10 Reasons Why Our Clients Are Winning

Pre-Built Business Backend (Launch in Days, Not Months)

You don’t have to build from scratch — you launch with a branded business from day one.

  • Done-for-you CRM (GHL-powered)

  • Branded email domain + funnels

  • Automations for every stage (onboarding, fulfillment, follow-up)

  • Text/email workflows for your internal teams and for your clients

  • Application + disbursement scripts

  •  Strategy call templates

Automations That Run Your Business While You Sleep

Imagine emails going out, follow-ups firing, and reminders sent — without you doing a thing.

  • Over 2 years of automations pre-built

  • 500+ email & SMS touchpoints

  • Client milestone flows + CRM-triggered alerts

  • SOPs to update or customize your flows ( with understanding. This is DFY + DWY… not just here’s a slab of turkey, figure out how to make a sandwich. No. We feed you, teach you to cook, and then say, “now you try”

Proprietary SOP Library (The Funding Operating System™)

No more "figuring it out." Every single step has a template, guide, checklist, workbook, ebook, loom video, tango step by step, or SOMETHING. We mapped out every single step for you so that you don’t have to try, which leads to meandering with no solution.

  • 500+ SOPs, swipe files, scripts, checklists

  • Funding Flow Charts (Start to Finish)

  • Done-for-you onboarding flows

  • Ready-to-use credit audit checklists

  • Internal team workflows (training-ready)

Live Access + "Fund My Client's File" Coaching Calls

You’re not doing this alone. Real coaching, real support, every week.

  • 12 core strategy calls (mapped to progress tracker)

  • Weekly group labs (funding strategy, live deal reviews and whatever it is you yourself need)

  • Personal check-ins + DM support

  • “Fix My Funnel / File” live coaching + Outsourcing capabilities and resources

140+ Lesson Vault (Not Drip-Fed BS)

Tap into our entire vault of information and resources designed for speed. Need a quick answer? We’ve got you covered.

  • Full curriculum on funding, sales, backend ops, credit, BRMs, Lead Gen, and much more.

  • Built-in progress tracking + milestone reporting

  • 12-week pace plan, but go as fast as you want

  • Resource hub with every link + doc in one place (Called the “Sneak Peek” into Funding)

High-Level Lender Access + Approval Strategy

We’re not guessing which banks to use. You’re following a proven path.

  • 100+ funding sources: banks, fintechs, credit unions

  • Credit-to-capital matching strategy

  • Soft-pull partners, SBA connectors, term loans, LOCs

  • Real BRM intros for warm file handoff

Funnels, Ads, and Scripts (Marketing Ready)

No brand? No ads? No list? No problem. We built it for you.

  • Funnel templates ready to publish

  • Facebook ad starter kits

  • Lead magnet + application flows

  • Lead capture + nurture emails

Client Tracking Dashboards

Your clients won't fall through the cracks. Your pipeline will run like a pro’s.

  • Internal Trello pipelines

  • Dashboard tracking by stage (Checking → Approval)

  • Funding Opportunity trackers (CRM-integrated)

  • CRM notes + internal handoff process built-in

Revenue Model Pre-Mapped

We help you make the first $10K. Then $20K. Then $100K+. With the same system.

  • 1 Client = full ROI

  • $10K–$25K/Client = High-margin income

  • Backend affiliate/white label stack preloaded

  • Offer tiering + upsells included

Optional DFY + Black-Tier Business Buildouts + Solutions

Too busy to learn everything at once? We’ll build the entire backend for you. You just show up and close deals. But, let’s face it. That’s an upsell. The truth is… if you’re trying to build a real backend system that prints paper on demand whether you work or not- that requires a team. When you work with us, not only do you get access to us, but you get access to OUR TEAM. Learn how to build a real business and a real relationship with building equity in a growing company. YOUR growing company.

What if you had someone to walk you through every single funding application?

Demo how we do it BELOW

Introduction

Welcome to Excellence

This is where your journey begins.


We’ll set expectations, unlock tools, and walk you through what to expect. You’ll meet your team, access your CRM, and start thinking like an owner, not a client.

Outcome: Orientation, CRM access, full system visibility. 076014

Sneak Peek

The Full Funding Roadmap:

Sneak Peek

A full overview of the client-to-capital process.
You’ll see how our method works from beginning to end, and why this isn’t just about credit — it’s about ownership, structure, and execution.

Outcome: Strategic clarity. You’ll know how we build funding machines — not just credit files.

Introduction to fundamentals

Mindset, Money, Credit, Funding, Banking and Entrepreneurship

Shift your identity from consumer to CEO.
We’ll unpack how money, credit, and business systems really work — and how to start using them like the wealthy do.

Outcome: A new mindset, new habits, and a true foundation for long-term business success.

Module 1

Building Your Business

We offers tailored funding solutions to help your company secure the capital needed for growth. Our expert team guides you through every step of the funding process.

Module 2

Breaking Down the Nuances of Lead Gen

Simplifies the complexities of acquiring new customers, providing clear strategies and practical tips to boost your business's sales pipeline effectively.

Module 3

Beginning The Process

Provides essential guidance and practical steps to help businesses secure the financial resources they need to grow.

Module 4

Bonus Content

Offers exclusive insights and additional resources to enhance your business strategies and support your growth.

Module 5

Tools That Make Business Easier

Highlights essential resources and technologies that streamline operations and boost productivity, helping your business run more efficiently.

Module 6

Resources

Provides valuable tools, insights, and support to help your business thrive and grow.

What You’ll Get Inside the Funding Mastery Program

  • Step-by-Step Systems: Learn proven strategies to secure funding fast.

  • Tools and Resources: Access templates, checklists, and real-world examples.

  • Client Acquisition Mastery: Discover how to attract and convert high-value clients.

  • Real Results: Go from zero to a thriving funding business in 30-90 days.


I’m a 8-figure coach, helping digital experts build personal brands that are profitable and sustainable.