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Intelligence • Integrity • Automation
The World's Most Complete
AI-Powered Lead & Financial System
From lead capture to AI phone call to booked appointment — fully automated, working 24/7 on your behalf.
60s
AI Response Time
73%
Higher Close Rate
24/7
Always On
7
Email Sequences
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The Problem
Why Most Advisors Lose Leads
The painful truth most financial professionals never discover until it's too late.
⏱️
73%
of leads go to the first advisor who calls back
📵
78%
of leads never receive any follow-up at all
🕐
5hrs
average response time for most advisors
💸
$47K
avg annual revenue lost per advisor from missed leads
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The Solution
The Palcidus AI System
Every step of your lead journey — automated, intelligent, relentless.
📋
1
Form Submitted
Lead fills form on your website with name, email, phone & niche
▶
📊
2
CRM Logged
Auto-added to Google Sheet with all details & timestamp
▶
📱
3
SMS Sent
Lead & admin receive personalized SMS within seconds
▶
🤖
4
AI Calls in 60s
Vapi AI agent calls lead, qualifies them & books session
▶
📅
5
Session Booked
Cal.com booking confirmed with automated reminders
▶
📧
6
7-Email Nurture
Automated 22-day email sequence keeps leads warm
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Step 1: Lead Capture
Client Fills the Form
🌐 Palcidus AI Website Form
Full Name
Email
Phone
Niche / Industry
Your Main Goal
📊
✅ Logged in Google Sheet
Sarah's details added to Palcidus AI Leads tab instantly
⚡ 0 SECONDS
📧
✅ Welcome Email Sent
Branded HTML email with booking link, resources & signature
⚡ 2 SECONDS
📱
✅ SMS to Sarah + Admin
Client gets welcome SMS. Patrick gets lead alert with phone link
⚡ 5 SECONDS
🤖
✅ AI Call Scheduled
Vapi AI agent will call Sarah in exactly 60 seconds
⚡ 60 SECONDS
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Step 2: AI Outbound Call
The AI Calls in 60 Seconds
🤖
Alex — Palcidus AI
+1 (873) 504-1852
● CALLING SARAH...
00:47
📵
📞
🗣️
Natural AI Conversation
Alex introduces Palcidus Patrick, explains the offer, answers questions in real time using advanced AI voice
📅
Books the Session Live
AI directs leads to the Cal.com booking link or schedules directly during the call
📬
Voicemail if No Answer
Professional personalized voicemail left automatically with callback number (+1 873-504-1852)
📩
Admin Confirmation Email
Patrick receives instant email with Vapi call ID and result after every call attempt
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Step 3: CRM Tracking
Every Lead Tracked Automatically
📊 Palcidus AI Leads — Google Sheets
Palcidus AI Leads
Niche Leads
+
TimestampFull NameEmailPhoneNicheGoalStatusFollow-up
02/23/26 5:42 PMSarah Johnsonsarah@realtypro.com+1 416-555-0198Real EstateMore leadsAI CALLEDPENDING
02/22/26 11:18 AMMichael Torresm.torres@gmail.com+1 647-555-0234InsuranceAutomationBOOKEDCONFIRMED
02/21/26 3:05 PMPriya Nairpriya@fingroup.ca+1 905-555-0167MortgageMore clientsNEW LEADSMS SENT
02/20/26 9:33 AMJames Wongj.wong@remax.ca+1 416-555-0312Real EstateLead systemBOOKEDCONFIRMED
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Step 4: Nurture Sequence
7-Email Automated Sequence
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Step 5: Social Media
LinkedIn Post + WhatsApp Outreach
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The Results
What This System Delivers
Real, measurable outcomes for your business from day one.
⚡
60s
Average AI response time to every new lead
📈
73%
Higher close rate vs advisors who call late
🤖
24/7
AI always on — holidays, nights, weekends
📧
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Automated emails over 22 days — zero manual work
📊
100%
Leads tracked in Google Sheet CRM automatically
💰
∞
Scalable — same system handles 1 or 1,000 leads
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PALCIDUS AI
Ready to Put Your Business
on Autopilot?
Book your free private strategy session with Palcidus Patrick today.
No obligation. Pure strategy. Life-changing results.
📅 Book Your FREE Session Now 🤖 Talk to the AI Agent
📞 +1 (905) 341-8638
📧 patrickpalcidus@gmail.com
💼 Independent Financial Advisor & Insurance Broker
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