THE #1 SOLUTION FOR executives LIKE YOU
The Personal Branding Operating System Built for Executives
Everything you need to build, manage,
and monetize your industry
Complete CRM for Speaking Opportunities & Media Contacts
Automated Workflows for Content Distribution & Follow-up
Sales Pipeline Management for Consulting & Speaking
Professional Website & Landing Page Builder
Course Hosting & Digital Product Delivery
Stop Managing Your Personal Brand
With Scattered Tools
You're using LinkedIn for networking, Calendly for bookings, Mailchimp for emails, Wordpress for your website, Thinkific for courses, and spreadsheets to track everything.
Result?
Missed opportunities, inconsistent messaging, and hours wasted on manual tasks.
Cashflow Automation integrates everything into one powerful platform designed specifically for executives building personal brands. Manage speaking opportunities, automate content distribution, deliver courses, and track ROI - all from one dashboard.
are you ready for a change?
Why Executives Choose Cashflow Automation
Unified Contact Management
Track speaking bureau contacts, media relationships, podcast hosts, and potential clients in one executive-grade CRM.
Intelligent Automation
Automated follow-up sequences for speaking inquiries, course enrollments, media pitches, and consulting leads.
Professional Brand Presence
Create industry-specific websites and landing pages that position you as the go-to authority in your field.
Revenue Optimization
Built-in sales funnels, payment processing, and analytics to monetize your expertise through multiple channels.
Time Efficiency
Spend time on strategy and content creation, not managing technology and manual tasks.
Executive-Grade CRM for Authority Building
feature breakdown
Speaking Bureau Database
Track relationships with bureau contacts, speaking fees, and booking status
Media Contact Management
Organize journalist relationships, pitch history, and publication preferences
Industry Influencer Tracking
Monitor relationships with other thought leaders and collaboration opportunities
Client Pipeline Management
Track consulting prospects, proposal status, and revenue potential
Event & Conference Calendar
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Executive Benefit:
Never miss a networking opportunity or speaking engagement again.
See your entire professional ecosystem in one view.
Intelligent Automation for Thought Leaders
workflow examples
Speaking Inquiry Response
Automatic responses with availability, speaking topics, and fee structure
Content Distribution
Auto-post content across LinkedIn, Twitter, and your website
Media Pitch Follow-Up
Systematic follow-up sequences for press and podcast opportunities
Course Enrollment
Automated welcome sequences and content delivery
for digital products
Networking Follow-Up
Personalized follow-up after conferences
and networking events
Time Savings:
Save 15+ hours per week on manual tasks.
Focus on strategy, not busy work.
Professional Websites That Build Authority
capabilities
Industry-Specific Templates
Pre-designed layouts for different executive verticals
Speaking Page Builder
Showcase topics, testimonials, and booking information
About Page Optimization
Templates that establish credibility
and expertise
Blog & Content Management
SEO-optimized publishing platform for thought leadership
Lead Capture Forms
Integrated forms for speaking inquiries, media requests, and consulting leads
Positioning Benefit:
Look like the industry authority you are.
Professional websites that command respect and generate opportunities
Monetize Your Expertise With Digital Products
platform features
Course Hosting Platform
Upload and organize your content with professional delivery
Membership Site Builder
Create exclusive content areas for premium subscribers
Digital Product Sales
Sell courses, ebooks, templates, and consulting packages
Student Progress Tracking
Monitor engagement and completion rates
Automated Certificates
Issue completion certificates for professional development
Revenue Opportunity:
Transform your knowledge into scalable revenue streams.
Sell courses while you focus on high-value speaking and consulting.
Data-Driven Personal Brand Management
reporting capabilities
Speaking ROI Analysis
Track revenue per engagement, bureau performance, repeat bookings
Content Performance
See which topics generate the most engagement and opportunities
Website Analytics
Monitor traffic, lead generation, and conversion rates
Email Campaign Results
Track open rates, click-through rates, and response rates
Revenue Attribution
Understand which activities drive the most business value
Strategic Value:
Make data-driven decisions about your personal brand.
