// Playbooks/Financial Services·Growth·Day 21 of 30

Wire.

Lead management, advisor pipeline, and revenue tracking.

Advisory firms that track their pipeline close three times more deals.
// Timeline
30 to 45 days
// Package
System
// Setup
SAR 85,000
// Monthly
SAR 11,000
// FitAdvisory firms with 5+ advisors and active outbound pipelines.
// Live demo

Click and try it.

Three real-shaped leads from three channels. Click any one and watch the system score, reply, and route in real time.

Day 1 of 30
wire.signalstate.net
Live · 0:25
// Advisor
// Pipeline value
SAR 1.63M
// Weighted
SAR 1.26M
// Won this month
SAR 705K
// Commission live
SAR 49K
// Mostafa A. pipeline
Riyadh · KSA · 6 deals
DiscoverySAR 120K
  • Halo Studio retainerD-416
    SAR 120K20%
ProposalSAR 180K
  • Altheeb Markets renewalD-415
    SAR 180K45%
ClosingSAR 620K
  • Adeem Value SaaS bundleD-413
    SAR 380K78%
  • Qattan Serv expansionD-414
    SAR 240K65%
WonSAR 705K
  • Dash Trainings retainerD-411
    SAR 420K100%
  • Brookfield Prologis pilotD-412
    SAR 285K100%
// Commission live
2 won deals · rate 7.0%
SAR 49K
Auto-paid on month close · payslip emailed
// Revenue per advisor
  • Mostafa A.SAR 1.21M
  • Hassan A.SAR 864K
  • Aisha BakrSAR 1.54M
← Swipe to explore
// 01 / Problem

The setup.

Advisor leads come in but go untracked. There is no pipeline board, no scoring, and no clean view of what every advisor is working on.

Revenue attribution across advisors is unclear at month-end. Commission disputes drift up to leadership and burn time on both sides.

// 02 / Build

What we shipped.

Lead capture and scoring for advisory services, a pipeline board with deal stages, and meeting scheduling integrated with calendars.

Revenue per advisor tracked live. Commission calculation runs automatically against the deal record, not against memory.

// 03 / Outcome
Projected impact based on the manual baseline this replaces.
Live
PIPELINE PER ADVISOR
Auto
COMMISSION CALCULATION
Tracked
REVENUE ATTRIBUTION
// Want one for your team?

Same shape, your problem.

Ships in 30 to 45 days under our System package. SAR 85,000 setup, SAR 11,000 monthly.

Bring us a signal
// Other Financial Services systems
All playbooks →
// Next playbookSite