Compliant Growth Engine

Built to Scale. Hardened for Scrutiny.

If your team is ready to grow - but your systems aren't - you don't need another sales rep, CRM tweak, or compliance workshop.

You need an engine.

The Compliant Growth Engine is a fully-integrated growth infrastructure designed for regulated firms. Not another playbook or funnel hack - but a complete system that’s built to scale trust, generate pipeline, and hold up under FINRA, SEC, or internal audit reviews.

This is your internal growth ops team - on demand, without the overhead.

Over 3–6 months, we embed directly into your operations to build a complete, white-glove growth system that delivers tangible results while preserving the trust your business is built on.

⚙️ What’s Included

• Persona Enrichment Engine
  → Psychographic clustering of your ideal clients, enriched via DISC, firmographics, and behavioral patterns - so your messaging hits home.

• Compliant AI Copy Assistant
  → Branded GPT workflows that write outreach copy (email, SMS, social) that’s FINRA/SEC safe, personality-aligned, and tailored to each segment.

• CRM & Funnel Optimization
  → Advanced Salesforce and GoHighLevel builds, with lead scoring, automations, attribution logic, and outbound orchestration across channels.

• Multi-Channel Funnel Templates
  → White-labeled campaigns for LinkedIn, email, SMS, and voice drops—configured for trust-building, not just attention-grabbing.

• Compliance Audit Trail & KPI Dashboards
  → Transparent tracking of every outreach touchpoint. Risk logs. Internal benchmarks. Asset version control. All in one place.

• SOPs, Enablement & Embedded Support
  → Team onboarding, async walkthroughs, custom SOPs, and Slack/Zoom access to Erik’s team for live support and optimization.

💰 Investment

From $20K–$80K depending on scope.
(3–6 month contract. Project-based and equity-aligned partnerships available.)

🧠 Why Your Team Cares

• Your GC sees compliant outreach - not rogue emails.

• Your COO gets operational clarity - without reinventing the org chart.

• Your Sales Lead gets high-converting copy, warm leads, and no-fuss workflows.

• Your CEO sees real traction - measurable, trackable, defendable.

💬 Social Proof

“We’ve worked with other growth experts before. None delivered like Erik's team. In 4 months, we built a repeatable pipeline that actually cleared compliance. Our team runs smoother, and I sleep better.”
— Nadim C., Managing Partner of an RIA ($450MM AUM)

“This engine is what we should have built years ago. It’s made our sales hires 10x more effective. The ROI is real, the oversight is clean, and the infrastructure just works.”
— Ormand B., President at a Boutique BD

👥 Who This Is For

✔️ Regulated firms looking to scale pipeline with confidence.
✔️ COOs tired of spreadsheet chaos and manual follow-up.
✔️ GCs and Sales leads who want control without extra oversight.
✔️ RIAs, BDs, MFOs, legal/financial operators with lean teams but big growth goals.

🧭 What You’ll Walk Away With

✅ A hardened, compliant infrastructure that scales with you
✅ Repeatable outbound funnels aligned to your ICP and team size
✅ Real-time dashboards, SOPs, and tools your team will actually use
✅ The confidence that your growth isn’t a compliance risk

📩 Book a Discovery Call

If you’re hiring reps, eyeing expansion, or struggling with scattered ops, let’s talk. We’ll map the right path forward—whether that’s a full engine build or something simpler.

🔧 Schedule Your Compliant Growth Engine Consult →

Or start smaller:
$1,500 Growth Audit
$3,500 Outbound Sprint
$7.5K+ Fractional Growth Ops Retainer