Built for Loan- & Funding-Brokers (Moonshine Capital)

💡 Quick-Start Dashboard

Duplicate this table and track your SSI targets weekly.

1️⃣ Establish a Professional Brand

• [ ] Headline – super-niche promise
• [ ] Banner – trust badges + CTA
• [ ] About – Pain → Solution → Proof → CTA
• [ ] Featured – client wins & free ROBS guide
• [ ] Services – Business Credit • ROBS • Broker Coaching
• [ ] 30+ Skill endorsements
• [ ] 5+ Recommendations
• [ ] Creator Mode with #businessfunding #ROBS

2️⃣ Find the Right People

• [ ] Save 3 Ideal Client searches in Sales Nav
• [ ] Daily lead lists → tag: Prospect / Partner / Affiliate
• [ ] Engage in 5 LinkedIn Events monthly
• [ ] Follow 10 compliance thought-leaders