Lasting Legacy Pro — Internal Command Center
⚖
Lasting Legacy
Pro
Internal Command Center
Business Targets
12
Webinar Target
5–6
Attendees Goal
2–3
Sales / Webinar
10–12
Monthly Sales Goal
Core Tools
📊
Lead Pipeline Dashboard
Full CRM-style pipeline — aged insurance & Facebook leads, outreach sequences, scripts, objection handlers, package pricing, and quote builder.
Open Dashboard
→
🗂
TeamBuilder CRM
Manage leads, contacts, pipelines, campaigns, and follow-up tasks. Your live CRM — all active leads and conversations in one place.
Open CRM
→
🎙
Webinar Runner
Live presenter guide — all 20 slides with your full word-for-word script. Run Tuesday & Thursday webinars from here.
Open Runner
→
📞
Consultation Script
Discovery call script with SPIN, Sales EQ, and Voss method. Scripts, objections, and closes for every scenario.
Open Script
→
🎓
Training Module
7-module sales training — drills, role-play scenarios, and full objection war room to sharpen every call.
Open Training
→
Content & Publishing
✍️
Substack — Publish
Write and publish to The Legacy Blueprint newsletter. Primary content hub — estate planning articles and future book chapters.
Go to Substack
→
📖
Reedsy — Book Editor
Write and organize your book chapters here. Substack posts double as chapters — Reedsy keeps the full manuscript structured and export-ready.
Open Editor
→
👥
Facebook — Lasting Legacy Pro
Post content, respond to leads, and drive traffic to Substack. Primary top-of-funnel social channel for estate planning outreach.
Open Facebook
→
🏘️
Nextdoor Business Page
Your Nextdoor business profile for Casa Grande. Post Substack articles here as a credibility library. Passive presence — never spam the feed.
Open Nextdoor
→
🏡
Nextdoor Marketing SOP
Your full system for local trust-building — keyword search list, comment frameworks, post templates, 90-day plan, and troubleshooting guide.
Open SOP
→
🎯
Webinar Registration
Public-facing webinar registration page. Share this link to drive Tuesday & Thursday signups from any channel.
View Page
→
Communications & Resources
📬
Private Email — Inbox
Secure business email inbox. Manage client inquiries, webinar confirmations, and professional correspondence.
Open Inbox
→
🧭
Wisdom Keep — Command
Internal command center for Wisdom Keep. Access internal tools, resources, and operational hub from this central dashboard.
Open Command
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📚
Facebook — Wisdom Keep
Wisdom Keep Facebook page for books and content. Manage posts, engage with followers, and grow the Wisdom Keep brand presence.
Open Facebook
→
Webinar Schedule
📅
Tuesday
10:00 AM
Morning Session — Arizona Time
📅
Thursday
4:00 PM
Afternoon Session — Arizona Time