AFAR VANTAGE

Qualify new leads before the first call.

A guided intake asks about revenue, team size, and business challenges, shows an ROI estimate, then collects contact details. Growth adds booking routes based on your agency’s fit rules.

See how it works ↓
GOOGLE SHEETSGMAILSLACK
SAMPLE WORKSPACE
vantage command centerSAMPLE

EXAMPLE WORKSPACE

Lead overview

MJ

Qualifier

3 questionsRevenue · team · challenge

Core handoff

3 toolsSheets · Gmail · Slack

Growth

2 add-onsGrowth · configured booking
Core handoffExample flow
Google SheetsLead record
GmailAudit email
SlackOwner alert

A clearer intake process for
fractional CFO firms.

01

Qualify before collecting contact details

Start with revenue, team size, and business challenge. Then show an ROI estimate before asking for contact details.

Guided intake
02

Keep lead details together

Each submission is added to Google Sheets, with an audit email sent to the lead through Gmail and a notification sent to the agency owner in Slack.

Sheets · Gmail · Slack
03

Configure booking routes

Growth uses your agency’s fit rules to route qualified leads to the right booking path after submission.

Growth · smart booking

From first answer to team handoff

Follow the lead through qualification, the ROI calculator, contact details, and the Core handoff to Slack, Google Sheets, and Gmail.

Concept walkthrough · example records and figures, not client results.

Start with fit, then estimate the opportunity.

The lead answers three qualification questions, reviews an ROI estimate, and shares contact details.

  • Revenue, team size, and business challenge
  • An ROI estimate before contact details
  • One guided intake sequence
3 + 2questions and intake steps

STEP 1 OF 3

Build your CFO audit

Engagement Qualifier

Tell us a little about where your business is today.

Annual revenue
Team size
Primary financial challenge
Qualifier · 1 of 8

Estimate your firm's
manual intake costs

Adjust the lead volume and retainer value to estimate the time spent reviewing inquiries by hand.

Estimated time reclaimed18 hrs/mo

Estimated annual value of $54,000 based on the hourly rate you select.

Estimated pipeline impact$60,000 per year

Illustrative estimate based on the assumptions shown below. Actual results depend on your lead volume and conversion rate.

Monthly Inbound Inquiries50
Average CFO Retainer ($/month)$5,000
Managing Partner Hourly Value$250/hr

Estimates assume 21 minutes of manual work per lead and a 2% loss from delayed follow-up. Change the inputs to fit your firm.

Choose the right level of support

Core covers qualification and lead handoff. Growth adds Apollo enrichment and smart booking.

Core System01

$5,000 Setup$1,050 / month, managed infrastructure SLA

For fractional CFO firms starting with a clear intake flow.

  • ✓Lead qualification, ROI estimate, and contact form
  • ✓Lead tracking in Google Sheets
  • ✓Lead audit email through Gmail
  • ✓Owner notification in Slack
  • ✓Managed hosting and ongoing support
RECOMMENDED
Growth System02

$6,500 Setup$1,550 / month, managed infrastructure SLA

For agencies ready to add enrichment and booking.

  • ✓Everything in Core, plus:
  • ✓Apollo lead enrichment
  • ✓Smart booking for qualified leads
  • ✓Managed hosting and ongoing support

What does the Managed SLA cover?

Both packages include ongoing support for the intake workflow. We can adjust qualification rules as your agency’s needs change.

Frequently Asked Questions

What each package includes and how the lead handoff works.