• Advisory Fieldbook Client Acquisition Dashboard on a desk with the AFB notebook
  • Reference Library image showing ten Advisory Fieldbook guide covers for operating a disciplined client acquisition system.
  • Start Here worksheet from The Client Acquisition System.
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The complete core system

The Client Acquisition System

$299.00 USD
$299.00 USD
Sale Sold out

Most tools in this market sell shortcuts. This one sells discipline.

A six-stage client acquisition system for fractional CFOs, CAS firms, and advisory bookkeepers who want a disciplined, repeatable path to higher-value advisory clients.

It works alongside the CRM you already use, or on its own with the included workbook if you do not have one.

Instant download. One-time purchase. Customer support is available if you need it.

Questions before you buy? Read the FAQ.

After checkout

What happens after purchase

You receive the Client Acquisition System Edition 1.1 Core Buyer Package as an instant ZIP download. The package includes PDF guides, an editable workbook, reference files, examples, and Assistant setup instructions.

  1. First 5 minutes: Download the ZIP, open the Start Here Guide, and choose your path.
  2. First 20 minutes: Review the six-stage workflow and decide which niche or prospect list you will use first.
  3. First hour: Open the workbook, score your first prospects, and use the Assistant instructions to draft the first reviewed outreach angle.

Built for firms that want a repeatable motion.

Use the system to choose a niche, research prospects, draft reviewed messages, manage follow-up, run discovery, and frame proposals. It is not a lead list, not automated sending, and not a promise of outcomes.

Choose it if

  • You sell advisory, CFO, CAS, or bookkeeping work.
  • You need a repeatable path beyond referrals.
  • You want public-signal research before outreach.
  • You will review and send every message yourself.

Skip it if

  • You want a lead list or a scrape-and-send tool.
  • You need automated campaigns or guaranteed results.
  • You are not ready to define a narrow buyer niche.
  • You will not do the weekly follow-up work.

What is inside

All fourteen files

Four core deliverables

  1. Start Here GuideThe shortest path through the system and what to open first. PDF, 7 pages
  2. Implementation PlaybookThe operating sequence for niche, research, outreach, follow-up, discovery, and proposal work. PDF, 9 pages
  3. Worksheets and Message LibraryReview checklists, message structures, and reusable outreach patterns. PDF, 7 pages
  4. CRM and Campaign WorkbookTrack niches, score prospects, manage follow-up, and review campaign progress. Spreadsheet, multi-tab workbook

Ten module reference files

  1. Assistant Setup & Operating SOPInstall the acquisition assistant and operate it with clean professional boundaries. Reference file, about 4 pages
  2. ICP, Trigger Events & Market SelectionChoose the highest-signal niche and trigger events before building a list. Reference file, about 4 pages
  3. Prompt Workflow PlaybookUse the prompt workflows to research, draft, review, and improve campaign assets. Reference file, about 6 pages
  4. Outreach & Follow-Up LibraryDeploy reviewed outreach, follow-up, referral, and objection-handling scripts. Reference file, about 5 pages
  5. 30-Day Campaign Operating ManualRun the first campaign with a weekly cadence, metrics, and review cycle. Reference file, about 4 pages
  6. Discovery & Proposal Conversion GuidePrepare calls, qualify opportunities, and follow proposals to decision. Reference file, about 4 pages
  7. Compliance, QA & Professional Use GuideKeep research, messaging, and AI use inside safe professional boundaries. Reference file, about 3 pages
  8. Worked Campaign ExamplesFive complete niche campaigns, each written for its own market. Reference file, about 11 pages
  9. Worksheets, Templates & ExercisesComplete practical worksheets that turn strategy into ready-to-use campaign assets. Reference file, about 4 pages
  10. Before/After Messaging QA Swipe FileCompare weak vs strong messaging and run final QA before sending. Reference file, about 5 pages

WHO BUILT THIS

Produced by Guildyard LLC, founded by Mike Green. Mike has built operating systems and support processes with executive teams since 2001, collaborating with major software development studios and billion-dollar franchises. Advisory Fieldbook applies that discipline to client acquisition, which is a process problem before it is an accounting one.

Proof of workflow

A draft, before and after your edit.

A reviewed outreach draft, with the buyer edit marked.

Draft

Dr. Reyes,

I saw Northlake Pediatrics added two providers and evening appointments this quarter.

Original wordingbilling follow-up and cash-flow visibility are usually the first things to slip.
Buyer editprovider onboarding costs and appointment capacity are usually the first things to slip.

If you are looking at the finance side of the expansion, I can share the one-page checklist we use with growing practices. No call needed unless you want one.

Mike
Advisory Fieldbook

A draft. You edit it and send it yourself.

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.

Niche campaign packs are available separately after you have the core system.