Verify funds and net worth before referring this candidate.
Matched franchises
When a candidate is interested, create a complete introduction to the brand’s main POC.
HOTWORXFitness & wellness
Investment$240K–$600K
FitStrong
StatusPresented
NutrishopHealth & nutrition
Investment$130K–$390K
FitStrong
StatusInterested
Home Services BrandEssential services
Investment$95K–$180K
FitPossible
StatusReview
Service workspace
This service record will hold the client’s coverage, provider, documents, status, notes, renewals and next opportunity.
This prototype shows where the complete service workflow will live.
Franchise Directory
Brands VINMUR represents, their requirements and advisor-ready Two-Minute Drills.
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Advisor Profiles
Manage Senior Advisors, VINMUR Advisors, Assistants, licenses and access.
Senior Advisors can see the full team. VINMUR Advisors see only their assigned clients. Assistants manage franchises, services and training and see aggregate reports without client records.
Performance Reports
Client growth, opportunities and CRM actions for the selected period.
New clients
0
Today
Current clients
0
Active relationship count
Open opportunities
0
Services not yet activated
Follow-ups needed
0
Clients requiring movement
Opportunity by VINMUR service
Where the selected client book has the most room to grow.
CRM pipeline recommendations
Each client’s next best pipeline based on current services and identified needs.
Client
Advisor
Recommended pipeline
Next action
Tasks & Follow-Ups
Advisor-created tasks plus automatic reminders based on client records and service activity.
Needs attention
The portal checks missing information, overdue follow-ups and monthly relationship touches.
VINMUR Services Catalog
Advisor-ready descriptions, pricing guidance, requirements and next steps.
Invoice drafts
Drafts prepared by advisors and awaiting the secure Stripe connection.
Client
Service
Amount
Due date
Status
GoHighLevel Pipeline Sync
Automatically identify missing VINMUR services and route clients to the correct CRM pipelines.
GoHighLevel connection ready to configureThe rules are active. Add the VINMUR location ID, secure integration token, pipeline IDs and first-stage IDs to activate background syncing.
Automatic pipeline rules
An opportunity is queued only when VINMUR is not already providing the service.
Home & Auto InsurancePersonal insurance review pipelineWhen service is missing
Life InsuranceProtection planning pipelineWhen service is missing
Retirement PlanningRetirement discovery pipelineWhen service is missing
Franchise BrokerageFranchise qualification pipelineOnly when franchise interest exists
Business InsuranceCommercial protection pipelineOnly when client owns a business
Employee BenefitsBenefits discovery pipelineOnly when client owns a business
Marketing GrowthMarketing audit pipelineOnly when client owns a business
Business FundingFunding discovery pipelineOnly when client owns a business
Business BrokerageSuccession and exit pipelineOnly when the client owns a business and VINMUR is not already handling its eventual sale
Current sync queue
One CRM opportunity per eligible client and service. Existing VINMUR services are excluded.
Client
Advisor
GoHighLevel pipeline
Rule reason
Status
Workspace
This area is ready for the next phase of the portal.
This area is prepared for the next phase of the portal.
Franchise introduction
Generated from the verified client and franchise records.
This prototype opens the completed message in your email app. Direct background sending will be connected to VINMUR’s email provider in production.
Franchise saved to the directory.
Advisor call guide
Use this guide while speaking with a prospective client.
Send franchise recommendations
Review the client-ready email before opening it in your email app.