Independent RIA Infrastructure — Zeroth Logic

THE SYSTEM THAT HAS TO EXIST FIRST.

Before cold outreach. Before paid ads. Before referrals. There are 200–400 dormant leads sitting in your CRM right now — already warm, already forgotten. We build the AI infrastructure that wakes them up while you sleep.

Book a 15-Min Sanity Check See the problem →
$0M+
avg dormant lead value
0s
to first outbound call
0x
ROI conservative est.
scroll
The Asset You Are Ignoring

Your pipeline isn't
broken. It's sleeping.

Independent RIAs spend years building a prospect list — conferences, referrals, cold outreach, digital campaigns. Those leads came in, expressed interest, and were contacted once. Then they went quiet. And they were never systematically followed up on again.

No automation. No reactivation system. Just a CRM full of warm prospects who already know your name, collecting dust while your firm chases cold traffic that has never heard of you.

The leads you already own are infinitely easier to convert than anything you could buy. They said yes once. They just need someone — or something — to ask again.

400
$0M+
In unrealized annual revenue sitting dormant in the average independent RIA's CRM. From leads who already said they were interested — and never heard from you again.
The System

Three components.
One infrastructure.

Built inside your accounts. Live in 7 days. Running 24 hours without you touching it.

01
The Calling Engine
AI CALLS EVERY DORMANT LEAD WITHIN 60 SECONDS.
The moment you import your dormant lead list, the system calls them automatically. No delays. No missed follow-ups. No leads falling through. The AI agent introduces itself naturally, asks the right qualifying questions, and handles common objections in real time. Prospects don't know it's automated unless they ask directly.
02
Live Qualification
THE SYSTEM IDENTIFIES WHO IS STILL IN THE MARKET.
The AI asks: Are you still exploring wealth management? What's your timeline? What are you trying to solve? It listens. It scores. It flags every lead — hot, warm, or cold — in real time. Industry data shows 8–15% of dormant leads are still actively in the market. The system finds every one of them without you lifting a finger.
03
Calendar Booking
QUALIFIED PROSPECTS LAND ON YOUR CALENDAR. AUTOMATICALLY.
When a lead shows buying intent, the system books them directly to your calendar. Cold leads are flagged for automatic future follow-up. You wake up to booked calls, not a to-do list. Every interaction logged. Every outcome tracked. Weekly report shows exactly what happened while you were running your firm.
// System Architecture
Your Airtable account
Your VAPI account
Your OpenAI account
Your CRM integration
Your calendar booking
● OWNED BY YOU. FOREVER.
Build Time
7 DAYS
Agreement to live
Guarantee
30-DAY
3 calls or refund
Permanent Ownership
You are buying
an asset.
Not renting access.

Every other agency builds the system inside their own accounts. The moment you stop paying, your pipeline disappears. Your leads. Your data. Gone.

Zeroth Logic builds everything inside your own Airtable, your own VAPI, your own OpenAI. Cancel our retainer tomorrow. The system stays in your firm, running, permanently.

This is not a subscription to a tool. It is the construction of infrastructure you own outright.

◆ NOT A SUBSCRIPTION — AN ASSET
Investment

Transparent pricing.
No surprises.

Full System Deployment
Zeroth Logic — Independent RIA
Complete AI calling infrastructure built inside your accounts. Deployed in 7 days. Guaranteed to perform.
System Build & DeploymentFull AI calling stack built inside your accounts. One-time, permanent build.
$1,500
Monthly Management & OptimizationDaily monitoring, AI prompt tuning, weekly performance reports.
$800/mo
VAPI & OpenAI Usage CreditsBilled directly to your accounts. Zero markup. Full transparency.
PASS-THROUGH
Month One — All InSystem ownership + 30 days fully managed
$2,300
◆
30-Day Performance Guarantee. If the system does not book your firm at least 3 qualified conversations in the first 30 days, we refund your $800 management fee in full. No negotiation. No questions. The system stays in your accounts permanently regardless of outcome.
The Math

Conservative numbers.
Extraordinary returns.

200–400
Dormant leads in the average independent RIA's CRM right now
8–15%
Industry qualification rate — still actively in the market
$12k
Average new client annual fee for an independent RIA
7 days
From signed agreement to system live and calling
// Your investment vs your return
You spend: $2,300 month one
$60k–$216k
In additional annual revenue potential from leads you already own. Conservative math at 30% close rate on qualified prospects.
◆ 26X — 94X RETURN ON INVESTMENT
FAQ

Every
question
answered.

If yours isn't here, book a call. We will answer it in 15 minutes.

We build an AI calling system inside your own accounts — your Airtable, your VAPI, your OpenAI. It automatically calls every dormant lead in your CRM, qualifies them using a trained AI voice agent, scores each lead by buying intent, and books qualified prospects directly to your calendar. You own the system permanently from day one.
We do not generate new leads. We reactivate leads you already own — people who expressed interest in your firm, were contacted once or twice, and then went quiet. These leads already know your name. They are infinitely warmer than anything a lead service would sell you, and you already paid to acquire them.
From the day you sign the agreement and send your lead list, the system is fully live within 7 business days. The AI agent is calling your leads, qualifying them, and booking the serious ones to your calendar within one week.
The system stays in your accounts permanently. Everything is built inside your own Airtable, VAPI, and OpenAI. Canceling our management retainer does not affect the system at all. It continues running. You own the infrastructure outright.
The system operates inside your accounts, contacts only leads you already own, and makes no investment recommendations. Most RIAs find this setup clean from a compliance standpoint, but we recommend running it by your compliance officer before deployment.
Meaningful results start with as few as 50 dormant leads. Most independent RIAs have between 200 and 400. At an 8–15% qualification rate, even 50 leads produces 4–7 qualified prospects who were already interested in your firm and just needed a follow-up.
Daily system monitoring, AI prompt optimization, weekly performance reports showing calls made and meetings booked, and direct access to Ajani for any questions or adjustments along the way.
If the system does not book your firm at least 3 qualified conversations in the first 30 days, we refund your $800 management fee in full. No negotiation. No questions asked. The system stays in your accounts regardless — you keep the infrastructure either way.
Book Your Call

15 minutes.
No pitch.

We will ask about your pipeline, walk you through the system in 90 seconds, and tell you honestly whether it's a fit. No decks. No pressure. Just a real conversation.

// zerothlogic.com/call

Book a Sanity Check with Ajani

15 minutes. By the end you will know exactly what the system does, what it costs, and whether it makes sense for your firm.

→We ask about your current lead pipeline
→We walk through the system in 90 seconds
→You ask every question you have
→We decide together if it is a fit
3 new client slots available this month
Book Your Sanity Check Now
Or email: hello@zerothlogic.com
Zeroth Logic does not provide investment advice and does not interact with clients regarding investment decisions.