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90-day done-for-you launch · Powered by Advisor OS

Stop Building Someone Else's
Book of Business.

Launch your own independent technology advisory firm in 90 days.

We build the website, technology stack, Advisor OS, prospecting infrastructure, AI automations, and sales system you need to launch. You bring the industry experience. We build the machine.

Apply to Launch See How It Works

Application based. No checkout page. Built by an operating technology advisor, not a course creator.

Founder walkthrough · 4 min
From the founder

Four minutes on who this is for and why it exists

  • Who Advisor Launch is built for, and who it is not
  • Why I built it after going independent myself
  • How hard the infrastructure is to assemble alone
  • What Advisor Launch actually solves
  • What happens during the 90 days
The problem

You know how to sell. Going independent asks you to become ten other people.

You already have the hard part: years of selling technology to businesses, and relationships with CIOs, IT directors, and owners who take your call. Then you leave, and the first six months go to everything except selling.

Website.Brand.CRM.Suppliers.Quoting.Prospecting.Data.Automation.Marketing.Commission tracking.Operations.

Every one of those is a project. Together they are a year of your life spent building plumbing instead of a book of business. You shouldn't need to spend a year figuring all of that out.

Advisor Launch

We build the business infrastructure. You focus on becoming the advisor.

One integrated system, built around Advisor OS, delivered and operational in 90 days. Not a stack of disconnected tools you have to wire together yourself.

01Business FoundationICP, offer, GTM, sales process
02Brand + WebsiteSite, domain, email, calendar
03Supplier / TSD StrategyWho you sell, through whom
Advisor OS CRM · pipeline · suppliers · commissions · automations
04Outbound EngineDomains, data, campaigns, replies
05AI + AutomationResearch, outreach, prep, proposals
06Sales PlaybookDiscovery, scripts, proposals, follow-up
What's included

Seven deliverables. One operating business.

Everything below is built for you, configured for you, and handed over to you.

01

Business Foundation

The decisions that make everything else easier.

  • ICP and niche development
  • Positioning
  • Offer development
  • Go-to-market strategy
  • Sales process
  • Supplier and TSD strategy
02

Brand + Website

A firm that looks like it has been operating for years.

  • Brand positioning
  • Professional website
  • Landing pages
  • Domain and email setup
  • Calendar and lead capture
  • Sales collateral
03

Advisor OS

Your operating system, fully configured.

  • CRM, contacts, and accounts
  • Opportunities and pipeline
  • Supplier tracking
  • Commission tracking
  • Tasks and reporting
  • Automations
04

Outbound Engine

Prospecting infrastructure that is warmed and running before day 90.

  • Outbound domains and mailboxes
  • Cold email infrastructure
  • Prospect data and enrichment
  • Campaigns and sequences
  • Reply routing
  • CRM integration
05

AI + Automation

Workflows that do the research and follow-up you never have time for.

  • Account research
  • Prospect research
  • Personalized outreach
  • Meeting preparation
  • Follow-up
  • Proposal generation and CRM automation
06

Sales Playbook

A repeatable way to run discovery, propose, and close.

  • Discovery framework
  • Sales scripts and email templates
  • Proposal templates
  • Follow-up sequences
  • Objection handling
  • Referral process and pipeline framework
07

90-Day Launch

By day 90, an operational advisory business.

  • Campaigns live
  • Pipeline operational
  • Processes tested
  • Training and optimization
  • Launch support
  • Handoff you actually own
The platform underneath

Your business runs on Advisor OS, not on eleven browser tabs

Advisor OS is a purpose-built operating system for technology advisors. Contacts, accounts, opportunities, pipeline, supplier tracking, commission tracking, tasks, reporting, and automations, in one place, configured for how you sell.

app.getadvisoros.com/pipeline
Prospect 3 deals · $8,200 MRC
HG
Harbor Group
$2,400 MRC
UCaaS12 days
NX
Nexus Retail
$3,800 MRC
SD-WAN5 days
PL
Pinnacle Law
$2,000 MRC
Cybersecurity2 days
Qualified 2 deals · $11,500 MRC
BM
BlueMed Health
$7,200 MRC
Cloud8 days
VC
Vertex Capital
$4,300 MRC
SD-WAN14 days
Proposal 2 deals · $18,000 MRC
AC
Acme Corp
$12,000 MRC
Full Stack21 days
TF
TechFlow Inc
$6,000 MRC
UCaaS9 days
Closed Won 2 deals · $9,500 MRC
MG
MedGroup
$5,800 MRC
CybersecurityWon
RF
RetailFirst
$3,700 MRC
CloudWon
CRMContacts and accountsOpportunitiesPipelineSupplier trackingCommission trackingTasksReporting and dashboardAutomationsAI assistantClient portalMCP for AI agents

The difference between a business and a pile of tools is whether the pieces know about each other. In Advisor OS a reply from a campaign becomes a contact, the contact becomes an opportunity, the opportunity carries the supplier and the commission, and the dashboard tells you what to do next. See the platform in detail →

How it works

90 days, three phases, one operational business

Each phase ends with something real: a live website, a running engine, a working pipeline.

Days 1 to 30

Build the Business

Positioning, business infrastructure, brand, website, and Advisor OS configured around how you sell.

  • ICP, niche, and offer locked
  • Brand and website live
  • Domain, email, and calendar
  • Advisor OS configured
  • Supplier and TSD strategy
Days 31 to 60

Build the Engine

Prospecting infrastructure, data, campaigns, AI automation, and the sales assets you will run on.

