✅ Step 1: Hyper-Targeted Lead Generation

Example of Current Campaign

• Target Buyer Persona: Local Service Based Business Contractors across the US- making $10K-$25K/month, 2-10 employees, ,using personal credit to fund their business operations, struggling with cash flow gaps. Facing recent denials, for financing and credit approvals. High likelihood of having red flags & issues with Fundability Foundation Factors, Unaware of how to Build Business Credit under EIN (LLC, Corp, etc)
• Paid Meta Ad Campaigns: EIN-based Business Credit Awareness, Loan Denial Pain Points, and Business Growth Funding Needs.
• Lead Capture: Direct them to a Business Credit Self-Assessment Quiz to uncover their fundability status. Furthermore identify their intent, readiness for solution, by uncovering their biggest pain points and/or bottlenecks in effectively operating or growing their business

✅ Step 2: Prequalification & Lead Segmentation

• Quiz Funnel Analysis: Identify structural red flags in their fundability foundation
• Furthermore identify their intent, readiness for solution, by uncovering their biggest pain points and/or bottlenecks in effectively operating or growing their business
• Segment Leads Based on Readiness:
• High Intent (80-100 Score): Ready for business credit, push to call booking.
• Medium Intent (50-79 Score): Needs fundability fixes, push to call booking
• For further assessment & discovery,identify needs & urgency, with education, build more trust, authority & expertise.
• Low Intent (0-49 Score): Same as Medium Intent, Push to call booking Direct to long-term nurture sequences.

✅ Step 3: Discovery Call or Intro Call: Identifying Pain Points & Intent Signals

• Loan Denials & Personal Credit Overuse: Contractors maxed out on personal credit but unaware of EIN-based alternatives.
• Business Growth Roadblocks: Contractors needing funds for operating expenses, tools, inventory, hiring, equipment, marketing or scaling
• Time-Sensitive Needs: Identify those needing immediate funding solutions within 30-60 days.

✅ Step 4: Multi-Touchpoint Follow-Up System (7-10 Automated & Personalized Touches)

• Email Sequences: Educate on EIN business credit advantages, case studies, and funding strategies.
• SMS Follow-Ups: Timely reminder to book a consultation. triggers when links & pages are visited
• Retargeting Ads: Serve testimonials and proof-based content to engaged leads.
• Personalized Outreach: High-value leads receive direct follow-up protocol

✅ Step 5: Sales Conversion – Setting Up Pre Qualified Sales Opportunities

• Pre-Sold & Educated Leads: By the time they book a call, they already understand the Fundability System’s value.
• Sales Call Process: Position the Fundability System as the bridge to $50K-$150K in business credit and/or funding approvals, to solve their short, medium, long term needs.
• ROI-Driven Closing Approach:
• Reinforce the ability to fix their fundability issues and unlock EIN-based credit.