COI ENGINE

Build your circle of influence through content.

We turn your professional network into a content engine that builds referral relationships, compounds your SEO presence, and positions you as the authority in your market, in under 5 hours a month.

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Built for Financial Advisors • B2B Sales

THE PROBLEM

Your best clients come from relationships. But you're not building enough of them.

You know the math. Referrals from trusted professionals,  CPAs, attorneys, realtors, business owners,  are worth more than any ad campaign. One warm introduction from an estate attorney can be worth $10,000 to $50,000+ to your practice.

But building those relationships takes time you don't have. And creating content consistently? That takes even more. So you're stuck choosing between business development and marketing, when the smartest move would be to do both at once.

That's what the Circle of Influence Content Engine does. It uses content as the vehicle for building referral relationships,  so every interview deepens a connection, and every video puts you in front of the people who matter.

THE COI ENGINE

One system. Everything included.

You show up and have great conversations. We handle literally everything else.

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LinkedIn Outreach & Meeting Booking

We identify the professionals who serve your ideal clients, reach out on LinkedIn, manage replies, and book meetings on your calendar.

— Target identification & research
— Personalized LinkedIn outreach
— Reply management & qualification
— Meeting booking & pipeline management

Interview Briefs & Hook Scripts

Researched prep docs for every interview with SEO topics, guest background, and talking points. Plus teleprompter-ready scripts.

— Researched interview briefs (4/month)
— Hook & outro scripts (4+4/month)
— Content calendar & topic sequencing
— Biweekly strategy check-ins

YouTube Videos & Reels

4 YouTube SEO videos and 16-20 short-form reels per month, all from your interviews.

— YouTube video editing (1 per interview, hook/outro spliced)
— 16-20 reels formatted for all platforms
— Custom thumbnails
— Full SEO optimization (titles, descriptions, tags)

Strategy & SEO Optimization

The foundation that makes everything work, built during onboarding, is refined ongoing.

— LinkedIn profile audit & optimization
— COI persona mapping to content topics
— SEO keyword research for your market
— Brand voice & positioning framework

Optional Add-On: Distribution

Don't have someone to handle posting? We'll post all content to your channels, write captions, tag guests, and manage scheduling across every platform.

*AVAILABLE IF YOU NEED IT*

WHAT YOU GET

Content that compounds.

48

referral relationships
per year

20+

pieces of content
per month

4

YouTube SEO videos
per month

HOW IT WORKS

Learn in detail how it works.

See How Our COI Engine Works

WHO THIS IS FOR

Built for professionals who grow through trust.

  • Financial advisors and wealth managers who want more referrals from CPAs, attorneys, and business owners
  • Executive coaches and consultants who want to be seen alongside the leaders they serve
  • B2B service providers who know that relationships drive revenue, but aren't building enough of them
  • Professionals who want a content library that works for them 24/7, not just when they're posting
  • Anyone who has a strong network but hasn't figured out how to turn it into content that compounds

WHY WE BUILT THIS

"We didn't invent this for clients. We built it for ourselves."

Content creates attention. Relationships create trust.

Short-form content is important, but short-form alone is a treadmill.

More hooks. More edits. More posts. More volume. And still, you’re depending on the algorithm to put you in front of the right people.

The real opportunity is using content to build relationships with the people who already have influence in your market.

That means collaborating with business owners, advisors, industry experts, and trusted voices, not just posting at them.

This relationship-driven content process helped scale a B2B software company to an exit in 2026.

The COI Engine is now productized through Platinum Peek for professionals who want to grow through trust, access, and referral relationships, not endless content volume.

Soren Dickens
Founder, Platinum Peek

Let's build your circle of influence