Grow Your WFG Business 2x Faster With Our Scaling Platform

The only platform built specifically for WFG Financial Professionals that systemizes onboarding, recruiting, outreach/follow-up, tracks activity, and provides a repeatable system for your downline.

No more spreadsheets, chaos, or chasing your downline for answers about what they're working on.

See How It Works
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The Real Reason Most WFG Downlines Don't Scale Quickly

As a WFG leader, your income depends on your downline doing the right things consistently — and that's where most teams break down.

Having 1 easy process all your downline follows sounds great...but you aren't using a software that allows this

Your current system is spread out across several softwares, Google Drives, texts, spreadsheets, PDF's, memory, and hope

You have low engagement from recruits because onboarding and your sales process is all over the place

Your downline's onboarding and outreach system for their recruits isn't standardized leading to highly inconsistent production results

Your downline isn't contacting and following up with as many people as they should as your current software doesn't enforce this behavior

The Core Problem

When your system is messy, everything depends on effort.

And effort doesn't scale.

What Happens When You Use our Platform

63%

More Clients Signed

We streamline every stage of your funnel for easier communication and tracking.

87%

More Prospects Contacted

Easy to use drag-and-drop prospect's pipeline with follow-up reminders built in.

45%

Growth in Team Size

Our platform makes recruiting, onboarding, and sales easy keeping your downline productive and more engaged.

119%

Faster Recruit Onboarding

Step-by-step onboarding and licensing workflow with tracking visibility.

12hrs

Saved Per Week Per Leader

By eliminating spreadsheets, manual tracking, and multiple software systems.

Built for WFG

This Isn't Another Tool. It's a Complete System To Run Your WFG Downline

Platform Overview

Instead of giving you and your team “another app,” we give you a single repeatable system that:

  • You and your downline can use to ensure every recruit produces like an all-star
  • Onboards recruits 3x faster
  • 2x your team's outreach and follow-up
  • Provides data on where drop-off is happening
  • Has all important WFG info in 1 place

When your system is consistent, you make everyone's life easier and you get much better results.

How It Works

1

Sign Up

Sign up and invite your downline to sign up.

2

Personalize It

If you want, you can adjust our ready-made onboarding/licensing sequence and playbook or add BPMs.

3

Activity Is Tracked Automatically

Onboarding/Licensing, Leads, Recruiting, and Follow-Ups are tracked in one place for your entire downline.

4

Scale Without Chaos

The same system works whether you have 5 people under you or 5,000. No new tools. Every recruit produces at max potential.

Everything You & Your Downline Need — In One Place

Use 1 Platform For Your Entire Workflow

Use 1 Platform For Your Entire Workflow

Say goodbye to the chaos of sending your downline to multiple softwares, Google Drives, PDFs, and texts just to onboard and get their work done.

Use 1 Simple Repeatable System For Your Entire Team

Use 1 Simple Repeatable System For Your Entire Team

Now, every person in your downline and their recruits will have the same efficient onboarding and outreach process to ensure you finally get the most out of every person in your downline.

Make Onboarding 10x Easier

Make Onboarding 10x Easier

We provide self-paced, step-by-step onboarding and licensing (that you can track) so this process is streamlined and recruits start producing 3x faster.

Increase Outreach & Follow-Ups With Our Drag-and-Drop Prospect & Recruit Pipelines

Increase Outreach & Follow-Ups With Our Drag-and-Drop Prospect & Recruit Pipelines

Our easy-to-use pipelines automatically track and encourage outreach & follow-up so prospects no longer slip through the cracks.

Know What Stage Every Prospect and Potential Recruit Is In Across Your Downline

Know What Stage Every Prospect and Potential Recruit Is In Across Your Downline

This'll show you exactly where to spend your time so you can help convert as many people as possible.

See All KPI's and Production For Your Downline

See All KPI's and Production For Your Downline

Now you can see and fix any areas where drop-off is taking place to ensure you get much better results.

Create & Invite People to BPMs

Create & Invite People to BPMs

Easily create Business Presentation Meetings and invite prospects or recruits directly from our platform — with attendance tracking and follow-up visibility built in.

Meetings Sync To Your Personal Calendar

Meetings Sync To Your Personal Calendar

Stop the chaos of using multiple calendars — Meetings with clients, trainers, and BPMs appear on your personal calendar so nothing falls through the cracks.

Built for WFG Leaders, By WFG Leaders

Hear from team leaders who've implemented ScalerForce with their downlines.

I was hesitant about switching software, but this is built specifically for how WFG teams work. My downline is now reaching out to twice as many people and we're growing 2x faster than ever before.

David T.

Before ScalerForce, I had no visibility into what my team was actually doing. Now I can see who's contacting prospects, who needs help, and where to focus my coaching time. It's made managing my downline so much easier.

Michael R.

The onboarding system alone has helped me scale my team so much faster. New recruits used to take weeks to get up and running and often stalled and quit. Now they're in the system day one, following a clear process, and producing 10x faster.

Jennifer C.

Pricing

Everything you need to transform your WFG downline into a scalable high-producing team.

Built for WFG Financial Professionals
$15
/month
per user

Simple pricing. No hidden fees. Cancel anytime.

30-day free trial • No credit card required

Everything Included

CRM
Prospect/Recruit tracking and pipeline management
Send texts and emails directly from platform
Follow-up automation and reminders
Downline activity monitoring
Team Performance Dashboard
Onboarding and Licensing workflow and tracking
Calendar syncing
Book meetings with prospects & trainers
Create webinars and invite guests
Track webinar attendance and follow-up
Production Tracker
All documents stored in 1 place
Duplication system for easy team adoption
Mobile access for on-the-go management
Dedicated support for WFG members
Start Growing Today

Ready to Scale Your WFG Business 2x Faster While Working Less?

See how WFG members are using our platform to implement a consistent workflow that scales their teams and production much faster.

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