The Process
No guesswork, no vague deliverables. Here's a clear breakdown of every phase, what I do, what you'll need to bring, and what you'll have at the end.
At a glance
Phase One
Strategy & Build
Weeks 1–2
Phase Two
Setup & Launch
Weeks 3–6
Phase Three
Optimize & Scale
Weeks 7–12
Phase Four
You Close, I Maintain
Month 4 onward
Weeks 1–2
Before anything gets built, I need to understand your practice deeply. Who your best clients are, what makes you different, and why someone would choose you over dozens of other advisors in their area. Most advisors have never been asked these questions clearly. This phase forces the clarity that makes everything else work.
Discovery Call
A 60-minute deep dive into your practice. We'll cover your niche, your current client base, your top 3 clients and what they have in common, your referral history, and your goals for the next 12 months. This is the only call where I need a significant chunk of your time.
Ideal Client Profile
I build a detailed profile of the exact client you want more of. Age range, net worth, profession, life stage, where they spend time online, what keeps them up at night. Every piece of content and every ad targets this person specifically.
Competitive Landscape
I research what other advisors in your market are doing (or not doing) online. This tells us where the gaps are and how to position you so you're not competing on price or credentials alone.
System Architecture
At the end of this phase you get a full roadmap: which channels we're using, what the funnel looks like, what the messaging strategy is, and what tools will run the system. You review it, give feedback, and we move to build.
Weeks 3–6
This is where I do the heavy lifting. Every piece of the system gets built, connected, and tested before anything goes live. You're not approving copy on a Friday afternoon and seeing ads run Monday. Every element gets your eyes on it first.
Lead Capture Funnel
A dedicated landing page built to convert your ideal client. Not a generic contact form. A page that speaks directly to their situation, answers their first objections, and gives them a reason to hand over their information. Includes a qualifying intake form so you only talk to people worth your time.
Email Nurture Sequence
An 8–12 email sequence that goes out automatically after someone opts in. Each email builds trust, addresses a common concern, or demonstrates your expertise. By email 6, most leads have a clear sense of who you are and whether they want to work with you.
CRM & Automation Setup
I set up your CRM (or optimize the one you already have), connect it to the landing page and email system, and build the workflows that tag, segment, and follow up with leads automatically. No manual data entry on your end.
Paid Ad Campaigns Optional
Paid advertising on LinkedIn or Meta can accelerate lead flow significantly, but it's not required to get started. Some advisors launch with ads from day one; others prefer to let the organic content and email system run first and add ads later. Some never run ads at all and generate plenty of leads through content alone. We'll decide together what makes sense for your practice and your budget, and revisit it whenever you're ready.
Weeks 7–12
The first 6 weeks generate data. Weeks 7–12 are about turning that data into decisions. Which ad is driving leads that actually book? Which email in the sequence has the highest reply rate? What's the real cost per qualified lead? I track all of it and adjust accordingly.
Performance Analysis
I review click-through rates, opt-in rates, email open rates, cost per lead, and booking rates weekly. You get a clean monthly report with plain-language explanations. No drowning you in metrics that don't matter.
A/B Testing
I run structured tests on ad headlines, landing page copy, email subject lines, and calls to action. Every test has a clear hypothesis and a clear winner. Over time this compounds: small improvements in conversion rates add up to meaningfully more leads at the same spend.
Scaling What Works
Once I know which channel, message, and audience is producing the best leads, I increase budget and reach there. Channels that underperform get cut. The goal by week 12 is a reliable, repeatable cost per booked call.
Sequence Refinement
The email nurture sequence gets updated based on how leads are actually responding. If a certain email is getting high replies, I build on it. If one has a high unsubscribe rate, I rewrite it. The system improves with every cohort of leads that goes through it.
Month 4 onward
By month 4 the system is running. Leads are coming in, getting nurtured, and booking calls. Your job at this point is the conversation with the prospect. I handle everything before that moment.
Ongoing Ad Management
Ad creative gets refreshed regularly to prevent fatigue. Audiences get expanded or refined based on performance. Budget allocation shifts toward what's working. You never have to think about any of this.
Weekly Emails Keep Running
I keep writing and sending weekly emails to your list after the initial sequence ends. Educational content, market commentary, timely updates. Consistent emails are what turn a cold lead into a booked call months down the road.
Social Content Keeps Going
I keep writing and scheduling social posts every week. Content is one of your best lead sources and it doesn't stop working just because the system is live. A steady presence keeps pulling new people into the funnel.
Monthly Strategy Reviews
Once a month we have a 30-minute call to review results, discuss what's coming in, and make any adjustments. If you've noticed something about the quality of leads coming through, this is where we fix it.
System Maintenance
Email deliverability, domain health, CRM workflow logic, landing page load times. All the technical upkeep happens on my end. If something breaks, I catch it before you do.
Referral Amplification
As your new client base grows, I build a lightweight referral system that makes it easy for happy clients to send people your way. The automated lead gen generates new clients; those clients generate referrals. The two compound together.
Division of labor
Sean handles
Strategy, build, and ongoing management. You don't need to learn a new tool or become a marketer.
You handle
Your expertise and relationships are what win clients. That's where your time should go.
Common questions
Ready to start?
30 minutes. I'll show you exactly what I'd build for your practice and what it would cost.