Limited-Time Charter Member Sale - Huge Savings for the First 50 Purchasers Only. Don't Miss Out.
The Perfect All-In-One GROWTH Automation System for Financial & Professional SERVICES BUSINESSES
Get Started with Business Growth One
Stop Juggling 10-20 Tools. Grow Your Entire Business from One Platform
Business Growth One gives you everything you need to attract leads, book appointments, nurture clients, and scale revenue - without the tech headaches. Replace your CRM, online appointment booking calendar, email marketing platform, social media scheduler, website and funnel builder, sales pipeline, payment processor, review management, AI tools and so much more with one powerful system built specifically for Financial and Professional Services business owners.
Get Clients. Keep Clients. Work Less. Profit More.
✓ Complete done-for-you setup ✓ No long-term contract ✓ Cancel anytime
Your Current Tech Stack Is Holding You Back
But You Don't Have to Be Tech Savvy to Automate & Grow
1. Paying Too Much
You're juggling separate subscriptions for:
CRM & Contacts
Email Marketing
Appointment Calendar
AI Employee
Website/Funnel Builder
Sales Pipeline
Reputation Management
Social Media Scheduler
Communities & Courses
Automation & Workflows
Metrics & Analytics
Payment Processors
Surveys & Quizzes
Stat: $800-$1,800 USD/month: Average cost for using disconnected tools.
2. Wasting Time
Everything is unplanned and takes too long:
Switching between platforms
Manual data entry
Forgotten follow-ups
Technical troubleshooting
No automations
No integration
Stat: 10-15 hours/week:
Lost to managing disconnected systems
3. Losing Leads
None of your business apps talk to each other:
Leads fall through cracks
Manual follow-up is inconsistent
No visibility into your sales pipeline
Can't track what's working and what's not
Stat: 60-70%
of leads lost due to poor follow-up
The Truth: Your Tech Stack Can Save You Time & Money
What if you could replace 10+ tools with one powerful system - save $500-$1,300/month, reclaim 10+ hours/week, and never lose another lead? You can do that today.
Everything You Need to Grow Your Financial or Professional Services Business - In One Platform
Here Is What You Get for $299/Month and Your One-Time Setup Fee
Business Growth One gives you full access to every feature in the platform - no upgrade walls, no feature tiers, no surprises. Here is what that means for your business, organized into the three areas that matter most.
GET FOUND AND TRUSTED
Everything your business needs to show up professionally and be chosen before a prospect ever speaks to you.
Smart AI Website and Blog: A professional web presence built inside BGO - no separate hosting or website builder needed.
Reputation Management and Reviews AI: Automatically request, monitor, and respond to Google and Facebook (and more) reviews so your reputation builds while you focus on clients.
Social Planner: Schedule and publish content to Google Business Profile, LinkedIn, Facebook, Instagram, TikTok, Pinterest, YouTube, Threads, and Bluesky — all from one dashboard.
Forms, Surveys, Quizzes and QR Codes: Capture leads from everywhere — every response flows directly into your CRM automatically.
ATTRACT, NURTURE AND CLOSE
The complete system for bringing the right prospects into your world and converting them into clients automatically.
CRM and Contacts: Every lead and client in one organized database with full conversation history, tags, notes, and smart lists.
Opportunities and Pipeline Management: See exactly where every prospect is in your sales process at a glance, always current.
Calendars and Automated Appointment Booking: Prospects book directly into your calendar with automatic confirmations and reminders that eliminate no-shows.
Email and SMS Marketing Campaigns: Reach your entire list or targeted segments with professional campaigns across email and text.
Automated Workflows and Task Management: Your follow-up sequences, nurture campaigns, and client communications run automatically - triggered by what your prospects and clients do.
Funnels: Sales funnels and webinar funnels built inside BGO - no separate funnel builder needed.
Conversations - Unified Inbox: Every message in one place - email, SMS, Facebook Messenger, Instagram DMs, Google Business Profile, WhatsApp, TikTok, live chat, voice calls, and voicemails - one inbox, nothing missed.
AUTOMATE, SCALE AND MANAGE
The AI-powered tools and business management features that let your business run professionally even when you are not at your desk.
Voice AI: Automated call management so your practice phone is answered intelligently after hours, FAQs are handled automatically, and appointments are booked without your involvement.
Conversation AI: Multi-channel AI chat and voice bot that responds to website visitors and social inquiries instantly, 24 hours a day.
Content AI: AI-powered content creation inside BGO - write emails, social posts, and campaigns faster with AI assistance.
