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WealthPlans.AI — Full Funnel
https://wealthplans.ai/quiz · Cookie: 30d · Hold: 14d
active
| # | Name | Trigger | Value | Max/Lead | Active | |
|---|---|---|---|---|---|---|
| 1 | Plan Completed | plan_completed | $5 | 1 | ||
| 2 | Account Created | account_created | $10 | 1 | ||
| 3 | Advisor Requested | advisor_requested | $25 | 1 | ||
| 4 | Advisor Qualified | advisor_qualified | $50 | 1 |