We know the industry

Referrals are not a system.

Trust offices live on trust — and that's exactly why on referrals. Referrals are unpredictable, unsteerable and not forecastable. We build the system around it.

01

Unpredictable

Sometimes three inquiries, sometimes none for months — staff planning becomes a lottery instead of a strategy.

02

Wrong mandates

Referrals often bring small mandates. You want SMBs with substance, growth and follow-up business.

03

Sales pressure

You're a trustee, not a salesperson. Doing cold acquisition yourself costs time, nerves and mandates.

04

Client switching barrier

SMBs rarely change trustees — if they do, then after a clear trigger. We hit the right moment.

Our system

How we build your pipeline.

Paid reach + automated outreach + sharp CRM. You get client meetings in the calendar — not lead lists.

01

Market targeting

Ideal client defined (industry, revenue, complexity) — precise targeting around that.

02

Google + LinkedIn

Search campaigns for active searchers, LinkedIn sequences for proactive acquisition with owners.

03

AI qualification

Clear before the first call: industry, revenue, pain point. You only talk to matching inquiries.

04

Meeting in the calendar

Inquiries book directly. Automatic reminder. No ping-pong, no no-shows.

Who we build for

Built for firms that advise — not sell.

Our system suits fiduciary mandates that live on trust and substance. If you recognise yourself here, the conversation is worth it.

Owner-led fiduciary firms

Established firms that today grow almost entirely by referral and finally want a steerable channel for new SMB mandates.

Tax advisory & accounting

Practices focused on tax, year-end accounts and payroll — enquiries from SMBs with genuine need instead of price comparers.

Auditors & reviewers

Audit and review mandates that need discreet, serious acquisition — fitting the profession, without loud marketing.

Growing fiduciary teams

Teams that must keep new hires busy with mandates and need a predictable inflow — instead of reactively waiting for referrals.

From practice

A trust office, one quarter,
predictable mandate intake.

Anonymized excerpt — for discretion reasons we name no clients and no fabricated numbers.

Starting point

Established trust office in German-speaking Switzerland, about a dozen employees. Growth stagnated — new mandates exclusively via referrals. No steerable acquisition channel.

Implementation

Definition of target client (SMB with substance, industry-specific), Google Search + LinkedIn sequences for owners, AI pre-qualification, automated meeting booking.

Result

Within one quarter stable inquiry frequency, significantly higher mandate substance, predictable initial meetings. The owners could for the first time decide strategically about capacity — not reactively.

A

"Finally predictable inquiries and clients that really fit."

Adrian — Owner, Trustee & Tax

In 6 steps

From analysis to scaling.

A clear, repeatable process — from the first conversation to a running, optimised channel.

1

Analysis

Market, target mandate, positioning and capacity — we check whether the method fits your firm.

2

Setup

Landing page, conversion tracking, CRM connection and lead notifications set up.

3

Campaign launch

Ad variants live on the right channels, cleanly measured from the first click.

4

Lead generation

Enquiries are AI pre-qualified and book a meeting directly into your calendar.

5

Optimisation

Weekly review of CPL, booking and show rate — we shift budget toward what works.

6

Scaling

What works gets expanded: more channels, more budget, more predictable first meetings.

Packages & investment

Three ways to grow predictably.

Every package starts with a 60-day pilot. After that it moves to a fixed monthly follow-on contract. A transparent cost structure — you see where every franc goes.

Start

CHF 4'000 / 60-day pilot

The clean entry into a predictable channel.

1 advertising channel
Landing page
Conversion tracking
Lead notifications
3 ad variants
Weekly reporting

Cost structure: Setup CHF 1'500 · Ads CHF 1'500 · Management CHF 1'000
Follow-on: CHF 1'650 / month

Choose Start

Popular

Growth

CHF 8'000 / 60-day pilot

More channels, more qualification, more meetings.

2 advertising channels
2 landing pages
Server-side tracking
6 ad variants
Lead qualification
Calendar integration

Cost structure: Setup CHF 2'500 · Ads CHF 3'000 · Management CHF 2'500
Follow-on: CHF 2'750 / month

Choose Growth →

Scale

CHF 20'000 / 60-day pilot

Multi-channel growth with full attribution.

Multi-channel: Meta, Google & LinkedIn
CRM integration
Attribution
Funnel optimisation
10+ ad variants
Daily optimisation

Cost structure: Setup CHF 6'500 · Ads CHF 10'000 · Management CHF 3'500
Follow-on: CHF 6'850 / month

Choose Scale

All prices excl. VAT. The advertising budget flows entirely into your reach. Not sure which package fits?

DSG & professional image

Discreet, data-protection compliant,
trustee-appropriate.

We know the duty of confidentiality and the professional image of the trustee industry. No loud marketing, no questionable promises, no data leak.

How we work

Swiss data hosting wherever technically possible (revDSG compliant)
Factual communication of areas of activity — no comparative advertising
NDA and clear data protection agreement standard
No hard-sell, no discount promotions, no success guarantees

What we deliberately don't do

No sensational advertising, no tabloid style
No promises of tax savings or mandate success
No client lists, no identifiable references without release
No tools that send client data unprotected through foreign clouds

ⓘ Advertising materials are coordinated with you before publication. Professional responsibility remains with the trust office.

Frequently asked

What fiduciaries ask most often.

Is this compatible with the duty of confidentiality and the revFADP?

Yes. We communicate your areas of activity factually, without using client data and without questionable promises. We work with Swiss data hosting wherever possible (revFADP-compliant), an NDA and a clear data-protection agreement as standard — professional responsibility stays with you, we provide the discreet framework.

How quickly are first qualified enquiries realistic?

After setup (landing page, tracking, campaigns), the first ads usually go live within the first two weeks. First pre-qualified meetings are typically realistic within the first month of the pilot — the frequency stabilises over the 60 days.

Do I get leads or real meetings?

Meetings. Enquiries are AI pre-qualified (industry, revenue, trigger) and book directly into your calendar — with automatic reminders. You only speak with SMBs that fit your firm, instead of cold-calling lists.

What's included in the price — and what is ad budget?

The cost structure is transparently split per package into setup, ads and management. The ad budget flows 100% into your reach on Google, LinkedIn or Meta. Setup and management cover build, support and optimisation.

What happens after the 60-day pilot?

The pilot shows whether the channel works for your firm. If it does, it moves seamlessly into a fixed monthly follow-on contract (Start CHF 1'650, Growth CHF 2'750, Scale CHF 6'850 per month) — with no new setup, ongoing optimisation and scaling.

Who owns the data, campaigns and CRM?

You do. Ad accounts, tracking and the contacts you win run on your structures. We work with Swiss data hosting wherever possible, an NDA and a clear data-protection agreement as standard.

Next step

Let's talk concretely about your trust office.

30 minutes. We look at your market, your target clients and your capacity — and tell you honestly whether our method fits.

Book strategy call →

Let's talk.
30 minutes.

We check whether your market supports our method. If not, we'll tell you.

Book strategy call →

Mandates that want to buy.Not ones that just ask questions.