Well PlatformOwner deskFinwellJuniper Ledger Co.
Settings

Lead sources

Bring leads in from Meta lead ads, Google lead forms, your website and spreadsheets. Each lead lands once, in this firm only, and never with texting consent it did not give.

Connected sources
2
Receiving
1
Held for review
1
Website form
Ready

Ad lead sources

Connect a Facebook Page or a Google Ads campaign. A new source starts off; turn it on once the provider is pointed at FinWell's lead webhook.

Medicare AEP campaign

Meta lead ad · 104882715530021 · every form
On

Final expense search

Google lead form · 21877340912 · form lf-77
Off

Connect a source

For example, “Medicare AEP campaign”.

Leave empty to take every form on that page or campaign.

This is the demo practice; nothing here is saved.

Recent ad leads

3 shown

Every lead a provider sent for this firm, and what happened to it.

Meta lead ad

Oct 2, 2026, 4:20 PM UTC
Added

Meta lead ad

Oct 2, 2026, 11:05 AM UTC
Added

Google lead form

Oct 1, 2026, 6:40 PM UTC
HeldThe lead had no usable email or phone.

Import leads from a spreadsheet

Paste a CSV with a header row: Name (or First and Last name), Email, Phone, Service, Value. You see every row before anything is added.

book-of-business.csv

Sep 18, 2026, 2:02 PM UTC · 206 added · 8 skipped
Imported

Preview an import

For your records.

This is the demo practice; nothing here is saved.

Website contact form

A short contact form you can link from ads, email signatures and social profiles. Leads land here like every other source.

Contact form link

/intake/juniper-ledger/contact
Live