Fast Start To Generating Revenue
$1,500 one-time for the setup
Plus 12 monthly payments of $299
All the tools you need to succeed.
150 data point prequalification scan
Built in business funding programs
Prospect to application funnel
Client funding range estimator
Owner's personal soft credit pull
Automated document collection
JSON files for easy API connects
Business credit building system
Your clients become bankable
Eight DIY marketing programs
Add unlimited referral partners
40% paid on funding done for you
Includes 1 system demo account
Includes 2 pre-paid license credits
Core Plan Features
The Core Plan Everything For A Turnkey Business
To Create Unlimited Revenue
Success Scans: The scans will look at about 150 data points on each prospect you put through it. You can run unlimited scans making it an excellent lead generation tool.
Pre-Qualifications: The scan will show your prospects which of the available non-bankable funding programs they prequalify for right now for a quick cash injection.
Bankable Status: The scan details for your prospect where they are currently in the becoming bankable process and produces a status report to help you close.
Application Funnel: The system walks your prospect through the prequalification process directly to their application submission. Completed applications are made available to you.
Document Collection: Once an application is submitted, document collection automatically opens and notices your clients what documents are needed to close their new funding.
Funding Options: You have the flexibility to either fund your clients yourself or use our funding clearinghouse. Payouts are 40% of everything collected from clients and lenders
Credit Building: The system has a very successful business credit building section to help your clients build strong business credit scores while allowing you to scale.
FICO SBSS: FICO is the credit king for personal and business. Your system will teach your clients all about it and how to make their business FICO scores work for them.
Opt-In vs Opt-Out: Most features in the private label system can be turned on or off. Don't want a system feature, simply turn it off. Like other features, then turn them on.
Have Questions?: Still have questions? Make sure to watch all our videos and then schedule a live screen share demo. We are happy to spend time getting them answered.
Become Promotable
Promotable Online Credibility
Done For You Online Credibility
Core Plan Payments, plus $1,500
For 3 months of promotable service
It is the Core Plan, plus, a done for you Become Online PROMOTABLE service
What does "Promotable" mean?
Businesses are promoted online by Bots
First Bots determine if you're Promotable
Then Bots determine where to promote
You're promoted based on Reputation
You're promoted based on Social Media
You're promoted based on Google profile
You're promoted based on Yext listing
You're promoted based on NAP validation
Dedicated team doing the work for you
To be credible to business and referral prospects, you must be Promotable
Number 1 goal is to make your business Promotable to all the online Bots
Have your business profiles optimized to boost keyword search rankings
Make sure you get found faster by maximizing your Local SEO positioning
Promotable Plan Features
The Promotable Plan A Dedicated Team To Become Online Credible
Bots Decide: We are in the age where "Bots" decide who gets promoted and who doesn't. The bots do that by analyzing your "worth" to be promoted based on certain factors.
Promotable: The goal of this plan is to check all the boxes that the bots are checking to make the determination if your site or service is promotable or not. With this plan you will be.
Google: Having your business listed by Google and having that listing be correct and kept up to date is a critical part of being promotable. This plan makes sure it is done and done right.
Local SEO: Even though you may want your private label to have national reach, it is still important to being promotable that your business is found with the correct information on Local SEO.
NAP Validation: NAP validation stands for "Name, Address, Phone" and it is vital that your business be listed, claimed and have the current correct information on all 20 of these sites.
Social Media: You don't need to become an "influencer" but you do need to have a clean and professional presence on all the main social media platforms. This plan helps get that done.
Reputation: You are going to be asking small businesses and referral partners to trust you with their business success, your business reputation needs to reflect that you are worthy of trust.
Credibility: When anyone searches for your business we want them to find a business that is a leader in the industry and information that speaks to your credibility to help them succeed.
Prospects: Most importantly when small business prospects or potential referral partners are doing their homework on your business, being promotable means they find the very best.
Check Out: The bottom line is that being promotable means the bits will list you favorably and that your private label business will "Check Out" when clients or partners check you out.
Dominate Marketing
Exposure Targeted Marketing
Done For You Targeted Marketing
Core Plan Payments, plus $2,500
For 3 months of jump start service
It is the Core Plan, plus, done for you targeted Referral Partner marketing
Develop your Ideal Prospect Profile
Reach 500 Prospects per month
Proven done-for-you campaigns
Personalized outreach copy written
Qualified prospect databases built
Hundreds of follow-up messages
Up to 800 open InMails
1,000+ messages for events
Proactive campaign optimization
Real-time lead management Inbox
LinkedIn profile recommendations
First-Degree nurture campaigns
A/B testing for campaign success
Easy-to-understand client dashboard
Advanced campaign tracking metrics
Smart and customized inbox chat
Direct sales CRM integration
Dedicated account manager
Email, chat, and phone support
Goal - Recruit 50 Referral Partners
Ultimate Goal - 50+ scans a month
Exposure Plan Features
The Exposure Plan If You Want To Be Successful
The Best Marketing Is Critical
Ideal Prospect Profile: The first step is to build targeted and qualified lists of your ideal prospects on LinkedIn targeting those verticals that best fit your lead generation goals.
