ScaleOnSteroidsPlan my client acquisition testApply

Build a route to more of the insurance business you want.

For insurance wholesalers, MGAs and program managers. We build acquisition around the classes, regions and products you serve, collect the first details your team needs, and use submission and placement feedback to improve the next campaign.

Our founder has worked with insurance wholesalers and MGAs in earlier agency engagements. The submission example is illustrative.

Insurance firms from our founder’s earlier agency work

  • Arlington/Roe & Co.
  • JM Wilson
  • Brown & Riding
  • Johnson & Johnson Insurance
  • Appalachian Underwriters
  • M.J. Hall & Company
  • MiniCo Insurance Agency
  • Continental Underwriters
  • AgencyONE
  • Ritter Insurance Marketing
  • Ash Brokerage
  • CPS Insurance Services
  • Brown & Bullock
  • Supportive Insurance Services

Watch the approach · 2 min 43 sec

More of the right clients. A system built around revenue.

Vaibhav explains how we connect client acquisition, nurture and sales follow-up to help your business grow.

Read the transcript

You built a business that delivers. Now let's get you more of the clients you actually want. We find you the right prospects, we give them compelling reasons to buy from you, and build nurture and follow-up sequences That is how we approach growth. Client acquisitions build around revenue. I'm Vaibhav, and I run Scale on Steroids. We help businesses like law firms, professional services, service business, insurance, and many other businesses, We find the leaks and fix them, we are growth operators. Think of us like an extended team working on just growth. how we operate is we first gauge and audit, everything you do, what you sell, how you sell it, and what is the typical pipeline like. If we feel that the acquisition system is a problem, we fix that. If we feel you're getting a good number of leads, good quality of leads, and then you are unable to close them, we fix the nurture sequences, follow-up sequences, and everything around that. That is why we build the whole revenue engine for you. It's not just the acquisition and then it's over. how a funnel follows is you get the interest, you nurture them, and then you finally close them. We take care of all three of them. we build around the problem. If an prospect says, "Come back next quarter," our system will remember it. We will find it, add it in the conversation so that once your sales team or SDRs come in, they'll know what is the context. build the inbound, outbound systems, nurture and follow-up systems, email and iMessage, FaceTime calling, build an impression so that they will remember you before buying. we connect those steps through interest to intent pipeline. We review what becomes in conversations, a proposal, or end up being a paying client. We go through all the conversations. We figure out what is working, what are the reservations, what is stopping a customer from buying from you. Is it the landing page? Is it the proposal? Because you'll keep on wondering, "The call went well, but what went wrong?" So that is where we come in. We figure out each and every step where you're making a mistake and fix it. you're getting a growth partner who sees your whole journey if you have built a good business and want to grow it further, apply on the form here. We'll review each application. If you are qualified enough, we can figure out the whole funnel for you, what happens, in the acquisition, what happens in the middle part, that is the nurture and the follow-ups, and finally, what happens in the closing. We'll map and target the right buyers and what would be our strategy. You can have all of this, the first map done for you for free. So let's chat.

Tell us about your business

Ads we made.

Your team needs context before it can assess a submission.

  1. An inquiry arrives without the class, location or coverage requested.
  2. A producer asks about a risk outside your current appetite.
  3. Good submissions wait while the right person is being identified.

The problem starts before the form. The ad decides who shows up.

Vaibhav Thakur

Vaibhav ThakurFounder, Scale on Steroids

We run this on our own business first.

CSTE Direct is our import-export business. More than 3,000 buyer inquiries have gone through the same steps there: quote request, quote, follow-ups on a schedule.

We've handled nurture work for Indusol America and creative work for Ecoera. Our founder also brings earlier agency experience in insurance and law.

The Interest-to-Intent Pipeline

A click is interest. Intent is a buyer who will say the need, the budget and the timing.

1

Attract

Ads that explain who the offer is for and who it isn’t. 20 finished ads a month.

2

Qualify

A short application about need, budget and timing, before anyone gets a call.

3

Review

A person checks fit against rules you agreed with us. Missing answers get reviewed.

4

Hand off

Every qualified inquiry reaches your CRM with the context, an owner and a next step.

5

Learn from sales

Each week, what turned into a real conversation, proposal, or client informs the next campaign.

