What is the founding-client offer?
Regular setup is $500 for the CRM and $1,500 for Done-For-You. The first three clients, or anyone who buys before Friday, October 31, 2026 at 11:59 PM ET, pay no setup fee: the checkout shows $0 setup while the offer is on. The monthly or yearly price, usage at cost and the Done-For-You three-month minimum are the same as always. After the third client or the deadline, the regular setup fee returns and this offer comes off the page.
Can I see the CRM before I buy?
Yes. Book a 30-minute demo on Zoom and I’ll walk you through the account I run my own business on: the lead pipeline, the follow-up texts and emails, the AI assistant that calls new leads, and what setup with you looks like. No charge, no pitch script.
Do I need Claude?
No. The Claude edition is a skill that loads when you ask Claude for marketing help. The Universal edition is the same playbook as a system prompt plus 15 knowledge files for ChatGPT, Google Gemini, Microsoft Copilot or any other assistant. Both are in the download.
Is this a course?
No. There are no videos to sit through. The playbooks are written for your assistant to read, so you ask for what you need (“build my landing page,” “write three Facebook ads for my market,” “set up my new-lead texts”) and it builds it the way the playbook says. The manual is twelve short sections.
Will this get me leads?
I can’t promise that, and I don’t. The numbers on this page are mine, from my own accounts, and your market, licenses, budget, offer, follow-up and compliance choices will all be different. What you get is the exact setup, the rules I follow, and the $20-a-day, day-3–4 test that keeps a bad campaign from draining you.
What about compliance?
The playbooks apply the 2027 marketing rules for the senior market (including the required disclaimer wording), Meta’s special ad category, and TCPA consent for texting and calling. They are educational material, not legal advice. Compliance sign-off belongs to you, your FMO and your counsel.
Is it only for one market?
It’s written for independent agents in the senior and individual markets. The ad results here are senior-market leads in Florida and Texas, and the strategy playbook is written for that market first (turning 65, switchers, dual-eligibles). The website, funnel, tracking, CRM and ad playbooks apply to individual-market work just as well.
How does billing work?
The Blueprint renews yearly until you cancel in your member portal. The CRM renews monthly or yearly; usage (texts, calls, AI voice minutes, emails, numbers and carrier fees) is invoiced monthly at my cost. Done-For-You bills monthly with a three-month minimum. Each checkout shows the exact charges and links to its terms before you pay: Blueprint license, CRM terms, Done-For-You agreement.
For Done-For-You, what do I pay Meta?
Your ad spend, from your own ad account, at least $20 a day. It never goes through me and it is never raised without your approval. You own the ad account, the domain, the leads and the paid creative.
Do you work my leads or sell to them?
Never. Every tier stops at the handoff. Your leads and your data are yours, and the CRM terms and the Done-For-You agreement say so in writing.
Questions before you buy?
Email info@smoothhealthsolutions.com with “Agent Launch” in the subject line.