Amplified Marketing · Prepared for Wilfred and the AWM directors
From 3 associates to a team machine.
The 2027 team plan for up to 10 associates. Cold leads that close, tracked end to end.
Tap to continue →Click or press → to continue
What we heard from you
Your team is warm market. 2027 needs a reliable cold source.
The goal
●High-quality, affluent leads interested in retirement planning
●Every associate pair gets 2 appointments a week, with room to scale faster
●Longer term: bigger cases, so associates reach MDRT and COT faster
What gets in the way
●When to call, and when to follow up
●No proven calling script for cold leads
●No single view of every lead across AI, callers and advisers
●Other cold lead sources: the quality is bad
Proof · Your own associates
You tested us one at a time. It worked.
3 of 3
associates you sent closed big cases in their first month
6
appointments from 7 leads in one week, for one of your associates (week of 19 Oct)
S$29.50
ad cost per appointment that week
Same system, same team. 2027 is about running it for the whole team at once, with the gaps closed.
The overview · How ads become profitable
Strong creatives first. Then data. Then optimisation.
1
Strong creatives
The ad does the targeting. It has to stop the right person: affluent, near retirement, with CPF to plan.
2
Data
Strong ads bring in the right leads. Their answers and outcomes tell Meta who to find next.
3
Optimisation
We cut what does not work and scale what does. It only works on top of 1 and 2.
The bottlenecks
Where most ad accounts get stuck
Strong
Weak creatives bring the wrong people. No amount of optimisation fixes that.
Volume
Ads tire out. You need enough new ones every week to keep testing and keep winning.
The 2027 team system
Three phases. Automated as much as possible.
✓CPF ads plus a retirement planning quiz funnel
✓Filter for S$200K+ CPF before they reach you
✓New creatives every week to keep quality up
✓AI sends the first message instantly
✓Your callers get notified and call right away, logging on a Google Sheet
✓Two-way sync: we integrate your callers’ reporting with our AI CRM, so AI and caller both know what is happening
✓4 pairs, all calendars linked, managed with your telemarketers
✓Every lead accounted for in our CRM
✓Qualified results sent back to Facebook, so it finds more high-quality leads
✓Monthly qualification reports from our side: we build the infrastructure
Your best telemarketers spend their time on good leads only. That is where their ROI is highest.
Phase 1 · Attract · Alongside CPF
A retirement planning quiz funnel. Alongside CPF.
✓A free 2-minute retirement check: will their money keep paying them every month?
✓Sliders, no typing. They enter CPF, cash and investments
✓They see their own gap, then claim a review with the adviser
✓Every answer is qualification data your callers see before they dial
Example shown: a live retirement checker funnel we run. Yours is built for AWM.
Phase 1 · Attract · Filtration
Filtered for S$200k+ CPF.
What you see before you meet
Age57
CPFS$300k
Cash savingsS$500k
Main worryA big medical bill
Income goalTravel and enjoy
Sample figures from the demo on our call.
Proof · Who takes the check
105 people took the check. Here's what they declared.
CPF of S$200K or more92%
97 of 105
CPF of S$300K or more75%
79 of 105
Cash of S$100K or more75%
79 of 105
Own their home90%
95 of 105
| Opt-in date | Age | CPF (OA + SA/RA) | Cash savings | Wants / month | Top concern |
|---|
| 2026-08-16 | 55 | $405K | $150K | $3,500 | Outliving savings |
| 2026-07-30 | 64 | $355K | $390K | $4,500 | Healthcare costs |
| 2026-07-28 | 50 | $650K | $765K | $3,500 | Outliving savings |
| 2026-07-28 | 48 | $420K | $150K | $5,000 | Healthcare costs |
| 2026-07-28 | 62 | $200K | $0 | $7,000 | Healthcare costs |
| 2026-07-28 | 64 | $215K | $125K | $10,000 | Outliving savings |
| 2026-07-27 | 53 | $900K | $1.0M | $5,000 | Outliving savings |
| 2026-07-27 | 45 | $275K | $80K | $10,000 | Outliving savings |
| 2026-07-27 | 54 | $1.1M | $1.0M | $10,000 | Healthcare costs |
| 2026-07-26 | 40 | $140K | $70K | $6,000 | Healthcare costs |
Phase 2 · Convert · The AI setter
What happens in the first 24 hours.
20,000+
Singaporeans it has spoken to
391%
more conversions when a lead is contacted within 1 minute (US lead-response study)
Phase 2 · Convert · With your telemarketers
AI messages first. Your caller calls immediately.
1Lead opts in
Filtered for S$200K+ CPF. Lands in our CRM instantly.
2AI messages
WhatsApp first message goes out straight away.
3Caller notified
Your caller gets the alert and calls the lead immediately.
4Update the sheet
Caller updates the Google Sheet. If needed, that stops the AI bot.
5Two-way sync
CRM, AI and caller all see the same status. Booked into the pair calendar.
Your callers never touch the CRM. They work from the sheet; the sync does the rest.
Phase 2 · Convert · Rough cost per appointment
We plan on S$150 an appointment. Conservative.
