Sales VA #2 — Family Offices + Capital Allocators Lane (DynastyMaker™ + MogulMaker™ @ Sovereign Scale)

Role

You are joining a lead machine newly in motion—and co-creating the next level of it. This lane is Family Offices and Capital Allocators (UAE first, global expansion). You operate with polish, discretion, and execution velocity.

Most teams run Industrial-era follow-up inside Exponential acceleration. That fractures deals. We run an upgraded Human OS for the Exponential Era, and execution is the standard. That standard is The Exponential Edge™.

Team Structure (How You Fit)

You own this lane. Our other Sales VA owns other lanes (enterprise + real estate). You collaborate as one sales unit: shared standards, shared CRM hygiene, shared reporting cadence—separate targets.

Continuity expectation: if lane coverage shifts, you are able to step into full ownership of this lane and keep revenue moving.

Your Mission

Co-build and operate the Family Office + Capital Allocator lead engine that produces:

• booked executive installs

• paid-in-full conversions

• clean follow-up loops

• disciplined pipeline control

• expansion into 90-day + annual engagements

This expands beyond marketing. This is pipeline execution + booking + conversion.

Targets (ICP)

• Family Offices / Private Offices

• Capital Allocators / Underwriters / Fund principals

• Sovereign-scale investors and strategic partners

• UHNW decision makers inside wealth ecosystems

Core Responsibilities

1) Work inbound replies (LeadsIn.io campaigns)

• Response standard: same-day (24 hours max)

• Move every reply to a next step: book / route / disqualify / follow-up

• Keep tone: sovereign, concise, high-trust

2) Outbound outreach (LinkedIn + strategic targeting)

• Identify the correct decision path (principal, CIO, investment director, head of strategy, COO/CEO)

• Send targeted messaging and run follow-up loops until booked / dead / disqualified

• Keep notes clean and decision-oriented

3) Booking + scheduling control

• Book qualified calls (or route when needed)

• Manage confirmations, reminders, and reschedules

• Reduce no-shows through clean confirmation protocol

4) CRM management (single source of truth)

• Track every lead, touch, status, and next step

• Maintain clean pipeline stages and notes

• Weekly snapshot report: booked calls, replies, follow-ups due, stuck deals, wins

5) Follow-up until booked or dead

• No one-and-done.

• You run the loop until it converts or closes cleanly

6) Family Office Job Alerts Targeting (Primary Outbound Engine)

You run a dedicated outbound engine focused on Family Office and Capital Allocator job alerts as a signal of active budget, urgency, and leadership demand.

Targets

• Family Offices / Private Offices hiring in: strategy, operations, transformation, chief of staff, investment ops, growth, performance, leadership, portfolio support, governance, HR/People, and “special projects.”

• Capital allocators hiring for: platform ops, investor relations, strategy, and transformation roles.

Process

1. Monitor job alerts daily (LinkedIn + Google + niche sources when available).

2. Identify the decision path: Principal / Managing Director / COO / Chief of Staff / Head of People / HRBP (varies by office).

3. Outreach within 24 hours of the posting (speed matters).

4. Send a precise message that connects the role’s pain to our executive install outcome.

5. Follow up until booked / dead / disqualified and track every touch in CRM.

Standard

• Every job-alert target becomes a tracked lead with an owner, stage, next step, and timestamp.

• No drift. No “I sent one message.” You run the loop to conversion.

Result
Job alerts become qualified conversations that convert into booked installs and paid-in-full engagements through The Exponential Edge™.

Optional Upside: Close Without Live Call

Some prospects will buy the 1–2 day Executive Install without a live call.

When the prospect shows clear buying language and accepts stated pricing with clean alignment, you may:

• send invoice/payment link

• confirm paid-in-full

• schedule dates + confirm logistics

• mark Closed–Won in CRM

Routing rule:
If there is negotiation, scope change, proposal requests, stakeholder complexity, retainer discussion → route to Tracy.

Compensation

1) Base

• $5/hour

• 20 hours/week

• 30-day pilot

2) Qualified Call Show-Up Bonus

• $10 per qualified call that shows up

• Qualified = ICP fit + real authority path + real urgency

• Confirmed after attendance

3) Success Fee (Paid-in-Full Install Closures without live call)

• 5% of paid-in-full Install fees (typically $12k–$25k+)

• Success fee triggers only when:

  • payment is received and cleared

  • dates are booked/confirmed

  • lead fits ICP (approved)

• No discounts unless approved

• No percentage applies to retainers unless explicitly added

Performance expansion:

• Increase to 10% after performance is proven (consistency + clean qualification + closed revenue)

Standards (Non-Negotiable)

• You operate without chasing or babysitting.

• You produce proof weekly: booked calls, clean CRM, disciplined follow-up, closed revenue.

• You collaborate cleanly with our other Sales VA and uphold shared systems.

• You upgrade fast. You learn the lane, then run it at sovereign velocity.

To Apply (Reply With These 5 Items)

1. Your top 3 sales ops strengths (one paragraph)

2. Your CRM discipline approach (what you track + how you keep it clean)

3. A short sample reply to an inbound lead asking: “What is this and how much is it?”

4. Your follow-up cadence and conversion philosophy

5. Your weekly availability + timezone

We select the operator who can co-build this lane, run it cleanly, and deliver revenue through The Exponential Edge™.

You have a first impression one time to pitch me why you and the results you will get. If you are moving forward you will get notified, otherwise you wont and that is your answer.

P.S. — Exponential Human Design™ Compatibility Check
We operate with operators whose Human Design operating system is compatible with mine and with this mission’s acceleration field. Please go to our website under Exponential Human Design™, enter your birth information, generate your chart, and send us a single screenshot that includes the full chart + your key details. This allows us to run compatibility at a deeper level and confirm we are a precise match for the lane and the velocity.

Follow the directions exactly. Applicants who submit every requested item (including the Exponential Human Design™ screenshot) receive a response when alignment is confirmed.