Paid advertising
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Merchant campaigns built for volume.
For MCA funders
Steady merchant cash advance deal flow, followed up in seconds.
MCA lead generation is a speed game. We generate merchant leads and have AI agents contact, qualify and hand off to your reps while the merchant is still on their phone.
- clients served
- 400+clients served
- star rating
- 4.8star rating
- to go live
- 2-3 wksto go live
Example text conversation between Ava, an AI assistant for Bluepoint Funding, and a lead named Carla.
- Ava (AI): Hi Carla, this is Ava, the AI assistant for Bluepoint Funding. Got your application. How much working capital are you looking for?
- Carla: Around 40k. Need to stock up before the holidays
- Ava (AI): Makes sense. What's the business's average monthly revenue, and how long have you been open?
- Carla: About 65k a month. Open 4 years
- Ava (AI): Thanks. Do you have any advances or loans open right now?
- Carla: One, almost paid off
- Ava (AI): Good to know. A funding advisor can go over options today. Offers depend on underwriting and your bank statements. 2:15 PM or 3:00 PM?
- Carla: 2:15
- Ava (AI): Booked. I'm texting a secure link to upload your last 4 months of statements so they're ready for the call.
Booked: Funding call, Today, 2:15 PM, Statements requested.
Speed to lead
In at 1:47 PM. Booked by 1:50 PM.
In this business, the first company to have a real conversation with a lead usually wins. Here's what an AI agent changes on a single lead.
With an AI agent on every lead
Example timeline, based on the conversation above.
3 minfrom first touch to booked
1:47 PM
Merchant applies
Between customers
1:47 PM
AI texts back
While they're on their phone
1:49 PM
Qualified
Amount, revenue, open positions
1:50 PM
Call booked
With a funding advisor today
Typical follow-up
1:47 PM lead comes in
3 hours
4:30 PM A rep works the lead list
She already signed with the first funder who called.
How our speed to lead service works and what the research says about response time.
Lead sources
Wherever your leads come from, they get answered.
Merchants take the first real offer. The agent gets your reps in the conversation first.
Where leads come from
Ads, portals, marketplaces and forms all route to the same agent.
Google
Facebook
LinkedIn
Gmail
AI appointment setting for MCA
AI appointment setting for MCA is about the first conversation, not the first dial. The agent texts or calls within seconds of a submission, asks how much working capital the merchant wants, the average monthly revenue, time in business and what positions are already open, then books a funding advisor the same day.
It never quotes a factor rate, a term or an approval. Offers depend on underwriting and bank statements, so the agent sends a secure upload link for statements and leaves every number to your reps.
Renewals: the cheapest deal you'll fund
A merchant who paid down a past advance is already underwritten, already trusts you and costs nothing to acquire. Yet renewals slip through because nobody tracks when each merchant becomes eligible.
The agent watches the renewal point you set for each deal and reaches out to opted-in merchants when they hit it, so your reps talk to past customers before another funder does. It never quotes factor rates or promises an approval.
Sound familiar?
Where MCA funders lose deals.
None of these are lead problems. They're answer-and-follow-up problems, which is exactly what AI agents fix.
- 01
Merchants take the first offer they hear
- 02
Stale lead lists waste rep time
- 03
Renewals slip through without a system
What we report on
The numbers MCA funders care about.
Your weekly report leads with booked appointments, then shows what moved them.
- Speed to lead
- Seconds from a submission to the first call.
- Contact rate
- Merchants reached, not just dialed.
- Statements received
- Merchants who send bank statements through the secure link.
- Submissions
- Files sent to underwriting.
- Funded deals
- Reported back from your CRM.
- Renewals reached
- Past merchants contacted when they hit the renewal point you set.
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02
03
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Objections our agents handle
The pushback, handled.
We train every agent on your answers to the questions leads actually ask. These are the three we hear most in MCA funders.
When a question needs a person, the agent hands off to your team with the full conversation attached.
- The lead says
“What's the factor rate?”
How the agent respondsThe agent explains offers depend on underwriting and statements, and books the advisor who can walk through real numbers.
- The lead says
“I already got an offer.”
How the agent respondsIt suggests comparing terms before signing and books a quick call with your advisor.
