Done-with-you LeadFlow System by Onedery
A LinkedIn-First Webinar Lead System Built to Run on Autopilot
Generate better leads, educate CEOs, and become a thought leader, with an always-on growth engine.
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 creating new leads
4.
Automation
nurtures leads, sequences follow-ups, and books meetings
5.
Thought Leadership
content is reused from webinars for social media engagement
LeadFlow combines prospecting, webinars, AI assessments, and CRM automation so Business Brokers spend time advising, not chasing leads.
Meet the Team
Onedery is led by a hands-on leadership team with deep experience in CRM architecture, automation, and go-to-market strategy. From designing, implementing, and supporting every system, we're ensuring quality, consistency, and real-world usability. Onedery is firmly committed to white-glove support, meaning all work is performed in-house by trained Onedery professionals. We do not outsource implementation, automation, or support.
Geoff Chaney
Founding Partner & CEO
Hunter Jones
Partner & CRO
Brittney Nicholson
Social Media Manager
Compare:
Build VS Buy
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 CRM Command Center
Fully configured Onedery CRM snapshot, purpose-built for Fractional CFO workflows.
This eliminates setup complexity and accelerates your path to results.
AI 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 will see:
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 Smart Funnel App
You receive a fully branded Financial Health Assessment or Business Valuation 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
Design Collateral & 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 short credibility snippets, extract quotes and static images to feed your social channels each month.
Branded social media static images with written copy
Promotional assets for your webinar
Short form reels, stories and landscape format videos
Note: Social media services are billed separately from the LeadFlow system and subject to a separate service agreement.
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 while overseeing the whole process.
TESTIMONIAL
Mark Douglas
Area President, FocusCFO
LeadFlow is everything a modern business professional needs to stand out, scale a pipeline, and convert 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: Apply to become the next LeadFlow expert! Space is limited to ensure each client get's adequate care and support during their onboarding phase.
Pricing Transparancy
The Best B2B Strategy for 2026
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