Funnel mock by VRA · July 2026
For review with Alvin and Jonas

The prospect journey, in Valoram's brand.

Same funnel that ran Pilot 2, reskinned end to end in Valoram Solutions branding: your logo, your colors, your typography, and a video slot built for the new Retirement Architecture VSL. VRA gets them in the door. Valoram closes.

Ad
Meta Ad
Retirement Architecture hook
Screen 1
Landing + 9 Questions
qualifies the lead (2 variants)
Screen 2
VSL + Booking
video, then pick a time
Screen 3
Confirmation
pre-call value page
Close
Alvin's Review
Valoram closes on Zoom

Walk the screens

1a

Landing A: Carrier Strip

The full live survey: all 9 questions with their icons, the personalized question 5 that echoes earlier answers, and the $100k gate. Below the fold: the rotating carrier conveyor, same as the live funnel. Click through it, it's interactive.

Open landing A →
1b

Landing B: Whole Picture

Same page and same survey, but the carrier strip becomes a rotating Valoram capability carousel: income, tax, investments, insurance, legacy. Leads with the "one team, whole picture" story instead of carriers.

Open landing B →
2

Watch + Book

The video slot for Jackson's Retirement Architecture VSL, the booking calendar, and Alvin as the featured specialist.

Open screen 2 →
3

Confirmation

Booking confirmation, pre-call video, FAQ, and a full "get to know Valoram" block with your capability set front and center.

Open screen 3 →

What changed vs the live funnel

Brand swap, end to end. The Annuity Institute brand is replaced with Valoram Solutions on every screen: logo, palette, and type pulled straight from valoramsolutions.com.
Two landing variants to choose from. Landing A keeps the proven rotating carrier strip. Landing B swaps it for a rotating Valoram capability carousel (income, tax, investments, insurance, legacy), the "one team, whole picture" story that shows prospects Valoram is more than annuities.
The real survey, faithfully. All 9 live questions with their icons and tap-target sizing, the personalized question 5 that echoes the visitor's earlier answers back to them, and the $100k gate. What you click in the mock is what leads experience.
VSL slot is ready. Screen 2 and the confirmation page each carry a marked video slot. When Jackson's Retirement Architecture VSL and pre-call video are cut, they drop straight in.
Everything else is identical. Same 9 questions, same $100k gate, same phone verification, same booking flow, same tracking spine that ran Pilot 2. This is a skin, not a rebuild, so it can go live fast.
Ad-match rule still applies. The landing headline shown is a placeholder. Before go-live it mirrors the hook in Jackson's active ad, word for word.

The brand system we pulled

Extracted from the valoramsolutions.com design tokens, so every screen matches the site pixel for pixel.

bunker #101820 bunker-dark #0c1319 bunker-darkest #040709 neon-carrot #fe9141 carrot-dark #cb7434 bunker-lightest #e7e7e8 neutral #f2f2f2

Type: Poppins for headings · Montserrat for body · 8px corner radius throughout

Internal design mock prepared by VRA. Not a live page, no tracking, no data collection. Screens link to each other in the top bar.