Appointment Setting Mastery

Jonas Chew is the Co-Founder and Managing Director of First 4 Marketing Agency — a boutique, results-driven firm built on real-world experience. A former financial advisor turned marketing strategist, Jonas doesn’t just teach theory — he executes the same campaigns that have generated millions in revenue for both his clients and his own agency.

Your Trainer:

Jonas Chew,

Managing Director of First 4

Mindset & Tonality

In this lesson, you’ll learn the mindset and tonality needed before speaking to a lead, so you sound calm, confident, and helpful instead of salesy or desperate. We cover why the lead has already shown intent before you call, how to position yourself as a guide instead of a closer, how to speak with certainty like a doctor, and how to handle rejection without taking it personally. You’ll also learn a simple pre call ritual to help you show up with the right energy, pace, and confidence before every conversation.

The Call Scripts

In this lesson, you’ll learn how to use the call script properly when speaking to leads, so the conversation feels natural, confident, and structured. We cover how to position MoneyKakis as a financial wellness platform, how to bridge from the lead’s interest into a financial wellness conversation, how to qualify them with the right questions, and how to ask directly for a face to face appointment. You’ll also learn how to handle common objections with clear answers, keep the conversation moving, and guide the lead toward the next step without sounding pushy.

Timing and Call Frequency


In this lesson, you’ll learn the right timing and frequency for following up with leads, so you know when to call, how often to follow up, and how to avoid giving up too early. We cover why speed matters when a lead first comes in, how to stay consistent without sounding desperate, and how to structure your follow ups across calls and messages. You’ll also learn how to manage leads more professionally by treating follow up as a system, not a one time attempt.

WhatsApp Scripts & Follow up

In this lesson, you’ll learn how to send the right messages to leads so your follow up feels clear, natural, and easy to respond to. We cover what to say after a lead comes in, how to restart the conversation when they do not pick up, how to remind them about the reason they registered, and how to move them toward a call or appointment without sounding needy or pushy. You’ll also learn how to use messages as a bridge, not as the full sales conversation, so every text has one clear purpose, to get the lead to take the next step.

Ads Mastery

Module 1: Introduction

Kick things off by getting crystal clear on how this course will work for you. You’ll see exactly how LeadGPS combines co-marketing with proven ad creatives to shortcut your path to results. Inside, you’ll lock in three powerful outcomes, so you’ll always know if your ad is working, when to switch or scale, and how to scale profitably without guessing.

Module 3: Ad Performance Evaluation — The 3-Step Formula

Dial in a simple, no-nonsense framework to judge if your ad is worth keeping or killing. You’ll walk through three clear checkpoints, making sure your ad has spent at least $40, pulled in 10 or more link clicks, and is converting to leads. This way, you cut wasted spend and focus on what’s working, fast.

Module 2: The 3-Day Ad Check-In Routine

Discover why checking your ads every 2 to 3 days is the sweet spot to stay profitable without killing momentum. You’ll see how the Facebook ad algorithm actually works in your favor if you give it breathing room. You’ll also learn the $40 Rule, so you know exactly when an ad has enough data to make smart decisions confidently.

Module 5: How to Scale your Ads to break out of Learning Phase Fast or Increase volume of Leads

Learn how to scale your ads the right way so you can break out of the learning phase faster, increase lead volume, and grow results without killing performance.

Module 4: What to Do If Your Ad is NOT Working

Get a clear plan of attack when to switch ads . You’ll know exactly when to switch your creative and where to grab fresh winning ads inside your LeadGPS dashboard. Plus, you’ll sidestep costly mistakes like shutting off campaigns too early or making snap judgments before the data is in.

Module 7: Your Weekly Routine with LeadGPS

Build a winning habit that keeps your campaigns sharp. You’ll lock in a simple Friday check-in routine to refresh your creatives, stay consistent with checking, monitoring, and adjusting, and know exactly when to reach out to the LeadGPS team for support if you hit a roadblock.

Ask ChatGPT

Module 6: Scaling Rules to Protect Your Budget

Keep your profits safe while you scale. You’ll learn why moving too fast can wreck your campaign, how to monitor your cost per acquisition like a pro even if you’re new, and the signals to watch for so you know when to pause scaling and reset before things spiral.

Module 8: Final Recap + Action Plan

Wrap things up with a clear summary of the key steps for monitoring and scaling so nothing slips through the cracks.

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