Fix the Funnel – Train the Team – Scale with Systems

Sales Systems

for B2B firms serving the investment industry

From CRM architecture to outbound messaging, we install commercial systems that replace founder-led sales with scalable, team-ready execution.

getting more business is difficult

Is This What Your Sales Process Feels Like?

  • Burning time chasing spreadsheets

  • Spending $$$ on events with no pipeline

  • Not sure what your sales team is doing, nor do they

  • No commercial strategy, just the founder in overdrive

You are not alone!

This isn’t a sales problem, it’s a systems problem.

How We Build Your Sales system

Strategy

Outreach

CRM & Sales Ops

Align Your GTM Around the Right Buyer

Define your ICP, sharpen your positioning, and realign your messaging around your client’s pain points

Deploy a Repeatable Outbound System

Install proven outreach sequences, follow-up workflows, and LinkedIn demand strategies to build a consistent pipeline.

Operationalize Sales with CRM & Dashboards

Clean up your CRM, build dashboards, and track team activity in real time, so sales no longer lives in a spreadsheet..

What will you achieve?

Your business will grow, that's the goal.

You'll build a steady pipeline with less friction. You'll make decisions base on data and full visibility of your commercial actions.

You'll be ready to hire new sales reps in days, not months, without founder handholding.

Who is this for?

  • You have credibility, but not enough visibility or structured sales

  • Your team is doing “some outreach,” but there's no repeatable process

  • Sales still depend on the founder, and every new hire needs handholding

  • You’ve spent money on events or marketing that didn’t move the needle

Testimonials

What are others saying?


Andres Knows about the niche

"This tool provides me with valuable information on where and how to get in contact."

- Andres Mazzei, Financial Planner in USA

"His consulting approach focuses on value over anything."

Haitham Alsalman - CEO & Founder

Florin is posting!

"If I had to boil it down to one thing, it’s the courage to post on LinkedIn and use it as leverage."

– Florin Pop, Fractional CFO in Romania

How we do it

Strategic Consulting

Commercial Transformation Program

  • Optimized & automatic CRM pipeline

  • Scalable sales and lead processes

  • Lower client acquisition costs

  • Increased brand visibility

  • Commercial Playbook

ABOUT

Meet the Team

Jose Elguezabal, CFA

Founder

15+ years in financial services. 200+ execs advised across 5 continents. I help firms sell their value, not just their expertise. Because in this industry, trust beats tactics.

Laura Barrera Iglio

Co-founder

Journalist and writer turned brand strategist.

I help firms find their voice, and use it to drive sales with clarity and conviction. Because stories that connect are stories that convert.

Karina Büchi Martínez

VP of Sales

With 6+ years in B2B SaaS, hospitality, and food, I lead revenue growth by aligning sales strategy, data, and human connection. Fluent in English and Spanish, I bring global perspective, structure, and heart to every client relationship.

Gineth González Perea

Design & Creative Director

With 12+ years of experience in digital media and advertising.

I help brands bring ideas to life through visuals that connect, inspire, and stand out. Because design isn’t just seen, it’s felt.

Nigel Vargas

Key Account Director

Marketing & Sales professional passionate about creating strategies that connect with people and generate real, measurable results.

Akelvy Martínez

Pre-sales Manager

With experience in business intelligence, automation, and data analysis. I help companies optimize processes and make smarter decisions through dashboards, automation, and strategic planning.