Unique Leads Generation Wizards
Branded Lead Gen Wizards
Host them on PlanneXa, embed them on your website or ads, or integrate them into social media and emails.Unlimited Referral Sharing
Expand your reach by empowering partners to share your wizards.
Proven Wizard Templates
Choose from pre-built options like Money Coaching, Debt Elimination, Reverse Mortgage, Annual Mortgage Review and more.Grow Your List Efficiently
Utilize Cost-Per-Action (CPA) campaigns to attract ideal clients.
Attract high-quality leads with PlanneXa's pre-built wizards. Offer valuable resources on:
- Money Coaching Services
- Reverse Mortgages
- Cash Flow & Debt Elimination
- Annual Mortgage Reviews (& more)
Customize for your brand: Tailor landing pages and reports to match your message.
Deploy them anywhere:- PlanneXa Portal, Your Website, Social Media, Online Ads and Email Marketing
Wizards collect client needs: Gain insights through targeted questions.
Automated reports & lead capture: Each wizard generates a personalized report, and captures the lead in PlanneXa for easy follow-up
