You've built a lead generation machine, but you and your team are maxed out on Bandwidth. I fix that. I am U.S. based Sales Pro with a proven track record in B2C & B2B financial & technology sales, closing over $60mm in Financial Advisory aum for a Major Brokerage, and over $1mm in ACV for Fintech, Software, accounting, and construction companies. I help founders book, qualify, and close inbound lead flow.
Closed $9,849 in MRR for a Fractional CFO firm in Q4 2025, annualized $118k recurring rev
Booked & Closed $58,246 in Annual recurring revenue for a fitness franchise
Morgan Stanley commission statement, converted over $60mm+ AUM for Advisory prospects 2023-2024
What sets us apart
Services We Offer
Inbound Funnel Prospecting & Lead Nurturing
Our Weekly retainer & revenue delivered is a significant cost savings as opposed to bringing on a full time Inside Sales team of W2 Reps by an average of ~$200k
I began my career in Financial Services working for major publicly traded brokerage firms & had my first taste of success working as a Financial Consultant at a company called E*Trade, where I successfully converted over $60mm in new advisory business. From there I followed my passion for sales into fast growing industries of Financial Technology, where I have worked with multiple founders who were experiencing rapid growth, helping them to qualify, book, & close leads. Working with CPAs, Franchise Owners, and Solar Panel companies.
Retainer & Commission models
Low Cost High Quality Sales Prof
"I like Ryan he's a good guy and very bullish on the phones.
It's a 5 star, he handled 10-12 daily inbound meetings with CPA and Tax Prep Business Owners, Quarterbacked deals from discovery to close. Friendly and people oriented, 5/5 across all aspects"
- Leroy K.
"Highly recommend…great at sales and works great with a sales team."
- Kurt M., Sweathouz
Core SDR skills: lead generation, cold emailing, LinkedIn outreach, appointment setting.
"Ryan helped us to close two enterprise ($100k+ ACV) with six figure start up costs & attended two conferences representing our company. He also helped to build out our HubSpot CRM & PandaDoc templates, and coached a team of overseas sales reps"
Q&A guest speaker sessions with industry professionals.
Email and LinkedIn message templates that get 10-15% response rates.
List of 10 beginner-friendly Upwork SDR job types (e.g., lead gen for small SaaS startups).
Founders looking for flexibility & results without the cost of onboarding a W2 employee.
I am specific with Founders & firms I work with, high professional standards and business owners who want to grow aggressively and have proven their inbound lead funnel
