Two Plans to Fit Your Business Needs
Leads Only
($497/month)
Perfect for companies with internal sales teams
What You Get:
500+ qualified leads delivered monthly
Leads match your exact ICP
Complete contact information provided
Company and prospect research included
Monthly lead delivery reports
Email support for questions
You Handle:
Outreach and initial contact
Lead qualification conversations
Appointment setting
Follow-up sequences
Full Service
$1,497/month (first 60 days)
• $997/month (ongoing)
Complete done-for-you lead generation and qualification
Complete done-for-you lead generation and qualification
What You Get:
25+ qualified, interested leads per month
Ultra-personalized email outreach campaigns
Intent-based prospect targeting using 100+ signals
Complete account setup and optimization
Dedicated account management
Direct CRM integration
Monthly progress updates and reporting
Continuous A/B testing and optimization
Lead qualification and appointment setting
First lead within 7 days
What's Included in Full Service
COMPLETE SETUP & LAUNCH (First 60 days)
We handle everything to get you started:
Ideal customer profile development
Target market research and analysis
Email account setup and warming (takes up to 3 weeks)
Message creation and testing
Campaign launch after full setup
DAILY LEAD GENERATION
Your inbox gets overfed with qualified prospects:
Intent-based prospect identification
Ultra-personalized outreach sequences
3-touch email campaigns
Response monitoring and qualification
Lead nurturing and appointment setting
QUALITY ASSURANCE
Every lead meets our strict standards (see "What is a Qualified Lead" above)
Transparent Reporting
You see exactly what we're doing:
Monthly updates on work being done
Response rates and engagement analytics
Lead quality scoring and feedback
Monthly optimization recommendations
See Your Potential Return with Full Service Plan:
If your average deal value is $5,000 and you close just 2 deals per month from our leads:
Monthly Revenue: $10,000
Monthly Investment: $997
Monthly Profit: $9,003
ROI: 903%
Just 1 deal from your daily leads pays for our entire service.
Which Plan Is Right for You?
How we make cold emails feel like warm intros:
Choose Leads Only if:
✔️ You have an active sales team
✔️ You want maximum volume at a lower cost
✔️ You prefer to control outreach yourself
✔️ You already have email systems in place
Choose Full Service if:
✔️ You want a fully hands-off solution
✔️ You don’t have time for outreach & qualification
✔️ You want higher-quality, ready-to-close leads
✔️ You’d rather walk into appointments than chase them
Frequently Asked Questions
What types of investment services do you offer?
We offer a range of investment services, including portfolio management, retirement planning, wealth preservation, and personalized financial strategies tailored to your unique goals.
How do you determine the best investment strategy for me?
We begin by assessing your financial goals, risk tolerance, and time horizon. Based on this, we create a customized investment plan designed to maximize returns while minimizing risk.
What is the minimum amount required to start investing with your firm?
Our minimum investment requirements vary depending on the services you choose. We offer flexible options to accommodate different levels of investment, from individuals to high-net-worth clients.
How often will I receive updates on my investment performance?
We provide regular reports on your portfolio’s performance, and our advisors are always available to discuss your investments. You can also access real-time updates through our online platform.
