Read this Certified Closers review from a business funding coach who went from referrals to scalable systems and consistent client acquisition.
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Before I tell you how Certified Closers helped me scale my funding coaching business and finally systemize the chaos, I want to give you the backstory, because the path here wasn’t exactly straight.
It started with a crowdfunding campaign…and turned into a calling I never expected.
Back When Raising Capital Meant Getting Scrappy
Before I was a coach, before I built funnels or offered strategy calls, I was deep in the trenches helping startups and creators get funded.
Kickstarter. Indiegogo. Crowdfunder.I knew those platforms inside and out.
I helped people write their campaign stories, set up their perks, build launch audiences, and hit funding goals that most never thought were possible.
Some were raising $10K to get their first product off the ground. Others were going for six figures to launch entire brands. But either way, I was the guy behind the scenes making it happen.
Over a few years, I helped launch over 150 crowdfunding campaigns, and learned more about positioning, persuasion, and storytelling than most marketers ever do.
But there was one problem…
After a successful campaign, the same founders would come back with a new problem:
So I started digging into business loans, lines of credit, revenue-based financing, SBA options, you name it.
That’s when I transitioned from just helping campaignsto helping actual companies get real capital.
I began brokering deals. Connecting founders with lenders. Navigating underwriting. Negotiating approvals.
And I got good at it, fast.
In less than two years, I helped secure over $20 million in business funding across various industries. From eCommerce brands scaling post-Kickstarter to local businesses needing working capital to grow, I was their guy.
But I Started Noticing the Same Patterns…
Too many good businesses were getting denied.Not because they weren’t viable—but because they were unprepared.
That’s when the shift happened for me.I realized the real power wasn’t just in connecting them to capital…It was in teaching them how to become fundable.
That’s when I decided to stop being the middleman, and start building a coaching business that empowered founders to raise money the right way.
I took everything I’d learned from the crowdfunding days to the lending world and built a process that worked:
● Structure the business right
● Build the financial profile
● Improve approval odds before applying
● Target the right funding sources at the right time
I started offering one-on-one consulting.Then I built a coaching program.Then came group sessions, live workshops, digital assets, all the things I wish someone gave me when I was starting out.
The results?My clients have secured $50K, $100K, even $300K+ in funding without shady lenders, junk fees, or desperate broker tactics.
It wasn’t about "hacks" or magic tricks.It was about strategy, structure, and doing things right from the beginning.
The referrals were steady.My content on social was bringing people in.The results spoke for themselves.
But behind the scenes?I was juggling way too much.
I was writing emails, following up with leads, managing DMs, onboarding clients manually, trying to learn ads on my own, and running myself into the ground trying to scale something that wasn’t built to scale.
I knew I needed help, but not from another agency that promised leads and handed me a PDF.
I needed someone who understood the financial space, who respected the responsibility of giving business owners advice on capital, and who could help me systemize without losing my personal touch.
That’s when I found Certified Closers.
When I first connected with Certified Closers, I wasn’t just looking for more leads. I was looking for leverage.
I already had the skills.I already had the results.But I was duct-taping the business together and white-knuckling it through every growth spurt.
James and his team didn’t treat me like “another coaching client.”They treated me like someone with a mission—and a message that needed to be scaled the right way.
Before working with Certified Closers, my offer was strong—but it wasn’t sharp.
I was saying all the right things… just not in a way that cut through. Too much technical language. Too much focus on what I did. Not enough focus on the transformation.
James helped me repackage everything.
We shifted from:
To:
without getting trapped in predatory loans.
We led with clarity, simplicity, and emotional resonance.The result? Higher conversions, faster decisions, and way more inbound interest.
The funding space is a minefield when it comes to paid ads. One wrong word and Facebook will tank your ad account.
Certified Closers knew this.
They built compliant ad creative and messaging that spoke directly to my audience’s pain, without making sketchy claims or tripping platform filters.
Within a week, I was getting leads who:
It felt like the machine was finally turning on.
I had a funnel before… but it leaked like crazy.
Certified Closers mapped out a complete buyer journey:
● Paid ad → landing page
● Lead magnet & opt-in
● Pre-call education sequence
● Application → booking
● Sales call → client
They even helped me install video assets, a solid VSL, and trust-building content that educated and pre-qualified prospects before we ever spoke.
By the time someone booked a call, they already trusted me.
One of the biggest shifts?I got my time back.
Before:
I was manually sending onboarding forms, chasing payments, following up with leads, writing the same email 5 times a day.
After Certified Closers
Every major point in my client journey was automated.
● Lead follow-ups
● Appointment reminders
● Onboarding sequences
● Payment confirmation flows
● Re-engagement campaigns
And all of it still felt personal, branded, and aligned with my tone.
I didn’t realize how much energy I was wasting trying to close every deal myself.
Certified Closers came in and:
● Trained a dedicated closer on my offer
● Installed call scripting frameworks
● Helped us handle objections and overcome skepticism
● Built follow-up workflows to catch missed opportunities
Now?
I only jump into deals when I want to.And we’re still closing high-ticket clients, on autopilot.
What impressed me most was this:
They didn’t just build and bounce. James and the team were in it with me.
Weekly check-ins.Funnel audits.Offer tweaks.Ad testing and optimization.Real conversations about the numbers and what needed to change.
They cared about the outcome like it was their own business.
● Cost per booked call dropped significantly
● My close rate increased with better-qualified leads
● I stopped doing 10+ manual tasks a day
● And I started spending time on content, strategy, and fulfillment
And most importantly?Clients were still winning.Because I had the bandwidth to show up at my best.
100%...if you’re ready.
Not ready as in “kind of thinking about scaling.”
I mean ready to treat your business like a real machine that needs real systems.Because Certified Closers doesn’t do fluff.
They help you
If you’ve got the knowledge and the results, but no infrastructure to match…they’re the growth partner you’ve been looking for.
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