Faq

Our platform uses targeted lead generation strategies that attract business owners actively researching how to exit their businesses. We create high-converting websites, sales funnels, landing pages, and automated follow-ups to engage and nurture these leads until they are ready to work with you.

Unlike generic marketing platforms, Exit Funnels is custom-built for exit planning professionals. We don’t just provide tools—we create a complete lead generation system designed to connect you with business owners who need exit planning, financial guidance, or M&A expertise.

• Industry-Specific Marketing Strategies – Built exclusively for exit planning professionals.
• Done-for-You Sales Funnels – We create and manage the entire lead generation process.
• Automated Lead Nurturing – Stay in front of potential clients without manual follow-ups
• CRM & Pipeline Management – Track and manage your leads in one place.

Yes! We can integrate our landing pages, lead capture forms, and automation tools with your current website to enhance its lead generation capabilities. If you don’t have a website, we can build a high-converting website tailored to your business.

Most business owners don’t sell their business overnight. That’s why we use automated email sequences, SMS reminders, and educational content to keep them engaged. Our system:

• Sends personalized follow-up emails with valuable insights.
• Uses SMS reminders to keep leads warm.
• Tracks lead engagement so you know when they’re ready to talk.

This ensures that when a business owner is finally ready to take action, you are the first person they call.

Exit Funnels includes a built-in CRM and sales pipeline that allows you to:

• See where every lead is in the sales process
• Track appointments and follow-up schedules
• Monitor email engagement and responses
• Analyze lead conversion rates and marketing performance

Everything is managed in one dashboard, so you always know the status of your potential clients.

Not at all! Exit Funnels is a done-for-you system, meaning we handle all the marketing, lead generation, and automation setup. You focus on closing deals while we keep your pipeline full of qualified leads.

Lead generation depends on factors like your target audience, industry, and marketing strategy. However, most users begin seeing qualified leads within the first few weeks of launching their campaign.

Yes! Our platform can help you:

• Create and schedule social media posts
• Run targeted ad campaigns to attract business owners
• Drive traffic to your website and lead funnels

Social media is a great way to increase visibility and position yourself as a trusted advisor.

Exit Funnels is designed for professionals who help business owners exit their companies successfully. Our platform works best for:

• Attorneys
• Business Brokers
• Business Coaches
• Business Consultants
• Certified Exit Planners (CEPA)
• CFOs
• Commercial Bankers/Lenders
• CPA/Accountants
• ESOP
• Family Business Advisors
• Financial Advisors
• M & A Advisors
• Private Equity
• Value Advisors
• Wealth Managers

 If you work with business owners considering an exit, Exit Funnels is built for you.

Once a business owner enters your funnel:

• They receive an automated email series introducing your services.
• They may get an SMS reminder about booking a consultation.
• They can schedule a one-on-one appointment with you through our built-in calendar.
• You can track their engagement and readiness inside our CRM.

This ensures that every lead receives consistent follow-ups without you having to manually chase them.

Yes! Exit Funnels allows you to:

• Automate referral outreach to past clients and professional partners.
• Send email campaigns asking for introductions to business owners considering an exit.
• Track referrals and follow up systematically.

Many of our users generate high-quality leads through referral networks.

Every business is different, but our users typically see:

• A steady increase in inbound leads
• More scheduled appointments with serious sellers
• Less time spent on cold outreach and more time on high-value conversations

Your success depends on how actively you engage with your leads, but our platform maximizes your chances of converting prospects into clients.

Absolutely! We tailor each sales funnel, lead generation campaign, and automation workflow to your specific business needs. Whether you focus on M&A transactions, succession planning, or post-exit wealth management, we customize the platform to work for you.

Getting started is easy! Here’s how:

• Schedule a Free Consultation – We’ll assess your needs and discuss the best strategy.
• We Set Up Your Campaign – Our team builds your funnels, automation, and lead generation system.
• Start Getting Leads & Closing Deals – We help you track, nurture, and convert your new leads.

Book a Free Consultation Today and let’s start growing your business!