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Lead Assist at a glance

• System cost: $150/month for Daily Intel CRM
• Agency funding: up to 4 funded weeks, followed by Week 5 as a self-funded transition week
• Work requirement: scheduled Dial Room participation + required meetings/coaching
• Reporting: EOD Report after each workday
• Reinvestment: 100% of the first paid commission, then 50% of paid commissions
• Goal: become fully self-funded </aside>

Purpose

The program is designed to help an agent build enough momentum to begin funding their own lead activity — not to provide permanent lead funding.

The goal is: Lead Assist → Production → Reinvestment → Self-Funded

Who Lead Assist Is For

Lead Assist is intended for approved agents who are ready to work the team’s sales system but need temporary help funding their initial lead activity.

Participation is not guaranteed and requires the agent to follow the program expectations consistently.

Before Lead Assist Begins

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Do not purchase the Daily Intel CRM until Heather has approved you for Lead Assist.

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After Heather approves you:

1. Sign up for the Daily Intel CRM. It is $150/month: Subscribe here →
2. Send Brooke the name and email address you used to subscribe.
3. Tell Brooke you are ready to start.
4. Brooke will add you to the internal Lead Assist tracker and confirm your setup.
5. Wait for Brooke to confirm before assuming lead funding is active.

Required Setup

The agent should have:

• A daily/weekly set schedule