See what's working and double down on high-ROI activities.
ALL OUR solutions
Choose Your Executive Platform Plan
Authority Platform
Stop chasing leads and let your sales engine run itself. With our Authority Platform, you’ll capture prospects 24/7 using smart forms, chat widgets, and optimized landing pages—then nurture them automatically via email, SMS, and follow-up reminders. Self-scheduling calendars eliminate the back-and-forth of booking calls, while a unified CRM dashboard shows you exactly where every lead stands. Built-in analytics and ready-to-use funnel templates mean you can see what’s working and double down in real time. Invest in Authority Platform and turn manual grunt work into a predictable, hands-free pipeline that fuels your growth.
$297/Month
Authority Concierge
Hand off every operational detail and reclaim your time to lead at the highest level. Authority Concierge includes everything in Authority Platform plus advanced multi-step automations for onboarding, renewals, and upsells—plus a dedicated Account Architect to tailor every sequence to your business. Quarterly strategy sessions and proactive performance audits ensure you’re always optimizing for revenue and efficiency, while white-glove implementation and custom API integrations mean you never touch a line of code. With an executive dashboard and priority support, you’ll have complete visibility and peace of mind—and the freedom to focus on vision, innovation, and scaling your legacy.
$4,997/Month
PRICING
Choose your plan
Authority Platform
What's included:
Lead Capture Hub
- Instantly embed smart forms, chat widgets, and landing pages that pull prospects into your funnel.
Automated Nurture Sequences
- Drip emails and SMS follow-ups engage every lead at the perfect cadence—no manual outreach required.
Calendar & Booking Automation
- Prospects self-schedule discovery calls directly into your calendar, eliminating back-and-forth emails.
CRM & Pipeline Dashboard
- See real-time lead statuses, conversion rates, and revenue projections in one pane of glass.
Built-in Sales Alerts
- Get instant notifications when a high-value lead takes action—so you can step in at the right moment.
Multi-Channel Outreach
- Send coordinated email, text, and voicemail drops to keep your brand top-of-mind.
Performance Analytics
- Track every touchpoint, open rate, and click-through—and double down on what’s working.
Easy Integrations
- Connect your payment processor, webinar tool, and social platforms in minutes.
Done-For-You Templates
- Ready-made funnels, campaigns, and scripts optimized for your industry.
30-Day Launch Plan
- A step-by-step onboarding roadmap to get you up and running, fast.
Today Just
$297/month
Authority Concierge
Everything in Authority Platform, plus:
Advanced Workflow Automation
- Complex multi-step journeys—client onboarding, renewals, upsells—run flawlessly on autopilot.
Dedicated Account Architect
- A certified specialist who tailors every campaign, sequence, and integration to your unique needs.
Custom Sales & Marketing Strategy
- Quarterly strategy sessions to refine messaging, identify new channels, and optimize ROI.
Team Access & Training
- On-demand training for your staff and contractors—so everyone uses the system effectively.
Premium Priority Support
- 24-hour SLA, live troubleshooting, and monthly system health checks to keep you running smoothly.
Proactive Performance Audits
- Monthly deep-dive reports with actionable recommendations to accelerate growth.
White-Glove Implementation
- End-to-end setup—funnel design, copywriting, integration—so you never have to lift a finger.
Custom API Integrations
- Build bespoke connections to any third-party system for a fully unified tech stack.
Executive Dashboard
- An executive-grade view of key metrics (pipeline value, team performance, cashflow forecasts).
Ongoing Optimization Retainer
- Continuous A/B testing, new feature roll-outs, and growth experiments to keep you one step ahead.
Today Just
$4,997/month
STILL need answers?
Frequently Asked Questions
Platform & Technology Questions
Q: How is this different from just using LinkedIn and a basic website?
A: That's like asking how a Tesla is different from a bicycle - both can get you places, but one is built for serious performance.
LinkedIn is a networking tool. A basic website is a brochure. Cashflow Automation is a complete operating system for building and monetizing industry authority.
