We use LinkedIn to message prospects in your target demographic. After identifying the correct target market, we send out a combination of 1,000-1500 personalized invites/sequence messages per month plus 400-800 InMails to this audience on your behalf.

With our Scale program, when a prospect responds to our initial messages, our team of dedicated professionals gages interest level, determines the appropriate response and fosters along the conversation to see if there’s an opportunity to meet.

We emphasize personal connection and try to limit automation as much as possible. If they agree to meet, and you approve the meeting, we then book them on your calendar for you.  Most of our clients prefer a phone or video meeting for the first call.

Most of our services require LinkedIn Sales Navigator to work.  Depending on your target audience, campaigns without Sales Navigator might be possible.

We can often find a promotional for two initial months free.

Unless you already have Calendly or Microsoft Bookings or another platform already set up, we will help you make one at no additional charge.

This will enable us to see what times you have open and add events to your calendar, without compromising the security or information of your calendar.

You will have an assigned account manager handling your responses every business day, typically twice each day.

You will also have a Client Success Manager from our senior team, who you will be able to contact if you’d like to make any adjustments to your scripts, targeting, or if you’d just like to check in in general.

Automatic payments are made at the start of each month.

Target demographic, messaging strategy and other factors influence results and most of our clients get between 3 – 8 bookings each month.

Compliance departments would care if you were sending aggressive prospecting messages asking people to buy your services right away, or if you told people that you could guarantee them ROI’s, or something along those lines.

We are sending prospects very soft messages with the goal of having a conversation to discuss ‘mutually beneficial opportunities’.

We are not in any way explaining your services unless we have expressed permission from you to do so, which is the main thing compliance worries about.

You have the right to reject appointments if they seem unqualified, (too young, too inexperienced, wrong location, etc.).

We meet regularly with you to discuss optimization and efficiency of the campaign.

If you want us to make any edits or tweaks to the audience, scripting, or general targeting, all you need to do is call or text a member of our team and we will set up a meeting within 24 hours. 

We recommend up to three campaigns simultaneously.

If you want to target business executives, small business owners, accountants, and lawyers, we will set up all four to run together with personalized and individualized scripts for each target market.

We encourage running as multiple campaigns in the first month as this type of testing in the incipient stages of our partnership with you is critical to a successful and effective campaign. 

All prospects will know who you are, will know you are a financial advisor, and are interested in speaking with you.

Through our onboarding process, we work with you to determine the expectations you want to set in advance of your meetings.

Ulitmately, it’s your job to turn that conversation into a more focused discussion about your services after you get to know them better.

With our Scale program, your account manager will handle all campaign responses. You are welcome to respond if you’d like to, but it is unnecessary. You will always have full transparency on the day to day of your account and you will be able to see all the messages going and in out of your account.

Yes, and we also are able to pilot new campaigns in addition to the ones we are running at any given time.

For example, if you want to add an additional campaign targeting CPA’s in your area to see if you can refer each other business, we can make that happen. 

We expect to start booking appointments within the first 2 – 4 weeks.