Memberships, Communities, Courses and Client Portal: Deliver digital products, online courses, and private communities all inside the same platform your clients already use to communicate with you.
Documents and Contracts: Send, sign, and manage professional documents and contracts digitally - no separate e-signature tool needed.
Estimates and Invoices: Create and send professional estimates and invoices and collect payment all inside BGO.
Products and Online Payment Solutions: Sell digital products, services, and subscriptions directly through BGO connected to your payment processor.
Advanced Reporting: Your complete business dashboard showing pipeline value, lead sources, campaign performance, and revenue tracking all in one view.
Mobile App: Your full BGO dashboard in your pocket - manage leads, respond to conversations, and check your pipeline from anywhere.
TOOL REPLACEMENT COST
What You Are Currently Paying For These Tools Separately:
Separate CRM: $49-$800/month
Email platform: $19-$350/month
SMS tool: $49-$200/month
Appointment Booking software: $19-$29/month
Social Media scheduler: $79-$379/month
Funnel builder: $127-$297/month
Website and hosting: $29-$150/month
Reputation management tool: $199-$599/month
Course and membership platform: $149-$399/month
E-signature tool: $20-$49/month
Invoicing software: $15-$40/month
► Total you are currently paying for all of this separately: $600 to $1,600+ USD per month (that's $7,200 - $19,200+ per year!) None talking to each other.
► Business Growth One: $399/month USD. All integrated.
► Most clients save money from day one. Every client gains a unified system that actually works together.
READY TO GIVE IT A TRY?
Get Started - $299/Month + $800 Charter Member Setup USD
Limited time - Charter Member setup fee: $800 (Regular $1,600 - you save $800 today.)
First 50 Charter Members only.
Prefer to talk first? Book your free 15-Minute Clarity Call at BusinessGrowthSuccess.com/book
Want to see feature details? Go to Let's Get Started
Is Business Growth One Right For Your Business?
Business Growth One is PERFECT if you:
► Are a Financial or Professional Services business owner (Accounting, Bookkeeping & Tax | Financial, Insurance & Mortgage | Legal, Advisory & Consulting | Real Estate, Coaching & Other Professional Services)
► Currently juggling 5+ separate marketing tools
► Want to consolidate and simplify your tech stack
► Need business growth automation but can't afford big agency prices ($5K-$10K/month)
► Want done-for-you setup and ongoing support (not just software)
► Are ready to systematize your marketing and client communication
► Want a solution built by someone who understands financial services
Business Growth One is NOT right if:
► You're happy managing 8-12 disconnected tools
► You need an enterprise solution for 100+ person firms (we specialize in 1-25 person businesses)
► You want the absolute cheapest option (we're affordable, not bargain-basement)
► You expect overnight success without implementing anything
► You're resistant to automation and technology
Bottom line:
Business Growth One is built for small-to-medium Financial or Professional Services businesses that want professional-grade business growth automation at a fraction of typical costs, with industry-specific support from a CPA who's been in your shoes.
Not Sure if the ROI Makes Sense? Calculate Your Numbers
Before choosing your plan, use our free ROI Calculator to see exactly how much money you're leaving on the table each month without business growth automation.
The calculator shows you in 60 seconds:
► Your Client Lifetime Value (CLV) — how much each client is actually worth to your business
► How much revenue you're missing every month from lost opportunities and poor follow-up
► Your exact ROI percentage from investing in Business Growth One
► Monthly and annual savings from consolidating all your disconnected tools into one platform
Takes just 60 seconds. Get instant results.
► Calculate Your ROI Now - click here: free ROI Calculator
► Most Financial and Professional Services providers discover they're leaving $10,000-$50,000 per month on the table due to missed opportunities, inconsistent follow-up, and leads falling through the cracks.
► After seeing your numbers, choosing the right plan becomes obvious. Plus, if your "money left on the table" is over $1,000/month, you have a crystal-clear business case for investing in Business Growth One - it'll pay for itself in days, not months.
Quick Overview: Is BGO Right for You?
Business Growth One is one plan with full access to every feature.
Whether you are just getting started with automation or ready to scale aggressively, everything is included.
You start where you are and use more as you grow.
Still Not Sure?
