Seleskie Financial × Mojo Solo
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The organic growth walk · five things first

The relationships are already yours.
The hard part is knowing who to call.

A short walk through what the manual version of prospecting costs you, and what changes when it is handled. Start with the shape of it.

Who
Your ~20 producers, and you.
What
The real cost of prospecting by hand.
When
Before the July QBR.
Where
Inside the clients, referrals, and events you already have.
Why
It was never AI finding names. It is knowing who to call.

Walk through with ← →, or the arrows lower right.

01 · The day

About 1,300 relationships. Roughly 20 producers. One question repeats every Monday morning.

Who do I call?

Everything that follows is the cost of answering that by hand, week after week.

02 · The grind

Today the answer is assembled by hand.

One to two hours of research for five solid names. ZoomInfo and AI Identified, one tab at a time. A prospect tracked in a custom Dynamics field nobody loves.

You told me the hours are what sting most. Here they are.
—
full-time people tied up
—
selling weeks behind a laptop, not in front of someone
Adjust these to your practice
Advisors actively prospecting assumption
Hours per search your number
hrs → 5 names
"One to two hours to get about five solid names." Your briefing.
Searches / advisor / month assumption
Loaded advisor cost / hour assumption
$
Conservative. An hour not in front of a client is worth more.
$0
a year in producer time, just to find names.

Before you looked, did you expect more or less?

03 · What slips

Finding names is only half of it.

The other half is what quietly dies after. drag to set how often

You told me lost leads are the one that stings. This is that number.
Warm intros that never get a logged next step30%
drag
Outreach that drifts off the firm's story30%
Prospects with no touch in 30+ days45%
Weeks a year too busy to prospect at all10 wks
Avg first-year client value assumption
$
Close rate 10:3:1
$0
in warm pipeline lost this year. Not to competitors. To the gap between an intro and a follow-up.

More or less than you would have guessed?

04 · The part no timesheet sees

Price, quality, speed: those you can negotiate.

This one your advisors carry home. drag each

You told me it is what this does to your team. Look here.
Dread before cold outreach6
drag
Frustration with the CRM8
The leads that haunt you6
Stress from the scheduling black hole7
Evenings & weekends / advisor / week2 hrs
Human suffering
0 / 100
tolerablegrindingburning out

It is not right that your best people spend Sunday nights doing detective work a machine can do.

Heavier or lighter than you would admit out loud?

05 · The real number

Nobody wakes up thinking "I lost $0 in pipeline leakage." They wake up thinking three words.

I don't know
who to call.

You told me this is the one. Here is the number to watch.

So this is the number that actually moves. Go back a slide, push the leaks up, and watch it fall.

Advisor confidence
0 / 100
"who do I call?"steadyin command

Higher or lower than you want it for your team?

06 · The bill

It adds up quietly.

Advisor time spent finding names$0
Warm pipeline that slips away$0
Evenings and weekends absorbed$0
The annual cost of doing it by hand$0

Now that it is one number: more than you expected, or about what you feared?

07 · What it takes

You don't need another tool to log into.
You need the grind handled, inside your rules.

Runs on what you already have
Your approved ZoomInfo and AI Identified, your own licenses. No gray-area scraping.
Stays inside your firewall
Client data does not leave. Every line the system writes carries an audit trail.
Already cleared compliance, elsewhere
Approved vendor at U.S. Bank, white-glove through their compliance review.
Not our first regulated shop
22 years, roughly 3,000 projects. We build for the rules, not around them.

08 · The turn

The plan is short.

1
Fifteen minutes to set the real numbers against your practice.
2
A fixed July QBR pilot. One number, no surprises.
3
Ranked warm lists and message-paired outreach, in your advisors' hands.

The grind moves to the machine, not your people. The one move that lowers the dollars and the suffering at the same time.

reclaimed
Today, by hand$0
What you still invest$0
Reclaimed every year$0
Confidence climbs toward0

09 · What you pay

Most vendors hide this until you've signed.
You showed me yours — here's the model.

The engine's price is the savings it returns, divided by sixty. It keeps $1 of every $5 — you keep the other four.

Build your stack — each module cuts the rest

Meeting lists under a sales-ops coordinator — seat tools give you transcripts; this turns them into followed-up next steps. Studio lists under a $15–20K/mo agency retainer; 22 years, ~3,000 projects. Brand lists under a $9–12K fractional CMO. Each module sits under the human it replaces.

Sibling practices you bring on −5% each, to −20%
Three sibling practices ≈ 15% off; the fourth caps it at 20%. One SOC 2 program and one firewall-resident deployment are genuinely shared — every firm gets the same credit; the base amortizes once. Subject to your home-office vendor policy.
How you pay pay ahead, pay less
We price to six months, not beyond — no one should sign away a year on a market nobody can see that far into. Pay ahead and we pass the certainty back.
Your stack, monthly
$0/mo
Billed monthly.
— back per $1, on prospecting math alone.
Engine, from your reclaimed savings$0
Kept in year one, prospecting math alone$0
— in new pipeline, not counted in your price

The model speaks in round numbers; contracts speak in exact ones.

This page is the model. The pilot is one number. Fifteen minutes sets it.

Less than you expected, or more?

10 · The ask

Give me fifteen minutes.

I will walk you through this with your real numbers, tighten the scope, and bring back a fixed number for a July QBR pilot. The calculator is yours to keep either way.

DavidMojo Solo
Everything in gold is yours to move. Try it.