Lead generation that fills your calendar

Multi-channel acquisition

Launch and manage Meta, Google, YouTube, and TikTok campaigns from inside Bobbuilt using templates built specifically for mortgage protection, IUL, final expense, and term offers. Stop juggling six ad accounts and a spreadsheet.

• Pre-built ad templates by offer and avatar
• Meta Pixel + server-side Conversions API wired by default
• Google Enhanced Conversions configured at onboarding
• Spend tracked per lead, per source, per creative
• Daily budget caps and dayparting per channel

Quiz funnels that convert

Custom intake quizzes pre-qualify prospects before they ever hit your calendar. Across our customer base, quiz funnels outperform raw lead forms by 2–3x on contact rate and 30–50% on appointment-to-show.

• Drag-and-drop quiz builder
• Conditional logic and branching by answer
• Auto-disqualify low-intent or off-criteria leads
• Native integration with the calendar and dialer
• A/B test every step with statistical significance built in

Compliance built in

TCPA-compliant prior express written consent, DNC scrubbing, and full audit trails on every lead record. Compliance is treated as a product feature, not a checkbox.

• Express written consent capture with timestamp and IP
• TrustedForm and Jornaya hooks
• DNC scrub before every outbound dial
• Full event history per lead for audit
• State-by-state rule packs

Real-time routing

Leads land in the right agent’s queue the second they submit — no spreadsheet handoffs, no 4-hour delays, no leads dying in an inbox.

• Round-robin, skill-based, or capacity-aware routing
• Geographic routing by state for licensed agents
• SMS + email auto-nurture sequences
• Two-way CRM sync with GoHighLevel, HubSpot, Salesforce, and more
• Hot-lead alerts to Slack or your phone

Attribution you can defend

Every lead carries source, campaign, creative, UTM, device, and offer context from first impression through issued policy. When your CFO asks where the policies came from, you have the answer.

• Server-side deduplication across pixels
• Multi-touch and last-touch reporting side by side
• Cohort analysis by source and offer
• Exports to BigQuery, Snowflake, and the warehouse of your choice

Lead quality, not just lead volume

We optimize for cost per issued policy, not cost per opt-in. That means killing low-quality sources fast, scoring leads on intent signals, and feeding signal back to the ad platforms so they learn what a real prospect looks like.