Fractional Growth Ops

Get the Team Without Hiring the Team

You don’t need another full-time hire. You need focused firepower - plugged into your ops, aligned to your outcomes, and compliant by design.

The Fractional Growth Ops Retainer gives you hands-on access to Erik and his embedded team - experts in compliant outbound, AI-enhanced content, funnel optimization, and psychographic targeting - without the ramp-up, risk, or runaway cost of traditional staffing.

Built for regulated firms under pressure, this engagement model gives you systems, copy, enriched leads, oversight, and clarity - when and where you need it most.

👥 Who This Is For

✔️ RIAs, BDs, MFOs, and regulated consultants facing growth friction.
✔️ Teams with too many tools but not enough outcomes.
✔️ Founders, GCs, or COOs who need trust-built systems - not churn-and-burn tactics.
✔️ Firms tired of duct-taped tools, generic copy, and team confusion.

🧩 What’s Included

• Growth Architecture & Oversight
  → Weekly ops review + funnel iteration with Erik or senior lead. Clear roles, KPIs, and action paths.

• Psychographic Persona Targeting
  → DISC/OCEAN-enriched ICP mapping, firmographic layering, and custom segmentation logic to match messaging to motivation.

• Compliant Copy & AI Prompt Systems
  → Multi-channel templates (email, LinkedIn, SMS) + branded AI workflows, audited for SEC/FINRA-safe language. Your team stays compliant, even when moving fast.

• CRM, Funnel, & Workflow Optimization
  → Deep GoHighLevel and/or Salesforce support, automations, SOPs, and lead scoring logic to streamline growth ops without bloating your tech stack.

• Dedicated Slack Channel + Async Reviews
  → Access to Erik’s team for ongoing copy reviews, funnel audits, and strategic input—on your timeline.

• Performance & Compliance Dashboards
  → Real-time visibility on what’s working, what’s not, and how to scale safely. Designed for operators, approved by compliance.

📈 Investment

$7.5K–$15K/month (depending on scope).
90-day minimum, with a 30-day performance guarantee.
(Pause or cancel if not satisfied - no questions asked.)

💬 What Others Are Saying

“Having Erik’s team embedded into ours has been game-changing. Our outbound is cleaner, tighter, and finally performing. It’s like having a growth department we don’t have to manage.”
— Paul P, Controller ($11bn AUM)

“We hired 2 reps last year and barely broke even. Within 6 weeks of onboarding Erik’s team, we saw more qualified interest than the past 6 months combined. These guys are surgical.”
— Stephen L., Partner & COO of a Specialty BD

🔎 What You’ll Really Get

✅ Compliant, high-converting messaging - done for you.
✅ Psychographic targeting that sharpens your entire funnel.
✅ Workflow optimization across CRM, outreach, and reporting.
✅ A trusted operator who’s scaled systems in your exact space.
✅ A team that builds with you, not on you.

⚙️ Why It Works

Because systems scale. Band-aids break.

You’ve probably tried:

• Adding reps without giving them infrastructure.

• Buying tools that your team never uses.

• Working with “growth agencies” that know nothing about compliance.

This is different.
Because we’ve done it before - for RIAs, BDs, and high-trust consultants.
We speak compliance and conversion.

📩 Let’s Talk

Not sure if it’s time for a full engine build? Start with a retainer.
If we’re not the right fit - we’ll tell you. If we are - you’ll know fast.

🧠 Book Your Free Discovery Call →

Or explore other options:
→ $1,500 Growth Audit
→ $3,500 Tactical Sprint
→ Full Growth Engine Build ($20-80k depending on scope.)