CULTURAL WEALTH CONSULTING
SUBSCRIPTION MODEL
STARTER
Launch & Learn
Individuals looking to start a business
What’s Included:
1-on-1 Startup Strategy Session (Monthly)
LLC Setup Guidance + EIN Assistance
Business Plan Template & Review
Logo & Branding Blueprint
Go High-Level CRM Setup for Lead Capture
Monthly Business 101 Group Webinar
Resource Library Access (Grants, Vendors, Funding)
Key Outcomes:
Get legally and digitally established
Capture first leads through automated forms
Access startup education and support
GROWTH
Scale & Systemize
Existing businesses wanting growth through automation and marketing
What’s Included:
Bi-Weekly Strategy Sessions
Go High-Level Full CRM Integration(Email/SMS/Workflow)
Funnel & Landing Page Setup (1 per month)
Sales System Mapping + SOP Templates
Social Media Content Calendar (Monthly)
Monthly Ad Campaign Review (Facebook/Google)
Business Credit Development Strategy
Monthly Lead Generation Report
Key Outcomes:
Fully automated lead and sales process
Increased monthly revenue
Predictable client acquisition model
ELITE
Deals & Delegation
High-net-worth entrepreneurs, investors, influencers
What’s Included:
Weekly Executive Strategy Calls
Done-for-You CRM Buildout + Automation
Deal Flow Advisory (NIL, Acquisitions, Real Estate)
Outsourcing & Staffing Support
Investor Pitch Decks & Business Proposals
Revenue Modeling + Financial Projections
Premium Branding + Personal Website Build
Priority Support + White Glove Service
Key Outcomes:
Build an ecosystem of revenue-generating assets
Streamline operations with team delegation and AI tools
Position client for large-scale acquisitions or exits
Add-On Services (Available at Any Tier)
Logo/Brand Kit Design – $199 one-time
Business Website – $699+
ClickUp or Slack Workflow Setup – $299
Business Credit Building Setup – $499
Technology & Automation Stack
CRM: Go High-Level
Project Management: ClickUp or Trello
Communication: Slack Channel Access
Design: Canva Pro Templates, Adobe Express
Finance: QuickBooks Setup, Budget Templates
Lead Gen Tools: Funnels, Calendars, Retargeting Ads, Lead Magnets
Business Model Highlights
Recurring Revenue through subscription model
Scalable Delivery via group coaching, templates, and automated systems
High ROI Upsell Potential for automation tools, creative services, and investment consulting
Low Churn Strategy: Personalized support, automation deliverables, and monthly check-ins ensure retention
Our Technology Stack
Your trusted partner in financial growth and investment success, committed to securing your financial future.
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Our Location
The Cultural Wealth is a premier investment, consulting, and asset brokerage.