TIRED OF CHASING PROSPECTS THAT OFTEN GROW COLD?

Capture Leads That Turn Into Loyal Clients with a Proven Funnel System

that works 24/7 on autopilot

Say goodbye to constant pitching and endless follow-ups. With the right funnel, your ideal clients go from finding you to taking action within minutes.

Are you a Financial Coach or an Insurance Entrepreneur?

LET ME GUESS... You’re amazing at what you do.

You pour your heart into helping clients build wealth, secure their future, and make smart financial decisions. But maybe, despite your passion and expertise, you still struggle to achieve consistent growth in your business.

Could these be what's holding you back?

  • Your client pipeline isn’t steady. Some months are great, while others leave you scrambling for new leads.
  • Follow-ups keep piling. It’s hard to keep up, and as a result, opportunities slip away and prospects go cold.
  • You're overwhelmed with marketing. You know you need an online system, but the tech and strategy leave you stuck.
  • Growing your team is tough. Finding the right talent takes time, and turnover slows down your momentum.
  • You’re constantly juggling priorities. With client work, coaching, and marketing, something's bound to get left behind.
  • You’re getting lost in the crowd. With so much competition, standing out from the rest is harder than ever.

If this sounds like you, know that you're not alone.

As a former financial advisor, I know these struggles all too well. Like you, I was constantly in search of a smarter way to get leads & clients without the constant grind.

FINALLY... I DISCOVERED WHAT'S BEEN MISSING

a strategic automated system that attracts your ideal clients, guides them along a clear path, and moves them to action.

NOW IMAGINE WAKING UP TO

a full calendar of booked appointments or program enrollments without you lifting a finger.

With a system that automates your lead generation and follow-ups, you simply hop on calls with leads already warmed up and ready to buy your offer.

That's what I help financial professionals achieve. I build your automated marketing machine while you focus on your zone of genius.

LET ME HELP YOU FAST-TRACK YOUR BREAKTHROUGH WITH

Our Premium Done-For-You

Automated Funnel System

Your complete solution for attracting, nurturing, and

converting your ideal clients on autopilot

OUR SIMPLE 3-PHASE PROCESS WILL GIVE YOU AN IDEA OF

How It Works

PHASE 1

Discovery & Strategy

We start by understanding your business goals and your ideal clients, so we can map out a funnel blueprint tailored to attract and convert your target audience. This sets you up for success from the get-go.

PHASE 2

Design & Building

With a clear strategy in place, we proceed to funnel development. From compelling landing pages to automated emails, every element is designed with your brand and your customers in mind.

PHASE 3

Delivery & Launch

Once your funnel is built and tested, we finally go live, so you can start attracting leads, booking calls, and closing deals effortlessly.

Plus, you get post-launch support to ensure everything runs smoothly.

GET TO KNOW THE

What It Is

  • A guided system that moves potential clients from discovery to action—whether booking a call, signing up, or making a purchase.


  • A series of webpages—like an opt-in, booking, and thank-you page—working together toward your goal.


  • Automated emails that handle follow-ups, appointment reminders, and nurturing, so you stay top of mind.

What You'll Get

  • Custom Funnel Strategy
  • Proven Copy Structure
  • Custom Branded Graphics
  • Premium Landing Pages Design
  • Precise Funnel Build-out
  • Email Automation Setup
  • Mobile Optimization

BONUS #1: Step-by-Step Training & Onboarding

BONUS #2: 30 Days of Ongoing Support & Maintenance

GET A GLIMPSE OF HOW YOUR OWN CUSTOM FUNNEL CAN LOOK LIKE

Some of My Recent Designs

CUSTOM FUNNELS POWERED BY

Hi there, I'm Giselle

YOUR FUNNEL SUCCESS PARTNER

I’m a creative problem-solver at heart 💜 a former banker and financial advisor turned freelancer, a homeschooling mom, and a follower of Jesus Christ.


My journey into this digital business started as a curious exploration of graphic design. What began as a simple hobby quickly became a passion for helping personal brands stand out online.


Now, I build powerful funnel systems that simplifies processes, drives results, and creates freedom for busy professionals.


As an introverted solopreneur, I love how my automated funnel does most of the marketing for me, giving me time to help my clients build theirs. Just perfect!

HERE'S A LITTLE PEEK OF WHAT IT FEELS LIKE TO

Work With Me

The quality of her work exceeded our expectations!

She really took the time to understand our needs and preferences to ensure that the final product was exactly what we envisioned.


I highly recommend Giselle. I’m confident that you’ll find great value in her services just like we did.

DIANNE CUBINAR

Co-Founder & Executive Business Integrator
RO'I Operations Consulting and Management
ALBANIA

Frequently Asked Questions

Do you work only with financial professionals?

While most of my clients are financial advisors, my expertise extends beyond the financial industry. I also love helping coaches, consultants, course creators, and other service professionals.

How long does it take to build my funnel?

On average, it takes 4-6 weeks from strategy to launch, depending on the complexity of your needs, and on the availability of your content resources. We collaborate closely with you to ensure timely delivery of your funnel.

Will I need any special tools or software?

Yes, but don’t worry. We’ll guide you in selecting and setting up the tools you need. If you already have tools you love, we’ll work with those!

What if I don’t have an email list or audience yet?

That’s okay! Whether you're just starting out or already have an audience, a funnel is designed to meet your business where it’s at and scale with you over time.

Do I need technical skills to manage the funnel?

Not at all! We handle all the technical setup, and we'll train you on the simple tasks needed to manage your funnel going forward.

What if I already have a funnel that's not working?

We'll audit your existing funnel and either optimize it or build a new one that actually converts, using the insights from what didn't work before.

What if you never have to chase leads again?

Let's build a system that brings in the right clients who are eager to work with you.

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