Internal Operations
Good to have you
back, Charles.
All internal documents, SOPs, templates, and resources in one place. Use the sidebar to navigate between sections.
Offer Price
$8,500
Retainer
$10–15K
Guarantee
6 Convos
Close SLA
2 Calls
Recent Documents
All active SOPs
Sales SOP
Closing Process & SOP
Full 4-stage mandate close process. Pre-discovery through onboarding activation. All templates and call recordings linked.
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Strategy
Dual Funnel Conquest Plan
Cold outbound + lead magnet funnel architecture. Ad scripts, sequences, psychographic profiles, media buying playbook.
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Operations
ICP & Mandate Qualification
Green signals, red flags, mandate diagnostic questions, and the qualify/disqualify framework for every discovery call.
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Templates
Email Sequences & Copy
5-touch cold email sequence, 7-email nurture sequence, post-discovery template, post-close template.
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Section — Sales & Closing
Sales &
Closing Documents
Everything from first contact through signed agreement. Follow in sequence. Do not skip stages.
Primary SOP
Closing Process SOP
Full interactive 4-stage document. Pre-discovery, discovery call structure, post-discovery follow-up, closing & activation. All links and checklists live.
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Call Framework
Discovery Call Script
6-phase call structure: Frame → Diagnose (6 questions) → Educate → Fit Check → Present → Close. Full word-for-word script with rationale.
Offer Stack
Pricing Architecture
$2,500 pilot (3 slots) → $8,500 standard 90-day → $10K+ monthly retainer → $15K+ white label. No FINRA. No rev share. Retainer only.
Qualify Framework
Green Signals & Red Flags
7 green signals to take a mandate. 7 hard walk-aways including FINRA-adjacent structures, vague mandates, no capital, and price-first objections.
Pricing Quick Reference
Speak these confidently — no hedging
Pilot (3 slots)
$2,500
In exchange for documented case study. Full service delivery.
Standard
$8,500
90-day mandate. 6 qualified conversations guaranteed.
Retainer
$10K+
Monthly rolling. Ongoing origination cycles.
White Label
$15K+
Boutique M&A advisory. Full white-label function.
Section — Operations
Operations
Documents
Mandate management, ICP qualification, onboarding, and delivery standards.
Mandate Management
5-Stage Origination System
Mandate Definition → Proprietary Targeting → Omnichannel Outbound → Internal DD → Qualified Handoff. 90-day cycle SLA.
Delivery Standard
Guarantee Terms
6 qualified LOI-level conversations in 90 days or engagement continues free. Define "qualified" before mandate activation — not after.
Onboarding
Kickoff & Launch SLA
Payment verified → Agreement signed → OB email sent → Slack invite → Kickoff call → Campaign live within 14 days. No exceptions to sequence.
Infrastructure
RevPoint + Expandi Stack
RevPoint.io cold email infrastructure. Expandi for LI DM automation. 800+ verified owner touches per day. 97%+ inbox placement target.
Section — Marketing & Funnels
Marketing &
Funnel Architecture
Dual funnel system, platform strategy, ad scripts, psychographic profiles, and media buying playbook.
Master Plan
Dual Funnel Conquest Map
Full architecture: cold outbound funnel + lead magnet funnel. Both funnels mapped, offer stack, 5-touch email sequence, 7-email nurture, VSL beats, Expandi LI sequence.
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Cold Funnel
Standalone Cold LP
Carl Weische model translated for B2B deal origination. Advertorial style, editorial format. Runs independent of main site. Sticky CTA, FAQ, full case study.
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Media Buying
$50/Day → Scale Playbook
Phase 0–3 budget architecture, 6 ad scripts, funnel types, vertical vs. horizontal scaling, testing priority stack, unit economics.
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Creative Strategy
Platform Rationale + Psychographics
Why Meta first, LinkedIn second, X organic only. 3 ICP psychographic profiles. 6 full ad scripts with every word-choice explained. Angle decision matrix.
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Platform Sequence — Quick Reference
Phase 1 — Start Here
Meta
$25–50/day. Lead magnet + LP retarget. Finance/PE interest targeting. Best CPM for testing at low budget.
Phase 2 — Scale
LinkedIn
$100+/day. Job title targeting: Independent Sponsor, Principal. Highest quality ICP audience. Needs $3K+/month to run properly.
Organic Only
X.com
3 posts/week from Charles Sherwood personal account. Free proof-of-concept engine. Do not pay to promote until Phase 3.
Section — Templates & Copy
Templates
& Copy Library
All sequences, email templates, and copy assets. Copy and customize — never send verbatim without personalization.
5-Touch Cold Email Sequence
Funnel 01 — Primary Outbound
D1
Subject: "The deal that got away"
Data point opener. No pitch. One observation, one question. "Is deal origination still a bottleneck for [firm]?" No CTA to book. Goal: open rate test.
D3
Subject: "Re: The deal that got away"
Follow-up. Share the mechanism: "800+ private owners/day." Link to cold LP or brief. Goal: drive to cold LP.
D7
Subject: "What 9 qualified conversations in 84 days looks like"
Case study. Contractor mandate. 1,400 owners, 9 convos, 84 days. Specific numbers. Goal: social proof, reply trigger.
D14
Subject: "Quick question about your current mandate"
Binary question: "Running off-market origination or primarily brokered?" Easy yes/no. Creates conversation without pressure. Goal: reply bait.
D21
Subject: "Closing the loop — [First Name]"
Permission close. "I'll stop reaching out after this." Link to cold LP. "We only take mandates where we can deliver." Goal: future re-engagement, no burn.
Nurture Sequence
7-Email Post Lead Magnet
Day 1: Deliver brief. Day 2: Broker problem data. Day 4: System credibility. Day 7: Case study. Day 10: Objection handling. Day 14: Urgency. Day 18: Direct ask.
Expandi
LI DM 5-Step Sequence
Day 0: Profile view. Day 1: Connection request. Day 3: First DM (question only, no pitch). Day 7: Value drop (brief link). Day 14: Soft close (pilot offer).