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Proven revenue formulas that break down exactly how many clients and average funding deals you need to hit your $500K goal.
Case studies and examples from professionals who added six figures in revenue simply by adding funding as a service.
The 4-Step Funding Formula: identify funding needs → partner with lenders → integrate into your services → automate onboarding & follow-ups.
Positioning strategies to become more than a service provider — transform into a trusted business growth partner.
30-day launch roadmap so you can implement fast, close your first clients, and see results immediately.
Whether you’re a tax professional, coach, or consultant, Funding to Fortune gives you the system to scale revenue without spending more on ads or chasing new clients.
Personal credit score & utilization benchmarks for fast approvals
Must-have business documents (EIN, Articles of Organization, tax returns, etc.)
Banker-readiness tips that increase approval chances
Red flag indicators that sabotage funding — and how to fix them quickly


Ready-to-post social media prompts (just copy and paste)
Video content ideas to position you as the go-to expert
Email subject lines and templates that drive replies
Referral strategies with agents, brokers, CPAs, and coaches
Proven ways to showcase client success stories for instant trust
Bonus #3 – Client Acquisition Toolkit
5 pre-written social captions that attract funding clients fast
2 plug-and-play email templates to announce your new service
A 1-page flyer (Word/Canva) to share online or offline instantly
A ready-to-use swipe file that positions you as the expert
