Case Studies

Case Study #2:
Jen & Rami — A Small Team, Big Vision

Background:
Jen and Rami ran a two-person sales agency in Miami. They wanted to scale by offering capital-raising services to their existing business clients. After 3 months trying to build backend operations, they hit a wall.

Pain Points:
  • No technical experience
  • Website and CRM developers quoted $15,000+
  • Failed at hiring an admin team offshore
  • Missed multiple partnership deadlines

Bridgeway Solution:
They joined BPG as full Partners, giving them:
  • A ready-to-run CRM and custom website
  • BPG team support for recruiting cold callers
  • Weekly training from a top industry closer
  •  
Results (6 Months):
  • Raised $610,000 for partners
  • $305,000 in total commissions ($152,500 each)
  • Fully automated follow-up system
  • Expanded into two new industries

Quote:
"We were trying to DIY a jet engine while flying it. BPG handed us the full flight crew instead."

 

 

Case Study #1:

Marcus — From Burnout to $120K in Commissions

Background:
Marcus was a high-performing financial salesperson at a boutique investment firm in Atlanta. After his firm was acquired, he decided to start his own capital-raising agency to control his destiny. He spent $9,000 on software, a freelance CRM build, and cold-calling hires—none of it worked well together.

Pain Points:
  • Fragmented tools with no real integration
  • Poor hires for cold-calling staff
  • Burned out trying to manage everything solo
  • Zero sales closed in 90 days

Bridgeway Solution:
Marcus joined BPG as a Co-Partner, attracted by the fast setup, built-in CRM, and sales training. Within 5 business days, his entire back office was live. He received:
  • AI-powered calling assistant
  • Custom website and onboarding funnel
  • Professionally managed retargeting campaigns

Results (90 Days):
  • $240,000 in capital raised
  • $84,000 in commissions earned
  • Scaled to a 3-person remote sales team
  • Now a full BPG Partner

Quote:
I didn't realize how much I didn’t know until BPG stepped in. This saved me 6 months of struggle.

 

Case Study #3:
Darian — From Freelancer to Founder

 

Background:
Darian was a seasoned closer from the Philippines who had worked with some of the top financial sales teams across Southeast Asia, including Indonesia. Though skilled in sales, he always had a bigger dream: to run his own team and close his own deals as an owner—not just a performer. Despite his ambition, he lacked the infrastructure and legal setup to sell securities properly, especially for offerings like IPOs or private placements.

He had some technical skills, like building simple websites, but when it came to paperwork, compliance, and client presentation materials, he didn’t know what was needed—let alone how to produce it. More importantly, Darian didn’t have the funds to set up a proper business: registering a corporation, securing KYC-compliant phone numbers, or investing in AI-powered communication tools felt completely out of reach.


Pain Points:

No legal or regulatory framework to operate under

No investor documents or content creation capabilities

Inability to register verified phone numbers under a business

Lack of capital for infrastructure (CRM, AI phone systems, etc.)

Tired of earning small percentages working under others


Bridgeway Solution:
Darian partnered with BPG as a Junior Partner under a 50/50 model. Though initially hesitant to split commissions, he quickly realized he had never earned more than 20% working for someone else. With zero upfront investment, Darian was able to launch a real business in under 30 days.

In the first 8 days, Bridgeway activated his back office:

Fully branded corporate entity

Verified KYC-compliant phone numbers with his business name displayed on caller ID

AI-integrated phone system to boost contact rates

Emailing and retargeting systems live

Investor paperwork, pitch decks, videos, and digital assets produced

Custom onboarding with NovaSyn, BPG’s AI assistant

Sales training and ongoing mentorship


Results:
Darian officially launched operations on Day 8. By the end of his first month:

Closed his first client at $7,000 (earning a $3,500 commission)

Secured two additional clients within 10 days

Built a small book of three accounts and began upselling them successfully

Crossed $12,000/month in personal commissions — the most he had made in his entire career outside of one-off large deals


Today:
Darian is building his own book of business with full control, no overhead risk, and access to enterprise-level tools, docume

 

Case Study #4:
Teddy — From Global Closer to Seamless Operator
Jen & Rami — A Small Team, Big Vision

Background:
Teddy, originally from Texas and now living in Spain, has spent the last 11 years building a strong career in financial sales. He worked with top teams in countries like Indonesia and Malaysia, specializing in managing high-volume rooms and upselling clients with consistency. After joining a large financial group in Spain, Teddy found himself facing the same challenge many veterans face: outdated infrastructure, no real upward mobility, and limited flexibility.

