Hi Daniel, it’s been a while… should
we pick this back up?
Breaking Ground, Silently
The Quiet Advantage
Prepared
for Daniel AlmondThe Real OpportunityYou’re not competing with other project managers. You’re competing for trust — before a single architect or builder is appointed. Private offices aren’t looking for vendors. They’re looking for certainty. Someone who protects their principal’s reputation — and their own.
How Private Office Decisions FlowCritical Access Point:
Chief of Staff / Head of Private Office
— before project appointments are made.
How We Position You
(Real-World Terms)Not as another contractor.
Not as another luxury project manager.
Not as a vendor.
We position you as:
The Principal’s Discreet Field Commander.
The trusted person the family office can call before
any public moves are made, to quietly protect time,
budget, and reputation.
OPTION 1
Tactical and CalmThe Principal’s Discreet Field Commander.
Brought in before public appointments — to protect timelines, budgets, and reputations, without adding noise.
OPTION 2
Sharper and More StrategicThe Principal’s Discreet Field Commander.
Trusted to shape the project quietly from day one — before the first architect or builder enters the conversation.
OPTION 3
Even Crisper (Short, Punchy)The Principal’s Discreet Field Commander.
In the room early. Protecting the principal’s interests before anyone else has a seat at the table.
WHAT WE’LL BUILD TOGETHER-
A ready-to-deploy offer so you can start reaching family offices and private advisors before architects, builders, or designers are involved.
This includes:
Offer Positioning:
Short, discreet framing that makes the briefing feel like reputation insurance — not a sales pitch.
Briefing Deck Outline:
What to cover in a 15-20 min call or meeting (risk assessment structure, key questions to ask, how to open and close the conversation elegantly).
Sample Outreach Email:
A low-pressure email template to offer the briefing to a family office, a Chief of Staff, or an introducer contact.
Follow-Up Sequence:
What to send after the first contact or meeting to stay on their radar without feeling pushy.
Result:
You’ll have a plug-and-play system to get invited into early conversations without ever sounding like you're pitching. -
I’ll write and design a polished PDF designed specifically for gatekeepers to pass around quietly — something they want to share because it protects their credibility.
Includes:
Title and Concept Development:
Something like “The 7 Hidden Risks of Building Legacy Estates — And How Trusted Advisors Protect Against Them.”
Content Writing:
Short, powerful insights written in “whisper network” language (serious, elegant, reputationally aware — not marketingy).
Design Layout:
Clean, minimalistic PDF, branded lightly around your name (not a company brochure).
Built-in CTA:
A subtle invitation at the end to reach out before appointments are made.
Result:
You have a credible, serious piece of collateral that builds your authority and opens doors behind the scenes. -
I’ll map out the kinds of people and firms most likely to become introducers or gatekeepers — and give you starter templates for opening those conversations.
Includes:
Introducer Categories:
(Family lawyers, wealth managers, property finders, boutique concierge firms, private office networks.)
Example Firms and Names:
A researched list of ~30 real introducer types and networks you could target.
Soft Intro Email Templates:
Short email scripts you (or a mutual contact) can use to introduce you naturally, without "pitching."
Conversation Starters:
Phrases to use that make people feel smart for bringing you into their client circle — not threatened.
Result:
You’ll know exactly who to approach and how to approach them — without burning bridges or looking desperate. -
A small number of carefully crafted sentences that tell people exactly who you are, what you do, and why they should trust you — without you ever sounding like you’re selling yourself.
Includes:
Primary Introduction Line:
How you describe yourself in 1-2 sentences during a meeting, call, or intro email.
Short Elevator Pitch:
A slightly longer version (20-30 seconds) you can use in more formal conversations.
Whisper Line:
How you want others to describe you when you're not in the room (critical for referrals inside private offices).
Result:
You’ll be talked about the right way — positioned as the safest, smartest early move they can make. -
A single, powerful document that captures:
Who you help:
Private/family offices managing legacy residential projects.
What you solve:
Early-stage decision risk, project team orchestration, reputation protection.
How you work:
Discreetly, independently, architect-neutral, principal-first.
Why it matters:
Protects the principal’s money, peace of mind, and long-term legacy — and protects the advisor's reputation at the same time.
Result:
This becomes the internal North Star — your consistent message for everything you say, send, and publish moving forward.
Protecting the Principal’s interests
Reducing reputational risk
Making their own jobs easier and safer
Real Buyer Psychology
(Who You’re Really Selling To)-
Understanding Their Fears
Making a bad recommendation
to the principalHow You Solve It
You help vet and control appointments, behind the scenes -
Understanding Their Fears
Losing control over contractors
and logisticsHow You Solve It
You orchestrate the moving parts quietly and protect them -
Understanding Their Fears
Reputation damage through bad project choicesHow You Solve It
You offer early-stage intelligence
to avoid costly missteps
How We Get You Into the Room Early
Pre-Appointment Risk Briefing
A private service offer to family offices:
"Before you appoint anyone, would you like a confidential risk audit on your shortlist?"
Signature Authority AssetTitle:
“The 7 Hidden Risks of Building Legacy Estates — And How Trusted Advisors Protect Against Them.”
Format:
3-page PDF.
Tone:
Confidential, serious, no marketing fluff.
Purpose:
To arm the gatekeepers — and get you
talked about in the right rooms.
Ways We Can Work Together
Ways We Can Work Together
There are two simple ways we can move forward—
depending on whether you want full support as we build and adapt, or a complete system handed over for you to run independently.
option 1Strategic Partner (Recommended)
£4,000 + VAT per month (minimum 3 months)Full delivery of all core assets
(Pre-Appointment Briefing, Signature Authority Asset, Introducer Mapping, CRM setup)
Ongoing Whisper Network Support
helping you identify, approach, and nurture introducers
Monthly Lead Generation
via controlled paid ads (small budget managed separately)
Monthly CRM Reporting
(tracking new leads, follow-ups, and real engagement)
Strategic Advisory
available as needed to refine messaging, troubleshoot, and adapt based on live feedback
Priority Access
to ad creative, messaging updates, and content tweaks
£12,000 + VAT deposit upfront
(covers first 3 months)
Month-to-month continuation after 3 months, invoiced monthly.option 2Foundation
Build Project
£15,000 + VAT one-offFull strategy delivery
Full asset creation
CRM and automation setup
Paid ad campaign setup (initial launch only, no ongoing management)
60-minute live handover session to walk you (or your team) through how to run it
Important:
Paid ad spend is separate — you control and scale it month-to-month based on results (typical starting test budget ~£500–£1,500/month)
70% deposit upfront
(£10,500 + VAT)
30% balance due on final delivery and handover.Why me, why Form+Focus?Because you don’t need marketing. You need early influence. You need quiet authority. You need someone who understands that in your world:
Trust is currency. Access is everything. And timing beats tactics.
I get it — and I’ll build your system that will win.
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