Personal Brand Funnel | Mo'olelo Program Blueprint
The Personal Brand Funnel · Program Blueprint

Become the Trusted Advisor Your Best Clients Are Already Searching For

A done-for-you marketing system that positions you as the expert, so qualified leads come to you warm, pre-sold, and ready to book.

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Past / Current Work

This Is Our Past & Current Work

Work that's generated 1,000+ qualified leads over four years partnering with agents.

100+
Campaigns Launched
1k+
Leads Generated
1k+
Videos Edited

Use the arrows to browse, hover to see what we did, tap to play.

Jennifer · Insurance Agent

Launched a personal-brand video ad campaign that booked qualified annuity & IUL appointments straight to her calendar.

Kalei · Insurance Agent

Built and ran branded video ads that generated a steady flow of booked sales calls.

Aki · Insurance Agent

We built Aki's personal brand and ran her Medicare seminar ad campaign, driving registrations, booked appointments, and organic, trust-driven leads.

Eris · Insurance Agent

We helped Eris book webinar appointments and one-on-ones through targeted ad campaigns.

JenniferInsurance Agent
Client Reviews

What Clients Have To Say

A 5-star rated, Hawai‘i-grown partner trusted by local businesses and agents.

★★★★★

"I'm so happy I came across this business! Nakana's marketing experience is professional on every level. He's extremely personable, organized, and goes above and beyond with his marketing visions. Will definitely be coming back for my business marketing!"

Micah G.Google Review
★★★★★

"Nakana's knowledge, care, and dedication for his clients truly sets him apart. I highly recommend anyone looking to share their story or kickstart their business to reach out to Mo'olelo Marketing."

AaronGoogle Review
★★★★★

"I highly recommend Nakana for your social media marketing needs! He's very professional, honest, and a hard worker."

KainaniGoogle Review
★★★★★

"Moolelo Marketing has been amazing to work with! Nakana is creative, knowledgeable, and truly understands how to make your brand stand out on social media. He took the time to understand our goals and delivered a strategy that brought real results."

Justin W.Google Review
Client Spotlight

How We Built Aki's Personal Brand

Aki, insurance agent

When Aki came to us, she was leaning on ads alone. We built her a personal brand from the ground up, positioning her as a trusted, recognizable face in her community.

That brand didn't just improve the return on her ad spend, it built real trust. People in her community started recognizing her, referring her, and reaching out on their own, so leads began coming in organically alongside her paid campaigns. Paired with the ongoing strategy and advice from our team, Aki has become one of our most successful agents. A year in, we're still working with her, and the plan from here is to scale even further.

Higher Ad ROIMore return on every dollar spent
Organic LeadsCommunity trust drives referrals
1+ Year & ScalingAn ongoing partnership
Why The Old Way Fails

4 Fundamental Flaws With How Most Agents Market

Buying generic leads and handing your social media to a faceless vendor quietly kills your credibility. Here's what actually happens.

Flaw #1

You're perceived as a telemarketer

Someone fills out a random form, has no idea what the ad said, and gets a cold call from you, sounding like the ten other agents who called that day. High-income clients don't buy from telemarketers. They buy from trusted advisors.

Flaw #2

You have no credibility or trust built

You're trying to convince a stranger who doesn't know you, trust you, or want to talk to you to put thousands into a product they don't fully understand. "Send me something to look over" and "I need to think about it" aren't real objections. They're code for "I don't trust you."

Flaw #3

You're completely dependent on a lead vendor

When someone else controls your leads, they control your business. You don't know what their ad said or how many other agents bought the same lead. You're not building a brand. You're renting someone else's marketing machine and paying more every month to keep it running.

Flaw #4

Your social media is run by a partnered company posting generic content

Most agencies plug you into a shared content calendar full of the same recycled, impersonal posts dozens of other agents are running. It isn't engaging, it isn't you, and it quietly tells your audience you're just like everyone else. Your social should sound like your voice and tell your story, not a template. That's exactly the gap we close.

Trusted Advisor vs. Telemarketer

We Flip the Script So Leads Chase You

We position you as the expert with education-first video. Prospects learn from you before you ever speak, so status and trust are high before the first call.

The Telemarketer Method

  • Cold-calling strangers who don't know you
  • Low perceived status, low trust
  • Competing with 10 other agents on price
  • Chasing leads who avoid your calls
  • Building someone else's business

The Trusted Advisor Method

  • Prospects watch your video and see an expert
  • High perceived status, high trust
  • You stand alone; there's only one you
  • Pre-sold leads book themselves onto your calendar
  • Building a brand and a business that lasts
The System

How It Works: Step by Step

1

Compelling Branded Ads

Premium ads targeting affluent audiences, featuring you and your branding so prospects know you before you speak.