We run the ads, review the inquiries and send them to your CRM. Your team handles the calls, the quotes and the follow-up.

The qualification map, written with you.

Before we spend a dollar, we write down with you what a qualified inquiry means. It becomes the rules.

Must have

Producer details, class, location, coverage sought and an effective date

Nice to have

Premium range and the current market or placement challenge

Send to a person

A person reviews missing details; the form does not decide whether to underwrite a risk.

Politely decline

Outside your appetite, territory or product set, using rules your team approves

Hand off to

The named submissions contact, with the information collected and the next step

What you can hold us to.

Vaibhav reviews every batch.

If the claim isn’t one you’d make to a buyer, it doesn’t ship.

You keep the account and the ads.

And what we set up inside your CRM. Leave any month after the first.

No lock-in after month one.

Month to month after that.

The report matches your CRM, not Meta’s lead count.

Inquiries worth a call, and what your team did with them.

When something fails, you get the reason in writing.

Every week: who applied, who fit, what we’re changing.

One monthly engagement. The whole path.

Every month

  • 20 finished video and static ads, built around one clear offer
  • Meta campaigns for the agreed offer and country
  • The application and qualification rules, kept up to date
  • An agreed handoff into the CRM you already use
  • A weekly lead-quality review with you or your sales lead
  • One consolidated revision round per weekly batch

Included in your first month

Sales handoff mapWho owns each inquiry, by when, with what context.
Speed-to-lead checkWith your permission, a test inquiry, timed, so you see where leads go cold.

Our guarantees

20 ads, or you get the rest.Fewer than 20 finished ads in a month, and we deliver the missing ones or refund that part.
If you wouldn’t run the first batch, we remake it.Once, at no charge.
Leave any month after the first.Notice before the next month starts. No paid wind-down.

Our monthly fee and your ad spend are separate. You get the exact monthly fee and any optional pilot price in writing before you decide. CRM migration isn’t included.

What happens after month one

If it works

We put more budget behind the ads that bring conversations you want, tighten the rules where the wrong people slipped through, and plan the next batch from what sales told us.

If it doesn’t

You get a written breakdown of what we tried, who showed up and why we think it missed. You keep the finished ads and what we set up inside your CRM. Stay if the next plan makes sense. Leave if it doesn’t.

The questions worth asking.

We tried Facebook for B2B and got junk.

Most people have, usually with instant lead forms. The platform goes looking for the people most likely to tap a button. We send people to a real application instead, and qualify them before they reach you.

What does it cost?

We quote the exact monthly fee in writing after the planning session. Your ad spend is separate, and an optional pilot has its own price. You decide before committing to either.

Do we have to replace our CRM?

No. We connect to what you use now. A migration is a separate job, and we’ll tell you if you need one instead of slipping it into the retainer.

Who calls the leads?

You do, or whoever handles sales in your firm. We make sure they get the context and a clear next step fast. We don't pretend an outsourced team or bot can close your proposals.

We don’t have a sales team.

Then you’re the person who calls. The handoff is built for that.

Why not do this ourselves with AI?

You could write ads and set up a form with AI tools. Deciding who should get through, and changing the ads when the wrong people do, is the part the tools don’t do.

Do you guarantee clients or appointments?

Winning suitable clients is the objective. A fixed client or appointment count is not guaranteed. We commit to the agreed acquisition work, review the sales evidence with you, and explain what we are changing. You own the sales conversations, proposals, and closing.

Plan my client acquisition test.

4-minute application. Vaibhav reviews every one. If we fit, your first planning session is free. We will review the offer, buyer fit and what a first paid test would need.

Selling a product to consumers instead? Go to the D2C page.

  1. Apply. 4 minutes. Vaibhav reads it.
  2. Planning session. 30 minutes, free. We review offer, buyer fit, and test scope.
  3. Optional paid pilot. A separately priced first batch and live test, before any monthly commitment.
  4. Monthly. Only if the pilot earns it.
Step 1 of 4What's going on
What’s the main thing you want fixed?

Where do most new clients come from today?

If a lead-gen agency has burned you before, this is what we do differently.

  • You keep the account, the ads and the CRM setup.
  • No lock-in after month one.
  • We count inquiries worth a quote, not forms submitted.

If we’re not the right fit, we’ll say so and tell you why.

Plan my client acquisition test
Plan my client acquisition test