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ADVISOR DIGITAL GROWTH SYSTEM Google Forms + Google Sheets Mastery

Build Your Own Lead Generation, CRM & Follow-Up System

Course Instructor: Bhavna Pritwani

₹999.00 ₹4999.00 80% OFF

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Course Overview

🚀 ADVISOR DIGITAL GROWTH SYSTEM

Google Forms + Google Sheets Mastery

Are you still managing leads in WhatsApp chats, notebooks and scattered Excel files? 😩

Imagine having a simple digital system where your prospects fill a form, their information automatically reaches your Google Sheet, and you can track every lead, follow-up, appointment and conversion in one place!

🎯 In this practical 1-hour training, you will learn how to:

✅ Create professional Google Forms for lead generation
✅ Connect Forms with Google Sheets
✅ Build your own Lead Management System
✅ Track Follow-ups & Next Actions
✅ Organize prospects with Lead Status & Priority
✅ Monitor your Appointments, Proposals & Closures
✅ Use a simple KPI Dashboard
✅ Create a QR → Form → Sheet → Follow-up funnel
✅ Use ready-to-customize advisor utilities & message templates

💡 NO EXPENSIVE CRM. NO COMPLICATED SOFTWARE.

Just Google Forms + Google Sheets + the right system.

One system can help you stop losing leads and start managing your business professionally.

🎓 Trainer: Bhavna Pritwani
Financial Advisor & Coach | 13+ Years Financial Advisory Experience
Rising Advisor’s Academy

🔥 DON'T JUST GENERATE LEADS. BUILD A SYSTEM TO MANAGE THEM.

👉 ENROLL NOW and create your own Advisor Digital Growth System.

Learn. Implement. Track. Follow Up. Grow.

Schedule of Classes

Course Curriculum

1 Subject

GOOGLE FORM CREATION AND GOOGLE SHEET UTILIZATION

7 Learning Materials

GOOGLE FORM CREATION 16AUG2026

GOOGLE FORMS & GOOGLE SHEET CREATION

Video
01:03:26

5 DIFFERENT GOOGLE FORM QUESTIONS FOR CLIENTS

PDF

GOOGLE FORM QUESTIONS FOR HEALTH INSURANCE

PDF

GOOGLE FORM QUESTION FOR MUTUAL FUNDS

PDF

WEBSITE LINK FOR GOOGLE FORM & QR CODE GENERATION

FLOW CHART TO IMPLEMENT GOOGLE FORM & SHEETS IN BUSINESS

PDF

GOOGLE FORMS SHEETS ADVISOR UTILITIES

DOC

Course Instructor

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Bhavna Pritwani

55 Courses   •   259 Students

About Bhavna Pritwani

Empowering Advisors. Transforming Lives.

Bhavna Pritwani is a renowned Financial Advisor, Business Coach, and AI-driven Advisor Growth Mentor with 13+ years of experience in financial advisory and 5+ years of coaching professionals. She is the Founder & CEO of Rising Advisor's Academy and has dedicated her career to helping financial advisors, insurance professionals, and wealth consultants build profitable, future-ready businesses.

Having personally guided 500+ families toward financial security and trained 5,000+ advisors across India, Bhavna believes that today's advisors must evolve beyond selling products—they must become trusted Financial Doctors who provide complete financial solutions.

Through her flagship programs, including Financial Doctor Pro Elite, she combines practical financial planning with modern technologies such as Artificial Intelligence, ChatGPT, automation, digital branding, and social media marketing. Her training focuses on helping advisors generate quality leads, increase client trust, improve productivity, and build sustainable long-term income.

Her mission is simple:

To transform every financial advisor into a respected, technology-enabled, client-centric Financial Doctor who creates wealth, protects families, and leaves a lasting legacy.

Bhavna is known for her practical teaching style, real-life case studies, ready-to-use business systems, and step-by-step implementation strategies that produce measurable business growth.

Whether you are a new advisor looking to build your career or an experienced professional aiming for MDRT, COT, TOT, or business expansion, Bhavna's mentorship provides the roadmap to achieve extraordinary results.

Professional Highlights

  • 13+ Years of Financial Advisory Experience

  • 5+ Years of Professional Coaching Experience

  • Founder & CEO – Rising Advisor's Academy

  • 5,000+ Advisors Trained

  • 500+ Families Financially Guided

  • Expert in Financial Planning & Insurance Solutions

  • AI & Digital Marketing Mentor for Advisors

  • Trainer in ChatGPT, Automation & Business Growth Systems

  • Creator of the Financial Doctor Pro Elite Program

  • Passionate about Building India's Next Generation of Financial Advisors

My Mission

"To empower 1 lakh financial advisors with knowledge, technology, and ethical advisory practices, enabling them to build wealth for their clients while creating financial freedom for themselves."

My Vision

To build India's most trusted Financial Advisor Training Academy by combining financial expertise, AI technology, and business growth systems that help advisors become leaders in the financial services industry.

Personal Brand Tagline

"Building Wealth. Creating Legacy. Empowering Financial Advisors with AI."