CASI is an AI operator that wins clients for B2B service businesses. It runs your partnerships, content, ads and outbound, contacts every new lead within a minute and puts qualified calls on your calendar. You manage it from Slack, WhatsApp or email.
CASI is an AI and says so in every conversation.
Illustrative example
AI already drafts the proposals, the code and the reports. The next client still comes from referrals, the founder's network and whoever has time to post this week.
Growing past that means running partnerships, content, ads and outbound at the same time, answering every lead fast and following up until they buy. Few teams can staff all of it, so it happens in bursts.
CASI runs four acquisition channels at once: Connections, Content, Creatives and Cold outreach. Every lead they produce goes through the same pipeline, where CASI books the call, runs the close and delivers the new client to your team.
CASI finds newsletters, communities, podcasts and software partners whose audience matches your buyer. It drafts the joint-venture pitch, follows up and sets up the partner workshop or email that introduces you.
CASI turns what your team already knows into posts, short videos and emails, schedules them and tracks which pieces lead to booked calls.
CASI writes and builds around 30 new ad creatives a day and tests them inside the budget you set. Losers get paused and winners get more spend, by kill and scale rules you approve.
CASI builds a list of the accounts that fit your offer, writes the email and DM sequences in your voice and answers replies until the prospect books.
AI voice and text agents reach each new lead within a minute, day or night. They answer questions, check fit against your criteria and put the call on your calendar.
Prospects join a live workshop room where an AI host runs the session and answers questions in chat. Checkout opens at the pitch, and failed payments get a recovery sequence. It is the workshop format our team has run for tens of thousands of attendees.
When someone pays, CASI sends the welcome, books the kickoff and passes everything learned during the sale to your delivery team, so the client never answers the same question twice.
We run CASI on Funneling Media's own sales first. Prospects reach the call after the system has already walked them through what we do, and these are the changes in our numbers.
Message CASI in Slack, WhatsApp or email the way you would message a teammate. Ask how the pipeline looks, approve a batch of ads or tell it to follow up with a prospect. If your team already runs on AI tools or an internal operating system, CASI plugs into those instead.
Client acquisition used to need a team of specialists for each channel. Most of that work can now be done by an AI that is allowed to act.
Services make up roughly two thirds of a $114 trillion world economy, and professional and commercial services are about $6 trillion of that. Whoever owns client acquisition in that shift wins.
CASI is built for seven-figure, high-ticket service businesses that sell online: clients pay $2k to $30k and usually buy after a call. Support for any high-ticket business comes later.
Funneling Media has run client acquisition for businesses as a done-for-you service for years, and CASI is the software version of that work. These are results from clients of that service, first names only.
TracySpent $1,200 on ads and got back nearly $15,000 in 23 days.Watch on YouTube
High-ticket application funnel8,000+ leads at a 30% opt-in rate and 800 calls booked.Watch on YouTube
TimmyMade $50K working with the team.Watch on YouTube
"I went from having no leads for my business through my website to having a client generation machine."
"With a brand new product launch of $7, we made over $35 on each order. The funnel is converting at 70%."
"I'm already getting appointments for my business. I failed to leverage my leads earlier, but now I have a client acquisition system A-Z."
These results are from real clients of Funneling Media's done-for-you service. They are not typical, and your results will depend on your offer, market and execution.
Walk through your offer, price, ideal client and current pipeline. Nik maps which channels CASI should run first.
Today Funneling Media delivers this as a done-with-you or done-for-you service: messaging, accounts, calendar and approval rules. CASI is the software version of that service.
It drafts, posts, sends, books and follows up. Anything new that goes out to prospects waits for your OK.
Your team serves clients. CASI keeps the pipeline moving around them.
Overnight leads already got a call or a text, and the ones who qualified are on today's calendar.
Your morning brief: calls today, pipeline by channel, one decision for you.
Yesterday's ad creatives are scored. Losers pause, winners get more budget and today's new batch goes live.
A partner replies to the joint-venture pitch and books a planning call.
Cold email replies get answered, and interested prospects get a booking link.
A post from the content plan you approved goes out on LinkedIn.
Live workshop: the AI host runs Q&A in chat and checkout opens at the pitch.
A declined card from the workshop gets a recovery message, and the buyer updates payment.
End-of-day report: leads, booked calls and sales by channel. You approve tomorrow's plan in one tap.
Nik started his first agency at 19 and did all of its client acquisition himself. It passed $1M within two years. Since then he has closed thousands of deals, managed tens of millions of dollars in marketing spend and helped his business partner exit three companies in the agency space.
A funnel he built with a partner passed $100M in sales and made him the youngest winner of the ClickFunnels Two Comma Club C award. He was the youngest speaker at the HighLevel Level Up Summit, has spoken at the AI Summit in Bali, and has trained tens of thousands of business owners on AI implementation in live sessions.
The 4C system comes out of that work: distribution through partners, recovering acquisition cost on the front end and taking new offers to market. His company, Funneling Media, has worked with thousands of clients, and 500+ businesses have signed up for funneling.com, its white-labeled marketing software. Nik wrote Funneling Secrets and has interviewed 100+ millionaire founders about how they win business. CASI puts that playbook into software.
Book a call with NikAdvisors Technical and product
No. CASI is an AI. When it messages or calls your leads it says it is the AI assistant for your business, and it hands the conversation to your team whenever a person is needed.
The four channels CASI runs to bring in buyers: Connections (partnerships and joint ventures with people who already have your audience), Content (organic posts, video and email), Creatives (paid ads, with around 30 new creatives a day and kill and scale rules) and Cold outreach (outbound email and DM). Every lead then goes through the same pipeline: CASI books the call, runs the close and delivers the client to your team.
In Slack, WhatsApp and email, where you message it like a teammate. If your team already uses AI tools or an internal operating system, CASI plugs into those instead.
Funneling Media sells this work today as a done-with-you or done-for-you service. CASI is the software version of that service.
A subscription plus usage credits for the work CASI does, such as ads, calls and messages. Enterprise teams can bring their own AI model keys. Nik walks you through the options on the Roadmap call.
It's a free call with Nik. You go through your offer, price, ideal client and current pipeline, and he maps which parts of the 4C system CASI should run first. If it's a fit, he explains how setup works.
No, and be careful with anyone who does. CASI keeps the channels running and makes sure every lead is contacted fast and followed up. How many become clients depends on your offer, price and market.
On the acquisition side: your website forms, calendar, CRM, phone and text, Meta, Google and LinkedIn ad accounts, and your checkout. The team confirms your exact stack during setup.
Your name, email and phone are stored so the team can follow up, and they are never sent to the AI model. When CASI runs for your business, the team reviews access with you before connecting any account.
Pick a time that works for you. You'll go through your offer and pipeline together, and Nik will map which channels CASI should run first.
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