Comparison · Flat fee versus lead gen agencies
Flat fee, written sign-off, measured pace: where we differ from lead gen agencies
Lead gen vendors vary a great deal. This page does not rate any of them by name. It sets out how we work on three points, and the questions to put to any vendor you are considering.
Flat monthly feeNo % of AUMNothing sends without your written approval
Three points, side by side
| Point | Pipeline & Pinnacle | Ask any vendor |
|---|---|---|
| How the vendor is paid | A flat monthly fee: $995 or $1,495, plus a one-time $1,500 setup. No percentage of AUM, no performance fees, no per-lead charges. | Is the fee flat, or tied to assets you bring in, or to leads delivered? |
| Who signs off on the words | You, in writing. Every template is approved before it sends. Any edit creates a new version that re-enters approval. | Does the vendor send in your name before you have approved the exact copy in writing? |
| How sends are paced | Measured and human, inside LinkedIn's limits: roughly 500 prospects a month per seat, with daily caps. No mass automation. | What is the daily cap, and what protects your LinkedIn account if volume rises? |
| Who keeps the list | Not shared. Your prospect list is never shared with or reused for any other client. | Is the list reused, resold, or shared across the vendor's clients? |
| What the copy may say | No promised results. The prohibited-language screen blocks performance promises, fabricated proof, and pressure tactics. | Does the vendor promise meetings or appointments, and what does the copy say? |
Flat fee versus percent of AUM
A percentage of AUM ties the vendor's pay to your assets. A flat fee ties it to the work. We charge flat so that we have no stake in what you earn or manage, and so you can read the whole cost on one page.
The numbers are on the pricing page: $995 or $1,495 a month, a $1,500 one-time setup fee, a three-month minimum. We do not know what any given agency charges, and we do not guess.
A flat fee has a cost too. You pay it whether or not a given month goes well, and we do not hide that. The three-month minimum is on the page for the same reason. What the structure gives you is clarity: you know what you will pay, and you know that our pay does not change with your assets.
Written sign-off versus a vendor sending in your name
When a vendor sends in your name, the messages are yours in every way that matters to your clients and your regulators. The question is whether you saw the words first.
With us, you did. Every template is drafted, screened, and sent to you for written sign-off. Every send traces back to a version you approved. The order of gates is on the page about how our approval gates work.
Measured pacing versus automation
Volume is easy to buy and hard to take back. A LinkedIn account that sends too much, too fast, risks restrictions on the account you built over years.
We run at a measured, human pace, roughly 500 prospects a month per seat, with daily caps that protect the account and your name. Invites are blank or trigger-led, with no pitch inside the invite. We would rather send fewer, approved messages than more.
Ask any vendor for the cap in numbers and ask what happens when LinkedIn limits an account. A vendor that cannot answer in a sentence has not planned for it.
When we are not the right fit
If you want a vendor to send on your behalf without reviewing the copy, we are not it. If you want leads delivered by volume, we are not it. If you want a result promised, we are not it.
If you want a flat-fee service where you approve every word, we may be. After you pay, we confirm within one business day that we are a fit for your firm, and if we are not, every dollar is refunded.
Intro call
Twenty minutes.
We'll walk you through how the process works for a firm like yours — the list, the sequence, the approval gate — and you can judge the fit.