Referrals built your firm. They will not scale it.
A complete acquisition system for advisory finance professionals. Choose a niche, research real prospects, send outreach you have reviewed, and track every follow-up in one disciplined workflow.
The Assistant drafts research and outreach at every stage. You review and send.
Not ready? Read Brief One for free — a practical field brief on identifying your ideal clients.
Working documents, not marketing decoration.
Every file exists to move a real prospect one stage forward. Here are three of them.
Targets, actuals, and status for every campaign.
The workbook tracks prospects researched, touches sent, replies, calls, and proposals against working targets, so you always know where deals stall and what to do next.
XLSX · CRM + metrics
Prompts, scripts, and worked examples for every stage.
Initial emails, LinkedIn sequences, and discovery questions written for finance conversations. Fill in your niche and prospect research; nothing generic goes out.
DOCX · 10 modules
Each stage ends with a review step.
Objectives, steps, a worked example, and the common mistake to avoid, one card per stage. The Assistant drafts the work; you decide what is sent.
PDF · stage-by-stageSix stages. One pipeline.
Every campaign moves a prospect through the same six stages. The workbook records where each contact sits, so you always know what to do next and where deals stall.
Score your niches, define the client profile, and pick the trigger events you will watch for.
In the workbook: Rank niches by fit and record your target profile in the scoring tab.
Build a qualified list and gather the context that makes outreach specific.
In the workbook: Log each prospect with the signal that makes them worth a message.
Send a first message that earns a reply, reviewed by you before it goes out.
In the workbook: Draft from the script library, review, and mark the touch as sent.
Work a disciplined sequence so interested prospects are never dropped.
In the workbook: Set the next follow-up date so no thread goes cold.
Prepare, run, and score the call using a consistent qualification format.
In the workbook: Mark the call booked and record the outcome on the prospect row.
Send the proposal, follow up on a schedule, and close or recycle the lead.
In the workbook: Track proposal status until the deal closes or recycles.
The Assistant drafts. You decide.
The system includes the setup that runs the Client Acquisition Assistant inside ChatGPT, Claude, or Gemini. It prepares the work at each stage. It does not act on it.
The Assistant drafts
Niche scoring, prospect research, outreach options, follow-up notes, next actions.
You review
You read it, edit it, approve it, or trash it. Nothing moves without this step.
You send
From your email or LinkedIn, under your name, on your schedule.
“I use only public or user-provided information and create drafts for your review. I never send messages or make promises about results.”
The Assistant's own instructions, verbatim. Five modes are included: Strategist, Researcher, Copywriter, Sales coach, CRM assistant. Plain-text setup, no new software.
Built for operators, not shortcuts.
Most tools in this market sell speed. This one keeps you in control. Four rules sit in every file.
Built by an operator, not an agency.
Advisory Fieldbook is produced by Guildyard LLC, founded by Mike Green, who has built operating systems and support processes with executive teams since 2001, working alongside major software development studios and billion-dollar franchises.
Client acquisition is a process problem before it is an accounting one. This system applies that discipline to the work of finding and winning advisory clients.
Fourteen files, bound as one system.
Questions before you buy? Read the FAQ.
The Client Acquisition System
Fourteen working files: guides, workbook, reference library, worked examples, review guardrails, and the Assistant setup that runs it all inside your preferred AI tool, such as ChatGPT, Claude, or Gemini. Built for disciplined, human-reviewed outreach campaigns.
Digital download · Secure checkout via Shopify · PDF, DOCX, and XLSX formats
- 3 core guides, campaign workbook, reference library
- The Assistant, set up in your preferred AI tool
- Instant delivery, no subscription
- Human-review guardrails built into every stage
Start with Brief One.
A free seven-page field brief on identifying your ideal clients — including eight observable trigger events and a one-page ICP worksheet.
Read Brief One for freeNiche packs, when you want to go deeper.
Once the core system is working, these optional packs add ready-to-adapt campaigns for a single industry. Each one plugs into the workflow you already own, built the same way: research angles, outreach scripts, and worked examples, tuned to one niche.
No need to decide now. These are here when a niche is worth the extra depth.