Take our Business Growth 360° Diagnostic first. You'll get a clear recommendation on whether BGO fits your specific practice needs, PLUS you can use 100% of the 360° Diagnostic fee as credit toward your BGO setup fee:
► 100% credit of 360° Diagnostic cost ($300 savings) toward BGO setup fee if BGO is purchased within 30 days
Let's Get Started
Start where you are. Scale when you're ready. Never locked in.
| Feature | Business Growth One |
|---|---|
| System Fee - Recurring ($USD). Choose Your Payment Term: | Monthly @ $399/MoAnnually @ $3,990/Yr:2 Months Free |
| Setup Fee - One-Time ($USD). Choose Your Payment Term:Limited Time Charter Members Sale - First 50 Members Only | Reg. $1,600, Charter Members Sale:Choose Number of Payments:1 @ $8002 @ $4253 @ $300 |
| Users | Unlimited |
| CRM (Client Relationship Management) & Contacts | Yes |
| Conversations (Unified Inbox). Includes Email, SMS/MMS, Facebook Messenger, Instagram DMs, Google Business Profile, WhatsApp, TikTok Messages, Live Chat Widget, Voice Calls & Voicemails - in one place. | Yes |
| Opportunities & Pipeline Management | Yes |
| Calendars & Online Automated Appointment Booking | Yes |
| Reputation Management & Reviews AI | Yes |
| Smart AI Website & Blog | Yes |
| Funnels (Sales Funnels & Webinar Funnels) | Yes |
| Forms, Surveys, Quizzes & QR Codes | Yes |
| Social Planner (Social Media Planning & Posting). Post to GBP, Facebook, Instagram, Threads, Linkedin, TikTok, Pinterest, Youtube, Community & Bluesky. | Yes |
| Voice AI (Automated Call Management) | Yes |
| Conversation AI (Automated Multiple-Channel AI Voice & Chat Bot) | Yes |
| Content AI (Content Creation) | Yes |
| Email & SMS Marketing Campaigns | Yes |
| Memberships, Communities, Courses & Client Portal | Yes |
| Automated Workflows, Task Management & SMS Phone # | Yes |
| Documents & Contracts | Yes |
| Estimates & Invoices | Yes |
| Products & Online Payment Solutions | Yes |
| Mobile App ('Lead Connector') | Yes |
| Advanced Reporting | Yes |
| Let's Get Started! ►►► | BGO System & Setup |
READY TO GIVE IT A TRY?
Get Started - $299/Month + $800 Charter Member Setup USD
Limited time - Charter Member setup fee: $800 (Regular $1,600 - you save $800 today.)
First 50 Charter Members only.
Prefer to talk first? Book your free 15-Minute Clarity Call at BusinessGrowthSuccess.com/book
Want to see feature details? Go to Let's Get Started
What Happens After You Purchase? Your Complete Timeline
Here's exactly what to expect from the moment you click "Purchase" to the day you're fully operational:
Day 1 (Purchase Day):
► Immediate order confirmation email with receipt
► Access credentials to your Client Portal
► Welcome email with next steps clearly outlined
► Onboarding email within 24 hours to schedule your kickoff call
Days 2-3 (Kickoff & Planning):
► 30-minute kickoff call via video conference (Zoom or Google Meet)
► We discuss your business, your clients, your goals, and your current pain points
► You receive an asset checklist (logo, brand colors, contact lists, calendar access, etc.)
► We answer all your initial questions and address any concerns
► Your time investment: 30 minutes
Days 4-5 (Asset Gathering - This is Your Only "Work"):
► You gather and send us your assets from the checklist
► Takes about 30 minutes total - just gathering what you already have
► We confirm receipt and start configuration immediately
► If you're missing anything, no problem — we'll work with what you have
Days 6-10 (Setup & Configuration - We Do Everything):
► We configure your entire system from top to bottom
► Import and organize all your contacts
► Build your automation workflows
► Set up all your integrations (Zoho Books, QuickBooks, calendar, email, payment processor, social media, etc.)
► Create your branded templates (email signatures, booking pages, etc.)
► Test everything thoroughly to ensure it all works perfectly
► Your time investment: Zero. We do all of this for you.
Days 11-12 (Training & Handoff):
► Live 1-on-1 training session (60-90 minutes) via screen-share
► We walk you through your fully configured system
► You practice using the core features together with us
► Q&A session for your specific use cases and questions
► You receive links to tutorial videos and help documentation
► Your time investment: 60-90 minutes
Days 13-14 (Launch! You're Live):
► You start using the system in your business
► White-glove support available for any questions (responses within hours, not days)
► We monitor your usage and reach out with optimization tips
► Quick-fix any issues that come up
Days 15-30 (Mastery Phase):
► You get comfortable with your daily workflows
► Start seeing tangible results (better follow-up, more appointments booked, fewer missed leads)
► We continue helping you optimize based on what you're seeing
► You begin trusting the automation to work for you while you focus on serving clients
After 30 Days:
► Ongoing email support with 24-hour response time
► Access to help documentation and video tutorials
► Regular platform updates with new features (at no additional cost)
Total Time Investment from You: 2-3 hours spread across 2 weeks
Most businesses are fully operational and seeing measurable results (better conversion rates, time savings of 10-15 hours/week, fewer missed opportunities) within their first 30 days.
