AMPLIFIED MARKETING
PREPARED FOR GIDMAN & TEAM
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PREPARED FOR GIDMAN & TEAM

Your CPF campaign.
From ads to appointments.

Amplified builds

Ads + follow-up

CPF ads, WhatsApp replies and a shared lead management app.

Your team receives

Lead visibility + context

See enquiries, conversations and appointments in one system.

Your advisers do

Meet + follow up

Speak with prospects, confirm details and follow up personally.

Next: how each part works, then your package, price and launch timeline.

Leads, appointments and sales are not guaranteed.01 / 16

THE CAMPAIGN IN THREE PHASES

1. Attract. 2. Convert.
3. Improve.

1

Attract

CPF ads designed to attract enquiries.

2

Convert

WhatsApp follow-up helps interested prospects book.

3

Improve

We monitor the campaign and adjust what needs work.

The next pages explain what we do, what you get and your team's role.

The build and launch schedule comes after the three phases.02 / 16

PHASE 1 OF 3 · ATTRACT

Build your CPF campaign.
Designed to attract enquiries.

Amplified does

Creates the ads

Prepare CPF messages, scripts and video creatives. Handle compliance submission and revisions.

You receive

A CPF ad campaign

2+ filmed videos and 8 AI creatives to start. Different angles and formats to test.

Your team does

Provides approval

Review the materials with your firm. Arrange required sign-off and a filming date.

CPF is the main campaign topic. Creative choices follow current performance and your agreed ad budget.

CPF training and your deep dive have already been delivered.03 / 16

PHASE 1 · YOUR STARTING CREATIVE PACKAGE

You get 2+ filmed videos.
Plus 8 AI creatives.

2+

Filmed videos for you

We script, film and edit them.

01

02

8

AI creatives

Angles and formats based on current campaign performance.

01

02

03

04

05

06

07

08

CPF is the main campaign topic.

All new materials follow the required compliance review. More creatives when performance calls for them.04 / 16

PHASE 1 · COMPLIANCE BEFORE STANDARD LAUNCH

We prepare and submit.
Your firm gives the sign-off.

Prepare

Scripts, ads and supporting copy

Submit

Your firm's compliance review

Revise

Make the required changes

Clear

Required sign-off before standard launch

Also reviewed

WhatsApp copy + adviser intro PDFs

Company review is about 2 weeks. Timing depends on responses and required revisions.05 / 16

PHASE 1 · REAL ENQUIRY EXAMPLE

What an enquiry can show.
Age and CPF context.

CPF enquiry excerpt

Actual sales-deck excerpt. Names and contact columns excluded.

Age band

A starting point for the conversation

CPF balance band

Self-reported. Financial details are not verified.

Historical example, not Gidman leads or promised profiles. CPF figures are self-reported and unverified.06 / 16

PHASE 2 OF 3 · CONVERT

Follow up on each enquiry.
Help prospects book a meeting.

Amplified does

Sets up WhatsApp

Configure prompt replies, follow-ups and appointment setting for new enquiries.

You receive

WhatsApp follow-up

WhatsApp follow-up, appointment support and conversation visibility in your lead app.

Your team does

Takes over personally

Introduce yourselves, confirm appointments and follow up with prospects when needed.

The system supports your advisers. It does not replace their conversations, judgement or follow-up.

Set up to start responding as soon as a new lead enters. Not every enquiry replies or books.07 / 16

PHASE 2 · YOUR LEAD MANAGEMENT APP (CRM)

One enquiry.
One assigned adviser.

Lead + conversation

Round robin

Automatic adviser rotation

A

Assigned adviser

B

Assigned adviser

C

Assigned adviser

Illustrative 3-adviser team. Leads rotate automatically; your team can see each lead and conversation.08 / 16

PHASE 2 · INTRODUCTION PDF + ADVISER HANDOVER

Prospects know who to meet.
Your adviser owns the next step.

1 PDF per team member

Introduces the adviser before the meeting.

Your team provides profiles and approved details during setup.

01

Introduce yourself

Name the adviser they will meet.

