ErikJul 2026
Signed an accounting firm on a $2,000 monthly retainer for client re-engagement and upsell.
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Finance & Accounting
13 documented ROYA member posts in finance & accounting. Every one is transcribed from the original community post and links back to it.
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Everything else in finance & accounting
ScottOct 2024
Wasn't that sure this could be done.... Just landed a business credit brokers ... Their second to top sales rep and I have agreed a deal for 50% commission.
ROYA memberJan 2025
A first coffee date with a US brokerage: nervous going in, delivered the demo, asked for and held 50%.
I was nervous beforehand but guess what... he's just a regular guy like you or me... When he asked about percentage commission I just straight up said 50% which he gasped at - I know what this is worth to them so stuck to my guns.
ROYA memberFeb 2024
Reverse-pitched an accountant who had cold-pitched him on LinkedIn, and agreed terms.
ROYA memberJun 2024
Signed a personal finance company on a fully performance-based deal averaging $2,700 per commission against 6,000 leads.
I realized I'm not pushing hard enough after impressive demos. Anyway got tough with one company and they are in. 100% performance based with a personal finance company. The average commission is around $2700.
ROYA memberOct 2023
Closed a first client at $5,000 up front plus $250 per appointment, after two years in Flexxable without closing anything and with no relevant industry background.
I've been in Flexxable since 2021 and I hadn't closed a single client in the traditional sense. I'm 29 and I come from a performing arts background so every niche meant nothing to me. ... I just sold that Financial Advisor on a…
ROYA memberMar 2024
Signed a debt settlement company on $200 per closed deal against 1,600 leads aged one to six months.
Took a lot longer than I wanted but was able to get the agreement signed. ... Niche: Debt Settlement, Offer: DBR, 1600 leads ranging between 1-6 months old, $200 per closed deal
ROYA memberOct 2024
Landed a business credit broker on a 50% commission split.
Just landed a business credit brokers ... Their second to top sales rep and I have agreed a deal for 50% commission.
ROYA memberMay 2024
Landed a debt relief client from pure cold outreach at 2.5% of debt settled, plus a $200 setup fee.
ROYA memberFeb 2024
Started my cold email campaign 10 days ago. I checked it once a day. And today I got my first interested lead. The campaign ran for 8 days.
ROYA memberApr 2024
They only have about 300 leads right now but they charge roughly $1000 for their services. It's for a Credit Repair company ... We are going to do a 50-50 split.
ROYA memberDec 2023
A partner-sourced introduction produced a meeting with a multi-location tax firm holding 3,000 past clients.
reach out to your network and find someone who is in need of leads ... You line up the meetings, I close 'em, I teach you what I know about this 'Ai S***' and we split the profits 50/50
AvaJul 2026
Held a coffee date with a financial advisor whose business buys tens of thousands of leads at a time.
They purchase 10's of thousands of leads at a time. ... I have calculated I think conservatively $2,700,000
Does the niche actually matter?
Less than people expect. One member landed deals with large French companies across six different niches from a single cold email template, on one criterion: the business had to be buying leads or generating its own. If that's true of your market, the database is there.
See all niches →Two ways to go from here
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