HORIZONSPRO
Admin · Aging Advisor Network
Signed in as
MM
Maggie Morrissey

Invitations & aging advisor pipeline

Every aging advisor on Horizons was chosen by a person. Send the invite, watch where each person is, nudge when they stall, and activate when verification is complete.

0
Invitations sent
0%
Invite → active rate
Goal: 60%+ during pilot
6.5
Median days to activate
From invite to first login
0
Active aging advisors
Phase 1 target: 15 by month 6

The funnel

Live · last 90 days

All invitations

Aging AdvisorChannelStatusLast activitySpecialtiesActions

Verification queue

Submitted profiles waiting on human review. Every checkbox is a person’s judgment — yours or Lorna’s. Activation unlocks when the checklist is complete and the conversation has happened.

Where invites come from

💡 Referrals convert best — every activated aging advisor is asked “who else does this work beautifully?” at their 30-day check-in.

Coverage gaps — source next invites here