A LinkedIn-sourced lead backlog, sorted the way a solo adviser would actually work it
Built for a solo financial adviser generating real lead volume from an active LinkedIn presence, but with no time to triage a growing, unworked backlog. 12 realistic sample leads shown here, scored and ranked, not a generic CRM score, a weighting model built around what actually predicts conversion in fee-for-service financial advice. Click any lead to see the score breakdown.
How it's scored
35%
Life-stage trigger
20%
Engagement recency
20%
Engagement depth
15%
Referral quality
10%
Fit to specialty
Priority list, ranked
This is the concept, not the finished tool
Built for a real adviser's real backlog, the scoring model adapts to any lead-heavy, time-poor practice.
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Built for a real adviser's real backlog, the scoring model adapts to any lead-heavy, time-poor practice.