How it works
From the first click to the booked conversation.
Alfred connects three-stage nurture to enquiry handling. Reach introduces your firm to the right audience. Build trust answers the questions that hold people back. Convert gives interested people a clear way to enquire or book. Alfred then handles replies and factual qualification, so your team receives the context for a useful first conversation.
Choose a stage to see the client’s experience and what your firm receives. All examples are fictional.
The complete client journey
STAGE 1 OF 6
DiscoverGive prospective clients a reason to respond
- YOUR FUTURE CLIENT
- Sees a paid ad about their situation, or finds your firm when searching for an adviser.
- WHAT ALFRED DOES
- Researches the audience, develops creative for approval and tests a destination that answers the ad's question.
- WHAT YOUR FIRM RECEIVES
- Approves who the campaign targets, what the ad says and how much it can spend before launch.
Search campaigns meet people already looking. Social campaigns introduce your firm to people who may be earlier in the decision. Each needs a different message and next step.
CAMPAIGN → AD SET → CREATIVE
First-home conversation
Each campaign has a route from the ad to an enquiry.
- Objective
- Suitable enquiries
- Audience
- Agreed location and campaign eligibility
- Creative
- A short first-home video
- Destination
- A focused page with one next step
InstagramSponsoredYour first home starts here.
Start with your questions.
Google
TikTok
An Alfred planning mock-up, not a connected ad account. Media spend is paid by your firm directly to the platform.
STAGE 2 OF 6
UnderstandAnswer the questions that hold people back
- YOUR FUTURE CLIENT
- Gets a useful checklist, short explanation or relevant Q&A invitation after the ad to help decide when to book.
- WHAT ALFRED DOES
- Connects the resource to follow-up with permission and a booking option for people who are ready.
- WHAT YOUR FIRM RECEIVES
- Approves advice-related content and sees the purpose of each campaign resource.
Guides, videos, emails and Q&A sessions are possible campaign assets, agreed where useful. They are not an ongoing organic content programme or compulsory steps before booking.
Before your first mortgage conversation.
“What should we have ready before we speak to someone?”
Show people what a first conversation covers so they can decide when to book.
STAGE 3 OF 6
EnquireKnow who enquired and why
- YOUR FUTURE CLIENT
- Gets in touch and knows what to expect next.
- WHAT ALFRED DOES
- Records the enquiry, its source and the relevant facts in the system agreed with your firm.
- WHAT YOUR FIRM RECEIVES
- Receives the person's details, what they need and where they came from.
The enquiry record drawn in this journey is an illustration. Only the separate Contact page accepts website enquiries.
New enquiry
Identifiable- Name
- Sam T.
- Purpose
- First home
- Timing
- 3 to 6 months
- Came from
- Meta → checklist
- Consent
- Agreed to follow-up
What Sam is told next
A reply within the firm’s agreed hours, a few short questions, then an option to book.
The form drawn here has no fields and sends nothing. Illustrative example. Not a real borrower or firm.
STAGE 4 OF 6
QualifyKnow what the first conversation needs to cover
- YOUR FUTURE CLIENT
- Answers a few factual questions and can clarify an answer or reach a person at any point.
- WHAT ALFRED DOES
- Organises the answers and follows up under your agreed rules. Records who is ready, who needs preparation and who is not a fit.
- WHAT YOUR FIRM RECEIVES
- Sets the fit criteria and handles advice, exceptions and all client decisions.
Readiness is not loan eligibility. Nothing here assesses a lender's position, approves anything or replaces an adviser.
Are you buying alone or with someone?
With my partner.
Roughly when would you like to buy?
Within six months, ideally.
Have you spoken to a lender or adviser before?
Not yet.
Readiness, on the facts
Readiness is not loan eligibility. A person is one reply away at any point.
STAGE 5 OF 6
BookPut the conversation in your calendar
- YOUR FUTURE CLIENT
- Books an available conversation and receives the agreed confirmation and reminders.
- WHAT ALFRED DOES
- Connects to your configured calendar flow and records the handoff.
- WHAT YOUR FIRM RECEIVES
- Sees the booking and enquiry context before the conversation.
