We run everything. You show up to the call.
This is the entire acquisition engine, run end to end by our North American team. Ads, consent, verification, booking, follow up, and coaching, all handled. You never build a funnel, manage an ad account, chase a lead, or rebook a no show. You open your calendar and have conversations with people who are ready to plan.
From new lead to closed client.
Here is exactly what Done For You does for you. A prospect goes from landing in your CRM to a closed client, and the only step that needs you is the last one.
Your pipeline, running live.
While you go about your day, this is what our team is doing for you, hour after hour. Calling, qualifying, taking notes, and booking, so your calendar fills itself.
The whole engine, run for you.
Nothing for you to build, manage, or babysit. We own every moving part of the pipeline so you can own the relationships.
- Custom ad creative and full campaign management
- A guided consent intake, compliant by design
- Phone and email verification on every prospect
- Exclusive delivery, never shared or resold
- A North American setter team that books and confirms
- Content sent before the call and follow up on no shows
- Sales coaching: scripting, objections, and review
We own the entire pipeline.
From the first impression to the closing conversation, every part is ours to run. You get the outcome without the operation.
Acquisition
We build the creative, manage the spend, and target people approaching retirement who are serious about planning. The top of your funnel never runs dry.
Compliance
Express consent is captured on every prospect through a guided intake where they check an opt-in box, compliant with TCPA and Canadian law. The paper trail is handled.
Setting and booking
Our North American setter team confirms each call, sends your content ahead of time, and chases every no show so your calendar stays full.
Coaching
Discovery scripting, objection handling, and a review after every call, so you close more of the conversations we put on your calendar.
One job for you. Everything else for us.
Your job
Show up to the call and be the advisor. That is the entire list. No funnels, no software, no chasing, no admin. Just the conversation you are already great at.
Our job
- Build and manage the ad campaigns
- Capture consent and run the intake
- Verify by phone and email, keep it exclusive
- Book and confirm the call
- Send your content and chase no shows
- Coach you to close, call after call
Do what only you can do.
Your gift is the conversation, the trust, the plan. Everything that gets a qualified person in front of you is ours. We run the machine so you can simply be the advisor.
Book a Strategy CallWho Done For You is for, and who it is not.
We would rather tell you the truth than sell you the wrong program. Here is who thrives with Done For You, and who is better off with something else.
Probably not your fit
- You want to run your own ads and own the tech stack
- You want to keep all the calling in house, which is Done With You
- You lead with product, not planning
- You want the cheapest lead, not a managed system
- You are not ready to take booked calls consistently
Built for you
- You would rather be in conversations than building funnels
- You lead with planning and want clients who value it
- You want a team handling ads, setting, and follow up for you
- You want exclusive, verified prospects, never shared
- You are ready to show up and close
I do not chase anymore. Every call feels like someone asking for help, not a cold pitch.
Liam Passi, Financial AdvisorThey stopped chasing. They started closing.
Solid quality prospects. Everyone is confirmed and ready to talk to you. No poorly set expectations, no unqualified people.
SSI added a significant amount of AUM from my very first appointment. It is easily the best solution in the industry, bar none.
MSI could not scale just off referrals anymore. This gave me control.
JDReady to just show up and close?
Book a strategy call and we will map your Done For You engine, end to end, around your niche and your market.