State-specific checklist lead magnets
Practical checklists agents keep on their desk, with your name on them.
- Rural: septic & well
- Condo / HOA
- Probate / trust
- Tenant-occupied
- New construction
- Vacant land
For independent TCs, built by TCs
Keep your plate full.
Ads, checklists and automatic follow-up that bring new agents to your TC business, built by TCs, for TCs.
We've sat in your chair. We're not accepting California TCs right now.
- 01Referrals are great — until they slow down.
- 02Agents don't know you exist.
- 03Marketing is a full-time job you don't have time for.
How it works
A simple path from stranger to first file.
Four steps. Set up once, then it keeps working while you work files.
- 01
A free checklist for agents in your state
A useful escrow checklist, branded to you and written for your state's process.
- 02
Ads put it in front of agents
Facebook & Instagram ads reach agents in your area with an offer they actually want.
- 03
Follow-up introduces you
Automatic email and text follow-up tells them who you are and shares your first-file offer.
- 04
Agents send you their first file
When they're ready to try a TC, you're the one they already know.
What's inside
Everything it takes, in one system.
No piecing together tools. Each part is built around how agents and TCs really work.
Ad creative written for agents
Copy and designs that speak to busy agents, not to other TCs.
Landing page with download
A clean page where agents grab the checklist in seconds.
Email + text follow-up
Friendly, automatic messages so no download goes cold.
First-file offer
A simple, low-risk reason for an agent to try you now.
Ad management
We watch, adjust and keep spend sensible on Launch and Pro.
Monthly scorecard
Downloads, conversations and files, in plain language.
Your own CRM login
Every lead and message lives in an account you can see.
Proof
Results coming.
When the numbers are in, we'll share them here, plainly. Until then, we won't make any up.
CASE STUDY: RESULTS COMING
- Cost per checklist download
- $—
- New agents
- —
- Files received
- —
Pricing
Pick the level of help you want.
Do it yourself with our kit, or let us launch and run it with you.
DIY Kit
$297 one-time
- Video playbook
- 12 ad templates (Canva)
- 6 editable checklist lead magnets
- Landing-page template
- 10 follow-up text/email scripts
- First-file offer framework
Done-For-You Launch
$697 setup
+ $297/mo · 3-month minimum
- We brand your checklist and landing page
- We write and launch your ads
- Automatic email + text follow-up, set up for you
- Monthly report
- You pay Meta directly for ad spend (we suggest $10–$20/day)
Full Plate Pro
$1,297 setup
+ $497/mo · limited to 3 TCs per state
- Everything in Launch
- A new checklist every quarter
- AI text assistant that books discovery calls on your calendar
- Retargeting ads
- CRM pipeline
- Monthly strategy call
Territory-friendly: we cap Pro at 3 TCs per state so you're not bidding against a crowd.
Ad spend is paid directly to Meta and is not included. Results vary. Texting requires carrier registration (A2P 10DLC), handled during setup.
FAQ
Fair questions.
How much should I spend on ads?
We suggest $10–$20 a day to start. You pay Meta directly, so you always see and control the spend. We'll help you adjust it once we see how your area responds.
Do I need a website?
No. The checklist landing page is included, and that's where agents download. If you already have a site, we can link to it.
Does this work in my state?
The system works anywhere agents use Facebook and Instagram, and checklists are adjusted to your state's process. Right now we're working with TCs in every state except California. We'll tell you honestly if we think your market is a poor fit.
Will I compete with other TCs using this?
On Pro, we cap it at 3 TCs per state. Each TC gets their own branded checklist, ads and follow-up, so agents meet you, not a template.
What if I'm already busy?
Then start small. You can lower ad spend or pause during busy months. Building a list of agents who know you now helps smooth out the slow months later.
Do I need to be on camera?
No. The ads and checklists work without video. If you're comfortable recording a short intro, it can help, but it's optional.
Strategy call
Let's talk about your plate.
A relaxed 20-minute call, TC to TC. We'll look at your state, your capacity and which plan (if any) makes sense.
- No pressure and no hard sell.
- Honest read on your market.
- Clear next steps, whatever you decide.