Open Popup
Sign in
Generate leads

[  After a delay · Bottom bar  ]

Advisor callback request in a bottom bar

A low-pressure bottom bar for financial-advice sites: first name, phone and a time window. People who won't book a meeting will often accept a call back.

Generate leadsFinance & insuranceLocal services
Set up your agentAll templates
promptGive this to your agent

“I'm an independent fee-only financial advisor. A lot of visitors read my retirement planning articles but never book a meeting. After they've been on a page for about 25 seconds, show a bar along the bottom saying I can call them back, asking only first name, phone number and a good time to call. Once a month per person is plenty.”

How it behaves

Layout
Bottom bar
Opens
25 seconds after the page loads.
Where
Every page
Devices
Every device
Shows
At most once every 30 days.
Size
Full width
Page behind it
Left as it is
Close button
Yes
Steps
One
After submit
A short confirmation, then it closes

What it asks · 3

  • First namerequiredShort text
  • Phone numberrequiredPhone
  • Best time to callDropdown

    Weekday morning · Weekday lunchtime · Weekday afternoon · Weekday evening

Answers are saved under each question's label, which is also the column in your CSV export.

Make it yours

  1. 01

    Connect your agent

    Claude Code, Cursor or any MCP client, with or without an account.

  2. 02

    Paste the prompt, in your words

    Change the business, the offer and the timing. The agent starts from this template and edits it.

  3. 03

    Publish and paste one script

    One tag per site serves every popup you publish on it.

More for generate leads

See all