- Better Letter
- Pages
- Clients on Tap
BOOM.
You turn the faucet on and water comes out.
Every agency, advisor, and consultant worth their salt wants a flow of high-value clients just as dependable.
A wealth management firm we work with came to us with a simple goal:
Land high net worth clients TODAY while growing a newsletter audience (clients TOMORROW)
Let me show you exactly what we built for them...
THE "CLIENTS ON TAP" SYSTEM:
We run Facebook/IG ads calling out their ideal client ("If you have $400,000 in investable assets, this is for you...").
When they click, page 1 of a survey asks for their email to sign up for their newsletter.
Page 2 asks questions to qualify them.
Qualified leads go straight to book a sales call. Everyone else enters an email sequence to build trust.
THE ACTUAL NUMBERS:
$1.30 to acquire an email subscriber
40% meet the net worth criteria to be their client = $3.25 per qualified lead
1% of qualified leads book a call immediately = 15 calls booked
20% close rate = 3 clients
Minimum value of a client = $5,500
Year 1 ROI: 338% (at a minimum)
One day after implementing the system..
And that’s just from the 1% who book a call on day 1…
We haven't even talked about what happens with the other 99%.
(they book calls too, just when they’re ready)
That’s the beauty of the Clients on Tap System.
1% of people out there are ready to hire someone now. Give them the opportunity to book a call when they’re in a moment of high intent (newsletter subscription).
Then, nurture the rest on autopilot.
If you sell high-ticket services through sales calls, implementing this system is a no brainer.
You could spend the next 4-6 months setting it up and fine tuning it.
Or you could expedite the timeline and have us handle it for you (while you focus on closing).
Book a consultation here if that’s you. We've got 2 spots open this month.
— Kieran
P.S. This exact funnel is working for coaches, consultants, financial advisors, accounting firms, and agencies right now. It isn't rocket science - it's just math.