DWY LeadFlow System by Onedery
Attract more leads in 30 days while scaling your advisory practice on LinkedIn.
Generate better leads, educate CEOs, and become a thought leader, with an always-on growth engine.
LeadFlow combines prospecting, webinars, AI assessments, and CRM automation so Fractional CFOs spend time advising — not chasing leads.
The Ultimate LinkedIn Strategy System
How It Works.
Start
Onboarding strategy meeting to identify ICP, setup CRM & LinkSynced systems
1.
Activate LinkedIn outreach targeting 500 new prospects each month with invites to next webinar
2.
Conversations
and registrations route into a centralized CRM for tracking and qualification
3.
Webinars & Assessments
educate prospects and qualify interest while becoming new leads
4.
Automation
nurtures leads, sequences follow-ups, and books meetings
5.
Thought Leadership
content is generated from webinars for social engagement
Each tool delivers value on its own, but when connected they create a repeatable,
scalable client acquisition and nurturing machine built specifically for Fractional CFOs.
What clients are saying
"Loved everything so far"
"LeadForge removed our manual outreach and doubled meaningful meetings in 45 days." - CFO Review
"Saves me so much time!"
"Automates all the things I SHOULD be doing, but don't have time for." - Reviewer
"Highly recommend this"
"LinkedIn automations delivered pipeline growth every week." - Reviewer
Compare
Doing It Yourself
CRM
LinkedIn Automation
Webinar System
Video Tools
AI Financial Health Funnel
Graphic Design
Social Media Management
$297/mo
$349/mo
$197/mo
$50/mo
$50/mo
$100/mo
$500-$1000/mo
Total Monthly Cost: $1543-$2043/mo
*setup fees not included
Done-With-Onedery
Onedery CRM
LinkedIn Automation
Webinar System
Video Tools
AI Financial Health Funnel
Graphic Design
Social Media Management
Included
Included
Included
Included
Included
Included
Optional $500/mo
Total Monthly Cost: $597-$997/mo
*Setup fee not included
Best-of-breed technology stack, setup and optimized for you!
Your Fractional CFO Command Center
Fully configured Onedery CRM snapshot, purpose-built for Fractional CFO workflows.
This eliminates setup complexity and accelerates your path to results.
AI Voice & Chat Bot Assembly
Intelligent agents that pre-qualify prospects, answer questions, follow up automatically, and ensure no opportunity slips through the cracks.Lead Opportunity Pipelines
Purpose-built pipelines for prospects, assessments, webinars, outreach, and active clients—giving you complete visibility across your deal flow.Video Landing Pages & Review Tools
High-impact pages for authority videos, webinars, and assessments, plus tools to collect and showcase client testimonials.
Professionally-Built Email & SMS Campaigns
Messaging designed for outreach, follow-up, assessments, webinar promotion, and conversion.Calendar Booking Automation
Integrated booking with automated reminders, confirmations, and no-show recovery sequences.LinkedIn & Webinar Drip Campaigns
Complete nurture sequences for LinkedIn-sourced leads and webinar registrants.
Before the First Call Ever Happens
Become the Obvious Authority
LeadFlow positions you as a trusted financial authority before a prospect ever speaks with you. Prospects encounter:
Educational content that reframes how they think about financial health
Structured insights that surface risks, blind spots, and opportunities
Clear signals that you operate at a strategic, executive level
High-Value Lead Magnet + Qualification Tool
Custom Branded Financial Health Assessment App
You receive a fully branded Financial Health Assessment App modeled after our proven framework.
Prospects complete a guided questionnaire and instantly receive a financial assessment, while you receive a highly qualified lead.
Warm, motivated prospects
Clear insight into business challenges and readiness
Automatic CRM workflows and follow-up
A powerful authority-building lead magnet
This tool can be used across LinkedIn, email campaigns, webinars, ads, and your website—turning cold traffic into informed conversations.
Always-On Education and Authority
DFY Long-Term Follow-Up & Marketing Sequences
LeadFlow includes a fully built long-term follow-up system designed to educate CEOs and steadily move qualified prospects toward action.
A 12-email educational drip campaign guiding prospects toward completing the Financial Health Assessment
Executive-level messaging focused on financial posture, risk awareness, and decision readiness
Branded social media ads for promoting your webinars and Lead Assessment Funnel
All sequences are fully automated inside the CRM—delivering consistency without manual effort.
content copy and posting
DFY Social Media Posting
Each webinar becomes a content source. Our US based social media team will post your full webinars to Youtube, then rip them into 30 second credibility snippets for LinkedIn, and them extract quotes and static images to feed your social channels each month.
Branded social media ads for promoting your webinars and Lead Assessment Funnel
Branded social media ads for promoting your webinars and Lead Assessment Funnel
Branded social media ads for promoting your webinars and Lead Assessment Funnel
Setup - TRAINING - support - RESOURCES
White-Glove Experience
from Day One
Onedery delivers a structured onboarding experience that sets the tone for the entire relationship.
We build the system, write the copy, train you on executing and oversee the whole process.
TESTIMONIAL
Mark Douglas
Helping Businesses Get Their Financial House In Order | Area President, FocusCFO
FEATURES COMPARISON
LeadFlow is everything a modern Fractional CFO needs to stand out, scale a pipeline, and convert more deals in a competitive market.
From automated outreach and CRM intelligence to webinars, financial assessments,
and client success automation this system is engineered to deliver consistent, measurable growth.
Next Step: Book your strategy call and see how LeadFlow works for your practice.
Chat Widget Setup
Missed-Call-Text-Back
Calendar & Booking Widget
READY TO TALK? WE ARE!
Schedule a Consultation Today!
Before we quote you a price, we want to understand your needs. Your business is unique and our goal is to build the right system and solutions for you.
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