Business, Finance
Business, Finance
First Made Money
2nd of May, 2024
(1 year 11 months old)
Assets Included in the Sale
- Domain
- Subdomain
- None
- Google Ads
- Employees / Contractors
- Email List
- All Images & Copy Materials
- SOPs
- Campaign Scripts Generator
Listing Details
This subscription-based lead generation agency caters specifically to financial advisors and B2B sales teams, offering a fully automated prospecting service that includes connection requests, follow-ups, and scheduled messaging. Established as a reliable and efficient solution, the agency ensures a steady flow of sales conversations for its clients without the need for manual outreach management. Operating with a 100% recurring revenue model, the business maintains predictable monthly subscriptions with 36 paying clients.
The business operates with a lean remote team that efficiently handles day-to-day support and fulfillment, allowing the current owner to focus primarily on oversight and strategic growth. Currently serving 36 clients with an average of 3 new clients onboarded monthly, all paying a similar amount per month - meaning no significant risk tied to a few high-paying clients.
Note - prior to 2025, this business was first started as a SaaS; however, it pivoted to an agency model in late 2024/early 2025. At the time of listing, we have used a shorter pricing period to avoid including the early 2025 transition phase into the current agency model. Please see the FAQ for more details on this pivot.
Earnings
Site Traffic
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What would you offer for this listing?
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Opportunities
- Refining lead generation and sales processes to improve close rates and rep efficiency
- Increasing outbound outreach volume to generate more conversations and customers
- Hiring additional sales reps to expand capacity and scale outbound lead generation
- Expanding into new niches
- Offering services in a broader B2B capacity to access larger relationship-driven markets
Risks
- Failing to keep up with industry changes or marketing platform updates could make the agency's services less effective, prompting clients to leave for competitors
Work & Skills Required
- Overseeing customer support operations and coordinating with the team on issues needing attention
- Answering escalated customer questions and resolving higher-level account concerns
- Monitoring client accounts and campaigns to ensure everything is running properly
- Reviewing the sales pipeline and forecasting progress on active opportunities
- Assisting sales reps in closing deals and handling larger opportunities
- Managing partnerships and strategic opportunities when needed
Seller Support Includes
The Seller is willing to offer 30 days of email support and/or calls to ensure a smooth transition for the Buyer.
Reason for Sale
The Seller would like to explore other opportunities.
Other Information
Work Required Per Week: 7 Hours
Private Blog Network (PBN): No
Domain Type: .com
Platform: Other
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