The system behind the guarantee.
Three engines. Two offers. One outcome — qualified prospects on your calendar every week.
Clay + AI Outbound: Personalized outreach at a scale no SDR can match.
We use Clay and Claude to build outbound systems that research, enrich, and personalize every prospect before a single message is sent. Not bulk email blasts. Not spray-and-pray LinkedIn. Intelligent, relevant outreach that gets replies from the right people.
What this means for you
- Full Clay infrastructure built and managed for your ICP — not a template, not a share, a custom-built system tuned to your ideal customer
- AI-powered personalization at scale using Claude — every message is researched and relevant, not templated and generic
- Outbound email infrastructure with deliverability optimized — clean domains, proper warming, inbox placement
- LinkedIn outreach sequences written in your voice — not cringy templates, messages that sound like a real person
- Inbox management, reply handling, and meeting booking handled — we run the full outbound operation, you just show up to the calls
- Monthly data refreshes — your targeting stays current as your market evolves
What clients typically see
8–15
Qualified conversations per month
2 weeks
First meetings booked after launch
3–5x
Higher reply rates than bulk outreach
Meta + LinkedIn Ads: The fastest path to a full calendar.
For financial advisors, paid ads remain the highest-volume channel when done right. We run fully managed Meta and LinkedIn campaigns targeting high-income professionals in your area — compliance-reviewed, conversion-optimized, and built to book calls, not collect clicks.
What this means for you
- Facebook and Instagram campaigns targeting $500K+ investable asset households in your geographic area
- LinkedIn ads targeting executives and business owners by geography, industry, seniority, and profile attributes
- FINRA-reviewed creative, copy, and landing pages — compliance handled before anything goes live
- Retargeting sequences for prospects who visited but didn’t book — because 80% of people need 3+ touches before they act
- Weekly reporting on cost per appointment, show rate, and pipeline value — numbers that actually matter to your practice
What advisors typically see
10–20
Booked appointments per month
$80–$150
Cost per booked appointment
48 hrs
Time to first lead after launch
High-Intent Data: Reach people already looking for you.
Right now, in your market, people are actively searching for what you offer. A business owner who just sold their company and needs a wealth manager. A startup that just hit Series A and needs a new tool. A founder shopping for a consultant. We find them before your competitors do — and route that intent directly into your campaigns.
What this means for you
- Prospects with active, real-time buying intent — not cold audiences who might someday need your service, people searching right now
- Trigger-based signals — funding rounds, job changes, life events, search activity — the moments when people actually make buying decisions
- Verified contact data for outreach and custom audience targeting — fed directly into your Clay infrastructure and ad campaigns
- Monthly data refreshes — your targeting stays sharp as new high-intent prospects enter your market
The advantage
Shorter sales cycles, higher conversion rates, and better quality meetings — because you’re reaching people who already have the need. These prospects convert at 3–5x the rate of cold outbound.
Pricing
Simple, transparent pricing. You know exactly what you’re getting.
Full-service client acquisition
Meta ads + LinkedIn outreach + high-intent data. Fully managed — you don’t touch anything. FINRA-compliant creative and copy included.
Guarantee: 10 booked appointments in 30 days or Month 2 is free.
Custom quote based on your market and practice size.
Book a Call to Get Your Custom Quote →GTM Engineer — results model
Everything built Month 1: Clay infrastructure, outbound email, ICP targeting, messaging, and campaign launch. Then pay only for meetings booked from Month 2 onward.
Month 1: $2,000 setup (one-time)
Everything built, configured, and launched.
Month 2+: $200 per meeting booked
Zero meetings, zero fees. You only pay for results.
Compare: SDR hire = $60,000/yr (no guarantee). Paid ads = $300–$400/demo (no guarantee). Us = $200/meeting, 15 guaranteed.
15 meetings guaranteed — or we keep working until we hit it, at no additional cost.
Book a Strategy Call →One conversation. A clear plan.
Tell us about your business, your ideal client, and your current pipeline situation. We’ll tell you exactly which system fits, what results to expect, and what it will cost. No fluff. No pressure.
Book a Strategy Call →Stop guessing. Start growing.
30-minute strategy call. We’ll show you exactly how the system works for your market, your ideal client, and your business. No obligation. No hard sell. Just a clear plan and an honest conversation about whether we’re the right fit.
Book a Strategy Call →