Series-X · AdvisorPro · Practice Offers

Your practice, run by the Authority Engine

Series-X builds advisory practices that run themselves. The engine does the admin: the research, the writing, the checking, the publishing, the follow-up. You stay in front of clients. That is the whole idea.

Series-X.ai
What runs your practice

Always on, from day one.

Your Chief of Staff

Every morning you receive a short brief: the three conversations worth advancing, the market signal that matters today, and the decisions waiting for your approval. One place, five minutes, your day set.

Your meeting memory

After every client call, the notes, the actions and a priced proposal draft are already written. You never take meeting minutes again.

Your knowledge engine

Everything you know: your frameworks, your stories, your past work. Structured once, then used by everything else in the system.

Your positioning

Your offer, your ideal client and your one-line pitch, sharpened until the market leans in.

Know your market

Turn on when you're ready

Market signals, mapped to your prospects

Funding rounds, restructurings, leadership changes and hiring moves in your target market, each with a one-line reason it matters to a specific person on your list. You stop researching and start calling at exactly the right moment.

Segment research

Deep-dives on the markets you're entering: what they're buying, what they're struggling with, the assumptions nobody has tested. You walk into every conversation informed.

Competitive position

Where your competitors stand, where the gaps are, and your strongest credible difference. Updated as the market moves, not once a year.

Qualified opportunities

Named prospects with a reason for fit, a live trigger and a confidence score. Not a cold list: a warm map.

Build your authority

Turn on when you're ready

Content in your voice

Three post angles a day, drawn from your own expertise and today's signals. Drafted in your voice, checked for tone and claims before you ever see them, published on schedule once you approve.

A calendar that keeps you consistent

A balanced week of content with room for reactive posts. The system learns what works and tightens the mix.

Proof, not promises

Your delivered client work becomes case studies and proof assets you can point at. The market verifies your authority instead of taking your word for it.

Visuals that match

On-brand graphics for every post, carousel and newsletter, produced as fast as the words.

Turn authority into revenue

Turn on when you're ready

Outreach that never oversteps

Paced, compliant sequences to your qualified list. Replies drafted for your review. Stalled deals flagged before they go cold.

The offers

You don't choose from fifteen things. You choose the combination that matches where your practice is today.

The Voice

£150/month

For the advisor with real expertise and no time to create.

Your authority builds itself: angles grounded in your work, a calendar that keeps you consistent, every word checked, published on schedule.

The Hunter

£150/month

For the advisor who knows their market and wants pipeline, not content.

Qualified lists with reasons to reach out today, live signals for warm timing, outreach that never oversteps.

The Authority

£150/month

For the deep expert the market can't see yet.

Your own material distilled into positioning, a sharpened narrative, and case studies that prove what you claim.

The Engine

£250/month

The complete system.

Content and revenue working one loop. Signal to angle to draft to check to approval to publish to reach to convert. Every week, the loop tightens.

Your Chief of Staff, meeting memory, knowledge engine and positioning are always included in your engagement. Combinations are incremental monthly additions on a twelve-month term.

How it works

Four stages, no shelf-ware.

Stage 1
Infrastructure
Weeks one and two

Your knowledge base populated from your own material, your voice calibrated, your workspace connected. The morning brief starts arriving. Your next meeting writes its own follow-up. You have value before you've chosen a combination.

Stage 2
Activation
Weeks three and four

You pick your first combination with Colin. One decision. The system starts producing.

Stage 3
Expansion
Day 30 and day 90 reviews

Which offers are producing, what to add next. Turning on more is one decision: no rebuild, no migration, no downtime.

Stage 4
Practice
For firms and collectives

Five seats, each advisor running their own mix, shared positioning, a firm-level pipeline view. The referral network compounds.

NEXT STEP

A senior operator, inside your business in 90 days.

Not a chatbot rollout. Not a slide deck. An ex-SVP / VP / GM operator, augmented by AI, installing one workflow that actually runs. Thirty minutes to see if it fits.