Full Marketing System Proposal for Agile Solutions
A complete paid acquisition, VSL funnel, qualification, and follow-up system designed to help Agile Solutions generate qualified sales calls for capital raise opportunities, without relying on unfiltered lead forms or low-intent business loan traffic.
- Prepared by
- Alex Staveley Marketing LLC
- Prepared for
- Dominic Daigle, Agile Solutions
- Date
- June 10th, 2026
I created a first draft of the funnel so you can see the direction before we finalize the full system.
This Proposal Is Built Around the Concerns You Shared
Dominic, on our call you were very clear about the main challenge: traditional Meta lead generation has not worked well enough in your space.
You explained that business financing ads often attract people who are desperate for cash, underqualified, unresponsive, or already shopping with multiple competing lenders and brokers. You also mentioned that when prospects submit documents to multiple companies, your lending partners may have already seen the same file several times, which makes the opportunity harder to close.
The goal of this system is not to simply generate more “business loan leads.”
The goal is to build a controlled acquisition system that filters, educates, qualifies, and nurtures prospects before they ever reach your calendar.
“Meta ads in business financing attract too much low-quality traffic.”
The system will not optimize only for raw opt-ins. The funnel will use a qualification step before booking so unqualified prospects are filtered before they reach the calendar.
“People click multiple business loan ads and talk to many competitors.”
The ads and VSL will position Agile Solutions as a capital advisory partner, not a generic business loan provider. The message will focus on lender-ready strategy, 500 lending partners, capital structure, and serious growth capital.
“I do not want to pay for a lot of people who cannot afford or qualify.”
The application will use a scoring system to disqualify weak-fit leads and only route qualified prospects to the booking page.
“It may take ad spend before the system has enough data.”
The first 7 days of ad spend are treated as the data-gathering and optimization window. We use that data to identify where the funnel is working, where people drop off, and which ads attract the strongest prospects.
Turn Paid Traffic Into Qualified Capital Strategy Conversations
Instead of sending traffic directly to a generic business loan form, we build a complete funnel that moves the prospect through four stages:
Attention
Video ads call out the exact type of company Agile Solutions wants: established business owners, CEOs, founders, and CFOs looking for capital to scale, acquire, refinance, or fund growth.
Education
The VSL explains why strong companies still get rejected, why generic brokers fail, and how Agile Solutions helps build a lender-ready capital strategy.
Qualification
The application scores the prospect based on revenue, capital need, industry fit, role, funding amount, documentation readiness, and timing.
Booking
Only qualified prospects are routed to the booking page for a Strategic Capital Assessment.
This is not designed to compete as “just another business loan ad.” It is designed to position Agile Solutions as a serious capital advisory partner for companies looking for money to scale.
End to End, Every Step Has a Job
Step 1: Video Ads
We create and test video ads that speak directly to the right prospect: business owners, CEOs, founders, and CFOs of established companies seeking capital to scale.
Step 2: Opt-In Page
The prospect enters their name and contact information before accessing the executive briefing. This allows us to follow up with prospects who do not immediately book.
Step 3: VSL Page
The VSL educates the prospect on the problem with traditional financing conversations and positions Agile Solutions as a fractional capital advisory partner.
Step 4: Qualification Application
The prospect clicks “Start Application” and completes a scoring-based application. Only qualified users can reach the booking page.
Step 5: Booking Page
Qualified prospects are invited to book a Strategic Capital Assessment.
Step 6: Follow-Up
If someone opts in but does not apply, applies but does not book, or books but does not show, the system follows up automatically by email and/or SMS depending on the final setup.
What I Will Build for Agile Solutions
Full Funnel Buildout
Includes opt-in page, VSL page, qualification application, booking page, not-qualified page, thank-you page, and tracking structure.
VSL Production
Includes VSL strategy, script, host/talent direction, recording coordination, motion graphics, editing, and final VSL asset.
Video Ads Production
We will hire actors and actresses for the video ads and create at least 36 different video ads to test different hooks, angles, pain points, and qualification messages.
Qualification System
A scoring-based application that filters prospects before they can book. The qualification threshold will be 60% or higher.
Email Follow-Up Automations
Follow-up sequences for prospects who opt in but do not apply, apply but do not book, or book and need to be prepared for the call.
Ad Setup and Management
Meta ads setup, campaign structure, testing, optimization, tracking, and performance review.
1-Month Optimization Period
The first month includes running and optimizing the funnel, ads, pages, and follow-up process based on real data.
At Least 36 Video Ads to Find the Best Angles
Because Agile Solutions operates in a competitive business financing market, the system should not depend on one or two ads.
We will create at least 36 different video ads using hired actors and actresses. The goal is to test multiple hooks, pain points, and positioning angles to identify which message attracts the strongest prospects.
“Your bank said no, but that may not mean your business is unfundable.”