You get enterprise-grade CRM to track speaking opportunities, automated workflows that nurture media relationships, course hosting that generates passive revenue, and analytics that show which activities actually drive business results.
Most executives waste 15+ hours per month managing scattered tools. We give you back that time while dramatically improving your results. Our average client sees 300% more speaking inquiries within 6 months - try getting that from LinkedIn optimization.
Q: I'm already successful. Why do I need this platform?
A: You're absolutely right - you're already successful. That's exactly why you need this.
Your expertise got you to the C-suite, but your next level of influence happens when you become the recognized authority in your industry. The executives getting quoted in WSJ, commanding $25K speaking fees, and sitting on prestigious boards aren't just successful - they're systematically building authority assets.
Think of us as the Bloomberg Terminal for personal branding. You wouldn't manage a portfolio with spreadsheets, so why build your personal brand with consumer tools?
Successful executives don't need more coaching - they need better infrastructure.
Q: What if I don't have time to learn another platform?
A: We built this specifically for executives who don't have time to learn platforms.
Authority Platform comes with white-glove onboarding where we set everything up for you. You'll have a dedicated specialist who imports your contacts, builds your workflows, and configures everything based on your industry and goals.
If you truly want hands-off execution, Authority Concierge means you never touch the platform - our team handles everything while you focus on strategy and high-value activities.
Either way, you're not learning software. You're directing strategy while we handle implementation.
Q: Is my data secure? I can't have client information compromised.
A: We understand you're dealing with Fortune 500 contacts and confidential relationships.
We're SOC 2 Type II certified with enterprise-grade security that meets or exceeds what you're already using at your company. Bank-level encryption, regular security audits, and compliance with GDPR and CCPA.
Your data never gets used for marketing, never gets shared, and you maintain complete ownership. We've never had a security incident in 3+ years of serving executives.
Many of our clients are public company CEOs and board members. They wouldn't trust us if we weren't bulletproof on security.
Pricing & Value Questions
Q: $297/month seems expensive for software. How do you justify this?
A: Let me put this in perspective you'll appreciate.
You probably spend more than $297 on business dinners each month. Your current scattered tools (CRM, email platform, website hosting, course platform) likely cost $800+ monthly anyway.
But here's the real math: Our average client saves 15 hours per month on administrative tasks. At your hourly value, that's $7,500+ in time savings alone.
Plus, better lead management typically generates 20% more speaking opportunities. If you're earning $15K per engagement, we pay for ourselves with one additional booking every 6 months.
This isn't expensive software - it's the most cost-effective business investment you'll make this year.
Q: Why is Authority Concierge $5K per month? That's a significant investment.
A: Because building real authority requires real expertise, and expertise costs money.
You're getting a dedicated team that would cost $25K+ monthly if you hired individually: ghostwriter, brand strategist, website developer, social media manager, and project coordinator.
But more importantly, you're buying back 40+ hours per month. At your executive compensation level, that time is worth $20K+ monthly.
Our Concierge clients typically see speaking fees increase by $10K+ per engagement within 6 months. The service pays for itself with one premium booking.
Think of it this way: you already spend $5K+ monthly on professional services (legal, accounting, consulting). This is just adding "authority building" to that list - except this one actually generates revenue instead of just costing money.
Q: Can I cancel if it's not working?
A: Of course, but our bigger concern is making sure it DOES work.
Authority Platform has a 7-day money-back guarantee because we're confident you'll see immediate value in better organization and time savings.
Authority Concierge comes with a success guarantee: if you don't see measurable authority improvement in 6 months (more speaking inquiries, media mentions, or industry recognition), we'll refund your investment plus pay you $1,000 for your time.
We've never had to honor that guarantee because we only accept clients where we're confident we can deliver results.
Implementation & Onboarding Questions
Q: How long does it take to see results?
A: Depends what you mean by results, but here's our typical timeline:
Week 1: You'll immediately feel more organized and professional. All your contacts in one place, automated follow-ups working, professional website live.
