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We are based in Victoria, BC, and serve clients remotely across Canada and the USA.

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Frequently Asked Questions

What exactly do I get with your service?

You get a fully built client acquisition system: branded CRM, AI chatbot, follow-up automation, email/SMS sequences, funnel pages, and lead tracking — all managed through one mobile dashboard.

How fast can I start seeing results?

Most clients see booked calls within 1–2 weeks of launch, depending on how quickly we finalize your setup and initiate traffic or engagement campaigns.

What kind of businesses is this best for?

Our systems are tailored for real estate agents, insurance professionals, financial advisors, and commercial/residential trade companies — especially those looking to scale without chasing leads manually.

Will I be trained on how to use it?

Yes. All clients receive onboarding videos and guided walk-throughs. Higher-tier plans also include 1:1 strategy calls and support.

Can I cancel anytime?

Yes. All plans are month-to-month after the setup fee — no contracts, no lock-in. You can cancel anytime before the next billing cycle.
Please note: The one-time setup fee is non-refundable, and no refunds are provided once integration work has started or a new monthly subscription has begun.

Do I need to write content or do any tech setup?

No. We provide proven templates, workflows, and integrations. If you choose a done-for-you plan, we take care of it all.

Is this just software, or do you actually set it up for me?

We do the heavy lifting. Depending on your plan, we’ll build, launch, and even manage the system for you — no tech skills required.

What’s included in the monthly fee?

Hosting, CRM access, automation tools, tech support, and (depending on plan) AI Agents, ongoing content, campaign management, or analytics.

What if I already have a CRM or funnel system?

No problem. We can integrate with or migrate your current systems — or show you how ours replaces 3–5 tools you’re probably already paying for.

Can this help me get off the lead gen hamster wheel?

Absolutely. Our goal is to automate your follow-up, booking, and pipeline tracking so you can stop chasing leads — and start closing them.

Do you offer AI marketing services in Victoria, BC for financial professionals?

Yes! At Chief AI Advisors, we proudly serve clients across Victoria, Vancouver Island, and remotely throughout Canada and the USA. Specializing in AI marketing and AI solutions for financial advisors, insurance agents, real estate agents, and other professionals. Our team will help them automate lead generation, booking, and follow-up. Whether you’re in Victoria, Vancouver, Toronto, or LA, working remotely, we build smart, secure systems that let you grow faster — with confidence.