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ServicesScale90 days|From USD 2,000/mo

Your firm works. But growth depends only on you.

Clients arrive through system, not luck. Your firm needs a commercial engine.

You have a good reputation, stable clients, the basics solved. But if tomorrow the main partner takes a vacation, the business stalls. 80% of clients come from referrals and the other 20% by chance. There's no system. ETE installs a real commercial engine: sales pipeline with clear stages, LinkedIn as an acquisition channel, documented sales process, and a portfolio dashboard so you never depend on a single source of clients again.

ETE

The ultimate goal of ETE

When we finish, your firm has a commercial engine that runs on its own. Clients arrive through system, not luck. You focus on the acquisition campaign that's running and designing the next one. The pipeline moves, the dashboard alerts you if there's risk concentration, and professional content positions you without you having to sell.

What we do and don't do in ETE

Lo que hacemos

  • We build your sales pipeline with stages, timelines, and automations
  • We install LinkedIn as an active acquisition channel with strategy and calendar
  • We document your sales process so it works without the main partner
  • We build the portfolio dashboard with concentration metrics and alerts
  • We structure your referral system with incentives and tracking
×

Lo que no hacemos

  • ×We don't write your LinkedIn posts (we give you the strategy and format)
  • ×We don't do graphic design or content production
  • ×We don't sell for you (we install the system so you sell better)
  • ×We don't solve basic legal or operational problems (that's Stage 0-1)
  • ×We don't replace your commercial team (we make it work with process)

Is this for you?

  • Your firm bills well but 80% of clients come through referrals
  • If the main partner isn't available, the business stalls
  • You want to grow but don't know how without doubling your time
  • You need a sales process that works independently of people
×

This isn't for you if...

  • ×You're just starting and don't have stable clients
  • ×You're only looking for more social media followers
  • ×Your main problem is operational, not commercial

Stages covered in this program

Stage 2

Digital Ecosystem

+
  • Sales pipeline with clear stages and closing timelines
  • Automated opportunity follow-up
  • Portfolio dashboard with risk concentration metrics
  • Structured referral system with incentives
Stage 3

Brand & Positioning

+
  • LinkedIn as active client acquisition channel
  • Professional content strategy with editorial calendar
  • Documented sales process that doesn't depend on one partner
  • Positioning as reference in chosen segment
Stage 4

Team & Roles

+
  • Roles and responsibilities documented for each position
  • Position manuals with key processes
  • Onboarding process for partners and collaborators
  • Performance evaluation system
Stage 5

AI Governance

+
  • AI governance framework for the firm
  • Automations implemented in key processes
  • Operational prompts documented for the team
  • AI audit system with metrics

Ecosistema digital

Las capas que se intervienen en este programa. Las capas anteriores ya están funcionando.

Arranca en Capa 2 — Capas 0 y 1 resueltas
Capa 2
Web venta onlinePOS múltiples puntosCRM avanzadoPipeline con etapasDashboard carteraPropuestasFirma digitalReporte mensual
Capa 3
LinkedIn activoEmail marketingReferidosMedición pipeline
Capa 4
Roles y responsabilidadesManuales de puestoOnboarding sociosEvaluación de desempeño
Capa 5
IA GovernanceAutomatizacionesPrompts operativosAuditoría IA
Múltiples puntos físicos + web alimentan un CRM central unificado.

What you need to have resolved already

ETE starts at Stage 2. Stages 0 and 1 need to be ready. If your firm doesn't have the legal base or infrastructure resolved, the program you need is LTE.

Stage 0Legal & Operational

Business structure defined, template contracts with clients and collaborators, billing system working, professional registrations up to date.

Stage 1Infrastructure

Workspace defined, management software in use, automatic backups working, fee structure with profitability calculated.

What you have resolved in 90 days

01Sales process with visible stages and closing timelines
02Acquisition system that works without depending on one partner
03Active LinkedIn as client acquisition channel
04Portfolio dashboard with risk concentration alerts
05Running editorial calendar with professional content
06Structured referral system with tracking

How it works

01

Initial diagnosis

30 minutes to understand your current situation, your numbers, and your specific goal.

02

90-day plan

We define which stages to work on, in what order, with what deliverables and deadlines.

03

Directed execution

Weekly 15-minute meetings. The heavy lifting is done before you arrive.

04

Closing and measurement

At the end of the cycle we measure results against objectives. Learning stays in the system.

Want to know if this program is right for you?

30 minutes of no-commitment diagnosis. If it fits, we start. If not, we'll tell you.

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