Ready prospects can join here directly and skip the education steps. The journey is not a fixed sequence.
Ready prospects can enter here. No compulsory funnel.
Choose a time
30 minThursday, 10:30. A conversation with your adviser.
Direct entry. Someone who is already ready joins the journey here, without the earlier steps.
Confirmation and reminders follow the rules agreed with the firm.
STAGE 6 OF 6 · OPTIONAL PREPARATION
PrepareStart with the information in one place
- YOUR FUTURE CLIENT
- Knows which information the adviser needs and why.
- WHAT ALFRED DOES
- Where agreed, prepares a factual summary, uses your approved checklist and follows up on missing items for an organised handoff.
- WHAT YOUR FIRM RECEIVES
- Reviews the file, gives the financial advice, decides how to proceed and manages lender relationships.
Optional and agreed per firm. Alfred drafts the summary and checklist; the borrower supplies the evidence. Your adviser reviews the file. Connector support is checked before we include it in scope.
Adviser-approved checklist
Optional · scope agreed per firm- Photo IDReceived
- Income evidenceReceived
- Bank statementsRequested · follow-up set
- KiwiSaver statementRequested
Factual summary for adviser review
What Sam said, what has arrived, what is still outstanding. The adviser reviews, advises and decides.
The borrower supplies source evidence. Alfred drafts the summary and checklist for adviser review. A complete file before the first meeting is not promised.
People need different messages at different points in their decision. We connect each ad to a relevant answer and a route to enquire, rather than asking every visitor to book immediately. Ready prospects can go straight to booking; follow-up requires permission. Campaign resources and optional borrower-information preparation are agreed for your firm, not an ongoing organic content package. Explore the three-stage nurture process.
YOUR WEEKLY REVIEW
See which enquiries become meetings.
See what your advertising spend produced: suitable enquiries, bookings and attended meetings. We agree attribution and reporting access at the start. Later outcomes, including settlements, are recorded when your firm confirms them.
What your spend produced.
A worked example of the report you review together. These figures demonstrate the format, not a forecast.
- Enquiries12
- Suitable6
- Booked4
- Attended3
One sample enquiry cohort, tracked to the review date. Meetings can happen in later weeks. Settlements and received revenue remain pending until the firm confirms them. Media costs exclude Alfred’s fees and other costs.
Every enquiry has a visible outcome.
- Suitable under the agreed criteria6
- Not a fit2
- Awaiting reply3
- Duplicate1
Suitable means the enquiry meets your agreed contact and fit criteria. It does not mean the borrower qualifies for a loan. Non-responses and duplicates are not quietly removed from the report.
- 01Follow up on unanswered enquiries.
Check delivery and permission to follow up before spending more to replace missed conversations.
- 02Check who the campaign attracts.
Use adviser feedback to test a clearer ad message within the same spending cap.
- 03Agree the next test.
Record what to test, who owns it and when to review. Increase spend only when enquiry quality and later outcomes support it.
Example decisions for this sample report. No platform or client data is connected here.
Before launch, we agree what to measure, when to review it and how much to spend. Your firm pays the platforms directly; Alfred's fees are separate and agreed in writing. You approve any budget increase.
The first conversation
Find out where Alfred fits your firm.
30 minutes with Nikau to review your enquiry process, walk through Alfred and decide whether a campaign test makes sense.
- 01
Who you want to work with
Which clients you want to attract and how many new conversations your team can handle each month.
- 02
Where enquiries get stuck
How people find your firm, what happens after they enquire and where replies or bookings slow down.
- 03
What a campaign would need
Whether a paid campaign could help, what your team would need to provide and what to agree before spending.
- 04
Your next step in writing
You receive a short written summary. If Alfred fits, we propose a scope for you to review. If it does not, we tell you.
Plan your next campaign and its follow-up.
Spend 30 minutes with Nikau to review how you attract and handle enquiries. After the call, you receive a written summary and, if Alfred fits, a proposed scope.
Book a discovery call
30 minutes with Nikau · Google Meet
NEW ZEALAND HOURS
- Monday & Friday
- 9am–4pm
- Tuesday–Thursday
- 10am–4pm
Available times load as you reach this calendar. You can also open it separately below.