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Biz Leadz - Public Assets
Our 7 Step Scaling System
How To Get To $100k Per Month In Financial Services
The Only 4 Ways to Get Leads in Finance
How We Scaled a Finance Business From $100K to $500K Per Month
How to Build a High-Converting VSL Funnel in Finance
Bad Lead Quality? Here's Why
The 4-Stage Roadmap That Took My Finance Company to $1.3M/Month (And Why Most Never Get There)
Stop Tracking Vanity Metrics - 3 Metrics That Actually Matter
The Leads You Didn't Convert Last Month Are Someone Else's Deals
This Is Why Your Finance Business Isn't Scaling
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This Is Why Your Finance Business Isn't Scaling

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Core Context (Why This Matters)
Built and scaled three finance companies to over $1.3 million per month across business finance, home loans and asset finance. Worked with over 1,000 financial services companies over six years.
The biggest reason finance businesses fail is the same every time.
No four stage roadmap. No clear order of operations.
This is the exact structure used to scale to $1.3 million per month and refined working with some of the largest finance companies in the market.
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The 3 Core Problems That Stop Finance Companies Scaling
Lead flow is broken — inconsistent volume, rising cost per lead, no ability to forecast
Contact and follow-up rates are too low and too slow
Team structure isn’t built for profitability or scale
When all three compound on each other CAC becomes uncontrollable, leads get wasted and the business becomes high risk with thin margins.
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The 4 Stage Roadmap
Fix lead flow and make it predictable
Install speed systems and compress the sales cycle
Rebuild the team structure for scale
Implement the KPI dashboard to protect profit
Work through them in order. If you already have one dialled in move to the next.
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STAGE 1: Fix Lead Flow
Before $50K Per Month
One channel of leads. One client avatar. One offer.
Nothing else. This is how you get to $50K per month. Everything below is for scaling from $50K to $500K.
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The Dual Funnel System
Run two funnels simultaneously. Each has a specific role.
Funnel 1: Direct Response Lead Funnel
Structure: Ad → Landing Page → Form → Thank You Page → CRM
Purpose:
Volume
Speed
Immediate demand capture
Refines your sales process before scaling gets complex
Target volume: 400 to 600 leads per month to start
Funnel 2: VSL Funnel
Educational video pre-sells the offer
Lower volume, higher quality
Targets people who need more convincing before they act
Target volume: 100 to 200 leads per month
Why run both:
If one funnel’s cost per lead spikes the other stabilises
Different intent levels covered simultaneously
VSL funnel grows over time as trust in the market builds
When to add each:
Start with direct response only — build and refine the sales process first
Add VSL funnel when scaling from $80K to $160K per month
Add external agency and more pay per lead providers at $160K to $250K per month
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The In-House Media Team
At scale you need internal creative capacity. Not just an agency.
Roles:
Designer — owns all creative output, ads, landing pages, thumbnails
Editor — video content, reels, ad variations
Media Buyer — runs the numbers, kills losers, scales winners
Why internal and agency together:
There is a rule called the sum of 50. In any creative team, 50% of output comes from the top 10% of people. One agency means one person driving most of your creative. Add an in-house team and you now have two separate top performers driving output independently with different expertise.
One media buyer is never enough at serious spend levels.
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Why CAC Climbs
Creative volume is too low
Funnel isn’t aligned with all awareness levels — only targeting the hottest, smallest segment of the market
Relying on one funnel type instead of running multiple simultaneously
Offer avatar mismatch — attracting the wrong leads because targeting isn’t refined to your best settled clients
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STAGE 2: Install Speed Systems
The Problem
First contact happening hours after opt-in
Follow-up not standardised
No speed to second appointment tracking
SDRs not booking meetings from meetings
The 5-Minute Speed To Lead Rule
Contact within 5 minutes of opt-in during business hours
10 minutes is a danger zone
60 minutes and the lead is mostly dead
MIT sourced data: 21x increase in contact rate when leads are called within 5 minutes versus after 30 minutes.
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BAMFAM Rule
Book A Meeting From A Meeting.
Every call must end with the next appointment already booked.
Open the calendar before hanging up
Lock in the next step immediately
If they won’t book a time there is an unhandled objection — find it
Most deals stall between opportunity and application. The gap between the first and second call is where revenue disappears. BAMFAM closes that gap.
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Speed To Second Appointment (Hidden KPI)
Most businesses track speed to lead. Almost none track speed to application.
Target: application booked same day as first call where possible. Follow up within 60 minutes after every call.
Speed equals trust. Trust equals conversion.
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STAGE 3: Rebuild The Team Structure
The Broken Structure
Brokers doing everything — qualifying, closing, admin, follow up
No leverage
No management layer
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