Is Your Sales Process Built to Scale,

or Just to Survive?

Your service works. Your clients are happy. But growth still depends on:

→ Referrals
→ Events
→ The founder (you)

Sound familiar? Then this program is for you.

We help B2B service providers, fintechs, and niche consultants selling to asset managers, institutional investors, and corporates build scalable commercial systems, so they stop relying on hustle and start driving predictable revenue.

This is the goal of a Sales Strategy Transformation Project

The outcome is simple: We will build and optimize your sales pipeline, enhance your brand positioning, and generate predictable deal flow. all while reducing dependency on high-cost sales tactics. This process will be a “plug-and-play” system for your sales team to replicate and scale.

The Problem

Sales still rely on the founder.

Your pipeline lives in inboxes and spreadsheets.

You spend $10K+ on events, and come home with no follow-up.

New hires need constant handholding because there’s no playbook.

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

The Solution: Our Commercial Strategy Transformation Program

A 90–120 day consulting engagement where we work side-by-side with your team to build and embed a sales system that’s:

→ Repeatable

→ Reliable

→ Ready to scale

Phase 1: Infrastructure & Strategy (Days 0–30)

→ ICP & Message Alignment

→ Pipeline Audit

→ CRM & Workflow Optimization

→ Pitch + Outreach Overhaul

→ LinkedIn Positioning + Content Activation

Phase 2: Execution & Deal Flow (Days 31–90)

→ Daily Outreach System

→ Deal Coaching & Objection Handling

→ AI-powered Follow-ups

→ Playbook & Team Enablement

Phase 3: Plug-and-Play Scale (Days 91–120)

→ Sales Team Training

→ Internal GTM Assets

→ Decision Dashboard

→ Real-time Feedback Loops

→ 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 a B2B service firm, fintech, or niche consultancy

✅ You sell to asset managers, family offices, or institutional investors

✅ You’ve outgrown referrals and want a real pipeline

✅ You’re ready to build a team but lack the 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.

Next steps

If you want to see how this program fits your business, book a call or DM me your questions: calendar link

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.

💡 If you do not receive the email please let me know so I make sure that you receive it

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.