Advisor OS for reps

You got a target. Nobody gave you a system.

Advisor OS is the system. Every lead in one place, follow-ups that go out without you remembering, and your own numbers so you can see which part of the month is breaking.

The first month

Wk 1Every lead you already have, in one list with a date on it
Wk 1Follow-ups drafted in your words, sent when you say go
Wk 2Confirmations going out before every meeting
Wk 4Your own ratios, built from what you actually did

Book a walkthrough See what you get Thirty minutes, on your own numbers, with nothing to install.

Work back from your number

Cases you want this month 4

Contacts that become appointments 35%

Appointments that actually happen 70%

Meetings that close 30%

Contacts to make

conversations this month, at the ratios you set

A week13

A working day3

Move the ratios to yours. Advisor OS works them out from what you actually did.

The week you actually have

The job is hard enough without doing it from memory.

Selling is the part you trained for. The rest of the job runs on what you happen to remember:

01Leads sit in three chats, a notebook and your head.

02The prospect who said "call me after March" never got called.

03Confirmed appointments quietly turn into no-shows.

04You find out you are behind in the last week of the month.

05Half of every week goes to forms, documents and chasing signatures.

Every one of those is the same problem. Nothing holds the process except you, and you are busy selling.

Your numbers

A bad month has a reason, and usually you can name it.

Advisor OS counts what you do: contacts made, appointments booked, appointments met, cases closed. After about a month you have your own ratios, and the ratios tell you where to look.

Your month	Count	Rate
Contacts made	138	—
Appointments booked	48	35%
Appointments met	34	71%
Cases closed	10	29%

Illustrative month. Fourteen booked appointments never happened, which is the row worth arguing about.

If APlenty of contacts, few appointmentsThe problem is your opening, so that is what you practise this week.
If BAppointments booked but not metThe fix is confirmations and reminders, and the system sends both.
If CMeeting people and not closingThat is what coaching is for, and now your manager knows which part to coach.

Inside Advisor OS

Open the app. Work the list.

Four screens from a rep's day. Keep scrolling and they run past.

01 / 04

Fig. 01Tue 14 Oct

Today

The list is made before you wake up.

Follow-ups3

Confirm2

Prep1

Call Jason FooSaid "call me after March" at the roadshow9 days late

Confirm Priya SandhuThursday 3pm, no reply to the invite yetSend now

Prep the Hartono reviewLast spoke in June about the kids' education plan11:00

Contacts this week8 of the 14 your target needs

Illustrative. Your list builds from your own leads and calendar.

Fig. 0268 open

Pipeline

Every lead, with the date you promised to come back.

New12

Contacted23

Appointment set9

Met6

Proposal out4

Daniel Ong6 days lateAsked for the numbers again

Serene LimFriWants her husband in the room

Priya SandhuThu 3pmSecond meeting, last year's policy in hand

Illustrative. Nothing sits in a stage without a date on it.

Fig. 03Priya Sandhu

Follow-ups

The ones you would have forgotten.

Day 1 · thanks for the chatSent Mon 09:12, opened twice

Day 3 · the one-pagerSent Wed 09:05

Day 7 · ask for the meetingDrafted in your words, waiting for your yes

Confirm the day beforeThen a reminder on the morning

Illustrative. You approve the words once, the sending is handled.

Fig. 04objections

Practice

Say it out loud before you say it to a client.

Prospect

I already have insurance. My cousin sold it to me.

Advisor OS

What good sounds likeTwenty seconds, one question, no pitch.

Illustrative. Run it before the meeting, not after you lose one.

What you get

Everything the notebook was doing, done properly.

Every lead in one place

Stage, last contact, and the date you said you would come back to them.

Follow-ups that go out

Day one, day three, day seven, in your words. You approve, it sends.

Fewer no-shows

A confirmation the day before and a reminder on the morning.

Your own numbers

Activity and ratios, updated as you work instead of at month end.

Straight answers

The questions reps ask us first.

Does my manager see all of this?

Yes. Your activity is shared with your manager, the same as any team system. What changes is the conversation. Instead of "why are you behind", it becomes "your contact volume is fine, your appointment rate is not".

Do I have to log everything twice?

No. Activity comes in from the tools you already use, so your calendar, your CRM and your messages fill most of it in before you touch anything. You confirm what happened and move on.

Will it get me leads?

No. Leads come from you, your referrals and whatever your agency runs. Advisor OS keeps you from dropping the ones you already have.

How long before it is useful?

Day one. The list works immediately. Your ratios need about a month of your own activity before they mean anything.

The shift

From a month you survive to a month you run.

Before

Leads live in your head
Follow-ups happen when you remember
No-shows you cannot explain
The number arrives at month end

After

One list, already in order
Follow-ups run on their own
Meetings that get confirmed
Your ratios, updated as you work

Why we built this

Nobody fails this job for lack of effort.

The reps who struggle are usually working plenty. They are carrying the whole process in their head, and heads drop things. A name here, a callback there, a meeting nobody confirmed.

Advisor OS will not make you better at selling. What it does is make sure every conversation you start gets followed through, and that at the end of the month you can see what happened.

Do that for a quarter and the numbers stop being a mystery. Then coaching has something to work with.

LeoFounder, Advisor OS

The month is easier when the list is already made.

Bring how you work now: the notebook, the chats, the CRM tab you keep open. We will show you what your first week looks like inside Advisor OS.

Book a walkthrough

See it on your own week.

Bring your leads, your calendar and last month's numbers.

30 minutes
Times shown in your timezone
Reschedule or cancel any time

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