Sales Systems for B2B firms serving
the investment industry
We will build and run your pipeline, from CRM architecture to lead generation and covering personal brand
we will deploy a commercial system that replaces founder-led sales with scalable, team-ready execution.
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.
Who Is This For?
You're B2B service firm in financial services industry.
Your 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 don't increase your deal flow.
How We Do It?
Repeatable
Reliable
Ready to scale
Strategy set up
Phase 1
Ideal investor profile (IIP).
Message Alignment with investment.
Build 2nd brain.
LinkedIn Positioning + Content Activation.
Design of follow up materials.
Build the pipeline
Phase 2
Current Pipeline Audit.
CRM Blue print.
craft lead list and enriched data.
Outreach strategy.
Automated connection request, Follow up and CRM tracking.
Run the Pipeline
Phase 3
CRM implementation and unique workflows.
Daily outreach to potential investors.
LinkedIn content creation.
Pipeline KPIs tracking and dashboards in place.
webinar preparation.
System Handover
Phase 4
Transfer full ownership of the system to your team.
Inhouse team training.
Post Project meetings for system tune-up.
What Will You Accomplish?
A real sales system, not another funnel.
LinkedIn + CRM automation that runs your pipeline.
Clear, compelling messaging that wins meetings.
A repeatable sales playbook your team can run with.
Confidence to hire and onboard commercial talent.
Predictable deal flow (without founder burnout).
What Are Others Saying?
Testimonials
Andres Knows about the niche
Florin is posting!
And more amazing people:
I believe that anyone who learns or gets mentored by Jose has unlocked the success to building a successful career/business ahead.
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
Now, on expertise, Jose is a true leader and mentor.
I gained invaluable insights into the intricate world of self branding.
I witnessed significant growth in my networking capabilities, which translated into tangible opportunities.
Jose is an absolute gem of a person, truly committed to helping people and has helped me so much in networking and converting chats to booked calls on here, would highly recommend to anyone!