500 Prospects / Month: Custom messages are sent to 500 of your targeted ideal prospects each month. You own the data so your contact list grows to 6,000 by the year end.
Done-For-You Campaigns: Once your campaign has started, you can then expect dozens or even hundreds of hot leads per month, all generated on auto-pilot.
Personalized Outreach: Well written clear, personal, hot button outreach messages that actually get responses due to the nature of filling a specific need.
Follow-on Messages: Each month multiple attempts are made to capture the interest or action of your 500 targeted prospects giving you many opportunities to connect.
Campaign Optimization: A/B testing is done on all campaigns to optimize the effectiveness of having your ideal prospects reaching back to you for more information.
Lead Management: You are instantly notified when leads respond making sure that you are making the connection while the lead is hot helping you to close the deal.
LinkedIn Profile: You will be positioned as an industry leader with a polished presence so you can present yourself to attract qualified ready-to-convert leads.
Customized Chat: A customized "smart" chat bot is created and placed on your private label site allowing you or your team to interact directly with those who have questions.
Dedicated Manager: U.S. based account manager committed to your success, supporting you through weekly reporting, monthly strategy calls and ongoing campaign improvements.
Pay A Little More Upfront To Realize A Large Savings
Turnkey Business
Core Plan All The Software Tools
Fast Start To Generating Revenue $5,088$3,000 for the year Saves $2,000+ Over Monthly
All the tools you need to succeed
150 data point prequalification scan
Built in business funding programs
Prospect to application funnel
Client funding range estimator
Owner's personal soft credit pull
Automated document collection
JSON files for easy API connects
Business credit building system
Your clients become bankable
Eight DIY marketing programs
Add unlimited referral partners
40% paid on funding done for you
Includes 1 system demo account
Includes 5 pre-paid license credits
Core Plan Features
The Core Plan Everything For A Turnkey Business
To Create Unlimited Revenue
Success Scans: The scans will look at about 150 data points on each prospect you put through it. You can run unlimited scans making it an excellent lead generation tool.
Pre-Qualifications: The scan will show your prospects which of the available non-bankable funding programs they prequalify for right now for a quick cash injection.
Bankable Status: The scan details for your prospect where they are currently in the becoming bankable process and produces a status report to help you close.
Application Funnel: The system walks your prospect through the prequalification process directly to their application submission. Completed applications are made available to you.
Document Collection: Once an application is submitted, document collection automatically opens and notices your clients what documents are needed to close their new funding.
Funding Options: You have the flexibility to either fund your clients yourself or use our funding clearinghouse. Payouts are 40% of everything collected from clients and lenders
Credit Building: The system has a very successful business credit building section to help your clients build strong business credit scores while allowing you to scale.
FICO SBSS: FICO is the credit king for personal and business. Your system will teach your clients all about it and how to make their business FICO scores work for them.
Opt-In vs Opt-Out: Most features in the private label system can be turned on or off. Don't want a system feature, simply turn it off. Like other features, then turn them on.
Have Questions?: Still have questions? Make sure to watch all our videos and then schedule a live screen share demo. We are happy to spend time getting them answered.
Become Promotable
Promotable Online Credibility
Done For You Online Credibility
Core Plan Payments, plus $1,500
For 3 months of promotable service
It is the Core Plan, plus, a done for you Become Online PROMOTABLE service
What does "Promotable" mean?
Businesses are promoted online by Bots
First Bots determine if you're Promotable
Then Bots determine where to promote
You're promoted based on Reputation
You're promoted based on Social Media
You're promoted based on Google profile
You're promoted based on Yext listing
You're promoted based on NAP validation
Dedicated team doing the work for you
To be credible to business and referral prospects, you must be Promotable
Number 1 goal is to make your business Promotable to all the online Bots
Have your business profiles optimized to boost keyword search rankings
Make sure you get found faster by maximizing your Local SEO positioning
Promotable Plan Features
The Promotable Plan A Dedicated Team To Become Online Credible
Bots Decide: We are in the age where "Bots" decide who gets promoted and who doesn't. The bots do that by analyzing your "worth" to be promoted based on certain factors.
Promotable: The goal of this plan is to check all the boxes that the bots are checking to make the determination if your site or service is promotable or not. With this plan you will be.
Google: Having your business listed by Google and having that listing be correct and kept up to date is a critical part of being promotable. This plan makes sure it is done and done right.
Local SEO: Even though you may want your private label to have national reach, it is still important to being promotable that your business is found with the correct information on Local SEO.
