Title Advisory Incubator™ | Complimentary | Discovery as Due-Diligence™: Middle of Funnel & Bottom of Funnel ✅

Even with that, if you take the time to read this properly and apply it to your discovery process, you’ll see an immediate difference in how clients respond - because you’ll be speaking the language of precision, not persuasion. Our program focuses on the middle and bottom of the funnel - where deals are actually won or lost. We expect our members to come in already strong at top-of-funnel - most are already killers with cold email or outbound - and we show them how to convert that skill into a scalable, defensible advisory business. And because we’re world-class at outbound, we’re building a dedicated Top of Funnel program next - a standalone curriculum built from the same system that fuels our own deal flow. Until then, use this document as your entry point into what advisory-level selling actually looks like. It’s one of many internal frameworks that together form the Advisory Incubator Operating System. If you implement what’s inside this one properly, you’ll never look at “discovery calls” the same way again. Welcome to the edge of professional advisory. Bonuses: Advisory IncubatorTM | Complimentary | Build a Buy-Side Finance & Advisory Desk Advisory IncubatorTM | Complimentary | Executive Overview For Interested Parties © Advisory Incubator, Inc. – All rights reserved. No part of this document may be copied, shared, reproduced, or sold without the express written consent of Advisory Incubator, Inc.. Any unauthorized use, duplication, or distribution will be subject to legal action. This material is provided under a limited End User License for educational and informational purposes only. It may not be used for any commercial purpose outside of your direct participation in Advisory Incubator, Inc. programs.