Get a free automation system that catches every lead, follows up automatically, and reminds you before offers go cold — in under 60 minutes.
Cancel before 60 days and pay nothing · Setup in under 60 minutes


Get a free automation system that catches every lead, follows up automatically, and reminds you before offers go cold — in under 60 minutes.
Cancel before 60 days and pay nothing · Setup in under 60 minutes
Leads arrive and disappear into your inbox or CRM without a single alert. By the time you notice, they've hired someone else.
You followed up once. Maybe twice. Then a client deadline hit, and that warm prospect went cold. 80% of deals close after the 5th follow-up. Most consultants stop at two.
No reminder was sent. No confirmation sequence was running. A no-show isn't just a wasted hour — it's a lost relationship that's awkward to re-start.
The Quick Win 5 Snapshot is a pre-built automation system for consultants, coaches, and professional service providers.
Install it in your Soar Portal trial. Fill in 8 fields. Turn it on.
Every new contact triggers an instant notification to your phone and inbox — their name, email, phone, and where they came from. Zero accidental discoveries.
Every time a contact moves through your pipeline, their tags update automatically. Your filters are accurate. Your reporting means something.
A 3-email sequence launches automatically when a lead enters your pipeline. It stops the moment they book a call. You don't lift a finger.
Instant confirmation. 24-hour reminder. 1-hour reminder. Your no-show rate drops. Every call has a paper trail.
At day 30, you get an internal nudge to follow up. At day 60, the contact automatically moves to long-term nurture. No offer ever goes cold and invisible.
Growth Pipeline — 5 stages, pre-built
WF-01: Instant new lead notification
WF-02: Automatic pipeline tag sync
WF-03: 3-email pre-nurture sequence (written for you)
WF-04: Calendar confirmation + reminder sequence
WF-05: Offer made 30 & 60-day follow-up timer
8 custom values — fill in once, updates everywhere
6-module DIY video course (under 90 minutes total)
3 SOP guides to walk you through setup
Gemini AI support assistant — ask questions 24/7
60-day free trial of Soar Portal
Your Soar Portal trial is set up instantly. The Quick Win 5 snapshot is pre-loaded.
Fill in 8 fields: your name, email, offer, and calendar link. Everything updates automatically.
A lead comes in. You get an alert. It works.
Soar Portal is an all-in-one marketing operating system created by MRB Media, powered by HighLevel.
HighLevel is a registered trademark of HighLevel Inc.
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