Attention: Founders and CEOs of B2B Accounting and Finance Tech Companies + Learning & Development and Corporate Training Leaders
→Generate 20 Qualified Appointments in 60 Days with Our AI-Powered Outbound System
Without manual follow-ups, appointments fill your calendar.
Special focus on Baby Boomer entrepreneurs leveraging AI for business growth
Book a call with usWho is this for?
This is for B2B Accounting and Finance Tech Companies, as well as Learning & Development and Corporate Training businesses that have happy customers and are ready to scale. If you do not have satisfied clients, we suggest focusing on fulfillment before scaling.
Inconsistent Lead Flow
If you're struggling to generate a consistent pipeline of qualified leads, it can hinder your growth and revenue potential.
Manual Follow-Ups
If you're spending too much time manually following up with cold or unresponsive prospects, it can drain your resources and reduce efficiency.
Slow Outreach Processes
If you're losing deals due to slow or inconsistent outreach processes, it can impact your sales performance and competitiveness.
Repetitive Onboarding Tasks
If you're wasting hours on repetitive client onboarding and document collection tasks, it can limit your team's productivity.
Crowded Market Challenges
If you're failing to stand out in a crowded, commoditized financial services market, it can affect your brand visibility and client acquisition.
Lack of Scalable Systems
If you're lacking a scalable outbound system to predictably grow revenue without hiring more staff, it can restrict your business expansion.
High Customer Acquisition Costs
If you're facing high customer acquisition costs, it can strain your budget and reduce profitability.
Low Conversion Rates
If you're experiencing low conversion rates from demos to paying customers, it can limit your sales success and growth.
Training Client Pipeline Gaps
If you're struggling to maintain a steady flow of corporate training clients, it can create revenue uncertainty and business instability.
L&D Decision-Maker Access
If you're finding it difficult to reach and engage Learning & Development directors at target organizations, it can slow your sales cycle.
Training Program Differentiation
If you're unable to clearly communicate what makes your corporate training programs unique, it can result in lost opportunities to competitors.
AI Integration Challenges
If you're unsure how to leverage AI tools to enhance your training delivery and business operations, it can leave you behind more tech-savvy competitors.
What should I expect?
If you're a B2B Accounting and Finance Tech Companies founder or CEO, or a Learning & Development and Corporate Training leader, you can expect:
Consistent Sales Appointments
Expect a consistent flow of 10–20 qualified sales appointments booked per month through automated, AI-driven outreach.
Fully Configured AI System
Receive a fully configured outbound AI system including lead sourcing, inbox setup, campaign automation, and CRM integration.
Personalized Outreach Messaging
Benefit from custom-built, niche-specific outreach messaging personalized at scale to increase engagement and response rates.
Weekly Performance Reports
Gain insights with weekly performance reports and campaign optimization based on AI analytics to improve targeting and results.
Reduced Prospecting Time
Experience a reduction of 20–30 hours per month in manual prospecting and lead qualification, freeing up your team to focus on closing deals.
Improved Revenue Growth
Increase your monthly revenue by 25–40% through more consistent and targeted client acquisition strategies.
Enhanced Sales Efficiency
Reduce time spent on manual lead outreach and follow-up by 50% using AI automation, boosting your sales efficiency.
Scalable Growth Solutions
Implement scalable growth solutions that allow you to expand without the need for additional sales staff.
Corporate Training Pipeline
Build a steady pipeline of corporate training opportunities with L&D decision-makers actively seeking your expertise.
AI-Enhanced Training Programs
Leverage AI tools to enhance your training content creation, delivery, and follow-up processes for better client outcomes.
Authority Positioning
Position yourself as a thought leader in corporate training and AI integration, attracting premium clients and speaking opportunities.
Baby Boomer Support
Get specialized support for Baby Boomer entrepreneurs looking to modernize their training business with AI and automation.
How does it work?
Our comprehensive 4-step AI system ensures consistent lead generation and sales growth.
AI-Driven Ideal Prospect Targeting
We use AI tools to define and refine your Ideal Customer Profile by analyzing your current clients, market trends, and engagement data. We source and enrich highly targeted lead lists from platforms like Apollo and LinkedIn, ensuring every contact fits your niche and has verified contact details.
Multi-Channel AI Outreach Automation
We set up and manage intelligent outreach campaigns across email and LinkedIn using AI-powered platforms like Instantly.ai and custom N8N workflows. Messages are dynamically personalized at scale using intent data, job titles, and firmographics, increasing open rates, replies, and positive conversations.
AI-Based Lead Qualification & Booking System
We implement AI lead scoring models to track engagement and auto-qualify replies based on relevance and interest. Responses are parsed and filtered using smart tagging, and qualified leads are auto-booked directly into your sales calendar using calendar integrations and AI scheduling bots.
Performance Tracking & Optimization Dashboard
We deliver a real-time dashboard with open, reply, and appointment metrics. Backed by AI analytics, this helps us test and refine subject lines, messaging, and targeting weekly, ensuring ongoing performance improvement and ROI growth without manual oversight.
20 Appointments in 60 Days Guarantee
We guarantee at least 20 qualified sales appointments within 60 days, or we continue running your campaigns at no additional cost until you do.
Appointments
Days Timeline
Unlimited Support
Ready to scale?
Book a call with us below to explore what our partnership would look like.
FAQ
Frequently Asked Questions
For any other questions, please feel free to book a call with us!
We use AI tools to analyze your current clients, market trends, and engagement data to define your Ideal Customer Profile. Our lead sourcing platforms ensure every contact fits your niche with verified contact details.
Yes, our AI system integrates with most major CRMs including Salesforce, HubSpot, and Pipedrive. We'll work with your existing tools to ensure seamless data flow and reporting.
You can expect 10-20 qualified sales appointments per month, a 20-30 hour reduction in manual prospecting time, and a 25-40% increase in monthly revenue through more consistent client acquisition.
We start with discovery and strategy, then configure your AI system including lead sourcing, inbox setup, campaign automation, and CRM integration. Implementation typically takes 2-3 weeks before campaigns launch.
Not at all. We handle all the technical setup, configuration, and ongoing optimization. Your team simply needs to show up for the qualified appointments that get booked on your calendar.
We specialize in B2B Accounting and Finance Tech Companies with happy customers looking to scale their lead generation without hiring more staff. Our clients are typically founders and CEOs focused on predictable revenue growth.
Our initial commitment is 60 days with our guarantee. Most clients continue working with us long-term as we continuously optimize campaigns and drive consistent results month over month.
Yes, we offer flexible payment plans tailored to your business needs. Contact us to discuss options that work best for your situation.
Once you book a call and we agree to move forward, we can typically have your system configured and campaigns launching within 2-3 weeks.
That's exactly why we're here. We handle all the AI complexity, setup, and optimization. You don't need any AI experience—just a commitment to showing up for the qualified appointments we book for you.