Here's How We Build Your Client Acquisition System

A proven 6-step method that turns founder-led firms into scalable, lead-generating machines. No lock-in. Everything you own.

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The Problem

Sound Familiar?

Most founder-led financial services firms hit the same ceiling. Here's what's holding you back.

Watching Competitors Grow

Firms half your size are running systems that generate leads predictably. You're still waiting for the next referral. The market doesn't wait.

Trapped as the Rainmaker

The business relies on you — your network, your time, your energy. You can't take a holiday without the pipeline drying up.

Money Left on the Table

Years of client data, enquiries, and case studies sit unused — gathering dust while competitors capitalise on theirs.

Our Process

The MONTAJ Method

Six steps. One system. Everything you own.

Step 1 of 6
M

Monetise First

"Why spend before you've squeezed the lemon?"

We start by activating untapped revenue sitting inside your dormant leads, old CRM data, and cold email lists. No ad spend required.

Instant cash flow, zero risk
Step 2 of 6
O

Optimise Offer

"The best funnel in the world can't save a weak offer."

We use deep market research and industry-proven value equations to sharpen your positioning and craft an offer your audience can't ignore.

A magnetic, objection-crushing offer
Step 3 of 6
N

Nail Funnel

"Don't just generate leads — engineer conversions."

We build a high-converting, compliance-safe funnel — landing pages, ads, automations, nurture sequences, and CRM integration. Every asset is reviewed against your regulatory requirements before going live, and tracked end to end.

Predictable flow of qualified leads
Step 4 of 6
T

Test & Track

"What gets measured, scales."

We launch with structured A/B tests, creative rotation, and full attribution tracking via UTMs and dashboards. Every decision is backed by data, not gut feel.

Compounding optimisation from real metrics
Step 5 of 6
A

Automate & Accelerate

"Speed to lead = speed to revenue."

We implement AI, automations, and smart workflows to speed up outreach, follow-up, and lead handling — reducing bottlenecks and manual effort.

Faster response, leaner ops, more calls
Step 6 of 6
J

Just Add Scale

"You've got the machine — now we keep it printing."

In the retainer phase, we manage your campaigns, launch new tests, optimise creatives, and refine systems — keeping your pipeline growing month after month.

A scalable growth engine, fully managed
Proof

The Results Speak for Themselves

Checkmate Wealth — a founder-led wealth management firm. Here's what happened in 42 days.

£0
Qualified Pipeline Generated
0
Leads Generated
0
Qualified Calls Booked
£0
Cost Per Lead
0
Conversion Rate (vs ~2% avg)
Minimal
Founder Involvement Required

Before the MONTAJ Method

  • ~5 enquiries per month, all founder-generated
  • Majority unqualified or time-wasting
  • Growth stalled when founder was unavailable

After the MONTAJ Method

  • System runs independently of the founder
  • Qualified leads flow in automatically
  • Growth no longer tied to founder's availability
What's Included

Everything We Build. Everything You Own.

Your complete client acquisition system — built inside your accounts in 14 days.

AI-powered dynamic landing page with built-in qualification
Compliant paid ad campaigns (Meta + Google)
Video Sales Letter (VSL) — scripted, shot, and edited
CRM setup with pipeline, tags, and lead scoring
Automated nurture sequences (email + SMS)
Full attribution tracking + performance dashboards
Pre-call qualification logic (filter before human contact)
Call booking automation with pre-call priming sequence
All assets are built inside your own accounts. No lock-in. No dependency. You own everything.
Your Numbers

Let's Run Your Forecast

See exactly how many leads, calls, and clients your firm could generate — before you spend a penny.

Open the Forecast Tool
Pricing

The Investment

Transparent pricing. No hidden fees. You own everything we build.

Start Here
One-Time

The Build

$8,000
~£6,000 · one-time investment

Your complete client acquisition system — built inside your own accounts and live in 14 days.

  • AI landing page + qualification
  • Compliant paid ad campaigns
  • VSL production
  • CRM + automations + tracking
  • You own everything
Then Ongoing
Monthly

Growth Management

$3,350
~£2,500 · per month

We manage, optimise, and scale your system — so you can focus on running your firm.

  • Campaign management + optimisation
  • A/B testing + creative rotation
  • Monthly performance reporting
  • System refinement + scaling
Performance

Per Qualified Lead

Pay for Results
We only win when you win

A per-qualified-lead fee that aligns our incentives directly with your growth. We're invested in your results.

  • Incentives fully aligned
  • Only pay for qualified leads
  • Discussed on your strategy call
Get Started

Ready to Build Your System?

1

Book a Call

A 30-minute strategy session to map your acquisition system.

2

We Build It

Your complete system — designed, built, and installed in 14 days.

3

Go Live

Qualified leads start flowing. You focus on closing.

Book Your Strategy Call
Kaiyan Ali
Kaiyan Ali
Founder — Montaj Digital
Clarity. Momentum. Growth.
No contracts
No lock-in
You own everything
Book Your Strategy Call