This subscription-based lead generation business caters specifically to financial advisors and B2B sales teams, providing customers with access to lead generation software plus ongoing customer support. The software enables customers to run their own prospecting campaigns, including connection requests, follow-ups, and scheduled messaging, while this agency provides the platform and support needed to help them use it effectively. Campaign creation and ongoing campaign management are handled by the customers themselves.

The business operates on a 100% recurring revenue model, creating predictable monthly subscription revenue. This agency is owner-run, with the owner currently spending approximately around 2 hours per week operating the business.

Day-to-day responsibilities are primarily limited to customer communication, support, oversight, and general account management, making the business simple and low-maintenance to operate.

Prior to 2025, this agency attempted to operate as a SaaS business. In late 2024/early 2025, the seller decided the agency model would be the best and easiest way to operate the business and pivoted to the current model. Because of this transition, the listing uses a shorter financial reporting period to more accurately represent the performance of the current business model rather than combining it with the earlier SaaS period. Please see the FAQ for additional details regarding the pivot.