Finance Professionals

Grow advisory work without hiring a marketing team.

For CAS, accounting and fractional CFO firms, and the CFOs who run them, a system that finds the right clients and handles the intake.

Book a Strategy Call See the Advisory Growth System
Drawing: advisory growth A funnel narrows from the best client profile through clients, referrals and outbound to a booked discovery call and an advisory engagement. Client intake follows: an engagement letter, a document request, onboarding tasks and status updates a person approves. Hours saved on intake go back to advisory work. Summit Logic Advisory growth Dwg SL-0021 Sheet 1 of 1 Rev A Illustrative 1 Where advisory comes from Your best client profile Clients, referrals, outbound Discovery call booked Advisory engagement 2 Client intake Engagement letter Sent and tracked Document request Chased until complete Onboarding tasks A named owner on each Status updates Drafted, a person approves 3 Capacity first Hours saved on intake go back to advisory work
the problem

What we hear from managing partners

You know how to do the work. Finding more of the right clients is a different job, and nobody at the firm has time for it.

Advisory growth stalls

Referrals built the firm, but they arrive when they arrive. Nobody owns a pipeline.

Intake and follow-up are manual

Engagement letters, document requests and status updates all run through someone's inbox.

No time to market

Marketing is the first thing dropped when deadlines hit, so the pipeline dries up on a schedule.

what we build

The Advisory Growth System

It starts with a GTM Strategy Sprint: who your best clients are, what you offer them and how they will find you. Then we build the parts that do the finding and following up.

  1. GTM Strategy Sprint

    Positioning, ideal client, offers and a channel plan, ending in a starting point and baseline numbers.

    • A funnel leak map
    • A written roadmap

  2. Signal-based outbound

    Companies that fit your ideal client, found when something changes, with a person approving every send.

    • New funding, new finance hires and growth signals
    • Written in your voice

  3. Referral and client reactivation

    Your existing clients and partners, asked on a schedule rather than when someone remembers.

    • Consent tracked on every contact
    • Thank-yous and reports back to partners

  4. Client intake automation

    Engagement letters, document requests and onboarding tasks that run on their own.

    • Reminders until the file is complete
    • Status updates drafted for a person to approve
example workflow

Example workflow: first signal to signed engagement

This is how a new advisory client moves through the system. The advice stays with your people.

  1. 01

    Signal

    A company that fits your profile raises money or hires its first controller.

  2. 02

    Outreach

    A short, researched note is drafted. A person at your firm approves it.

  3. 03

    Discovery

    The reply goes to a named owner, and the call lands on the calendar with the research attached.

  4. 04

    Engagement

    The proposal and engagement letter go out and are tracked to signature.

  5. 05

    Intake

    Documents are requested and chased, and onboarding tasks go to named owners.

  6. 06

    Expand

    Check-ins and review requests go on the calendar, so the next service comes up on time.

how it starts

Start with a GTM Strategy Sprint

Positioning, ideal client, offers and a channel plan, plus a funnel leak map and baseline numbers. It ends with a starting point we both agree on.

  • 25 years building and running enterprise technology
  • A commercial lending brokerage of our own
  • AI systems built in-house
  • Veteran-owned, in Loveland, Colorado

How each step works

questions

What people ask us

How do CAS and fractional CFO firms get more advisory clients?

Define the client you serve best, then reach them when something changes, such as new funding or a first finance hire. Referrals and past clients get worked on a schedule. The system is designed to do this without a marketing team.

Do we need to hire a marketing person?

No. We build and run the system within a defined capacity. Your partners approve the messages and take the calls.

Will outbound hurt our reputation?

Not when it is researched and approved by a person. We send small volumes to companies that fit, written in your voice, and honor every opt-out.

Does the system give financial advice to our clients?

No. There is no automated financial advice in anything we build. It handles intake, chasing and drafting, and your people give the advice.

Where should a firm start?

Start with a GTM Strategy Sprint. Most firms have never written down who they want or how those clients find them.

Find out what your pipeline could be

Forty-five minutes. We look at who you serve best and how they could find you.

Book a Strategy Call