We help
Financial and Risk Advisory Practice Owners
Thrive with our
All-in-one Sales and Marketing System
Watch Demo
Every Financial and Risk Advisory Practice need ACTIVITY. Rapidly scale your practice by automating your lead capturing, nurturing and appointment booking process for higher quality activity for a higher client conversion rate.
Our all-in-one Sales and Marketing System will give Practice Leaders the sales & marketing framework, technology, core marketing tools and resources you need to succeed as a Financial or Risk Advisory Practice Owner.
20K+
AGENCIES
1.2m+
BUSINESSES
622M+
LEADS
9.2Bn+
CONVERSATIONS
Complete Sales and Marketing System
FOR
Financial and Risk Advisory Professionals
All the marketing strategies, tools and resources you need to excel in running a thriving Financial and/or Risk Advisory practice.
Jody Plaatjies
Old Mutual Franchise Division
"Igshaans strategic insight was very helpful in co-creating a solution to some of the challenges we had. Their platform is more than just a CRM system and I will recommend you engage them should you want to move your business to the next level."
increase your practice's sales momentum
At the heart of every thriving practice is activity - ensuring each advisory professional has a solid pipeline of qualified leads they can meet.
It is critical your practice has a solid lead capture and nurturing workflow process and system to showcase your expertise as a Finance or Risk Advisory Practice at scale.
The ultimate goal is to qualify leads and nurture leads to booked appointments and ultimately secure fee income. Your ability as Practice Leader to see this in real time allows you to effortlessly anticipate any potential future revenue gaps.
increase the life-time value of customers?
Your current clients are GOLD. They provide you with testimonial evidence of your expertise and service. They offer us an opportunity to upsell them to complementary products and services.
Having a system that allows you to do this effortlessly is core to you managing all the complexities of running a thriving Finance or Risk Advisory Practice.
With our Sales and Marketing System, you no longer need to use multiple platforms to automate your marketing and sales process. It streamlines your entire delivery process so you can focus on keeping your clients and customers happy. Let's not forget about saving a ton of money.
Do you want to scale your business?
A thriving practices assumes a mindset willing to questions all the traditional assumptions of running a Finance or Risk Advisory Practice.
Whether we look at business, society, environment, or beyond - everything around us is asking for strong Change or Reinvention skills - for that remarkable ability not only to survive, but thrive in change.
Every Finance or Risk Advisory Practice Owner or Leader must have a Breakthrough Reinvention Mindset. Our Goal is to provide you with that.
Building Your Practice's Lead Engine
All the Sales and Marketing Tools you need in a single platform
Generate leads
Ready to generate a ton of leads? Leverage our platform to generate leads from Facebook, Tiktok or Google. Depending on your plan, launching ads on Facebook can be done in a little as three easy clicks.
capture Leads
Capture leads with beautifully designed built-in website templates, landing pages, website sign-up or contact forms, survey template, calendars, website chat widget, etc.
Nurture leads
Automatically message or engage with leads via voicemail, SMS, emails, FB Messenger, Instagram & more! All messages to or from leads or clients is managed in a single communications dashboard.
CLOSE leads
Convert leads into customers faster by automating FAQ's, appointment setting and pre-and post-appointment follow up messaging to ensure a higher conversion rate.
"Where else can you get texting, email, phone, voice drop, in one platform?... I see this as the software of the future. Setting your internal team and your client’s up for success."
Nicolle Rose
Rose Events | Event Expert
Capture New Leads
There are so many different sources from which we can capture leads - from our website, a sales page, our social media profiles, online adverts and even word of mouth. Leverage our platform to create a professional online presence that screams authority.
Running ads
Running Ads? Create Facebook Ads in as little as three clicks and Launch. No complicated struggles with Facebook Manager. Once leads express an interest in your offer, they are automatically captured and responded to.
want to launch a new offer? CREATE WEBSITES, funnels & LANDING PAGES
Create gorgeous, high-converting landing pages on your domain to drive new insurance, investment or estate planning offers. Whip up an on-brand showstopper in a matter of hours or get started with a pre-made templates in minutes.
DRAG & DROP SURVEYS AND FORMS
Capture leads with build-in form builder. Build and publish your forms in just minutes. No drudgery, just quick and easy form-building. Select your fields, configure your options and easily embed forms using the built-in tools.
