Conversion
without the leakage.
Rocha is the quiet system that catches every enquiry advisory firms lose to gaps, delays and out-of-hours dead ends — and turns it into a tracked, qualified opportunity on your own dashboard.
The leak you’ll never see on a P&L.
It isn’t the enquiries you lost to someone else. It’s the ones that never made it into a CRM at all.
The annual revenue a mid-sized advisory practice quietly writes off to enquiries that never reach a human.1
- 01Prospect enquiries that land after hours and sit until the next business day.
- 02Seminar and webinar attendees who never receive a follow-up.
- 03Ad clicks that stall on a contact form and vanish.
- 04Referrals from existing clients that arrive by text or email and are forgotten by Friday.
- 05Website visitors who browse your services page and leave without making contact.
1 Modelled on a 40-enquiry/month pipeline at $10,000 average client value and a 40% leakage rate — a conservative figure for advisory firms in this bracket.
Three disciplines.
One plugged pipeline.
Every channel — phone, form, inbox, LinkedIn, ads — routed into a single tracked pipeline. Out-of-hours, midnight, bank holidays — it all lands in one place.
Each enquiry is triaged against your brief within minutes, not days. Weak leads get a polite reply. Strong leads get a human, fast. For example: a prospect fills out your website form at 9pm. Within 30 seconds, they receive a personalised response. The system asks qualifying questions — approximate assets, investment timeline, what they are looking for — and if they meet your criteria, a meeting is booked straight into your calendar before the next morning.
Your own dashboard. Every enquiry, every response time, every recovered deal — trackable to the pound, audited in real time.
Every leaked enquiry, caught and accounted for.
Projected system performance based on architecture benchmarks and early deployments.
Built for advisory firms managing $50M to $500M in assets under management.
You pay when
we recover revenue.
Commission only for the first month. You pay per qualified meeting booked. No retainer, no risk.
After month one, a monthly retainer covers ongoing system management, monitoring, and optimisation. Commission continues — our revenue rises when yours does.
We work inside the systems you already run. No migration, no rebuild, no training.
If the numbers don't move, you don't stay.
* Pricing shown is for mid-sized advisory firms. Actual rates differ firm-to-firm based on enquiry volume and system complexity.
A complete explanation.
A live demo.
We’ll walk your pipeline end-to-end, show you exactly where it’s leaking, and run a live demo of the system tailored to your firm — whether you decide to work with us afterwards or not.
Book your demo