How we start working together
Once you decide to go ahead, we take care of the build from end to end. Your part is small: one kickoff call, a short list of access, and then showing up to the meetings we book. This page walks through the first 10 days so you know exactly what happens and when.
- What happens. We collect access and materials on day 1, review your funnel within 48 hours, build the ads and tracking, brief our callers on your fund, and go live.
- What we need from you. About 2 hours in the first week: a 45-minute kickoff call and a short access list. After that there is no more homework on your side.
- When it goes live. Campaigns are running within 8 to 10 days, and every lead gets a call within 5 minutes from the first hour.
- What you see. The first booked meetings usually land in week 2, with a plain report in your inbox every Friday.
The first 10 days, day by day
The same process runs for every new client. Here is what each stage looks like from your side.
The kickoff call
A 45-minute call with your team. We go through the fund, the story you want told, the minimum, and who you want sitting on your calendar. We also collect access together on the call, guided step by step, so nothing drags afterwards.
Your funnel, reviewed
Within 48 hours you get a written review of your ads, your page, and your tracking: what stays, what we change, and why. It is short and in plain language.
We build everything
We write the ad scripts, produce the first batch of ads, set up tracking and lead routing, and draft the follow-up emails and texts. In parallel, our callers study your fund and a 1-page brief we write from your materials.
Campaigns go live
The ads start running. From the first hour, every lead gets a call within 5 minutes, then texts and emails until we reach them. Accreditation and the minimum are checked on that first call.
Meetings land on your calendar
The first booked meetings usually arrive in week 2. Every Friday you get a plain report: leads, reached, qualified, booked, and what we are changing the following week.
Everything we need, in one list
This is the full list. Once it is done, there is no more homework on your side.
Who handles what
The list is lopsided on purpose. That is the point of done for you.
- Ad scripts written and ads produced, fresh every month
- Meta campaigns managed daily
- Tracking and lead routing
- Every lead called within 5 minutes
- Accreditation and minimum checked by phone
- Meetings booked with reminders sent
- No-shows chased and rebooked
- Follow-up emails and texts on every lead
- Call scripts tuned weekly from recordings
- A plain report every Friday
- The 45-minute kickoff call
- Showing up to the booked meetings
- Closing, which stays fully with your team
What a normal week looks like
Every new lead gets a call within 5 minutes, then texts and emails until reached.
Qualified investors land on your team's calendar with reminders already set.
Leads, reached, qualified, booked, and what we are changing next week.
We walk through the numbers together and decide where to push next.
That's the whole process
One call, one short list of access, and within 10 days your calendar starts filling with qualified investors. The rest stays with us.