Our onboarding process is designed to install the Leverage & Grow Client Acquisition System—equipping you with everything you need to consistently attract leads, convert them into paying clients, and scale your business with confidence.
Here’s What We Build for You
Smart AI Website & Funnels
We create high-converting landing pages and embed AI chatbots that engage visitors, qualify leads, book appointments, and follow up automatically—so your website works for you 24/7.
Voice AI Receptionist
We set up your automated receptionist to handle incoming calls, schedule bookings, respond to FAQs, and route inquiries—so you never miss a lead or waste time on manual tasks.
Calendar Integration
All your scheduling tools are synced for instant bookings, automated reminders, team visibility, and lead tracking across platforms.
Funnel Strategy & Setup
We custom-build your entire sales journey—from ad to close—using automation, retargeting, and segmentation to increase conversions and customer value.
Funding Activation
We connect you with one of our trusted partners to access up to $250K–$400K in 0% interest (18-24 month) business funding and show you how to use it strategically to accelerate growth and cash flow.
Profit First & YNAB Implementation
We provide guided training on implementing the Profit First method and YNAB (You Need A Budget), helping you take control of your finances, eliminate waste, and grow profitably—without financial overwhelm.
Reputation & Review Engine
We install the tools and automations you need to collect 5-star reviews, prevent negative ones, and build trust that drives more leads and conversions.
Perfect for business owners who want full control of their marketing systems and are ready to take charge with the right tools, templates, and guidance.
With this plan, you get access to our entire Client Acquisition System infrastructure—set up and optimized—so you can
Run your own ads, funnels, and campaigns
Follow a proven strategy for scaling without guesswork
Keep your costs low while increasing your revenue
Grow at your own pace with our systems working in the background
What’s Included
Tech setup, funnel automations, and AI integrations
Client acquisition playbooks and SOPs
Strategic guidance without hands-on management
Ideal for business owners who want to grow fast, avoid the learning curve, and delegate marketing execution to a team that’s directly invested in your results.
We manage your full acquisition system and collaborate with you to
Consistently bring in qualified leads
Convert those leads using high-performing offers and sales systems
Reinvest profits into ads and scale through the Client Funded Acquisition model
Reduce costs and maximize lifetime customer value
What’s Included
Fully-managed ads, funnels, and systems
Sales & marketing strategy built around ROI
Revenue-share model with performance incentives
Weekly performance reporting and optimization
FAQs
What’s included in the onboarding process?
Onboarding includes activating up to $250,000 (Standard) or $400,000 (Max) in business funding through one of our trusted funding partners, who specialize in unlocking funding for small businesses.
Additionally, we will set up and onboard you into your own suite of tools, which include:
Automated lead nurturing systems to keep prospects engaged.
Appointment scheduling tools to streamline client bookings.
Centralized client communication for email, text, and more.
Performance tracking dashboards to monitor results in real time.
Reputation management tools to build trust and attract better clients.
This ensures your business has everything needed to acquire and nurture clients effectively.
What’s the difference between the Growth Systems Plan and the Growth Partner Plan?
With the Growth Systems Plan, you gain access to all the powerful tools and systems outlined during onboarding, such as lead nurturing, appointment scheduling, and client communication management. However, you’ll manage your own ads, funnels, and client acquisition strategies.
In the Growth Partner Plan, we take full ownership of your client acquisition strategy, implementing and managing everything for you—including funnel creation, ad optimization, expense management, and strategy refinement. By aligning our success with yours, we focus on increasing your revenue while reducing your costs to drive sustainable growth.
What exactly is client-funded acquisition, and how can it help grow my business?
Client-funded acquisition is a growth strategy where the revenue generated from acquiring new clients directly pays for the cost of attracting even more clients. This creates a self-sustaining system for scaling your business.
Immediate Return on Investment
New clients generate enough revenue to cover your marketing and acquisition costs right away.
Sustainable Growth
By reinvesting profits from client acquisition into scaling your campaigns, your business grows predictably without relying on reserves or loans.
Profitability at Scale
Every client adds value to your bottom line while funding the next round of growth, ensuring financial stability as you expand.
This strategy ensures your business can grow predictably, sustainably, and profitably.
What kind of results can I expect?
Our tools and strategies are designed to attract higher-quality clients, reduce acquisition costs, and maximize revenue. While results depend on your industry and engagement, the profit-share model ensures we are fully committed to growing your business profitably by managing every aspect of your client acquisition.
Who manages my ads and marketing funnels?
If you choose the Growth Systems Plan, you’ll manage your own ads and funnels using the tools and systems we provide during onboarding. With the Growth Partner Plan, we take full responsibility for ad creation, optimization, funnel management, and performance tracking—ensuring your campaigns are fully optimized for maximum results and aligned with your growth goals.
How do I know if I qualify for your services?
We specialize in helping small business owners earning less than $1 million annually who are ready to scale their operations and improve client acquisition. Our strategy call will help us determine if your business is the right fit for our systems and services.