Why the Charter Member Limit?
Only 50 Charter Member spots available for the Setup Fee savings.
1. Beta Feedback & Refinement
As a Charter Member, you get the Setup Fee savings in exchange for providing feedback that helps us refine and improve Business Growth One. Your insights make the platform better for everyone.
2. Support Capacity
We're personally invested in your success. With Business Growth One, we can only provide this level of attention and support to a limited founding group. We want to be responsive and helpful, not overwhelmed.
3. Fair Launch Pricing
Early adopters who trust us deserve the best price. You're taking a chance on us, and we reward that. Once we hit 50 members, the price increases to regular.
4. Building Community
The first 50 Charter Members become our founding community. You'll shape the platform's evolution and get priority access to new features.
After spot #50, the price goes up. Get in now.
Future members won't get the same level of Charter Member benefits, priority support, or influence on platform development.
What You Get as a Charter Member
As one of the first 50 Charter Members, you're not just getting a better price - you're getting exclusive long-term benefits that future members won't have access to:
1. Significant Setup Fee Savings
► BGO Plan: Save $800 (pay $800 instead of $1,600)
► Savings on setup fees: Amount Saved: $800 Percent Saved: 50%
► These savings alone pay for 1-2 months of your subscription
2. Founding Member Status (Permanent)
► Your feedback directly shapes the platform's evolution
► Priority access to new features before general release (you see and use them first)
► Input on which integrations we add next (you help decide our roadmap)
► Recognition as one of the founding 50
3. Enhanced Support Level
► Priority response times faster than standard support (we answer you first)
► Direct line to Patrick Muldoon, CPA for strategic business questions
► Monthly group calls with other Charter Members (networking + best practices)
► First access to advanced training sessions and workshops
4. Grandfathered Pricing Guarantee
► Your monthly rate ($299) is locked in forever
► If we raise prices later (which we likely will after 50 members), you keep your Charter Member rate as long as you remain a member
► This guarantee alone could save you hundreds per month in the future
5. Founding Community Leadership
► Connect with other forward-thinking financial professionals in the Charter Member community
► Share best practices and strategies that are actually working in real businesses
► Collaborate on marketing approaches and tactics
► Build valuable referral relationships with non-competing businesses
► Shape the culture and direction of the entire community
What Happens After Spot #50:
► Setup fees return to regular pricing ($1,600)
► No grandfathered pricing guarantee for new members
► Standard support response times (still good, but not priority)
► No founding member community access
► No input on product roadmap
► Monthly rates may increase as we add features
Bottom Line:
Don't miss out on these exclusive benefits. Once we hit 50 members, this offer is gone forever. There will never be another Charter Member opportunity.
Built by a Financial Pro, For Financial & Professional Service Businesses
Patrick Muldoon, CPA
Founder & President, Business Growth Success
35+ Years in Financial Services:
Business Growth System Architect
Big 4 Accounting (PricewaterhouseCoopers, Deloitte)
VP Finance/CFO/Controller roles
Investment Advisor (RBC Dominion Securities)
CPA designation (Chartered/Certified Professional Accountant)
Business & Systems Consultant
Experienced Software Programmer
Why I Built This
"I built my company Business Growth Success because I witnessed over and over again how Financial and Professional Services business owners were not using the amazing technology available today to help them grow their business.
Most Financial and Professional Services Pros are experts in their field, but marketing and growing their business is certainly not their forte.
After witnessing countless instances of completely outdated marketing and branding, along with RAM, i.e. "Random Acts of Marketing", I knew I had to step in and offer a simple and affordable solution.
I also lived the frustration of juggling disconnected tools, losing leads, and working too long on tasks that should have been automated. That experience led me to develop Business Growth One, an all-in-one, battle tested system for Financial and Professional Services providers.
After 35 years in financial and professional services and business technology consulting, I know exactly what Financial and Professional Service business owners need to grow - and what they don't. Business Growth One gives you the essential tools without the complexity or bloat. Simplify, Integrate and Automate.
