First Water | Financial Services

Selling Clarity

How First Water Turned Confusion into a 25% Lead Surge

Timeline

2024

Program

ThriveSide Framework

Discovery

First Water

Where We Started

Ben had built deep financial expertise, but without a clear offer, the business couldn’t grow beyond him.

Symptoms:

  • Every lead and deal depended on the founder’s personal involvement
  • No one could clearly explain what First Water actually sold
  • Services were abstract and scattered. Nothing was packaged or repeatable
  • Ad spend was high, but ROI was low due to lack of clarity

Without a defined offer or entry point, Ben was stuck doing all the hunting, pitching, and closing himself. Prospects were confused, partners couldn’t refer confidently, and First Water was burning time and money without consistent results.

Get at the core of what makes your business uniquely great

The Thriveside framework offers a well thought out model, approachable for anybody, to define and refine your offering set and align it cleanly with your target market. Regardless of industry, sector, or business model, Nick and team can unpack it quickly, bringing ideas (no filter) and challenges (calling you out) to get at the core of what makes your business uniquely great.

Benjamin Lehrer
CEO
|
First Water Finance

What We Did

FBF helped First Water clarify, package, and reposition their expertise into something scalable, sellable, and crystal clear to buyers.

1. Uncovered What They Were Really Selling

We started by mapping everything Ben and his team could do and then trimmed it down to what delivered the most value and was easiest to sell. Instead of leading with vague financial strategy, we reframed the work into clear, actionable deliverables.

2. Built a Clear Engagement Catalog

We created a catalog of services with well-defined outcomes, so prospects could immediately understand what they’d get and why it mattered. This shifted First Water from custom consulting to a productized services model.

3. Created a “Door-Kicker” Offer

To replace their $150K+ baseline engagements, we designed a 21-Day Roadmapping Offer priced at $7,500 as a powerful, low-friction entry point that gave prospects meaningful value upfront and opened the door to larger deals.

4. Designed Collateral That Sells Itself

We built one-pagers and pitch assets designed specifically for CFOs and referral partners, making it easy for someone other than Ben to sell the work. The new materials clearly laid out what First Water does, who it's for, and what outcomes it delivers.

5. Rebuilt Their Go-to-Market Strategy

We overhauled the GTM path to prioritize clarity, messaging consistency, and sales handoff. Instead of guesswork, First Water had a clear system for qualifying, engaging, and converting leads.

What Changed

Ben didn’t just need more leads. He needed a way for leads to say yes without him in the room. We helped him productize his expertise, build a pitch-ready offer, and shift from founder-dependent selling to a clear system anyone could run.

Outcomes in 60–90 Days

  • Launched a $7.5K entry offer that clients were eager to buy
  • Transformed vague consulting into packaged, pitchable products
  • Empowered team members and partners to explain the offer confidently
  • Positioned First Water for a clean move into systemized sales

Clarity drove results fast. First Water saw a 25% lift in qualified leads even after cutting 75% of their outbound spend.

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