2

Educational Content

Leads watch an educational video that positions you as the expert and builds instant credibility.

3

Direct Booking

Prospects book straight onto your calendar. Automated emails and reminders boost your show rate.

4

Automated Follow-Up

Value-driven videos nurture every lead on autopilot, so no opportunity goes cold.

The Funnel, Visualized

Attract. Engage. Sell.

Your whole growth engine, on the two platforms your clients actually scroll: Facebook and Instagram.

1
Attract
Custom ad design
Ad Formats
ImageGIFVideo
Built For
Facebook
Instagram
📈 We A/B test every ad to find what converts
2
Engage
Custom landing page
Offer Form
Becomes a LeadYES
NORetargeting Ad · High IntentYES
NORetargeting Ad · Low IntentYES
Thank You Page + One-Time Offer
Plus up to 3 nurture emails, only if needed.
3
Sell
We'll guide you through it
Reach Out
CallTextEmail
The Path To Paid
1Appointment
2Deal
$Commission Paid
Done-For-You

What We Provide

Done-For-You Marketing

Premium branded ads, custom scripts, and full video creation, built around your voice and story.

Video Production

We write the scripts, coach you through filming, and handle all editing for your training and follow-up content.

Pre-Built Funnels & Automations

Sophisticated booking and nurture automations that warm affluent leads, all running on the Mo'olelo CRM.

Ongoing Support

Weekly ad reviews, strategy adjustments, and coaching calls directly with Nakana to keep your pipeline growing.

All lead forms are TCPA-compliant, so every lead opts in to be called, texted, and emailed by your business.

What To Expect

Average Client Timeline

A realistic 90-day roadmap from kickoff to scaling with confidence.

0–7 Days
  • Onboarding form submitted and kickoff call completed
  • Our team builds and prepares your branded ad campaign
  • We deliver your custom personal-brand scripts and video training
7–14 Days
  • You film your personal-brand video(s), and we handle all editing and funnel setup
  • Branded funnel goes live; appointments begin landing on your calendar
  • Your pipeline starts filling with higher-quality, in-pain prospects
14–30 Days
  • Personal Brand Funnel runs with automated follow-up and booking
  • We monitor lead quality, booking rate, and conversion data
  • Ongoing support on objections, scripting, and deal strategy
30–60 Days
  • Weekly ad review and strategy adjustments by our team
  • Improved close rates and steady monthly production
  • Coaching calls with Nakana to refine positioning and pipeline
60–90 Days
  • Scale your ad spend with confidence
  • Add retargeting and nurture layers as you grow
  • Stack bigger cases on a predictable, repeatable system
Our Program at a Glance

What We Keep and What We Do Differently

✓ The Core We Run

  • Trusted-advisor positioning via educate-first video
  • Branded premium ads targeting affluent audiences
  • Educational pre-sell video before any call
  • Direct calendar booking + automated reminders
  • Automated nurture / follow-up videos
  • Custom scripts, training, and full done-for-you editing
  • TCPA-compliant opt-in lead forms
  • Automations on the Mo'olelo CRM
  • Positioned as a Marketing & Growth Partner, never a recruiter

✎ Where We Differ

  • Coaching and support calls are directly with Nakana
  • We launch only the real branded funnel, no generic non-branded ads
  • Focused purely on marketing, with no recruiting or agency-building upsells
  • Pre-call resource includes the client timeline and FAQ
Common Questions

Frequently Asked Questions

What is Mo'olelo?

Mo'olelo is the Hawaiian word for "story." I'm from Hawai'i, and I wanted to weave my culture into my business, which is where the name comes from. Every brand has a story worth telling, and my mission is to tell yours.

Couldn't I just do this myself for cheaper?

Maybe, but how much is your time worth? You could spend months building a funnel, writing scripts, managing editors, and running ads, or have our team do it all while you focus on selling. Top producers save money by hiring us instead of doing it themselves.

How quick is the turnaround time?

It usually takes about two weeks to get everything ready. If you film your videos quickly, it can be even faster.

Do I have to be in the videos?

Yes, and that's the whole point. The system is built to make you the face of your brand and the trusted expert your prospects learn from. We make it easy: we write your scripts, coach you through filming, and handle all the editing.

Is this TCPA compliant?

Yes. All of our lead forms include an opt-in requiring leads to agree to be called, texted, and emailed by your business.

What CRM do I need?

All of our funnels and automations run on the Mo'olelo CRM, so everything is built, connected, and optimized in one place.

Do I need to change my contracts to work with you?

Nope. We're not recruiting agents. We're your Marketing & Growth Partner, so you keep your existing contracts and carriers.

Ready to Stop Chasing Leads and Start Attracting Them?

Book Your Call
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Purposeful storytelling. Results-driven advertising. · Hawai‘i

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