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HUMMINGBIRD - BEI
A LinkedIn Prospecting service built for the financial service industry.
Business Owner Meetings… On Autopilot!
Business Exit Planning & LinkedIn
The Problem
Finding Owners at the Right Time is Hard.
  • Owners don’t raise their hand until it’s too late.
  • Traditional prospecting is broad, slow, and inefficient.
  • Advisors spend countless hours on LinkedIn or cold outreach with little ROI.
Why LinkedIn…
  • 1 Billion + Users: Biggest Database in the world. You can search, connect with anyone working anywhere.
  • Sales Navigator: Perfect filtering based off of LinkedIn Information. Communicate directly with Decision Makers.
  • Build your Network: Connection allows people to see your feed. Build a community of ideal prospects that you can drip to on your feed.
  • NO GATEKEEPERS: Communicate directly with business owners directly.
  • High Engagement: We average a 34% reply rate compared to email.
The Hummingbird Solution.
We Put Qualified Business Owners on Your Calendar.
  • Done-for-you LinkedIn prospecting & messaging.
  • Powered by Sales Navigator filters: target by company headcount, revenue, industry, tenure, location.
  • Campaigns refined with 40M+ data points from 2,500+ advisors.
  • You handle the conversations. We handle everything else.
Why Advisors Trust Us
Data-Driven Prospecting, Proven at Scale
  • 2,500+ advisors served
  • 40M+ data points collected
  • 34% average reply rate
  • 5–10 business owner meetings/month (avg. after 90 days)
HOW IT WORKS:
1
Identify IDEAL PROSPECTS - Sales Navigator.
2
CRAFT HIGH-CONVERTING LANGUAGE
3
Hummingbird connects and engages with prospects until they reply.
4
YOU MANAGE THE INBOX OF REPLIES
5
MONTHLY STRATEGY/SUPPORT CALLS - make changes to your campaign based on client feedback and data gathered compared to the HUMMINGBIRD DATABASE (2,500+ Financial Professionals)
Metrics
Our metrics are based on over 2,500 financial services professionals using Hummingbird.
We have gathered over 40 million data points that shape our averages.
GOOD ADVISORS with GOOD PROCESSES will convert.
Bad advisors will be bad in front of more people.
CLIENT RELATIONSHIP
Build a prospecting machine that you can consistently count on for idea meetings, without having to learn a new skillset.
Implementation & Gathering Data
Days 0-30
  • Connect Hummingbird
  • Launch First Campaign
  • Track 1st Month of Data
Optimize
Days 30-60/90
  • Review Data
  • Market Insights from what's working
  • Make campaign changes and list changes based on Client Feedback.
Scale
Days 60/90-120/150
  • Established a few profitable campaigns booking IDEAL PROSPECTS.
  • Run Ideal Prospects Through Sales Cycle
  • Review Best Practices
Repeat
Days 120/150-forever
  • First 2 clients closed.
  • ROI generated.
  • Export Data for retargeting.
  • Ongoing Support, if needed.
Pricing
Minimum 6 Month Commitment With All Package Pricing
Quarterly
$1,500
  • 1 Connected LinkedIn Profile
  • Average 8-10 approach calls a month (after 3 months)
  • 200+ New Connections With Ideal Prospects Each Month
  • DONE WITH YOU ONBOARDING
  • Monthly Support Calls With Our Hummingbird Team
Semi-Annual
$2,700
  • 1 Connected LinkedIn Profile
  • Average 8-10 approach calls a month (after 3 months)
  • 200+ New Connections With Ideal Prospects Each Month
  • DONE WITH YOU ONBOARDING
  • Monthly Support Calls With Our Hummingbird Team
Annual
$4,497
  • 1 Connected LinkedIn Profile
  • Average 8-10 approach calls a month (after 3 months)
  • 200+ New Connections With Ideal Prospects Each Month
  • DONE WITH YOU ONBOARDING
  • Monthly Support Calls With Our Hummingbird Team
Next steps
Sign Up
  • Fill Out Onboarding Form
  • Schedule Implementation Call
  • Ideal Client Form
Onboard
  • Set Up LinkedIn Sales Navigator
  • Attach Hummingbird
  • Craft List & Language
  • Gain Access To Resource Center
Grow
  • Automate & Execute
  • Monthly calls with our team to perfect campaigns.
  • Convert new business