02

Confirm the appointment

Set expectations and confirm details.

03

Follow up personally

Continue the conversation when needed.

Illustrative adviser message

Hi, I'm your assigned adviser. We'll discuss your CPF questions. Can you confirm your booked time?

Intro PDFs follow compliance review. Use your firm's approved wording; AI does not replace adviser follow-up.09 / 16

PHASE 2 · REAL BOOKING EXAMPLE

From a conversation
to a booked appointment.

booking calendar

Actual calendar. Names removed; account selectors cropped out.

Your adviser takes over

Prepare

Confirm details

Follow up personally

Historical booking example, not a forecast of Gidman's appointment volume.10 / 16

PHASE 3 OF 3 · IMPROVE

Manage the campaign.
For five months from launch.

Amplified does

Monitors + adjusts

Watch campaign performance. Improve ads and develop more creatives when needed.

You receive

Ongoing management

Five months of campaign management, starting from your FIRST ad launch.

Your team does

Shares feedback

Tell us about enquiries and meetings. Keep following up personally.

Your ad budget, campaign performance and team feedback guide the next changes.

The five-month clock starts at first launch, including any permitted early launch.11 / 16

PHASE 3 · HOW WE KEEP IMPROVING

Review what is happening.
Make the next changes.

Monitor

Ads and lead follow-up

Learn

Campaign data + team feedback

Improve

Adjust and test fresh creatives

Five months from first ad launch

Develop more ideas and creatives when performance calls for it.

New or revised materials follow required compliance. Leads, appointments and sales are not guaranteed.12 / 16

STANDARD ROUTE · FROM PAYMENT TO LAUNCH

Your launch timeline.
Preparation first. Then live ads.

2 weeks

Scripts + setup

Starts after payment

About 2 weeks

Compliance review

Feedback and revisions

After clearance

Filming

Arrange an available date

About 1 week

Editing

Then required final sign-off

Month 1 begins at FIRST launch

WhatsApp, CRM and round robin ready for launch

5 months

About 5 weeks of preparation, review and editing, plus filming scheduling and any extra review time.13 / 16

OPTIONAL ROUTE · EARLY LAUNCH

Start with proven AI videos.
Custom videos follow.

Standard route

Review, then launch

Prepare / review / film / edit / final sign-off / launch

Optional early route

Proven AI videos first

After payment, while custom videos are prepared

Not yet compliance-cleared for this campaign

Early-start ads may run only where your firm's policies and required approvals permit. Your consent does not replace required sign-off.

Optional after payment. Custom videos follow full review/production. Five months starts at FIRST launch, including early launch.14 / 16

SUMMARY · EXACTLY WHAT YOUR PACKAGE INCLUDES

The complete CPF package.
All six parts included.

2+ filmed + 8 AI creatives

Scripted, filmed, edited. AI formats follow current performance.

Compliance support

Preparation, submission and revisions. Your firm gives final sign-off.

WhatsApp appointment setter

Prompt replies, follow-ups and appointment setting.

CRM app + round robin

Lead and chat visibility. Automatic adviser allocation.

Adviser introduction PDFs

One per member, using collected profiles and approved details.

5 months of management

Monitor, adjust and add creatives when performance calls for them.

CPF training and deep dive already delivered. Management starts at FIRST ad launch; ad spend is separate.15 / 16

SUMMARY · PRICE, TIMING AND NEXT STEP

Your proposal at a glance.
Choose your launch route.

$9,500

Service fee. Ad spend is separate.

Standard launch estimate

About 5 weeks, plus filming
scheduling and any extra review time.

Before standard launch

Scripts: 2 weeks. Firm review: about 2 weeks.
Film after clearance. Editing: about 1 week, then final sign-off.

After FIRST ad launch

5 months of management

Including any permitted early launch.

Early AI: not yet cleared. Only where firm policy and required approvals permit; consent is not sign-off.

Confirm your launch route with Fahim. Payment starts preparation.

See the package summary on the previous page. No guaranteed leads, appointments or sales.16 / 16