CO Consulting
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We Help 7-Figure Businesses

Scale with Smarter Marketing Systems, Better Clients, and Higher Margins.

With Our Fractional CMO Service & Marketing Strategies That Deliver Asymmetrical Returns.

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What We Do

Our Digital Marketing Services

Content Marketing

Video-first content built on a proven system that has generated over 200 million organic views across YouTube, TikTok, Instagram, and Facebook.

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Paid Advertising

Performance-driven campaigns across Google, Meta, YouTube, and LinkedIn. Creative, targeting, split-testing, and attribution — every dollar earns its budget.

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SEO

Technical SEO + content + link strategy that compounds. We engineer for Google, Bing, and the new wave of AI search — your content stays discoverable everywhere your buyers look.

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AI Services

AI agents, automated workflows, AI-augmented marketing and sales. We integrate AI so a 5-person team operates like a 25-person team.

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Funnels & Automations

High-converting sales funnels with email sequences, CRM integration, and behavior-based automations — instrumented from lead capture to closed-won.

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Referral Systems

We help advisors, capital raisers, and real estate professionals consistently book 5–10 high-trust referral partner calls per month — without spamming.

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NEW · AI Search Optimization

Get cited by ChatGPT, Perplexity, and Google AI Overviews.

AI search is where your buyers actually start their research. Our AEO (Answer Engine Optimization) service makes your content the answer ChatGPT, Perplexity, Claude, and Google AI Overviews cite — so prospects book calls from AI search before they ever see a Google result.

✓ ChatGPT citations✓ Perplexity rankings✓ Google AI Overviews✓ Bing Copilot
Learn About AEO →

Want To Learn More?

Watch how we think about growth.

Make Facebook Ads Work for You in 2025

How To Craft Offers For Wealthy Clients

AI Marketing Workflows That Actually Save Time

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From the Blog

Strategy, tactics, and frameworks for scaling.

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Our Case Studies

Real clients. Real growth.

Craig Wear

Craig Wear

Financial Planner for IRA Millionaires

Problem

High lead acquisition costs paired with an unsatisfactory profit-to-advertising ratio.

Solution

Restructured ad spend toward high-intent search and rebuilt the lead funnel with qualifying friction.

Result

4× ROAS in 90 days. Profitable advisor pipeline that compounds month over month.

Mike Pugh

HNW Inheritance Tax Planner

Problem

Solo content production was too time-intensive — Mike could not scale marketing without sacrificing client work.

Solution

Built a video-first content engine with batch production, AI-augmented editing, and distribution automation.

Result

10× content output without adding hours. Consistent inbound consultations.

Nicholas Carryl

Estate Planning Attorney

Problem

Just starting out — knowledge and drive but no system to attract and convert clients consistently.

Solution

Built the full marketing stack from scratch: positioning, paid ads, content, lead capture, follow-up automation.

Result

Booked qualified consultations within 30 days. Predictable client acquisition system in place.

Douglas Beck

Real Estate Deal Maker

Problem

Traditional lead-gen agencies delivered low-quality, unqualified investor leads.

Solution

Custom investor-targeting funnel + automated qualification sequence + retargeting strategy.

Result

Consistent qualified investor leads. Cost per qualified lead dropped 60%.

Jason Gray

Estate Planning Attorney (15+ yrs)

Problem

15+ years of expertise but growth had plateaued — could not differentiate in a crowded market.

Solution

Repositioned brand around HNW niche + content authority play + paid amplification of best content.

Result

Re-energized practice with premium client positioning. Qualified inquiries up 3×.

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Want To Get Similar Results?

Schedule a free 20-minute call. We will see if we can help — and if yes, we will make you an offer.