This isn't some generic CRM adapted for financial and professional services. The backend of Business Growth One is built by HighLevel, the second most popular CRM on the planet (the first is Salesforce, which is far too expensive for small to medium-sized firms).
The front end that you see, customized for Financial and Professional Services Pros, is built from the ground up by me and my team - someone who understands your business, your clients, and your desire to grow without the tech headaches."
~ Patrick Muldoon, CPA
Our 30-Day Money-Back Guarantee (No Questions Asked)
We're so confident Business Growth One will transform your practice that we offer an unconditional 30-day money-back guarantee.
Here's How It Works:
1. Purchase Business Growth One
2. We set everything up for you completely (7-14 days)
3. Use it actively for 30 days from your launch date
4. If you're not satisfied for any reason, email us within 30 days for a full refund
What's Refundable:
Your first month's subscription fee (full refund, no questions)
What's Not Refundable:
Setup fee (we've invested 10-20 hours personally configuring your system)
Why This Guarantee Matters:
► Most software companies make it hard to cancel, hold your data hostage, or hide behind complex terms. We don't play those games.
► Your data is YOURS. You can export everything anytime — contacts, campaign history, automation workflows, all of it. Even if you cancel, we give you full exports. No data hostage situation.
Our Philosophy:
► We'd rather earn your business every single month by delivering massive value than trap you in a contract you hate. If Business Growth One isn't the right fit for your practice, we want you to know that quickly and part as friends with no hard feelings.
► That's why we make it easy to cancel (10 days notice, keep access through end of billing period), easy to export your data (we help with this), and we never ask "why" in a way that pressures you.
> The Bottom Line: You're risking 30 days. We're risking 10-20 hours of setup work. That's how confident we are.
Why Financial & Professional Services Businesses Trust Business Growth Success:
Built by Patrick Muldoon, CPA (35+ years financial, systems, programming and technology experience)
Big 4 Accounting Background (PwC, Deloitte)
Enterprise-Grade Platform
Lifetime Updates and Support
30-Day Money-Back Guarantee
Charter Member Pricing (Limited to First 50)
Frequently Asked Questions: FAQs
Is there a contract?
No. Business Growth One is month-to-month. Cancel anytime with no penalty.
What is included in the setup fee?
Patrick personally configures your entire Business Growth One account including CRM, pipelines, workflows, automations, integrations, and branded templates. The setup fee is a one-time investment. The recurring monthly fee never includes setup charges again.
How long does setup take?
Your account is fully configured within 7 to 10 days of your onboarding call. Most clients have their first automation running within 5 business days.
Do I need technical skills to use it?
No. Patrick builds the system for you. After the training session, you use a dashboard designed to be operated by a Financial or Professional Services pro, not a marketing technician. If anything comes up just contact us - we are always here to help.
What happens to my existing tools and contacts?
Your existing contacts can be imported into Business Growth One during setup. Most clients switch from their existing tools over 2 to 4 weeks as their Business Growth One account is configured. You are never forced to cancel everything on day one.
What does Charter Member pricing include that regular pricing does not?
Charter Member pricing reduces your one-time setup fee from $1,600 to $800. Your monthly fee of $299 is identical to what all clients pay. Charter Member spots are limited to the first 50 clients - once those spots are filled the setup fee returns to $1,600.
Can I use my Business Growth 360° Diagnostic credit toward my setup fee?
Yes.
If you purchased Business Growth One within 30 days of your Business Growth 360° Diagnostic purchase, your $300 investment credits 100% against your setup fee, $300, reducing your Charter setup from $800 to $500.
What makes Business Growth One different from other CRM and marketing platforms?
The answer is that Business Growth One is the only business growth system of its kind built exclusively for Financial and Professional Services business owners with done-for-you setup and ongoing support from a CPA who has worked inside financial and professional services businesses for 35+ years. Most platforms are generic tools you configure yourself. Business Growth One is pre-built for your practice and Patrick handles the setup personally.
Is my data secure?
Yes, definitely!
Business Growth One runs on enterprise-grade infrastructure with AES-256 encryption.
[For the more technically savvy: Business Growth One provides robust data security, featuring SOC 2 Type II certification, AES-256 encryption at rest, and TLS 1.2/1.3 encryption in transit. The platform enforces data separation for multi-tenant SaaS, complies with GDPR and the EU-U.S. Data Privacy Framework, and offers optional HIPAA-compliant modules.]
Your client data, contact lists, and business information are yours permanently. If you ever cancel, your data exports are available to you in full.
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