach them.
And, the only way to reach them at scale is to be able to have an effective marketing system that attracts prospects and clients for you at a predictable rate.
And through all that, I learned the most important lesson in life and business.
And that is,... when it comes to marketing online, if you don't have an effective selling system that acquires clients for you, then you have a hobby (not a business).
When you have an effective lead generation system, with prospects coming to you on auto-pilot, you finally benefit from a REAL BUSINESS that WORK!
And you get distinctive UNFAIR advantages over your competitors…
1. You can do things your competitors can’t even think about doing.
2. You work with who you want, when you want.
3. You live where you want, how you want.
4. You can buy the things you want vs just settling for what you can afford.
5. You can finally take the vacation you are dreaming of, without the stress of wondering how you're going to pay for the trip.
With one single decision, you can have all of this. You could be next. And, that's why you're here right now.
I used to charge $30,000+ per year for this system and people were thrilled with the results. But I wanted to make a bigger impact and reach more advisors and agents who are struggling to get to the next level in their business.
So I decided to template everything I did into an automated process that that anyone can install into their business and by doing so, it allows me to further reach my personal goals of donating a portion of my proceeds to the Dave Thomas Foundation For Adoption.
There's no point in being a "rockstar" if you're not making a difference! As a mother of four adopted children, I believe every child deserves a permanent, loving, competent home.
When you partner with us, you're not only fueling our own growth, but the growth of less privileged children all across the globe.
If you're looking to streamline your business this year instead of watching your colleagues and competitors have all the success, you're in the right place.
This is the ultimate marketing automation system for advisors and agents who want more leads, period.
It's time to STOP chasing leads, cold calling, and wasting your hard earned money on methods that are outdated and don't work. There has never been a better time to invest in yourself and your business.
I am at a place in my career where I want to SHARE ALL of my hard won lessons and help thousands of advisors and agents like you, SUCCEED. This is about lifting people up.
Our system includes:
Tool #1 CRM For Email Marketing
Tool #2 Text Message Marketing
Tool #3 Online Booking Calendar & Automations
Tool #4 AI Appointment Booking Bot
Tool #5 AI Social Media Chat Conversations
Tool #6 AI Website Chat Widget
Tool #7 Survey and Quizzes For Lead Generation
Tool #8 Blogging Platform
Tool #9 Websites and Funnels
Tool #10 Automated Google Reviews Requests
PLUS THESE BONUSES:
BONUS Email Marketing Templates
BONUS Unlimited Contacts In CRM
BONUS Text Message Marketing Templates
BONUS Social Media Chat Automation Templates
BONUS Sales Page Templates
BONUS Website Templates
BONUS Personalized 1:1 Kickoff Call
$997 Value
$1,497 Value
$997 Value
$1,997 Value
$1,997 Value
$2,197 Value
$1,697 Value
$1,697 Value
$2,197 Value
$1,997 Value
$997 Value
$2,997 Value
$997 Value
$1,997 Value
$2,997 Value
$1,997 Value
$1,997 Value
Tool #1 Email Marketing Templates & Automations
Tool #2 Text Message Marketing Templates & Automations
Tool #3 Evergreen Webinar Software, Template & Automations
Tool #4 AI Appointment Booking Bot
Tool #5 Proven Advertising Graphics and Ad Copy
Tool #5 Run Ads With AI in 3 Clicks
Tool #8 Offer Development Framework For Ads and Webinars
Tool #9 Online Google & Facebook Review Management
Tool #10 Omni-Channel Social Media Templates and Scheduler
Tool #11 Invoicing and Link-To-Pay For Easy Payment Processing
PLUS THESE BONUSES:
BONUS #1 Advertising Secrets Training Course
BONUS #2 Webinar Secrets Training Course
BONUS #3 Webinar Slide Deck Presentation Template
BONUS #4 Advertising Profit Calculator
BONUS #5 Weekly Coaching Calls
BONUS #6 Live Support 24/7
Total Value $30,000+
Original Price $8,000
Set Up Fee $500
Today Only $297 Per Month
90-Day Campaign Minimum
Limited-Time Offer