EliteAppointment AI

Title: EliteAppointment AI: Turnkey High-Ticket Appointment Setting Agency

Short Description: A "done-for-you" AI-driven appointment setting agency specialized in Luxury Real Estate, Mortgage, and Wealth Management. Features automated lead scoring, compliance-safe outreach, and interactive lead magnets.

Full Description: EliteAppointment AI is a fully engineered agency infrastructure designed to transform raw leads into high-intent appointments for high-margin US brokers.

What’s Included:

Proprietary HNW Scoring System: Python-based logic that identifies "whale" leads based on luxury zip codes (NYC, LA, Miami), asset values ($5M+ properties), and engagement speed.
Interactive Landing Page: High-conversion site featuring built-in RIA AUM Audit and IUL ROI Calculators to capture and qualify traffic instantly.
Niche-Specific Pipelines: Pre-built, compliance-safe sequences for SEC/FINRA (Wealth Management) and State DOI (Insurance) sectors.
Verified Lead Data: A starter database of 550 high-ticket leads and personalized "hooks" for the Top 5 US brokerage principals.
Real-Time War Room: A professional HTML dashboard for tracking global outreach performance, response rates, and revenue potential.
This is a turnkey asset for any entrepreneur looking to enter the high-ticket "appointments-as-a-service" market with an elite brand and technical edge.

Buyer Setup Steps (The "Manual")

Configure CRM Integration: The system is optimized for GoHighLevel. The buyer should follow the included ghl_workflow_update.md to map the custom fields (HNW Score, Lead Priority) to their specific sub-account.
Connect Lead Sources: Use the provided financial_lead_sources.md to plug in API keys from platforms like SmartAsset or LendingTree to initiate live lead flow.
Branding Update: Replace the placeholder logo and agency contact info in /shared/marketing/landing_page/index.html.
Activate Scoring: Ensure the lead_scoring_logic.py script is connected to the inbound webhook to begin auto-prioritizing HNW leads.
Launch Outreach: Select one of the three compliance-safe sequences in /shared/marketing/ and trigger the initial SMS/Email blast via the GHL workflows. Buyer Setup Steps (The "Manual")