Business, Finance
Business, Finance
First Made Money
2nd of May, 2024
(2 years 4 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 business caters specifically to financial advisors and B2B sales teams, providing customers with access to lead generation software plus ongoing customer support. The software enables customers to run their own prospecting campaigns, including connection requests, follow-ups, and scheduled messaging, while this agency provides the platform and support needed to help them use it effectively. Campaign creation and ongoing campaign management are handled by the customers themselves.
The business operates on a 100% recurring revenue model, creating predictable monthly subscription revenue. This agency is owner-run, with the owner currently spending approximately 5 hours per week operating the business.
Day-to-day responsibilities are primarily limited to customer communication, support, oversight, and general account management, making the business simple and low-maintenance to operate.
Prior to 2025, this agency attempted to operate as a SaaS business. In late 2024/early 2025, the seller decided the agency model would be the best and easiest way to operate the business and pivoted to the current model. Because of this transition, the listing uses a shorter financial reporting period to more accurately represent the performance of the current business model rather than combining it with the earlier SaaS period. Please see the FAQ for additional details regarding the pivot.
Earnings
Site Traffic
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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: 5 Hours
Private Blog Network (PBN): No
Domain Type: .com
Platform: Other
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