Gold IRA & Retirement
Financial suitability and rollover intent pre-check.
We design vertical-specific funnels that pre-qualify and verify every lead before delivery.
LeadHarmonics builds reliable, compliant lead flows for teams that buy at volume.
Design vertical-specific funnels, verify contactability, and route leads into your systems in real time.
Start with a quality-first pilot, confirm specs, then scale weekly with data-driven adjustments.
Plain-English specs, transparent QA, and dependable delivery that doesn’t clog your floor.
Additional verticals available on request.
Financial suitability and rollover intent pre-check.
Incident details, liability indicators, representation status.
Time-in-business, monthly revenue, credit range.
Investor intent, budget, location preference.
Age bands, household, existing cover.
Unsecured debt amount, hardship status, state eligibility, program interest.
Three steps—repeatable, auditable, and built to scale.
Vertical-specific quizzes and dynamic forms surface purchase intent and reject poor fit early.
Phone OTP, email checks, disqualify logic, and duplicate suppression keep data clean.
Real-time posting to CRM or softphone; weekly feedback loop tunes questions and routing.
Short, verifiable checks at each step.
For US/CA programs, TCPA-compliant consent language is included on page and near submit.
Don’t see yours? We’ll connect it.
HubSpot, Salesforce, GoHighLevel, Zoho
Webhook/POST, Zapier, Make, native CRM apps
SIP/softphone, direct to call centers
Estimate monthly revenue from verified leads. For planning only.
A short path from specs to results.
Share vertical(s), geo, and qualification questions. We confirm fields, consent, and posting format.
Enable phone OTP, email checks, and duplicate suppression. Set caps and filters that match your floor.
Connect CRM or softphone. Start a pilot and review weekly reports to tune quality and routing.
Fields | Delivery |
---|---|
name, phone (E.164), email, geo, vertical fields (custom), opt-in timestamp, source path | Real-time API/CRM post or batched CSV/SFTP |
Volume & Caps | Notes |
---|---|
Discussed per buyer | Quality-first pilot recommended |
“Consistent, verified intakes with clean delivery—we scaled without clogging the floor.”
“Clear specs, transparent QA, and no surprises during ramp.”
“Fast integration to our CRM and softphone; weekly tuning actually moved the needle.”
SMS one-time passcode (OTP) before submit; we also filter duplicates and invalids.
Varies by vertical. We start with a quality-first pilot to dial in caps and targeting.
Yes—exclusive leads are available in certain verticals. Note: in some categories (e.g., travel), a person may be a better lead when you allow more contact attempts, so non-exclusive with higher attempt budgets can outperform strict exclusivity.
Real-time API/CRM post after verification.
Yes, where appropriate; we can route qualified calls to call centers or SIP/softphones.
Tell us your vertical(s), volume targets, and where you want leads delivered.