ALL-IN-ONE PLATFORM | A SPEED-TO-LEAD CRM
From Lead to Live Conversation in 60 Seconds—Built for Business Owners.
CEO Suite reaches out the moment a lead comes in, keeps follow-up going for weeks, and sets up texting the right way. We move you in 48 hours—so you can focus on closing.
FREE 100 leads from 3 states including North Carolina, Illinois, Tennessee and many more!
Why Most CRMs Fail Business Owners
Why Agents Lose Deals
Leads slip when you’re slow to respond, follow-up fades, texts don’t land, and your tools don’t talk. Here’s what’s really happening:
First touch is too slow.
Minutes—not seconds—kill contact rates.
Follow-up stops after a few days.
Warm people go cold without gentle nudges.
Texts don’t deliver or break the rules.
Consent + quiet hours aren’t set right
Too many tools, no clear “who to call next.”
No daily list, no momentum.
THE SOLUTION
What CEO Suite Does
Talk to new leads in under a minute, keep every conversation moving, send texts that actually deliver, and run your day from one screen. We set it up for you in 48 hours.
Instant outreach:
New leads trigger a call or text in under a minute—be first.
Follow-up that sticks:
A simple 7-day blitz, then light check-ins for 90 days.
Texting that lands
Consent, quiet hours, and opt-outs built in—deliverable and compliant.
One clean screen:
Calls, texts, calendar, notes, and stages in one place.
HOW IT WORKS
Your 48-Hour Move-In
We set up your numbers, texts, calendars, and follow-ups so you can start booking this week—without wrestling with tech.treamline your workflow with templates that deliver flawless results every time.
Start your trial & choose your playbook.
Tell us what you sell (FE, MP, IUL, Annuities, Medicare cross-sell).egularly updated with new templates to stay on trend.
We load matching scripts, texts, and pipeline stages.asy to customize, ensuring unique results.
Quick 6-question setup → we get to work.
We set everything up.
Import contacts & map stages (New, Contacted, Set, Showed, Closed). Customized logos designed to reflect your brand’s personality.
Turn on consent pages, quiet hours, and opt-outs—texting that lands.
Connect calendars + reminders (set, show, no-show recovery).
Connect/port numbers and complete 10DLC registration.
You book more calls.
7-day blitz starts; 90-day light check-ins keep leads warm.
AI turns calls into notes & next tasks—no guesswork.ocial media templates optimized for engagement and branding.
Reactivate old leads you forgot about.
TESTIMONIAL
What our customers are saying...
See how our services are making a difference for businesses like yours.
Booked 4 extra appointments in my first week. The under-60-second text on new leads is a game changer.
Mandy Wu
Final Expense Agent, Phoenix AZ
My texts finally land and I’m not worried about rules.They set up 10DLC, and quiet hours for me in two days.
Marcus Green
Mortgage Protection, Dallas TX
48-hour move-in was real. Contacts imported, numbers set, follow-ups on. Now I just work the ‘who to call today’ list.
Alison Chen
IUL & Annuities, Tampa FL
Show rate jumped to 62% and the no-show recovery texts saved 3 deals last month.
Devon Price
FE/MP Producer, Chicago IL
PRICING
One Simple Plan. Everything Included.
All the power you’d expect from an “agency” account—without the tiers, surprises, or tech headaches. 48-hour setup included.
Instant outreach: call/text new leads in under 60 seconds
7-day blitz + 90-day light check-ins
Consent pages, quiet hours, and opt-outs baked in
10DLC registration and number setup/porting
Time-zone smart texting (area-code mapping)
One clean screen: calls, texts, calendar, notes, dispositions
No-show recovery + old-lead reactivation packs
Unlimited funnels, automations, and templates
Reporting dashboard you can trust
Priority onboarding + friendly support
Export anytime (you own your data)
Special Offer
limited-time promotion
ONLY $97
Original Price: $497
RESULTS
What Happens in Your First Week
Real, simple wins once CEO Suite is on.
Days 1 - 3
- First touch under 60 seconds
- 7-day blitz turned on
- Old leads imported & tagged
Days 4–7
- 3–5 extra appointments set
- No-show recovery running
- Clear “who to call today” list
WHY AGENTS SWITCH
CEO Suite Is Your Shortcut
Save time, reach leads faster, and keep follow-ups going—without breaking texting rules.
BEFORE using CEO Suite:
Minutes to first touch—leads go cold
Texts blocked or risky (no consent/10DLC)
Follow-up dies after Day 3
Five tools, nothing talks to each other
No clear “who to call today” list
Aged leads sit untouched; no show recovery
AFTER using CEO Suite:
First touch under 60 seconds
Compliant texting: consent, quiet hours, 10DLC handled
7-day blitz + 90-day light check-ins
All-in-one: calls, texts, calendar, pipeline
Daily “who to call today” list (no guesswork)
Old-lead reactivation + no-show recovery running
WHO IT’S FOR
If This Sounds Like You, CEO Suite Was Built For You...
Phone & Zoom Closers
Sell by phone? Get under-60s first touch, compliant texting, and a simple daily “who to call” list.
New or Switching Business Owners
48-hour move-in, scripts and playbooks loaded, everything on one screen—no tech headaches.
Sitting on Old Leads
Turn cold lists into booked calls with a 7-day blitz and 90-day reactivation.
Built for Business Owners. Made for Speed.
ABOUT CEO SUITE
We help you talk to more people in less time—with texting that plays by the rules and a setup done for you.
New leads get a touch in under a minute, follow-up keeps going, and your texting is set up the right way.
"Agents don’t need another app—they need faster first touches and simple next steps. That’s why we built CEO Suite."
– Alicia, Founder
STAY IN THE LOOP
Stay Connected. Book More.
Join a community of life agents and get weekly, bite-size playbooks that you can copy/paste into CEO Suite.
Join Our Community
Connect with business owners who uses CEO Suite.
Get the Weekly Playbook
One email each week: a script, a text sequence, and a 5-minute tip to boost set/show rates.
RISK-FREE GUARANTEE
Try CEO Suite for 30 Days—Book More or We Step In
If you’re not booking more appointments in your first month, we’ll build 2 campaigns for you free and extend your trial—so you still win.
Ready to Book More?
Reach new leads in under a minute, keep follow-ups going,
and text the right way—setup done for you in 48 hours.