~S$100
per appointment today at lower spend, with calling + AI bot
S$150
what we plan on as spend scales
8
appointments a week: 2 per pair x 4 pairs
S$1.2K
ad spend a week (~S$5K a month)
~S$600
ad spend per adviser a month, split across 8
Minimum to start: S$800 a week. Ad spend is paid straight to Meta. Cost per appointment can move as we scale, so we plan conservatively.
New for 2027 · The team layer
We fix the gaps around the leads too.
Proper onboarding
Every associate and caller knows exactly what to do from day 1. One session, one playbook, recorded.
Calling playbook
When to call, when to follow up, and a proven script built from real CPF conversations.
Every lead accounted for
One tracker across AI, callers and advisers. Who called, what happened, what is next. Nothing slips.
Director reports
Per associate: leads, appointments, shows, follow-ups. You see who is working their leads.
Phase 3 · Improve · Full visibility
A live dashboard. Your data, in real time.
Lead data
Every lead per pair: source, CPF band, answers, status. Live.
Appointment data
Booked, shown, follow-up, by AI or by caller. Per pair, per week.
One source of truth
We integrate your callers’ reporting with our ads and AI CRM. Two-way, so nothing is missed.
Your callers stay your team. We connect their reporting to our CRM, and the dashboard updates live. Plus a monthly qualification report from our side.
Phase 3 · Improve · What it looks like
The attribution dashboard we run on our own business.
Our own HQ: spend, leads, bookings, shows, deals and ROAS in one live view. Yours is built the same way, per pair.
Proof · Advisers on the system
Real advisers. Real results.
Justin Sunjay Raj
S$150,000 annual premium
A company record case. MDRT in six months.
Khoo Li Zhen
First COT
3x return on her spend. Prospects worth S$1M to S$40M.
Alynna
Top 3, four months running
The AI books appointments while she sleeps.
Lester Tan
50 HNW appointments
In 5 months. Clients worth S$3M to S$10M.
Full videos at amplified-marketing.org
Sustainability · Why it is priced this way
More spend needs more creatives. Or results fade.
Ads tire out
The same ads shown to the same people stop working. Higher spend tires them out faster.
One associate, 5 new ads a month
For one of your associates on about S$800 a month, we made 5 new ads in a single month.
Your team, ~S$5K a month
At team velocity, we have to step up the creative game a lot to keep lead quality high.
The price covers a steady stream of new creatives, the funnels and the infrastructure, so results last past month one.
How we work with you
Not a one-time setup. We work with you closely.
We integrate it into AWM
We work closely with your leaders and callers to build this into how your company runs.
We stay flexible
Changes can be made as long as they are reasonable and do not add extra cost or resources.
Custom to your team
Over the 5 months the system gets shaped around AWM: your angles, your callers, your process.
The deliverables
What we deliver for AWM.
1
HNW lead and appointment infrastructure for retirement planning
The first thing we install: ads, CPF and retirement quiz funnels, the S$200K+ filter and AI first message.
2
New video ads every week
So results hold up even as advertising costs rise.
3
Every lead accounted for, with simple two-way comms
Between our AI, the ad system, your telemarketers and whoever follows up. Everyone sees the same status.
4
A real-time dashboard
See how your advertising is working: leads, appointments, how many each consultant gets, and sales conversion rate. Track everything from the top.
5
Ongoing support to integrate it into your team
We stay with you for the 5 months so the system becomes part of how AWM runs.
Investment · AWM team package
One team package. 5 months, up to 10 associates.
AWM Team Package
Everything in this deck, for the whole team
S$30K
for 5 months · up to 10 associates
S$3,750 per person with 8 on board
Solo rate today: S$3,267 a month per adviser
✓Up to 10 associates on one team package
✓Add, remove or replace associates anytime. You decide who is on it
✓5 months, because a team compounds: more data, better creatives, better leads every month
✓Built for leaders: one system, one dashboard, one report for your whole team
✓Creatives, funnels, AI, caller sync, live dashboard and monthly reports all included
✓Ad spend is separate, paid straight to Meta
The breakdown
For the agency. And for each person.
S$30K
team package for the agency, 5 months
S$3,750
per person for the 5 months, with 8 on board (S$750 a month)
~S$600
ad spend per person a month, based on the KPI of 2 appointments a week per pair
Ad spend is paid straight to Meta. More people on the package lowers the cost per person.
Rollout · All 8 at once
Live in one week. Everyone starts together.
11-hour onboarding
One session with everyone involved: associates, callers and leaders.
2We build
Ads, funnels, AI, caller sheet, sync and dashboard. You do nothing.
3Live in 1 week
All 8 associates go live at the same time.
4We optimise
Weekly changes to ads and scripts. Monthly qualification report.
All we need is everyone in the one-hour onboarding. Then we start.
Next step
When are you looking to get started?
One onboarding session and you are live in a week. Ready when you are.
Fahim · Amplified Marketing
Turn your phone sideways
This presentation is built for a wide screen. It will fill your phone in landscape.
Amplified Marketing · Prepared for Zhang
