Scaling a Remote Buyer’s Agency Is a Different Game

Running a buyer’s agency that sells to investors fully remote is fundamentally different to a traditional face-to-face, referral-driven local BA business.  You’re not selling one-off transactions. You’re selling a high-ticket advisory vehicle built on strategy, trust, and long-term outcomes — often to investors you may never meet in person. If you want repeat clients, referrals, and long-term lifetime value, this has to be built the right way from day one. Scaling in this model isn’t just about adding more leads.  It’s about building a deliberate sales function: the right funnel, the right pre-frame, the right conversations, and the right team structure at each stage of revenue. 

Below is the proven three-phase growth framework we use to help investor-focused buyer’s agencies scale from $0 to $500K+ per month, without breaking conversion, reputation, or delivery quality. Each phase outlines what your funnel, tech stack, sales team, and education engine (webinars and Q&As) should look like — and just as importantly, what shouldn’t be built yet.  This is a do-it-with-you model, where the sales operation is designed and guided intentionally, as if it were our own — built to scale like a high-ticket business, not a local service firm. 

What this phase is about
Creating demand and validating the sales motion while the core funnel is still being built. The priority is signal, trust, and momentum — not automation. 

Funnel 

• Core sales funnel in development (application → call flow evolving) 
• Homework page introduced early but not yet locked in 
• Manual qualification and tight calendar control 
• Messaging refined weekly based on live investor conversations 

Sales 

• Founder-led sales or 1 hybrid closer 
• Discovery and strategy scripts being refined 
• Objections surfaced and documented in real time 
• Pricing and positioning validated through live closes 

Webinars / Q&As 

• Webinars used as the fastest way to close early deals 
• Live education builds trust and compresses decision time 
• Webinar insights feed directly into script and homework development 

Tech / Ops 

• CRM being setup with the right automations  
• Manual follow-ups and reminders 
• Call recording and weekly reviews 
• Use Core metrics only/basic KPI’s 

What this phase is about
Locking in what works, reducing founder dependency, and increasing throughput while protecting client experience. 

Funnel 

• Homework page now proven and locked in (90–95%) 
• Refined surveys and application logic 
• Stronger pre-frame before strategy calls 
• Multiple lead sources feeding one core funnel 

Sales 

• Transition to 1 setter + 1 closer 
• Closer may still operate in a hybrid capacity initially 
• Setter manages inbound qualification and some DM setting via socials 
• Clear handoffs between discovery and strategy calls 

Webinars / Q&As 

• Regular Q&As introduced to lift conversion rates 
• Leads close faster due to stronger education and pre-framing 
• Q&A insights continually refine scripts and positioning 

Tech / Ops 

• CRM automations for reminders, no-shows, cancellations and follow-ups 
• Homework completion tracking 
• Call scoring and daily end of day review cadence 
• Dashboards for pipeline, conversion, and revenue