We handle the marketing execution (funnels, automation, messaging sequences, monitoring, and optimization). You handle the advisor side: taking booked calls, following up with warm prospects, and keeping us in the loop with feedback so we can improve performance.

No. Outreach is automated. You only step in when a prospect becomes “warm” (for example, after they request the book or take a clear action that signals interest).

We do the initial follow-up and nurturing on LinkedIn (sending the link, reminders, and the standard follow-up flow) until the prospect requests a book/lead magnet. That keeps you out of the weeds so you can focus on high-quality conversations and calls.

In most cases, no action is needed inside LinkedIn. You’ll step in when you receive the notification that a prospect has submitted the request form or books a time - then you handle the advisor conversation and appointment.

Your scheduling link is built into the campaign. When a prospect books, the system automatically creates the calendar invite and includes the Zoom meeting link (once your calendar + Zoom are connected in settings).

You’ll typically see activity begin within the first couple of days once outreach is live, but real momentum can take a few weeks depending on targeting and market response. If things feel unusually quiet, submit a support ticket so we can review targeting, deliverability, and campaign health.

A common target is 8–12 book-request leads per month, with variation by niche, geography, and responsiveness. We track results and make ongoing adjustments to improve volume and quality.

Yes - Sales Navigator is required to target the right prospects at scale. Without it, we can’t filter and reach your ideal audience effectively.

Yes. If you’re traveling or need a break, tell us and we’ll pause outreach. If you want to adjust targeting (niche, location, roles), submit a ticket with what you want changed and we’ll update the filters. Please note we cannot pause billing.

We bill according to your agreement and it’s month-to-month (you can cancel anytime). Because a lot of work happens upfront to build and launch your campaign, refunds aren’t typically offered, but if you’re unhappy, open a ticket so we can review what’s happening and fix the root issue.