Month 1: You'll start seeing more consistent engagement and fewer missed opportunities because nothing falls through the cracks anymore.
Month 3: You'll notice increased speaking inquiries and media requests because your content distribution and follow-up is systematic.
Month 6: This is where the big results show up - significant increase in speaking fees, media appearances, and industry recognition.
Authority Concierge accelerates this timeline because we're handling implementation, but even Platform users see meaningful improvements within 30 days.
Q: I'm not technical. Can I actually use this?
A: You run a company with hundreds of employees and manage million-dollar budgets. You can definitely handle this platform.
That said, we designed it specifically for executives who don't want to become software experts. Everything is point-and-click, with templates and automation that work out of the box.
Your onboarding specialist sets up 80% of everything during your first call. You just provide strategic direction - we handle the technical details.
And if you want zero technical involvement, Authority Concierge means you never touch the platform. We handle everything while you focus on being the executive.
Q: What if I need custom features or integrations?
A: Enterprise clients get white-glove treatment for customization.
Our development team can build custom integrations, specialized workflows, and industry-specific features. We've created custom solutions for public company CEOs, private equity partners, and major consulting firm leaders.
If there's something specific to your industry or role that would make the platform more valuable, we'll build it. Most custom requests take 2-4 weeks to implement.
This is another reason we work with serious executives - we can justify custom development because you generate serious ROI.
Results & Success Questions
Q: Do you have clients in my industry?
A: We work with executives across every major industry, but let me address the real question: "Will this work for someone in my specific situation?"
The authority-building process is remarkably consistent across industries. Whether you're in tech, finance, healthcare, or manufacturing, you need the same core infrastructure: professional presence, systematic networking, content distribution, and opportunity management.
What changes is the messaging, positioning, and industry-specific customization - which is exactly what we specialize in.
During your onboarding, we'll show you 3-5 success stories from executives in similar roles to yours. You'll see the exact strategies and results they achieved.
Q: What kind of speaking fees should I expect?
A: That depends on your current level and industry, but here's what we typically see:
Starting Point: $5K-10K per engagement After 6 months: $15K-25K per engagement After 12 months: $25K-50K+ per engagement
Our clients in specialized industries (AI, fintech, healthcare innovation) often command premium rates faster because there's less competition for true expertise.
The key isn't just higher fees - it's more selective opportunities. You'll get invited to better events, work with more prestigious organizations, and build relationships that create long-term business value.
Q: Will this help me get board positions?
A: Absolutely, though that's usually a 12-18 month outcome rather than immediate.
Board appointments go to executives with demonstrated thought leadership and industry visibility. Our platform helps you build exactly that: published expertise, speaking track record, media presence, and systematic networking.
Several of our clients have landed Fortune 500 board positions after building their authority through our system. The key is positioning yourself as the obvious expert in your specialty area.
Board recruiters increasingly look for executives with strong personal brands and public thought leadership. We help you build those assets systematically.
Competitive & Alternative Questions
Q: Why not just hire an agency or marketing team?
A: Because agencies work on their timeline, not yours, and they don't give you ownership.
A custom agency engagement costs $15K-30K monthly and takes 3-6 months just to get started. You'll spend months in "strategy sessions" before seeing any actual assets.
We've already built the methodology, templates, and systems. You get immediate access to everything, plus a team that knows exactly how to execute for executives.
Most importantly: with an agency, you're renting their expertise. With us, you own the platform and assets we create. If you ever leave, you keep everything.
Q: What about Tony Robbins, Strategic Coach, or other executive programs?
A: Those are excellent coaching programs. We're not coaching - we're infrastructure and execution.
Coaching gives you methodologies and frameworks. We give you the actual technology platform plus team execution to implement those methodologies.
Many of our clients have done those programs and found the same frustration: great content, but no systematic way to implement it consistently while managing their executive responsibilities.
Think of it this way: coaching is like getting an MBA. We're like getting a Bloomberg Terminal and a team of analysts. Both have value, but they serve different purposes.
Q: Can't I just use HubSpot, Mailchimp, and other existing tools?
