// FOR FINANCIAL ADVISORS
Referrals dry up and there's no system for the next conversation.
// TRY IT
Your ranked queue appears here.
// WHAT TAZ DOES FOR YOU
Describe the client you serve best and work a ranked list of them.
Openers that start a conversation instead of a pitch.
Nothing sends without your approval. Every touch is logged.
Example opener
"Has anyone asked you yet what the business is worth to you if you stepped back in five years?"
Example signals
// DO THE MATH
You save $182 / mo · $2,184 / yr
Typical list prices for these tool categories, monthly billing. Edit any line to match what you pay.
// PRICING
5 days free. No card required. Up to 50 leads and two seats.
FOUNDER RATEFirst 25 teams: Growth at $99 per user, locked for life.
Claim it →$99per user / month
The desk: queue, timing, scripts and logging.
$249per user / month
Every channel, drafted for you to approve.
$399/ month
+ $1,500 setup
We build your market, scripts and list, then train the team.
$2,499/ mo
+ $2,500 setup
Your whole team on TAZ, wired into the tools you already run.
Calling line add-on · 1,500 US minutes and texts included.
$79 per seat / month
// FIVE DAYS, NO CARD
Describe your market or import a spreadsheet in a minute. Your data stays walled off from every other team.