You make the calls. Our system is behind you.
You keep every conversation in house. Whether you run a team of callers or you are a solo advisor dialing prospects yourself, we hand you the entire acquisition engine: a steady flow of exclusive prospects, the scripts that book, the cadence that connects, and the coaching that turns good callers into closers. You stay in control. We make sure it works.
You get sharper with every call.
This is the heart of Done With You. We are not on the calls with you. Between them, we review your recordings, run objection handling drills, refine your scripts, and practice the tough moments together, so you walk into the next call more prepared than the last.
The full playbook, in your hands.
The same exclusive, verified, consent compliant prospects we book for our Done For You clients, plus everything you, or your team, need to convert them and the coaching that keeps you sharp.
- Exclusive, phone and email verified prospects
- The full outbound system and infrastructure
- Proven call scripts and a structured cadence
- Objection handling frameworks
- Discovery scripting and coaching after the call
- Ongoing training to keep you and your team converting
A complete sales operation, not a lead list.
Most providers sell you a list and wish you luck. We give you the four things that actually decide whether a prospect becomes a client, whether you dial them yourself or hand them to your team.
Exclusive pipeline
A steady flow of exclusive, phone and email verified prospects who are serious about planning. Never shared, never resold. You only dial people worth your time.
Proven scripts
The exact openers, discovery questions, and call flow our top performers use. You and your callers stop improvising and start following a path that books.
Structured cadence
A follow up rhythm built so no prospect slips. When to call, when to text, when to send content, mapped out so intent never goes cold.
Ongoing coaching
Between calls we review recordings, run objection drills, and coach discovery, so you and your callers improve week after week.
Built fast. Coached for the long run.
Onboarding is quick. The partnership is ongoing. Here is how we get you running and keep you improving.
We hand over the system
Scripts, cadence, intake, and the infrastructure you plug straight into. No months of building. You are live quickly.
You make the calls
You, your setter, or your team work exclusive, verified prospects using the cadence we provide, with content sent ahead of every conversation.
We coach behind you
Discovery scripting, objection handling, and review after the call sharpen you and your callers, week after week.
You own every conversation.
Your prospects build trust with you, not an outside call center. We give you the structure to lead those conversations and the coaching to close them, so the relationship stays yours from the first call to the signed client.
Book a Strategy CallWho Done With 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 With You, and who is better off with something else.
Probably not your fit
- You have no one to make calls and no plan to add anyone
- You want the dialing handled end to end, which is Done For You
- You want a quick list, not a system to run
- You are not willing to coach and develop your callers
- You lead with product instead of planning
Built for you
- You have a team, a setter, or yourself making the calls
- You want the client relationship to stay in house
- You want proven scripts and a cadence, not guesswork
- You are ready to be coached and raise your close rate
- You lead with planning and want clients who value it
We do not hand you a binder and disappear.
Done With You is a partnership, not a download. Our team stays in your corner, sharpening your callers as your pipeline grows, so every month your close rate climbs instead of plateaus.
- Live call reviews so reps hear what worked and what did not
- Objection handling drills tailored to your market
- Discovery scripting refined around your ideal client
- Ongoing training as you and your team grow
I have done both the Done With You program and the seminar program, and both have more than paid for themselves. I have generated a significant number of clients and have been very pleased with the results.Christopher Viani, CFA
I used the sales process you taught me word for word and I was able to close a client with no objections.
Victor Davidenko, Financial AdvisorGet the system to win.
Book a strategy call and we will tailor Done With You to you, your market, and the way you already work, whether you dial solo or run a team.