  • Outbound domains warming
  • Prospect data and enrichment
  • Campaigns and sequences written
  • AI research and follow-up workflows
  • Playbook, scripts, and proposals
Days 61 to 90

Launch

Campaigns go live, pipeline is operational, processes are tested, and you are trained on the whole machine.

  • Campaigns live
  • Replies routing into your CRM
  • First meetings on the calendar
  • Optimization passes
  • Training and handoff
Apply to Launch
Why this exists

I built the systems I wish existed when I went independent.

I spent years selling technology for other people before starting my own advisory firm. The selling was never the problem. The problem was everything around it: the website, the CRM that never quite fit, the supplier paperwork, the commission spreadsheets, the prospecting I kept putting off because there was no system behind it.

So I built the system. First for my own firm, then as Advisor OS for other advisors. Advisor Launch packages the whole thing, the platform and the infrastructure and the process around it, for experienced technology sellers who want the company without the year of assembly.

No guru pitch. Real product, real infrastructure, built by someone who runs an advisory practice on it every day.

10+
Years as an advisor
386+
Client organizations managed
1
Platform, built from the practice
90
Days to launch

Kyle Burt

Founder, Advisor OS and Catch Advisors

Fit

Who this is for, and who it is not

Advisor Launch is for

  • Experienced technology salespeople
  • People with real industry relationships
  • People comfortable selling B2B
  • Existing advisors who want proper infrastructure
  • People serious about building an independent business

Advisor Launch is not for

  • Anyone looking for passive income
  • Anyone expecting us to sell everything for them
  • Anyone unwilling to prospect
  • Anyone shopping for a cheap online course
  • Anyone expecting guaranteed financial results
Investment
$25,000
Advisor Launch · 90-day done-for-you build

What you are actually buying

Not a website. Not a CRM setup. Not a course.

You are purchasing the implementation of the infrastructure required to operate and launch an independent technology advisory business: business foundation, brand and website, a fully configured Advisor OS, an outbound engine, AI automation, a sales playbook, and launch support. Owned by you at the end.

Paid in full $25,000 at signing
Three installments $10,000 to start · $7,500 day 30 · $7,500 day 60
Apply to Launch

Application based. We take a small number of launches at a time so each one gets built properly. No income or revenue claims are made or implied.

Questions

Straight answers

Why $25,000?

Because this is an implementation, not information. Over 90 days we build and configure the brand, website, Advisor OS, outbound infrastructure, AI workflows, and sales system of a working advisory firm, then train you on it. Priced against the year most people spend assembling this themselves, it is the shorter path.

Do I need existing customers?

No. You need relationships and the ability to sell. Existing customers help, and if you have a book we build around it, but the outbound engine exists so you are not dependent on one.

Do I need technology sales experience?

Yes. Advisor Launch is built for people who already know how to sell technology to businesses. We do not teach you to sell; we build the company around the fact that you already can.

Do you provide leads?

We build you a prospecting engine: domains, mailboxes, data, enrichment, campaigns, sequences, and reply routing into your CRM. It produces conversations. Turning them into customers is your job, and the reason you are doing this.

What happens after 90 days?

You own an operational business and everything in it. Ongoing options include Advisor OS as a platform subscription, continued outbound infrastructure, and advisory support. None of it is required to keep running.

Do I own my business?

Completely. Your entity, your brand, your domain, your data, your supplier relationships, your customers. We are the builder, not a partner in the company.

Do I have to use Advisor OS?

Advisor Launch is built on Advisor OS because a purpose-built operating system is the difference between a business and a pile of tools. If you have a strong reason to run something else, raise it on the strategy call and we will be straight with you about fit.

Do you guarantee revenue?

No. Nobody honest can. We guarantee the infrastructure gets built and launched as scoped. Revenue depends on your relationships, your selling, and your consistency, which is exactly why we only work with experienced sellers.

Can I pay in installments?

Yes. $10,000 to start, $7,500 day 30, $7,500 day 60. Paid in full is also available. Financing is discussed case by case on the strategy call.

What if I don't want to start my own company?

Then don't. If you have relationships and want to sell without running a back office, sell through Catch Advisors instead. Catch provides the supplier ecosystem, Advisor OS, quoting, engineering, order support, and commission administration, and you focus on customers.

See the Catch Advisor path →
Three ways in

Pick the path that matches where you are

Advisor OS powers all three. The only question is how much of the company you want to own and operate.

Build it

Advisor Launch

"I want my own technology advisory company."

A 90-day done-for-you launch of your independent advisory firm: brand, website, Advisor OS, outbound engine, AI automation, and sales system.

$25,000 done-for-you launch You are here
Sell it

Catch Advisors

"I have relationships and want to sell without building the whole company."

Sell through Catch. We run the back office, supplier ecosystem, quoting, engineering, and commission administration. You bring the relationships.

Commission based See the Catch Advisor path
Learn it

Advisor Community

"I'm interested, but I'm not ready yet."

Education, supplier and channel knowledge, sales and AI prospecting training, and a room full of people doing the same work.

Free to start Join the Community

These systems are already built. You don't have to reinvent them.

Apply, book a strategy call, and find out in 30 minutes whether Advisor Launch is the right way to start your firm.

Apply to Launch

Questions first? [email protected]