OUR SERVICES
Automating Ad Operations For Scalable Growth
IsYourWillEnough.com, a leading name in the world of online living-trusts, wanted a simple ad agency & project management solution for their financial firm. We built an autonomous system that eliminated the majority of administrative and logistical work, letting their Advisors get back to what they're best at: producing great conversations that book appointments that lead to closing sales.
Our Core Service Offerings
Every service is designed with one goal: to make your business more profitable and easier to manage.
AI Lead Generation
We build intelligent lead generation systems that automatically find, qualify, and engage prospects 24/7. Our AI approach delivers 3-5x more qualified leads than traditional methods.
- Personalized outreach at scale
- Multi-channel contact strategy
- Predictive lead scoring
Project Management Systems
We create customized, scalable project management systems that eliminate chaos and missed deadlines. Our clients routinely see 40% increases in on-time delivery after implementation.
- Automated workflows & triggers
- Client & team dashboards
- Resource optimization
Sales Automation & CRM
We implement sophisticated sales systems that drive conversion and visibility. Our clients typically see a 25-35% increase in close rates after implementing our systems.
- Custom sales pipelines
- Automated follow-up sequences
- Sales forecasting & analytics
AI Service Fulfillment
We implement intelligent service delivery systems that reduce manual effort by 60-80%. Clients using our AI fulfillment systems report higher customer satisfaction and reduced operational costs.
- Smart content creation
- Automated QA processes
- Client feedback integration
Recruiting & Hiring Systems
We create intelligent, data-driven recruiting processes that find better candidates faster. Our clients routinely cut time-to-hire by 40% while significantly improving candidate quality, satisfaction, and overall ROI.
- Automated candidate sourcing
- AI pre-qualification
- Structured interview frameworks
Business Strategy & SOPs
We create comprehensive business strategies and SOPs that make scaling predictable and consistent. Our strategic frameworks have effectively and consistently helped clients grow from 6 to 7 and 8 figures.
- Offer development & optimization
- Operations playbooks
- Growth roadmapping
How Our Service Process Works
We've developed a systematic approach to ensure every service implementation delivers maximum value.
Streamlining onboarding to scale your business
IsYourWillEnough.com’s ad agency had a client onboarding process that was tedious, time-consuming, and difficult to scale. They needed a system that could be easily replicated and expanded to handle growing demand—without adding unnecessary man-hours.
Myth: automation kills personalization
In reality, automation actually enhances personalization. By using smart systems to manage repetitive tasks, you can spend your time on relevant customization, which builds stronger client relationships and increases customer satisfaction.
Myth: proposals take days to create
In reality, great proposals are almost always completely automated. Not only does it save you money, but automating the monotonous parts of proposal-writing lets you devote your (now-burgeoning) time to making a stronger case for your services.
1. Analyze
First, review: analyze IsYourWillEnough's existing onboarding process and identify areas where automation could save time and improve consistency.
2. Automate
Next: automation. Simple flows, like a one-click proposal-to-CRM-opportunities system made appointments & onboarding a breeze. Now that team members no longer have to deal with mundane tasks like emails, proposals, & client information gathering, they're able to reduce manual labor and handle 3x the volume.
3. Refine
Lastly, refinement: continuous review and optimization of the onboarding process ensured a smooth and efficient experience for both the agency and its clients.
DIY vs. SalesStak
See why our clients choose our services over trying to build systems themselves.
| Factor | DIY Approach | Difference |
|---|---|---|
| Time to implement | 3-6 months | 4x longer |
| Cost | $25,000 - $50,000 + ongoing maintenance | 3x more expensive |
| Expertise level | Requires hiring specialists or extensive training | High barrier to entry |
| Maintenance | Ongoing internal resources required | Additional overhead |
| Risk of failure | High - most DIY system projects fail or underperform | 70% failure rate |
Leveraging automation for growth and acquisition
By automating key aspects of IsYourWillEnough.com’s client onboarding process, we helped them scale more effectively—enabling a larger financial firm to capture living trust and annuity premiums through fully automated lead gen and ad operations. While we can’t take direct credit for their sales, the streamlined agency workflow was a major asset in their rapid growth.
$20M In Opportunities Produced
Significant reduction in onboarding time
80% reduction in sales work
Consistent client experience
Scale Your Agency To New Heights.
We'll happily review your operations and provide useful insights on how to streamline processes, improve operational efficiency, and boost profitability. An intro call is 100% free.
No credit card required.
Frequently Asked Questions
Get answers to common questions about our services and approach.
How soon can we start seeing results?
Most clients start seeing initial results within 2-4 weeks of implementation. For lead generation systems, you'll typically see new leads coming in within the first month. Project management and fulfillment systems usually show efficiency improvements within 2-3 weeks of setup. Full optimization and maximum results typically take 60-90 days as we refine and optimize the systems based on real-world data.
Do I need technical expertise to use the systems you build?
No, our systems are designed to be user-friendly and intuitive. We provide comprehensive training and documentation for your team, and our interfaces are built with non-technical users in mind. Most clients find they can comfortably operate their systems after just one or two training sessions. Additionally, we're always available for support if questions arise.
Can your systems integrate with our existing tools?
Yes, we specialize in creating systems that integrate seamlessly with your existing tech stack. We support integrations with most popular business tools including CRMs (Salesforce, HubSpot, Pipedrive), project management software (ClickUp, Asana, Monday), marketing platforms (Mailchimp, ActiveCampaign), and many others. During our discovery phase, we'll map out your current tools and design integrations to create a unified workflow.
What makes your AI systems different from regular automation?
Traditional automation follows rigid, pre-defined rules and requires constant manual updates. Our AI systems continuously learn and improve from data and interactions. They can understand context, make intelligent decisions, personalize communication, and adapt to changing conditions without manual intervention. For example, our lead generation systems don't just send generic messages—they analyze prospect data to create highly personalized outreach that evolves based on response patterns.
How much does it cost to implement your services?
Our standard service package is $6,900/month with no long-term commitment, which includes unlimited requests and implementation. Most clients see positive ROI within 60-90 days. We also offer quarterly plans at $5,900/month (paid quarterly) which save you $3,000 over three months. For one-off projects, we offer custom pricing based on scope—contact our sales team for a personalized quote.