Build your 10 before you ever dial. Type in the facts from one real client result — the Creator builds your finished, branded one-pager. Print it, save it as a PDF, done. Then start the next one.
Nothing here is stored, saved, or transmitted. It all stays on your screen.
My details
The avatar is your internal library label — it never appears on the page the prospect sees.
It sits in the top band on a clean white plate, so any logo works — light or dark. Logo loaded ✓ Remove
Orphan = no real plan, doing it alone · Refugee = liked the plan, done with the advisor · Loyalist = loves the advisor, unsure on the plan
The client — anonymized
Type only. No real names, no employers, no towns smaller than a metro area. "Business owner, mid-50s." "Retired couple, 60s."
The headline
Their situation in one plain human line — their own words if you have them. No hype.
Good: "The plan was fine. We just couldn't get anyone on the phone." Bad: "An Incredible Retirement Transformation."
Where they started
Two short paragraphs, max. Make the reader FEEL the before — what it was costing them, what it felt like. Don't exaggerate.
What we did
3 or 4 bullets, mechanism level ONLY — what it was and what it accomplished. No steps, no timelines, no product names. Right: "Roth conversion plan during the pre-Social-Security window." Too much: "Converted $80K per year from the IRA for 4 years."
Before & after — the proof
The 3 strongest contrasts in the numbers (4 only if all four are strong). A stranger should read each in 3 seconds and feel the gap. Numbers stay, identity goes. Never invent a number — leave a box blank and it gets a NEEDS INPUT badge instead.
In their words — client review (optional)
If this client ever left you a review or said something you can quote, paste it here exactly as they wrote it — don't polish it. Leave blank and this section stays off the page. (Testimonials have their own compliance rules — run it past your process.)
The outcome, in one line
ONE sentence, specific and human. Not "they achieved their goals."