- The lead says
“I'm not sending bank statements by text.”
How the agent respondsIt explains the secure upload link, or offers to have the advisor walk through it on the call.
The playbook
What we'd build for you.
Every engagement is shaped on the strategy call, but this is where we usually start with MCA funders.
01Week 1
Map your roadmap
We look at how leads reach you today and where they leak, then plan the agents, follow-up and pipeline that fit your offer and your brand voice.
02Weeks 2 to 3
Deploy your AI workforce
We build the agents and knowledge base, connect them to your CRM and calendar, and hand your team a system that is already taking calls.
03Days 30 to 60
Optimize and scale
We read the conversations, tune the scripts and add agents and channels as volume grows, with numbers you can check every week.
The follow-up cadence
Follow-up that doesn't give up.
How the agent works a new lead in MCA funders, from the first minute to the long-term nurture.
- 0 secCall
The agent calls while the merchant is still on their phone and confirms revenue and need.
- 1 minSMS
No answer? A text with a secure link for statements.
- 1 hourCall
A second call if nothing has come back.
- Day 1SMS
A reminder about the statements and a direct line to a rep.
- Day 3Call
One last call before the lead moves to a longer follow-up.
- At your renewal pointSMS
Opted-in past merchants get a renewal check-in when they qualify by your rules.
An example cadence. Timing, channels and wording are set with you, and agents only contact leads who opted in.
What we connect to
Plugs into the tools you already use.
Your agents read and write to the systems MCA funders already run on, so every conversation, booking and note lands where your team works. We handle the setup.
LendSaaS- CentrexCentrex
Salesforce
HubSpot
GoHighLevel
Your AI agentsBuilt on StrideOps
Ocrolus
DocuSign
RingCentral
Google Calendar
Slack
Typical tools in your space. Don't see yours? Ask on the call; most connect through an API.
Client results
Results from Executive Stride clients.
Clients across our industries, on camera and in their own words.
- clients served
- 400+
- clients served
- in client results
- $10M+
- in client results
- industries
- 20+
- industries
- average rating
- 4.8
- average rating
They've consistently been able to help me achieve at least 10 booked appointments on my calendar for both of my businesses separately every week for the last six months.
Jacob SnitmanBurke FinancialI don't usually do testimonials for people but we've been able to generate a tremendous amount of additional monthly income with Executive Stride. Their team is super supportive and basically hand you results on a silver platter.
Franky ShawFutrGroupI can personally attribute over $20k/mo of additional monthly income to Josh and the team at Executive Stride with their LinkedIn strategies alone. If you're not working with them I don't know what you're doing.
Stephen GomesRealtor Media LeadsGetting leads is fantastic, we have a small team and actually had too much coming in and I had to reel it back a little bit, which is a good problem to have.
Jacob SherrardElvt Marketing SolutionsSince working with Josh and his team at Executive Stride for three weeks, we have been able to book 35 qualified leads and closed 11 leads by using their LinkedIn system
Harshal DewanganDewa DirectionJosh and his team basically helped me generate over 37 booked appointments and 13 new clients, which is mind-blowing!
Kas GhorbContent RocketFAQ
Questions MCA funders ask us.
Anything else, ask us on the call.
- How fast does the agent reach a new merchant?
- Within seconds of the application or form. In MCA the first funder to have a real conversation usually wins, so that's what we build for.
- Can it qualify on our criteria?
- Yes. It asks about amount, monthly revenue, time in business and open positions, and only books merchants that fit your box.
- Can it handle renewals?
- Yes. It tracks paydown on past merchants and reaches out when they're eligible, so renewals don't slip to another funder.
- Will it quote factor rates or approvals?
- No. It's set up to say clearly that offers depend on underwriting and to leave every number to your reps.
- Does it work with our CRM?
- Yes. Submissions, notes and statement status land in LendSaaS, Salesforce, HubSpot or the CRM you use.
- Can it hand off to a specific rep?
- Yes. The agent can route by territory, deal size or round robin, and tells the merchant who will call.
Let's fill your calendar this quarter.
Book a call and we'll show you the exact playbook we'd run for MCA funders.