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Referral resources

Essentials, Advisory & Solutions

Client Journey/CFE Value
Access Granted to AMA

AmpliFi: Our client journey and the potential for big rewards

AmpliFi: Low Cost/High Value Entry with CFE

Make sure you've downloaded the "Getting Started" guide to learn how to get earning today and check out our typical Client Journey to best understand your lifetime passive income potential.

Our lowest cost monthly subscription service (CFEB or Chief Financial Essentials Basic) provides a punch at just $99. Our This entry into AmpliFi provides the best opportunity for a successful, low risk referral. Our next level of service (CFE or Chief Financial Essentials) is $399 for weekly meetings of 1:1 time with a CFO. We have the perfect fit for anyone and your referrals will lead into a lucrative lifecycle of recurring rewards for you. You recommend the simple service - we build the relationship and trust and organically grow the service based on the best fit and need.  


AmpliFi: Who We Are & What We Do 

9-page document unpacking the value of AmpliFi Advisory, Analysis and Access. Our model allows business owners to access the knowledge and experience of financial experts, without the cost or stress of sourcing, training, managing, and retaining a full-time employee. This service model is also flexible, as leaders can hire financial experts on whatever fixed or hourly basis that best fits their business needs.

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Who We Ar 9-pager

AmpliFi:  Collective Offerings

It’s hard to say no to pricing that makes C-suite-level expertise accessible to everyone from a yet-to-begin solopreneur to a well-seasoned venture veteran who wants to talk through strategic exit planning.

AmpliFi:  Value Flywheel

Overall, because AmpliFi offers businesses the flexibility and expertise they need to realize transformative actions while managing general financial operations without the cost and commitment of hiring full-time staff, businesses can focus on their core operations and achieve big-vision goals.

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Collective Offeings
Value Flywheel
CFE Weekly
CFE 1-Pager
ERC Opportunity

AmpliFi: Essentials Vs Advisory

While any client may enter AmpliFi through a low cost, no risk service like Chief Financial Essentials, Chief Financial Advisory (CFA) is a  robust subscription offering that a large percentage of our leads will convert into upon further discovery of their business mission, vision and goals. 

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CFE VS CFA Infograph

AmpliFi: Optimize Your Referrals

Level up your referral rewards by also becoming an ERC Referral partner. With a minimum payout of $1,000 with each qualified referral, this service is ripe with opportunity while it lasts. 

AmpliFi: Client and Service Types

Client and Sevice Types

This PDF Download provides detail on client type and matches them with the best fit service. Our clients' level of financial literacy, time investment, business acumen and goal-hunger will impact the AmpliFi service journey. 

Copy & Paste: Messaging Templates

Text and Talk Templtes

Check out the messages you can copy and paste or use in person to start earning today!

Copy & Pasteables for You

Informal Texting or Chat

  1. Hey there! Just wanted to reach out and say that I'm loving the hustle you've got going on. I think it's awesome how you're taking charge and building your own thing. Have you considered getting any strategic advice to take your business to the next level?

  2. Yo! Hope you're doing well. I wanted to drop a quick message and let you know about an amazing opportunity to level up your biz. I'm talking about getting some 1:1 CFO support for a low monthly fee. Just $99. It's seriously a game-changer.

  3. Hey friend, just wanted to share something that might be of interest to you. You're working hard to make your dreams a reality, so why not get some expert financial guidance to help you get there even faster? Trust me, it's worth it. Let me know if you want more info.

Informal Text

Informal in Person

So I just recently discovered this CFO subscription service - it's perfect for small business owners who need some financial guidance, but don't have the budget to hire a full-time CFO. For just $99 a month, you can have access to a professional CFO who will meet with you monthly to discuss your finances and help you make decisions. And if you're really busy and need more frequent support, you can upgrade to a weekly session for just $399. It's a no-brainer, really. Want to hear more about it?

Informal In-Person
Informal Online

Informal Online Group

  1. Hey everyone! Do you feel like you need a CFO but don't want to shell out big bucks for one? AmpliFi has a 1:1 CFO meeting no contract service that’s perfect for just $99 a month. You get monthly meetings with a CFO who will help you navigate the ups and downs.

  2. I know running a small business can be tough, but you don't have to do it alone. AmpliFi has a weekly CFO meeting subscription that’s just $399 a month. You get a dedicated CFO who will help you level up your game. As a solopreneur I never thought I could get time with a CFO – but this is well within my budget. Maybe yours too?

  3. Hey there small business rockstars! Are you ready to take your business to the next level? There’s 1:1 CFO time that can help you work smarter. With monthly meetings for just $99 a month, you'll have a dedicated CFO by your side to help you navigate any challenges and seize every opportunity. It’s a game changer.



Message #1

Hey [Name], I hope this message finds you well!

I wanted to let you know about a great opportunity to level up your small business or startup.

I recently became familiar with a fantastic CFO subscription service that offers affordable, no-contract monthly meetings for just $99 or a dedicated weekly CFO for $399. It's a game-changer for small business and I thought you might find it useful too.

They offer personalized financial advice and guidance that's tailored to your specific needs and goals, and the best part is that there's no long-term commitment required.

If you're interested, let me know and I can connect you with the right person to learn more. I hope you have a great day!



[Your Name]

Message #2

Hey [Prospect], just wanted to check in and see if you had any questions or concerns about the CFO service I shared with you. I completely understand if it's not the right fit for you right now, but I wanted to make sure you had all the information you need to make an informed decision. Let me know if you want to chat further, I'm always here to help.

Business Coach/Consultant recommending financial guidance from the experts:

Dear _____,

I wanted to take a moment to recommend a valuable resource for your business that I believe can greatly benefit your financial management. The AmpliFi CFO subscription service offers monthly or weekly meetings with a dedicated CFO to provide expert guidance and support on financial matters.

By utilizing this service, you can gain a deeper understanding of your financials and make more informed decisions to drive the success of your business. The flexible and customizable approach allows you to go at your own pace and address specific issues as they arise.

I highly recommend considering this service as an addition to your financial management strategy. If you're interested in learning more, I can provide additional information or connect you with a representative to discuss further.


Best regards,

[Your Name]


From Mentor/Seasoned Leader:

I’ve come across numerous entrepreneurs struggling with financial issues. As much as business owners should focus on growing their company, it's just as important to have a clear financial picture to understand the health of the company. That's why I always recommend financial advisory from a CFO to any entrepreneur I talk to.

Having a CFO on board not only helps with financial decision-making but also adds value in providing critical insights to drive the business forward. It's like having a financial partner who will guide you through the twists and turns of your entrepreneurial journey. And with a recurring service, consistency is absolute. 

I highly recommend getting regular, trustworthy time with a CFO - someone who can counsel and coach your cash strategically.

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