How to build Sales Systems that Scale (Without you)

You did not start your fund and your firm to become a full-time salesperson.

You built something real, and you know it.

Your clients are happy, your LPs trust you, and the results speak for themselves.

But growth still depends on luck, referrals, and hustle.
And too often, it depends on you.

Today you're the one juggling outreach, follow-ups, summits, and spreadsheets, all while delivering for your clients and LPs.

Does this sound familiar?

- Your time is limited and incredibly valuable

- Your pipeline lives across inboxes, DMs, and Excel sheets

- You are betting on events and referrals to move the needle

- Hiring support would require handholding ,and you don’t have time to train anyone

Those are all reasons that got you stock beneath your growth ceiling.

And yet… you're sitting on massive potential.

You are great at what you do. Now it's time to build a system that sells it at scale.

Apply now

This is the goal of a Sales System that we will run for you

The outcome is simple: To get you in the room.

We will build and optimize your sales pipeline, enhance your positioning, and generate consistent deal flow . You will walk away with a robust pipeline and a plug and play system that your future team can use, replicate, and scale.

Our consulting and outreach model is designed for stealth mode founders like you:

→ We design and run your outbound engine

→ We craft your sales playbook and lead your outreach

→ We create your content

→ We build all follow-up assets: lead magnets, landing pages, calendar links, forms

→ We generate qualified conversations with LPs, allocators, and partners

→ We handle every step up to the meeting, you just show up and close

→ Everything is tracked, measured, and optimized in our CRM

You stay focused on building the fund. which is hard enough already.

We focus on opening the right doors , and getting you in the room.

The Problem

Business Development depends on the you.

You will juggle event, LP calls, ops, and trying to squeeze in outreach between meetings is just not ideal.

Also the pipeline lives in inboxes and spreadsheets.

This isn’t just a bottleneck.
It’s a ceiling.

The Solution: Our Sales System that we will run for you

A 90-180 day consulting engagement where we work side-by-side with you to build and run sales system that’s:

→ Repeatable

→ Reliable

→ Ready to scale

Phase 1: Infrastructure & Strategy (first 10 Days)

→ ICP & Message Alignment

→ Pipeline Audit

→ CRM implementation

→ Pitch + Outreach Overhaul

→ LinkedIn Positioning + Content Activation

→ Landing pages, website and forms revision

Phase 2: Execution & Deal Flow (Days 10–60)

→ Daily Outreach System

→ Lead Magnet creation

→ AI-powered Follow-ups

→ Sales Playbook produced

→ Automated connection request, Follow up and CRM tracking

→ 1st Webinar

Phase 3: Scale (Days 60-90))

→ Even or Summit preparation

→ Decision Dashboard

→ Full System Handoff

Apply now

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)

Who is this for?

This is a great fit for you if:

✅ You’re an emerging Fund Manager or B2B service firm, for asset managers

✅ You’ve outgrown referrals and want a real pipeline

✅ You’re ready to launch a fund but lack a system

✅ You know your sales strategy is holding back growth

This is NOT for you if:

❌ You’re not open to change

❌ You expect results without action

❌ You’re not ready to systematize your business

We are different

Most consulting firms offer general sales advice with little implementation.

We go beyond that. Our program is designed specifically for finacial and investment firms, combining deep industry knowledge with proven digital strategies that drive deal flow and position your firm as a trusted leader.

We speak the same language as you and your clients, and we know how to convert them. Tell me more

People I have been able to help

Andres Knows about the niche

Florin is posting!

And more amazing people:

Our Commitment: The Up-Out Window

We believe in transparency and accountability. That’s why we offer an Up-Out Window: If at any point after the first 60 days of the project you feel it isn’t the right fit, you can opt out with zero fees or penalties. This isn’t just a guarantee, it’s a commitment to a results-driven partnership where both sides are accountable for progress and performance.

What will happen after the purchase?

→ Step 1: Strategy Survey
→ Step 2: Onboarding Call
→ Step 3: Team Collaboration
→ Step 4: Ongoing Optimization
We build the system together, so it actually gets used.

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This Deep dive approach ensures that every strategy we design is tailored to your business goals, setting the stage for long-term commercial success.

FAQs

Do I need an existing sales process to join this program?

No, we build from scratch, leveraging your current workflows and optimizing them for scalability.

How much time do I need to dedicate each week to see results?

There’s no fixed formula. Some weeks require 1-2 hours, others 4+. The more engagement, transparency, and input you provide, the better the outcome

Will I need a dedicated sales team, or can I do this myself?

No sales team is required. If you have one, we integrate them into the process. If not, we create a plug-and-play system that works for future hires. The building process is done by us.

Do I need a certain revenue or client base to qualify?

You need an operational business with enough clients to understand your value proposition. This isn’t aimed for pre-launch companies.

Can I involve my team in the program, or is it just for me?

Absolutely. The more insights we gather from your team, the better the system will align with your company culture and goals.

How is this different from hiring a business development professional?

We build a structured, scalable system so future hires can plug in and execute seamlessly with measurable KPIs and clarity on their role.