Fully Automated, 24/7
Respond Instantly, and Follow-up Persistently
The Prospecting Assistant automatically detects leads as they come in, and triggers a message within minutes.
The system will persistently follow up until you get a response, and pause automatically when it detects interaction.
Save time and schedule 40% more meetings, with automatic lead follow-up.
Works with these lead sources, and more…
Turnkey Prospect Nurturing
Don’t Take Our Word For It
Watch a video testimonial from Ford Stokes
“I’ve got 5 meetings on our next business day, and 3 of them came through the Harbor Plan system. It’s a good situation”
- Ford Stokes, Active Wealth Management
Review a Case Study with Adam Harding
Harbor’s Financial Health Quiz re-activated several old leads that I had been trying to convert for months. One of those leads is now a $1.5M client. I was really impressed with the results.
- Adam Harding, Adam Harding Investments