Advisor Accelerator
Advisor AI Toolkit
Your Sprint curriculum — L0 through L10 — with every tool in its place.
Build Phase (Weeks 1–2)
L0 · Orientation Locked

Voice Profile

Capture your writing voice so every tool can write in your tone. This is your Sprint starting point.
L2 · ICP + Brand Kit Locked

ICP Definition Tool

Define your Ideal Client Profile with AI-guided prompts. Outputs positioning + a downloadable PDF and seeds your Brand Kit.
L3 · Platform Locked

Social Profile Optimizer

Optimize your LinkedIn, Instagram, or Facebook profile with AI-generated copy tailored to your voice and ICP.
L4 · Lead Magnet Locked

Lead Magnet Brief

Build a complete brief for your lead magnet — topic, format, outline, delivery. Ready to Compile in L5.
L5 · Funnel Locked

Landing Page Builder

Build a high-converting landing page step by step. Compiles lead magnet + landing page + email nurture in one click.
L6 · Email Nurture Locked

Email Nurture Sequence

Write a 7-day nurture sequence that converts lead magnet downloads into booked discovery calls.
L8 · Content Engine Locked

Content Engine

Generate weekly content batches (LI/IG/FB) that push to AdvisorOS Social Planner for approval and scheduling.
Utilities & Diagnostics
Diagnostic Available

Lead Gen Audit

Score your current lead-gen setup. Get a clear scorecard — what's working, what's broken, exactly what to fix next.
Phase 2 — Run Phase
L7 · Outbound

Outbound Campaign

Targeted prospecting with AI-personalized DMs — re-engage old leads, existing clients, warm contacts.

Coming Soon
L9 · Dashboard

Dashboard

Unified analytics: views, conversions, emails, social reach, outbound — plus AI Diagnostic for bottlenecks.

Coming Soon
L10 · Scaling

90-Day Scaling Plan

Personalized roadmap with weekly milestones based on your real metrics. Unlocks at 2+ weeks of data.

Coming Soon