ONLINE APPOINTMENT SCHEDULING
Leverage AI to book leads and prospects to your calendar without lifting a finger. Alternatively use the calendar and work flow tools to set and manage Practice appointments like New Client Quote, Advisory, Onboarding or Annual Review sessions.
With triggers, you can create mini-campaigns for appointment reminders, no-show appointments rescheduling and more. And, sync these calendars with your Financial or Risk Advisory Professionals' Outlook or Google calendars.
"If you are a small business owner that wears many hats, this is the perfect partner to help you maximize your efficiency and effectiveness in connecting with and nurturing customers. So intuitive and easy to use, it saves you time. Which of course is money."
Ahkilesh Basam
Entrepreneur | Travel Enthusiast
create amazing landing pages
in minutes with the
funnel builder
automate your messages so you can be hands-off
Nurture Leads Into Customers
Take complete control over how you nurture your leads. Research shows that lead conversion drops after 5 minutes - this means the longer you take to engage and nurture your leads the less likely they are to convert to customers.
Using an agency to generate leads for you? Advertising on Google or Facebook to get more leads? Our system will ensure you engage with these leads within minutes of them being captured.
Easily Customize your follow-up campaigns
Create custom automated and engaging follow up campaigns for multiple channels, whether these are sms, phone, voice drops or email.
create multi-channel campaigns
When a Lead comes in, leverage several channels to make sure you connect with a lead FAST. Autodial the lead, drop a voicemail using a pre-recorded message and then follow up with an automated SMS and Email sequences that can be scheduled at any pre-determined window. Google Business Profile and Facebook Messenger.
two-way communication on any device
Most business owners are familiar with one-way sms. Two way sms give your business the ability to engage your customer in a channel they are most familiar with. Now you can increase the speed of conversation all in one platform. Available on Desktop and Mobile!
"We would be a shell of the business it is today without these guys. With an email list hundreds of thousands strong, a powerful and dependable email client is essential for us to run our business. They have robust behind-the-scenes automations, reliable customer service, and deliverability second to none. 10/10 would recommend."
Scott Phillips
Business Owner | Dog Lover
Membership Area
Create a thriving community for your Practice by using our Membership Platform. Communities are powerful ways to foster connectedness to Advisors and your Practice
FULL FEATURED COURSE creation
Build courses your clients can benefit from. Create content that showcases your Practice's knowledge and expertise in Financial or Risk Advisory. The can be online courses, coaching programs, podcasts, memberships, and more. Build Full Courses with unlimited video hosting and unlimited users.
course management
Manage growth of your community by leveraging our built-in CRM and Marketing features. No need to use other tools like email marketing tools. The membership dashboard keeps updated of member activity and revenue generated.
collect customer payments
Sell you courses or offer courses for free, all in one product! Collect customer payments with our integrated payment platforms.
"Great agency partnering from Darksky.Digital to our Reinvention agency, 3i's Group! Appreciated the strategic insights, on-time delivery, and attention to detail. Would recommend as a Digital Marketing Agency partner to any business serious about amplifying reach, impact and results."
Gary Graham
Executive Coach | Business Owner | Business Reinvention Expert
ALL THE ANALYTICS
& REPORTS IN ONE PLACE
"As a photographer and a mother, it’s so important for me to have that extra time that I save using this because I can focus more on my art and I can focus more on building relationships with the clients versus the tedious mundane things that so much time didn’t need to be spent on."
Christina Nelson
Mother | Business Owner | Photographer
Close More Deals
Join thousands of business owners leverage our Sales and Marketing System to close more sales. Our System is supported with the right marketing tools and assets to grow your business ...and how you can do the same too.
manage your workflow and pipeline
The ability to track the leads in a pipeline is easy through our advanced Dashboard. Now you are able to see at a glance the value and stages of your pipeline for the business. With Workflow, your sales team can focus on the personal engagement with prospects rather than worry about sending emails and follow messages.
collect customer payments
Turn existing customers into repeat customers by making it easy for them to shop with you again and again. Collecting customer payments are as easy as inserting a link into an sms or email.
all the analytics & reports in one place
Track stats such as appointment rates, campaign effectiveness, and even response rates! And, as you become familiar with your new Lead Growth System, we can building ever more complex AI and Analytics to put your business on steroids.
