compoundlab
Only 4 setups per month · next spots filling Built for Canadian financial advisors

Your own AI assistant.
Up and running in 14 days.
Or every dollar back.

It writes your follow-up emails in your voice. It sorts your inbox and flags what needs you. It preps your compliance paperwork before you ask. It works in both French and English. We set it up on your computer in two weeks — you just answer a few questions about how you work, we do the rest.

14 daysFrom first call to up and running
10-15 hBack in your week
FR + ENWorks in both languages
~3 hOf your time, total

Made for advisors, by an advisor.

Your time is worth $300 to $1,000 an hour. Half your week goes to admin that pays you nothing. We give you that time back — set up once on your computer, yours to keep forever.

Independent life insurance brokers MGA-affiliated advisors IBC practitioners Fee-only financial planners Bilingual EN / FR books Solo practices & small teams

What you actually get.

Five main pieces and four bonuses. All set up on your computer, all explained in plain English, all yours to keep after day 14.

The main stuff

01

Your own AI assistant, set up on your computer

Not a chatbot. Not ChatGPT. A real assistant trained on how you work — your tone, your clients, your tasks, your rules. Every time you come back to it, it remembers everything about your practice.

Value: $4,500
02

A 60-minute call to capture your voice

One call where we record how you actually write — your tone, your sign-offs, the phrases you'd never say, how you switch between French and English. Your assistant follows those rules every time it drafts an email for you.

Value: $1,500
03

Three ready-to-use tasks, built for you

Pick any three: after-meeting follow-up emails, inbox sorting with draft replies, policy status updates for clients, compliance paperwork (FNA, reason-why letter), CRM cleanup, LinkedIn content, pre-meeting briefs. Each one tested on your real files before we hand it over.

Value: $3,000
04

All your tools connected

Your assistant gets plugged into what you already use: Gmail, your calendar, your Google Drive, your meeting recorder (Fathom, Otter, Fireflies), your CRM (GoHighLevel, HubSpot, Wealthbox, Maximizer). We do it together — you see what's connected and why.

Value: $2,000
05

30 days of direct support

For 30 days after setup, you've got our WhatsApp and email. Something doesn't work the way we said? Message us. We fix it. No ticket queue, no waiting.

Value: $1,500

Bonuses

Bonus

French and English — included

Your assistant replies in French when your client writes in French. In English when they write in English. Automatically. Most "AI consultants" in Canada can't actually do French. We can.

Value: $1,000
Bonus

The master blueprint

The full recipe we use to build your assistant. You keep a copy. Use it later on your spouse's computer, your admin's computer, your kid's. It's yours forever.

Value: $2,500
Bonus

Compliance rules built in

Your assistant was trained knowing the rules you live under. It won't name your insurer in a public post, it won't leak client details, and it'll push back if you ever ask it to do something that could cost you your license.

Value: $1,500
Bonus

90-day check-in call

90 days in, we jump on a 60-minute call together. Add new tasks, fine-tune the voice if needed, update the connections to your tools.

Value: $750
The 14-day guarantee
"If on day 14 your assistant isn't writing emails in your voice and saving you at least 5 hours a week of admin you used to do yourself, send one email and I refund every dollar. You keep the setup, the tasks, and the blueprint. No questions, no small print."

One price. No monthly fee.

Pay once, own it forever. Split in two: half to start, half on day 14. No subscription, no contract, no "managed service" that keeps you on the hook.

$4,500 CAD

One-time payment · half up front, half on day 14 · up and running in 14 days

  • Your own AI assistant, set up on your computer
  • One call to capture your writing voice (French and English)
  • 3 ready-to-use tasks, built and tested with your real files
  • All your tools connected — email, calendar, Drive, CRM, meeting recorder
  • 30 days of direct support after setup
  • The master blueprint — yours to keep and re-use
  • Compliance rules built in to protect your license
  • A 90-day check-in call to improve it
  • 14-day money-back guarantee
Book your setup →

What you'd pay elsewhere

Custom assistant build$4,500
Voice & writing-style call$1,500
3 custom tasks$3,000
Connecting your tools$2,000
30-day support line$1,500
French/English setup$1,000
Master blueprint$2,500
Compliance rules built in$1,500
90-day check-in call$750
If you paid for it piece by piece$18,250

What you actually own on day 14.

You walk away with everything. No dependency on us. If we disappeared tomorrow, any AI specialist could pick up where we left off.

Your assistant's full setup — everything it knows and does
A Contact file with our info if you ever need us
A How-to-run-it guide in plain English
A Welcome guide — everything your assistant can do, day one
The master blueprint — yours to keep and re-use
Your 3 custom tasks, each with simple instructions
Your writing voice captured as a rulebook
30 days of support + a 90-day check-in call booked

Questions advisors actually ask.

The ones we hear on every discovery call.

I don't know anything about AI. I'm not technical.

You don't need to be. We do the full setup for you. You sit in on one 90-minute call, answer questions about how you actually work, and by day 14 you've got a working assistant. No software to learn, nothing to install yourself.

What if it doesn't sound like me?

One full session of the setup is dedicated to this. We record how you write — your tone, your phrases, your sign-offs, how you switch between French and English — and feed all of it into your assistant. Every email it drafts follows those rules. If on day 14 it doesn't sound like you, you get every dollar back.

What about compliance and my regulator?

Built by a licensed advisor who lives the same rules you do. Your assistant knows not to name insurers in public marketing, not to store client data where it shouldn't, and to refuse anything that could put your license at risk.

I tried ChatGPT and it sounded fake.

This isn't ChatGPT with a clever prompt. Your setup includes a recording of your writing voice, your own rules, and a memory that learns about you over time. Once you see a follow-up email it drafts next to a ChatGPT one, you'll see the difference immediately.

What if you disappear in a year?

You own everything. The setup files, the master blueprint, your custom tasks — all portable. If we vanished tomorrow, any AI specialist could pick it up and keep it running.

$4,500 is a lot for me.

One extra client closed from the time you get back pays for it. And if on day 14 it isn't doing what we said, you get every dollar back — and you still keep what we built.

I work mostly in French.

French and English is built in — not an upsell, not a partial thing. Your assistant detects what language your client wrote in and replies in that language. Most "AI consultants" in Canada can't actually do French. We can.

Do I have to sign up for a monthly fee?

No. One payment, you're done. We offer an optional $500/month maintenance plan if you want us to keep improving it — but almost no one needs it past day 90.

Next spots filling

Four setups a month. Book yours.

30-minute call. We walk through how you work today, confirm it's a fit, and lock in your setup dates. No slide deck, no pressure, no sales-y stuff.