“If your company needs capital to scale, the problem may be how the deal is packaged.”
“Business owners looking for $1M+ in growth capital need more than a generic loan form.”
“Before you talk to another lender, make sure your company is lender-ready.”
“Agile Solutions helps companies looking for money to scale access a broader lending network.”
The exact scripts will be created after the intake questionnaire and client research process.
How the Qualification System Protects Your Calendar
One of your biggest concerns was attracting people who are not serious, not qualified, or not a fit for Agile Solutions.
To solve that, the funnel will include a score-based application before the booking page. The application can score prospects based on:
Below 60%
Redirected to a Not Qualified page
60% or higher
Redirected to the Booking page
100%
Shown as a top-fit opportunity
Important display logic
- For qualified users, the booking page shows “85%+ Company Strength to Raise Capital.”
- For users who score 100%, the booking page shows “99% Company Strength to Raise Capital.”
- We never display the internal raw score as “60/100.” The user always sees a positive, business-friendly strength message instead.
Performance Benchmarks We Aim For
These are the performance ranges we aim for based on the funnel structure, testing volume, and optimization process. These are not guaranteed results, because final performance depends on the offer, ad spend, market response, creative performance, and sales follow-up.
$5–$30
Cost Per Lead
$50–$300
Cost Per Appointment
25%
Typical Call-to-Client Conversion Rate
1 in 4 qualified calls converting into clients is the benchmark we aim for when call quality, follow-up, and offer fit are strong.
Ad spend is not included in the service fee.
It typically takes at least 7 days of ad spend to start seeing meaningful performance data. The first week is used to identify which ads, audiences, and funnel steps are producing the strongest signals.
From Approval to Launch
- 1
Phase 1: Intake and Strategy
After approval, I will send an intake questionnaire to collect detailed information about Agile Solutions' services, clients, best-fit industries, disqualification criteria, objections, case studies, offer positioning, and sales process.
- 2
Phase 2: Asset Creation
Using the intake answers, I will create the funnel copy, VSL script, video ad scripts, qualification logic, page structure, and follow-up sequences.
- 3
Phase 3: Funnel Build
I will build the opt-in page, VSL page, application, booking page, thank-you page, not-qualified page, and automations.
- 4
Phase 4: Video Production
We will hire actors and actresses, record the video ads and VSL assets, and edit the creative assets.
- 5
Phase 5: Campaign Setup
I will set up the ad campaigns, tracking, testing structure, and launch preparation.
- 6
Phase 6: Launch and Optimization
After launch, I will run the system and optimize it for 1 month.
Building the full system and starting the ads will take approximately 2 weeks after receiving the required information and assets.
It will take at least 7 days of ad spend after launch to start seeing meaningful results and optimization signals.
A Clear, Transparent Investment
Full Marketing System Setup + 1-Month Optimization
$5,000
- Funnel strategy
- Opt-in page
- VSL page
- Qualification application
- Booking page
- Thank-you page
- Not-qualified page
- Email sequences & automations
- VSL production
- Video ads production
- Hiring actors and actresses
- At least 36 video ads
- Meta ads setup
- Campaign launch
- 1 month of optimization
Ad spend is not included.
Ongoing Ads Management + Funnel Optimization
$2,000/month
- Ongoing ad management
- Continuous ad testing
- New video creative direction
- Funnel optimization
- Page optimization
- Email/follow-up optimization
- Performance review and improvements
This begins after the initial setup and first month optimization period if Agile Solutions wants Alex Staveley Marketing LLC to continue managing the system.
Payment options
There are no per-call booking fees charged by Alex Staveley Marketing LLC.
Why This Is Different From Generic Business Loan Lead Generation
The goal is not to run broad “Need a business loan?” ads and send every click to a simple form. That approach usually attracts low-intent leads, desperate borrowers, and prospects who are already submitting their documents to several competitors.
This system is different because it adds qualification and education before the sales call.
More specific ads
The ads call out the right business profile before the click.
Better pre-frame
The VSL explains why Agile Solutions is a capital advisory partner, not a generic broker.
Qualification before booking
The application filters out poor-fit leads before they can access the calendar.
Follow-up built in
Prospects who do not immediately book are followed up with automatically instead of being lost.
First Funnel Draft Already Created
I already created a first draft of the funnel direction so you can see the initial structure and positioning. This is not the final version. Once we move forward, I will use the intake questionnaire and Agile Solutions' internal client/service information to create the final funnel assets.
View first funnel draftNext Step to Start Working
If the direction looks good, the next step is simple.
I will send an intake questionnaire to collect the information I need about Agile Solutions' clients, services, best-fit industries, capital raise criteria, disqualification rules, case studies, objections, and sales process.
I will use that information to create all assets of the funnel: the offer positioning, pages, VSL, application questions, scoring logic, ad scripts, email sequences, and campaign structure.