The 5-Step Process: Built for Predictable Growth
A methodical, 5-step process designed to install your client acquisition system in under 21 days.
The Complete 5-Step System:
1
1-on-1 Onboarding + Strategy Deep Dive
1-1 onboarding call to map your scaling strategy and refine your messaging for high-intent prospects.
2
Omnipresence Asset Creation
We script and guide you through recording a series of short videos (2-3 hours of your time). We handle the rest - editing, sequencing, and optimization.
3
Full DFY Build (Marketing & Sales Infrastructure)
We build your complete system: CRM & Automation, Intent-Based Ads, Omnipresence Ads, Retargeting, Complete Funnel Buildout, Pre-Call Ecosystem.
4
Review & Approval
We send you a complete review document with all marketing assets, omnipresence strategy, and funnel setup. You review, approve, or request changes. Nothing goes live until you're 100% happy.
5
Launch, Execution & Optimization
We launch your campaigns and our team manages everything - daily optimization, tracking, and reporting. You just show up to the high-intent calls and close.
That's the complete 5-step process. Built for speed. Built for predictability.
Real Client Story: $0 to $90k in 45 Days
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Sohail Ahmed | Business Owner
"Things I really like about Jacob. He's an A player. A players are the ones calling you constantly with ideas, implementing, on time, on schedule, with a plan. Most importantly, they're an expert in whatever they do, so you can rely on them."
Here is what Sohail's calendar look like on a weekly basis:
Our Commitment
HNWI appointments directly in your calendar within 21 days of Ad Campaign launch.
Our Guarantee
If you don't have qualified calls on your calendar within 21 days of Ad Campaign launch, we'll give you your money back - and all the marketing assets (ads, funnels, emails, videos) are yours.
Why we can offer this: Our systems are proven. We've delivered thousands of qualified appointments. We know this works.
The Implementation Timeline
Unlike traditional marketing that can take months to show results, this system is designed for rapid deployment and quick wins.
This compressed timeline is possible because you're executing a battle-tested playbook, not experimenting from scratch.
Days 1-2
1-on-1 onboarding call, refine your offer for cold traffic, and omnipresence strategy.
Days 3-5
We build your ad copy and creatives with different angles (15-20 creatives)
Days 6-8
We build your entire marketing and sales infrastructure: CRM, Automations & Tracking
Days 8-14
Your entire marketing and sales assets will be ready for review: Ads, Funnel, Omnipresence system & Pre-call ecosystem.
You review and approve everything before launch.
Day 14
Ads go live. Calls start flowing.
We launch your advertising campaigns with omnipresence sequencing and main offer ads.
Days 15-30
First optimization cycle.
We refine targeting, funnel, and sales approach based on real data.
Days 31-60
Scaling successful elements.
We double down on what's working: new angles, increased spend, refined targeting.
Days 60+
System fully optimized, generating consistent results.
From Skeptical About Ads to Closed Deal in Days
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Daniel Wagner, The Prosperous Practice
"Before I came to them, I really didn't want to touch Facebook marketing. I had so many bad stories and personally bad experiences. I was afraid I was going to lose a lot of money and have no actual results.
But speaking to Jacob, I immediately felt very comfortable with his knowledge and expertise. The onboarding process was amazing. I've never felt so guided, so clearly shown what to do.
Within just a few days, I had my first appointment booked. We closed the first client within just a few days of the ads being live. That was a huge surprise to me.
If you've had experiences with Facebook that weren't quite meeting your expectations, I would really say have a conversation with them. My experience was amazing from beginning."
Your Role: What's Expected of You
Minimal Time. Maximum Impact. We Do 95% of the Work.
How much time will this take?
→ 3-4 hours in Week 1-2, then just show up to the calls.
We handle 95% of the work. You provide inputs, record a few videos, and show up to close high-intent appointments.
WHAT WE HANDLE (So You Don't Have To):
- Build all funnels, landing pages, and email sequences
- Create all ad copy, creatives, and targeting
- Manage campaigns (daily optimization, testing, scaling)
- Install and manage all tech and automation
You don't touch ads. You don't manage tech. You just close.
Your Next Step
The question now: Is this the right fit for your specific practice and goals?
We'll find out in our call. See you there.
Built for established Wealth Managers who want a predictable system for acquiring HNWI clients without relying on unpredictable referrals.