A: You absolutely could, just like you could use Excel instead of Salesforce.
The question is: do you want to spend your time integrating 8 different platforms, managing multiple logins, troubleshooting data sync issues, and building custom workflows from scratch?
We've already done that integration work for hundreds of executives. You get the exact same functionality in one platform, pre-configured for executive personal branding, with templates and automation that work immediately.
Your time is worth $500+ per hour. Why spend 20 hours building what we've already perfected?
Industry-Specific Questions
Q: I'm in a regulated industry. Can I build a public personal brand?
A: Absolutely, with proper compliance oversight.
Many of our clients are in heavily regulated industries - financial services, healthcare, pharmaceuticals, defense contracting. The key is building authority within appropriate boundaries.
We help you focus on industry expertise, innovation insights, and leadership perspectives that enhance your reputation without creating compliance issues.
Your legal team can review all content before publication, and we build approval workflows into the platform. You get the authority benefits with full compliance protection.
Q: I'm thinking about retiring in 5-7 years. Is this worth it?
A: This might be the most important investment you make for your transition.
Executives who build strong personal brands during their final corporate years have dramatically better post-retirement options: board positions, consulting opportunities, speaking careers, and investment partnerships.
The executives commanding $50K+ speaking fees in retirement started building their authority while still in corporate roles. Waiting until retirement means starting from zero when you have less industry relevance.
Five years of systematic authority building sets you up for a lucrative and fulfilling "second career" that leverages everything you've learned.
Commitment & Decision Questions
Q: I'm interested but not ready to commit. What should I do?
A: Start with Authority Platform for $297/month. No long-term commitment, and you can upgrade to Concierge whenever you're ready.
Most executives need to experience the platform's value before making a larger investment. Platform access gives you immediate benefits while you evaluate whether the full service is right for you.
We find that executives who start with Platform typically upgrade to Concierge within 6-9 months once they see the potential but want to accelerate results.
Think of Platform as your trial period for working with us, except you're getting real value immediately rather than just evaluating features.
Q: How do I know if I'm ready for Authority Concierge?
A: You're ready for Concierge when building authority becomes a business priority rather than a side project.
If you're thinking about speaking fees, board positions, industry recognition, or post-corporate opportunities, Concierge accelerates that timeline dramatically.
If you're currently spending any time on personal brand activities (LinkedIn posting, website updates, networking follow-up), Concierge gives you that time back while getting better results.
The decision usually comes down to: "Do I want to build authority myself over 2-3 years, or have a team build it for me in 6-12 months?"
Q: What if I want to try Platform first, then upgrade?
A: That's actually our recommended approach for most executives.
Platform gives you immediate value and helps you understand how systematic authority building works. When you're ready to accelerate, upgrading to Concierge is seamless - we already know your goals, contacts, and preferences.
Many of our best Concierge clients started with Platform. They appreciate the service more because they understand the work we're handling for them.
Plus, Platform users get priority consideration for Concierge spots (we limit Concierge to maintain quality), so starting with Platform actually improves your chances of getting accepted to the full service.
Still Have Questions?
We understand that investing in your authority is a significant decision. Book a time to see the platform demo with our Executive Success team to discuss your specific situation and goals
TESTIMONIALS
What others are saying
"I've heard incredible things about Cashflow Automation from colleagues in the industry. The way they describe its ease of use and powerful features makes me eager to give it a try for my own business. It sounds like just what I need to streamline my processes and boost my revenue."
- Noel Hailey
"I've been researching different tools for creating and optimizing funnels, and Cashflow Automation keeps popping up as a top contender. The feedback I've seen from users about its user-friendly interface and effectiveness is impressive. I'm excited to see how it can help me grow my digital marketing efforts."
- Devin Staten
"The concept behind Cashflow Automation is exactly what I've been searching for as a budding entrepreneur. The idea of a platform that simplifies the process of monetizing expertise sounds incredibly promising. I can't wait to see how it can help me turn my passion into a profitable business venture."
- Simone Phillips
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