90-Day Marketing Operations Sprint
Turn More Leads Into Appointments
Without Increasing Spend
A structured 90-day program that fixes what happens after a lead is
generated and before an appointment is held,
so you convert more of the leads you already have.
3 Month Commitment • Limited Availability
From the Team Behind the Playbook
Fix Your Funnel is brought to you by the team that built the Marketing Director's Playbook.
The Playbook lays out the strategy. Fix Your Funnel is where we help you implement it—hands-on, in your office, over 90 days.
The Problem
Your Funnel Is Leaking
and More Leads Won't Fix It
Most offices don't have a lead generation problem.
They have a lead handling problem.
Does any of this sound familiar?
No visibility into your numbers
You can't tell where leads fall off because tracking is inconsistent or nonexistent.
Low connection & appointment rates
Follow-up execution is weak, and your conversion numbers aren't improving.
One person holds all the knowledge
Your marketing process lives in someone's head—not in a documented, repeatable system.
Not sure if this is right for you?
Take our quiz to see how you stack up.
The roadmap
What the 90 Days Look Like
1
Weeks 1–4
Audit & Performance Clarity
A deep dive into your lead-to-appointment funnel to establish baseline metrics, review ownership by role, and assess follow-up execution.
2
Weeks 5-6
Gap Identification & Planning
A structured gap analysis across lead management, conversion, nurture, and tracking—turned into a prioritized improvement plan with clear owners.
3
Weeks 7-12
Execution & Results Coaching
Accountability sessions, KPI reviews, and real-time process adjustments to ensure execution sticks and results are measurable.
What You Walk Away With
Program Deliverables
Documented Follow-Up System
A repeatable funnel playbook any team member can run—not just the person who built it.
Clear Ownership & Accountability
Every step in the funnel has a defined owner, eliminating finger-pointing and dropped leads.
Baseline Metrics & Visibility
Know exactly what's working and what isn't with a KPI scoreboard that tracks real performance.
Scale-Ready Confidence
A clear verdict on whether your system is ready for increased marketing spend—before you spend it.
real results - CASE STUDIES
From Chaos to Clarity
in 90 Days
Four distinct operational challenges. Four measurable transformations.
Here's what happened when the system got fixed.
From “Media Doesn't Work” to Measurable System
- Zero client conversions from media leads in 3 years
- No visibility on lead volume or call history
- Media was viewed as “wasted spend” because results were invisible
- Implemented AE Sync to provide immediate visibility on lead location
- 90 days of coaching to shift behavior before the Office Manager gained confidence
- Office Manager now fully owns the process across all four pillars
Key insight: What changed wasn't the leads. What changed was the system underneath them.
From Inconsistent Effort to Repeatable Success
- Team gave up on leads too early with no long-term nurture strategy
- Inbound calls mishandled by an external answering service lacking firm knowledge
- Success happened but wasn't repeatable—no documented process
- Defined “Connect & Convert” protocols using 60 open-ended questions
- Custom voicemail replaced external service with the firm's authentic voice
- Hands-on coaching for Scheduling Team to build confidence
Key insight: They aren't relying on heroics. They're working a process. Leadership now has a clear process to hold the team accountable.
From High-Performance Burnout to Scalable Automation
- High volume, but 100% manual entry—Ops Manager and Admin spent hours exporting data
- The entire system depended on two people with high opportunity for human error
- Existing processes were elite but inefficiently executed
- Integrated AE Sync connecting inbound leads, Wealthbox, and Snappy Kraken
- Validated that existing processes were elite—just needed automation
- Eliminated all manual data entry with auto-flow across platforms
Key insight: The system no longer lives in two people's heads. It is sustainable and scalable.
Elite Performance with Minimal Headcount
- Lean staff operating at capacity with no bandwidth to build a system
- Lead volume increased but internal follow-up was not realistic
- Hiring a Marketing Coordinator was the assumed next step
- Implemented AE Call Care to handle outreach at scale
- Deployed Freedom 360 (Snappy Kraken) for automated nurture
- Offloaded 85–90% of operational burden from the internal team
Key insight: High performance doesn't require a large team—it requires the right system, partners, and support.
“Having this level of support is a confidence builder… our marketing team feels like they finally have someone to bounce ideas off of.”
the team behind the system
Built by Ryan Schlesener.
Delivered by a team of coaches who know your business.
Ryan designed the Fix Your Funnel framework and the Marketing Director's Playbook after working with many advisor offices. He's seen every version of a broken funnel—and built repeatable systems to fix them.
When you enroll, you'll work directly with a trained coach from our team who implements the framework in your office. Ryan built the playbook. Your coach makes sure it actually gets done.
50+
Offices Coached
90 Days
to a working system
4 Pillars
proven framework
Who This Is For
This Program Is Built for
Advisor Offices That…
Don't know their numbers
No reliable contact, appointment, or show-rate data. Decisions are based on gut feel instead of metrics.
Common in offices under 3 years of mediaHave metrics that underperform
Data exists, but connection rates, appointment sets, and follow-up execution are consistently weak.
Most common profile we seePerform well but depend on one person
Results are strong, but the whole operation breaks if a key team member leaves or is unavailable.
High risk even at high performanceIf any of these sound familiar — that's exactly where we start.
get started
Reserve Your Spot
Fill out the form below and we'll reach out with next steps
to get your 90-day sprint underway.
Notice: Onboarding is expected to begin in late March.
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