(a) · Services

Marketing, AI and Business Development Solutions for IFA Firms

We build the systems that turn marketing activity into genuine enquiries, booked appointments and sustainable business growth — combining marketing expertise, intelligent technology, practical business experience and specialist development capability.

(b) The practice

Ten ways we compound your growth

Each service stands alone or combines into a complete done-for-you growth solution.

S01

Done-for-You Marketing Campaigns

We plan, create and manage targeted campaigns designed around your firm, your services and the clients you want to attract — strategy, targeting, messaging, advertising, creative, landing pages and follow-up, ready for your compliance approval process.

S02

Lead Generation and Capture Systems

Complete lead-capture journeys: landing pages, online forms, downloadable guides, assessments, appointment funnels, automated responses and CRM integrations, all built to reduce friction.

S03

Database Development and Reactivation

Your next client may already be in your database. We clean, segment and develop your data, then run targeted re-engagement campaigns that restart conversations and identify changed circumstances.

S04

Prospect Nurture Campaigns

Structured campaigns using educational emails, guides, webinars, videos, case studies, market updates and personalised follow-up, so your firm is the natural business to contact when advice is needed.

S05

AI-Integrated Lead Handling

AI-supported systems that engage new enquiries, gather preliminary information and guide prospects to the next step. Clear controls and escalation points keep regulated discussions with qualified people.

S06

Appointment-Booking and Conversion Systems

We improve the whole journey from first enquiry to booked appointment: response times, contact sequences, qualification, diary integration, reminders, missed-call recovery and no-show reduction.

S07

Team Training and Lead-Handling Support

Training in telephone handling, lead qualification, follow-up conversations, appointment setting, CRM use and overcoming objections, with clear response standards and performance measures.

S08

Business Development Restructure

We assess your existing structure, identify where time and opportunities are lost, then redesign business development around clearer roles, stronger processes and better use of technology.

S09

Operational Excellence

CRM optimisation, workflow design, standard operating procedures, pipeline management, reporting dashboards, accountability and performance reviews — measurable, repeatable and scalable.

S10

Strategic Growth Consultancy

Drawing on more than 30 years of business experience, we work with owners and leadership teams to define growth priorities, strengthen propositions and build the structure for the next stage.

(c) How we work

Five steps from first call to a running engine

  1. 01

    Diagnose

    We understand your position, objectives, lead sources, systems, team and conversion performance.

  2. 02

    Design

    A practical strategy connecting marketing, technology, people and processes — clear priorities, not ideas.

  3. 03

    Build

    We create the campaigns, funnels, integrations, automations and operating processes required.

  4. 04

    Implement

    We introduce the systems, support your team and make sure everyone understands their responsibilities.

  5. 05

    Measure

    We monitor performance and continuously improve the journey to booked appointments and new clients.

Done for You

We run it

We build and manage the campaigns, systems and follow-up journeys on your behalf.

Done With You

We run it together

We work alongside your internal team with strategy, specialist implementation and ongoing support.

Consultancy

You run it

We assess your operation, develop the strategy and equip your team to deliver it effectively.

(d) Why Catalyst

Commercial expertise and technical implementation, together.

Our experienced business owners understand growth, leadership, marketing, sales and operational performance. Our developers understand how to build and connect the technology required to make those strategies work in practice.

We do not simply recommend another piece of software or hand you a strategy document to implement alone. We help you decide what your business needs, build the right solution, integrate it into your operation and support your team in using it.

Book your growth strategy call