What you get
1 on 1 Coaching - Your coach will revamp your sales cycle AND your closing process. 12 months of intensive sales training with REAL practice closing prospects that your pipeline will generate for you. We build out the whole pipeline and manage it.
You will get 10 1-hour meetings in the first month to cover the material. Followed by 2-3 meetings each week for 12 months, to ENSURE 30 clients are closed during that time period.
Onboarding Call - You will strategize with your campaign manager on who your ideal prospect is, put together scripts to target these ideal prospects, and get your LinkedIn pipeline running at full speed in the background, while you are mastering sales.
Fully Managed LinkedIn Campaign - Where you only need to respond to new messages in your inbox, and practice your new sales abilities with real prospects.
- Accelerator Library - Online course focusing on converting LinkedIn conversations to clients.
- Slack Support & Community - Reach out to our team for direct support on any question you have, as well as engage with our community of other Financial Advisors.
- Reply Assist - If you are ever stuck on how to respond to a DM, you can screenshot the conversation (we may ask for more context), send it to us over Slack/Email and we will craft a response for you to demonstrate our framework.
LinkedIn Branding Overhaul - A complete, top-to-bottom rebuild of your entire LinkedIn profile to make sure prospects fully understand who you are & your brand. You will be seen as the person that understands their world and the IDEAL person to solve their problem.
Campaign Performance Monitoring - Our team reviews your LinkedIn account at least 2x/week to make sure you haven't run out of prospects to target, hitting our benchmarks for Connection Acceptance and Response rates. When needed, our team will adjust or create new LinkedIn campaigns, saving you 3-10 hours/month and brainpower to focus on sales.
Terms & Conditions
- This is a 12-month process, there is no quitting. You are allowed 1 absence per month (unless it's family or medical emergency)
- After the 12-month period, it will be just $499/month to keep the pipeline going
- If you exceed your absence allowance or do not complete the work required/assigned, we reserve the right to end the working relationship
- During our Onboarding Process, we work together to figure out your avatar, your strategy manage is available on Slack for you every weekday
- Canceling/Pausing Service
- No quitting before the 12 months. Afterwards, you will need to provide 1 month notice to stop your pipeline
No refunds will be provided.
Guarantee: in 12 months, you will close 24 clients, or we will work for FREE with you until you do.
By signing up, you agree to the details listed above.