He had a solid foundation—seven active, healthy clients and a stable recurring income—but he wanted more freedom and scalability without sacrificing quality. With a strong interest in sports betting, Teddy also needed a schedule that allowed him time for that passion, especially during peak season.


Pain Points:

Outdated infrastructure with no advancement opportunities

Desire for more autonomy and time flexibility

Tired of managing teams, salaries, and tech tools

Frustration with untrustworthy operators and weak backend systems

Wanted to scale without rebuilding everything from scratch


Bridgeway Solution:
Teddy joined BPG as a Co-Partner and instantly found the structure he’d been missing. With no overhead, no salaries, and no partner fees, he was able to plug into a high-performance infrastructure where the back end was handled entirely.

Here’s what he got from day one:

AI-powered calling agents that scheduled 3–6 daily appointments with no dead time

A fully managed CRM—the “command center” of his sales operation

Branded investor materials, company email domains, and phone systems

Built-in follow-up, rescheduling, and SMS tools via AI

Weekly commission payments with full transparency

No staff to manage and no technical headaches


Results:
For the last six months, Teddy has averaged five new clients per month—sometimes four, sometimes six—all while balancing his sportsbook business and lifestyle. His average client opens at around $15,000 USD, and with strong upsells built into his process, his earnings have remained consistently high. He receives 50% of the gross, paid every Wednesday without fail.

Today:
Teddy runs a streamlined, professional business without stress. No trust issues. No micromanagement. No struggling to patch together broken systems. His CRM handles everything, his AI agents keep his calendar full, and all he does is focus on what he’s best at—closing deals.

“Who in their right mind gives you 50 cents on the dollar—on the gross—with all the tools, branding, and AI setup? No one. That’s why I’m here.


Background:
Teddy, originally from Texas and now living in Spain, has spent the last 11 years building a strong career in financial sales. He worked with top teams in countries like Indonesia and Malaysia, specializing in managing high-volume rooms and upselling clients with consistency. After joining a large financial group in Spain, Teddy found himself facing the same challenge many veterans face: outdated infrastructure, no real upward mobility, and limited flexibility.

He had a solid foundation—seven active, healthy clients and a stable recurring income—but he wanted more freedom and scalability without sacrificing quality. With a strong interest in sports betting, Teddy also needed a schedule that allowed him time for that passion, especially during peak season.


Pain Points:

Outdated infrastructure with no advancement opportunities

Desire for more autonomy and time flexibility

Tired of managing teams, salaries, and tech tools

Frustration with untrustworthy operators and weak backend systems

Wanted to scale without rebuilding everything from scratch


Bridgeway Solution:
Teddy joined BPG as a Co-Partner and instantly found the structure he’d been missing. With no overhead, no salaries, and no partner fees, he was able to plug into a high-performance infrastructure where the back end was handled entirely.

Here’s what he got from day one:

AI-powered calling agents that scheduled 3–6 daily appointments with no dead time

A fully managed CRM—the “command center” of his sales operation

Branded investor materials, company email domains, and phone systems

Built-in follow-up, rescheduling, and SMS tools via AI

Weekly commission payments with full transparency

No staff to manage and no technical headaches


Results:
For the last six months, Teddy has averaged five new clients per month—sometimes four, sometimes six—all while balancing his sportsbook business and lifestyle. His average client opens at around $15,000 USD, and with strong upsells built into his process, his earnings have remained consistently high. He receives 50% of the gross, paid every Wednesday without fail.

Today:
Teddy runs a streamlined, professional business without stress. No trust issues. No micromanagement. No struggling to patch together broken systems. His CRM handles everything, his AI agents keep his calendar full, and all he does is focus on what he’s best at—closing deals.

“Who in their right mind gives you 50 cents on the dollar—on the gross—with all the tools, branding, and AI setup? No one. That’s why I’m here.”

 

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Step 1:
Orientation Call

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Step 3:
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Within 7 days, your campaign is launched, and you start making money.

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