
INVESTMENT EDUCATION
CLOSINGS
for all my businesses
ABOUT THE PRODUCTS:
Years:
1999 – 2022
Closing Offers:
Free Lead Generations to $1499
SALES RESPONSIBILITIES INCLUDED:
- Finding the Pain in a Niche
- Finding the Fix to that Pain
- Negotiating JV Partner Commissions
- Creating Lead Gen + Funnels for the Fix
- Hosting-Organizing a Live Event Teaching the Fix
KEY ROLE:
- Oversaw the sales and marketing of all content
- Directed creation of marketing funnels and lead generation
- Negotiated affiliate programs with other experts in the field
- Orchestrated the content creation, interviews, and live events
- Outsourced 95% of business activates to focus on high-ticket closing offers
I created attractive funnels and lead generation to guide prospects through the ‘Path to Profits’ using a custom CRM to automate and target each prospect’s desired outcome.
I trained my personal assistant to work the phones and one virtual agent to manage online tasks. With my two-person sales team we eventually grew our database to over 150,000 specifically targeted contacts.
To focus on high-ticket closings, I outsourced much of the processes following my DAD protocol of business:
- Delete everything that was not profitable.
- Automate everything that can be automated.
- Delegate everything else.
INVESTMENT EDUCATION
PRODUCTS
Real-World Offers and Closes





















