Awesome Support
My Client Funnels provides an incredible package of support for those with adventure in their heart.
And, we want you to focus on your business and not worry about the technical details of our CRM system. Our highly experienced Support Engineers deliver proactive, real-time professional services 24/7 to your CRM remains available. If you have a question, we have an answer.
easy setup - DONE FOR YOU / WITH YOU
Our team of support engineers will have you setup in no time. We have a well thought-through process and onboarding framework to ensure your business is up and running on the CRM in no time.
in-application guided tours
Are you an explorer? We have in-application guided tours for the curious at heart. Every page in our CRM or every menu item has a detailed explanation of its functionality
a world of resources
We have a comprehensive library of written and video resources to ensure you are never stuck. Simply client the "?" icon and you will have a world of resources at your finger tips.
24/7 support
When you can't find an answer to your question or problem using the self-training support channels, you can contact the support team. Our Support Engineers offers both email and real-time professional services 24/7. Simply If you have a question, simply message them in the application.
"This platform enables marketers to engage with their audience in creative and exciting ways. When we first launched our studio, I had no idea of how to market online. Our account rep walked side by side with us. The level of service and support that we receive to this day is unparalleled."
Rachel Robertson
Align Studio for Pilates | Entrepreneur | Owner
"Through the platform, we are able to create a marketing funnel of school foodservice directors throughout the United States and provide them with content that is very specific to their needs, impacting over a billion annual school meals."
Mandee Braden
The Produce Project | Entrepreneur | Chef
Our Transformative Agenda
Our vision is to create the most thriving community of Financial and Risk Advisory Practice Leaders ... action takers moving the needle of their operations to new levels leveraging technology in a digital world.
We have an unashamed transformative agenda ... to transform households' relationship with money, financial planning and personal wealth in South Africa.
If you're a Financial or Risk Advisory Practice Owner who has lost his passion ... who is burnt out ... beaten by the constant challenges and changes coming at you like an avalanche, this community is for you.
leveraging diversity
We believe individuals and organisation thrive when they open themselves up to new ideas, new perspectives, new ways of working, etc.
Our business is built on and supported by a community of epic people and technology partners spanning multiple continents. It leverages a network of digital marketing professionals to deliver thought leadership and best practices on how to get the most for your marketing dollar.
It is built on diversity - the very essence of Mother Nature.
Join The Most Successful Businesses On The Planet
Discover What My Client Funnels Can Do For You & Your Business
No obligations, no contracts, cancel at any time
Pricing
Premium Connect
From
R5,997
everything in customer connect
premium workflows and automations
premium support -
access to email and phone support
Social Media management - full management of your social media channels (plan dependent)
paid ads Full management of paid media (plan dependent)
crm account setup fee - R5,997 - fee waived with annual plans
Customer Connect
Starting at R1,997
our sales and marketing technology platform
foundational marketing asset, e.g. holiday campaign, calendar automations
24/7 support email support
full access to a library of video and article support resources
crm account setup fee - R1,997 - fee waived with annual plans
Join The Revolution
"This is a tool that, as a business owner, I am confident will work every time."
BIG LIFE COFFEE
"The campaigns are so simple & easy to create... It's unbelievable."
CROSSFIT EVERSON
"This is like a follow-up nurture sequence on steroids."
SLF INC.
"Best Marketing Automation platform for small and medium enterprises."
CUSTOM CREATIVES
"A very powerful software that helps us save time, automate processes, scale the business."
1st AVE. REAL ESTATE
"I have used different marketing automation platforms and My Client Funnels is now the best one I can recommend for beginners and SME."
KOMO CONSULTING
Join Our Community Of The Most Outstanding Business Owners On The Planet
Discover What My Client Funnels Can Do For You & Your Business
No obligations, no contracts, cancel at any time
LEGAL
Security
Privacy
Terms
contact us
My Client Funnels is a webpage of Next Gen Holdings (Pty) Ltd. The webpage is managed by Darksky.Digital Marketing Agency, a division of Next Gen Holdings (Pty) Ltd . You can contact us on contact@myclientfunnel.com
© 2023 My Client Funnels | All Rights Reserved