NAP Validation: NAP validation stands for "Name, Address, Phone" and it is vital that your business be listed, claimed and have the current correct information on all 20 of these sites.
Social Media: You don't need to become an "influencer" but you do need to have a clean and professional presence on all the main social media platforms. This plan helps get that done.
Reputation: You are going to be asking small businesses and referral partners to trust you with their business success, your business reputation needs to reflect that you are worthy of trust.
Credibility: When anyone searches for your business we want them to find a business that is a leader in the industry and information that speaks to your credibility to help them succeed.
Prospects: Most importantly when small business prospects or potential referral partners are doing their homework on your business, being promotable means they find the very best.
Check Out: The bottom line is that being promotable means the bits will list you favorably and that your private label business will "Check Out" when clients or partners check you out.
Dominate Marketing
Exposure Targeted Marketing
Done For You Targeted Marketing
Core Plan Payments, plus $2,500
For 3 months of jump start service
It is the Core Plan, plus, done for you targeted Referral Partner marketing
Develop your Ideal Prospect Profile
Reach 500 Prospects per month
Proven done-for-you campaigns
Personalized outreach copy written
Qualified prospect databases built
Hundreds of follow-up messages
Up to 800 open InMails
1,000+ messages for events
Proactive campaign optimization
Real-time lead management Inbox
LinkedIn profile recommendations
First-Degree nurture campaigns
A/B testing for campaign success
Easy-to-understand client dashboard
Advanced campaign tracking metrics
Smart and customized inbox chat
Direct sales CRM integration
Dedicated account manager
Email, chat, and phone support
Goal - Recruit 50 Referral Partners
Ultimate Goal - 50+ scans a month
Exposure Plan Features
The Exposure Plan If You Want To Be Successful
The Best Marketing Is Critical
Ideal Prospect Profile: The first step is to build targeted and qualified lists of your ideal prospects on LinkedIn targeting those verticals that best fit your lead generation goals.
500 Prospects / Month: Custom messages are sent to 500 of your targeted ideal prospects each month. You own the data so your contact list grows to 6,000 by the year end.
Done-For-You Campaigns: Once your campaign has started, you can then expect dozens or even hundreds of hot leads per month, all generated on auto-pilot.
Personalized Outreach: Well written clear, personal, hot button outreach messages that actually get responses due to the nature of filling a specific need.
Follow-on Messages: Each month multiple attempts are made to capture the interest or action of your 500 targeted prospects giving you many opportunities to connect.
Campaign Optimization: A/B testing is done on all campaigns to optimize the effectiveness of having your ideal prospects reaching back to you for more information.
Lead Management: You are instantly notified when leads respond making sure that you are making the connection while the lead is hot helping you to close the deal.
LinkedIn Profile: You will be positioned as an industry leader with a polished presence so you can present yourself to attract qualified ready-to-convert leads.
Customized Chat: A customized "smart" chat bot is created and placed on your private label site allowing you or your team to interact directly with those who have questions.
Dedicated Manager: U.S. based account manager committed to your success, supporting you through weekly reporting, monthly strategy calls and ongoing campaign improvements.
License Credits Activate Client's Become Bankable Accounts
How License Credits Work
When a prospect runs a scan they receive a limited access license to your private label system.
First, you can fund them without having to activate their become bankable success system license.
After they are funded you can charge clients $,$$$ to have access to the become bankable system.
You will use a license credit to activate their account which grants them full success system access.
License credits are $200 if purchased 1 at a time, $175 ea for 5, $150 ea for 10 and $100 ea for 20.
Purchased license credits do not expire, show up on your dashboard and can be used at any time.
Let's Review The 3 Goals That Earn You Money
Goal 1
Your client runs a pre-qualification scan
They pre-qualify for funding programs
They apply and receive initial funding
The system does all the work for you
You earn $,$$$ for the initial funding
Goal 2
Your client elects to become bankable
Professional coaches do all your work
Clients are bankable in 4 to 6 months
Clients are extremely pleased with you
You earn $,$$$ for a bankable client
Goal 3
Your client applies for bankable funding
They receive much larger business loans
Their rates are lower, terms are longer
The system does all the work for you
You earn $,$$$ for the bankable funding
OwnersPath Private Label ROI
Examples How Your Return On Investment Can Be Amazing
ROI #1
Fund just one business for $50,000
Use opt-In automated funding system
Earn up to $2,000 on their initial funding
Then earn $3,000 from live coaching
You're ROI will be $5,000+ on 1 client
ROI #2
You generate 50+ scans every month
30% of scans pre-qualify for funding
30% of pre-quals apply and get funded
Those 5 clients earn you $5,000+ each
Are you earning $25,000/month now?
ROI #3
87,261 accounting firms are in the U.S.
What if just 50 of them sent you scans
Even if they only sent 1 scan a month
You could have 50 scans every month
Scans from referrals pre-qual at +50%