Lead Guaranteed

Exclusively for Financial Advisors:Piping Hot Meetings on your Calendar, 100% Done-For You

The best part is: If your meetings don't show up we don’t get paid, as we work on a pay on results basis! (with absolutely no set-up fee...)

Let's chat

What do you have to manage? 🤔

Onboarding 📄

Complete the onboarding form & call, then join our Slack for continuous communication

Closing Deals 🤑

Attend the meetings we book into your calendar, close the deals, and add AUM.

What will we manage? 💪

Technical Setup, Management & License Costs ⚙️

We'll configure and purchase all email accounts, domains, and software licenses needed, this is fully covered in your plan

Research 🔬

We'll conduct deep research on your ICP's pains & desires and plan out the best approaches for the cold email campaigns.

List Building, Data Scraping and AI Data Analysis 📚

We assess the richest datasource for your ICP, and build highly segmented and targeted lists of potential clients.Using the power of AI and deep tech, we extract data about these prospects that would only usually be possible to reference by manual research.

Copywriting ✍️

Arguably our strongest asset - by combining the data that should only be accessible manually, we write several variations of email sales copy that feel extremely warm, non-salesy, and are extremely likely to resonate.

Launch 🚀

We'll verify everything with you in Slack before sending - once you're happy, we'll launch the campaigns and begin nurturing interested leads until we've booked them into your calendar.

Testing & Iteration 📈

We continuously monitor our A/B tests, and write new angles until we find the offer variations and angles that are consistently generating high quality leads.

Book a call!

What do our clients think? 🗣️

We're not going to sell to you 🧙

We'll be real with you, if you don't see the value in our capabilities, then it's probably not a good match.But if you are curious, let's have a chat and see if we're a good fit.If not, we'll be happy to point you in the right direction!