Excellence by Executive Consulting – Client Success Portal Excellence by Executive Consulting – Client Success Portal

Welcome to Funding Mastery Activation

Onboarding begins now. Let's confirm your information.

Please enter your first name
Please enter your last name
Please enter a valid email
Please enter your phone number
Excellence by Executive Consulting
Strategic Funding Advisory
John - Founder

Welcome to Funding Mastery

18 employees across 5 countries. This is what we do — every single day.

100% Improved Results within 30 days
85% All Negatives Removed in 3-6 months
10K+ Applications Submitted
1,000+ Lender Relationships across 50+ states

Why We're Different

Others charge $25K for this. We're giving it away.

You can't Google this. AI hasn't been trained on it. We spent 1,847 days and 23,000+ applications learning what works. Tens of thousands of hours building our systems. Hundreds of thousands invested in business mentorships — even competitors' funding programs. Now it's yours.

"We give this away because we were tired of watching people get gatekept. We're investors too — we know the game."
— John, Founder

20+ industries served · If we can't tell you how to position yourself for funding — no one can.

⚠️ One Wrong Move Can Cost You 6 Months

Wrong application order. Bad timing. Burned relationships you didn't know you had. The roadmap shows what to do — and what NOT to do. Follow it exactly.

Why we limit enrollment: We work with just 5 clients per cohort — that's 5 clients every 30-90 days. This ensures proper time and effort is dedicated to helping you achieve your very specific goal.

Client Success Portal

Complete each stage to activate your funding journey.

Stage 0 — Contract & Retainer

Lock In Your Spot

⏱ 10-15 minutes · 4 tasks
0 of 4 complete
1
Pay Activation Retainer
Secure your spot with our team

Your retainer secures your spot and activates our team. We limit how many clients we work with to ensure quality.

2
Sign Funding Agreement
Authorize us to work on your behalf

This agreement formalizes our relationship and gives us permission to work as your funding advisory team.

3
Commit to the Rules
Understand the no rogue applications rule
⚠️ Required Commitment

While we're working together, do not apply for any new credit without speaking to us first. This includes credit cards, loans, store cards, and anything that pulls your credit.

First violation: We reset and explain what happened.
Second violation: Engagement ends. No refund.

4
Review Onboarding Guide
Understand the full process

Review the full onboarding guide to understand exactly what to expect and how to get the most out of our engagement.

→ What Happens Next

Once you complete this stage, you'll move on to uploading your documents and connecting your credit monitoring. We'll start reviewing your profile immediately.

Stage 1 — Onboarding & Documents

Get Financially Visible

⏱ 15-20 minutes · 4 tasks
0 of 4 complete
1
Download Portal App
Get the app on your device

Download our secure portal app to upload documents and communicate with our team.

2
Upload Personal Documents
ID, SSN document, proof of address

Upload these documents through your portal app:

  • Government-issued photo ID (driver's license or passport)
  • Social Security card or SSN document
  • Proof of address (utility bill, bank statement)
3
Upload Business Documents
Articles, EIN letter, operating agreement

Upload these business documents through your portal:

  • Articles of Organization
  • EIN letter from the IRS
  • Operating Agreement (if applicable)
  • 3-6 months of business bank statements
4
Connect Your Credit Monitoring
MyScoreIQ + Experian accounts required

Set up these two credit monitoring accounts and share your logins securely below. This lets us track your profile in real-time.

Step 1: MyScoreIQ

First, create your account:

🔒 Enter Your MyScoreIQ Credentials
✓ MyScoreIQ credentials saved securely
Step 2: Experian

First, create your account:

🔒 Enter Your Experian Credentials
✓ Experian credentials saved securely
→ What Happens Next

We'll analyze your credit profile and begin any necessary optimization. If your profile needs strengthening, we'll handle the disputes. Otherwise, we move straight to strategy.

Stage 1R — Strengthen Your Profile

Position Your Profile

⏱ 5-10 minutes (your part) · 2 tasks
0 of 2 complete
1
Remove Credit Freezes
Ensure no blocks on your file

If you have any fraud alerts or credit freezes, remove them now. Log into each bureau and check your security settings.

  • Check Experian for freezes/alerts
  • Check TransUnion for freezes/alerts
  • Check Equifax for freezes/alerts
2
Stay Responsive
We handle the rest — just be available
What We Do For You
  • Review your profile against our funding thresholds
  • Add strategic tradelines where needed
  • Work on removing harmful inquiries and negatives
  • Lift any flags that would block approvals

Your only job: stay responsive when we reach out for confirmations or additional info.

→ What Happens Next

You'll book your strategy session where we map out your exact funding plan — which banks, which bureaus, in what order, and for what amounts.

Stage 2 — Strategy & Roadmap

Architect Your Funding Plan

⏱ 1 hour session · 2 tasks
0 of 2 complete
1
Book Your Strategy Session
Schedule your 1-on-1 planning call

This is where we design your personalized funding roadmap: which banks, in what order, on which bureaus, and for what purpose.

Click below to view available times and book your strategy session:

📅 Book Your Strategy Session →
2
Get Ready for Strategy
Know your goals and availability

Come to your strategy session ready to discuss:

  • Your funding goals (how much capital you're targeting)
  • Your availability for text verifications on application days
  • Funds set aside for relationship deposits
→ What Happens Next

After your strategy session, you'll open relationship accounts at the banks we select. These deposits build trust before we request credit lines.

Stage 3 — Banking Relationships

Build Your Banking Foundation

⏱ 20-30 min per account · 2 tasks
0 of 2 complete
1
Open Relationship Accounts
Follow our step-by-step guides

Open 3-5 strategic accounts using our guides. This positions you as a trusted relationship before we apply for credit.

2
Activate & Upload Logins
Set up online banking for each account

For each new account:

  • Receive and activate your debit card
  • Set up online banking access
  • Upload logins securely to your portal
  • Keep relationship deposits in place
→ What Happens Next

You're ready! We'll coordinate application day with you, submit your applications, and guide you through any verification calls. Funding is days away.

Excellence by Executive Consulting — Strategic Funding Advisory

This portal is for educational and strategic guidance. Not legal, tax, or investment advice.

💡
✓ Progress saved

Book Your Strategy Session

Welcome to Funding Mastery Activation

Onboarding begins now. Let's confirm your information.

Please enter your first name
Please enter your last name
Please enter a valid email
Please enter your phone number
Excellence by Executive Consulting
Strategic Funding Advisory
John - Founder

Welcome to Funding Mastery

18 employees across 5 countries. This is what we do — every single day.

100% Improved Results within 30 days
85% All Negatives Removed in 3-6 months
10K+ Applications Submitted
1,000+ Lender Relationships across 50+ states

Why We're Different

Others charge $25K for this. We're giving it away.

You can't Google this. AI hasn't been trained on it. We spent 1,847 days and 23,000+ applications learning what works. Tens of thousands of hours building our systems. Hundreds of thousands invested in business mentorships — even competitors' funding programs. Now it's yours.

"We give this away because we were tired of watching people get gatekept. We're investors too — we know the game."
— John, Founder

20+ industries served · If we can't tell you how to position yourself for funding — no one can.

⚠️ One Wrong Move Can Cost You 6 Months

Wrong application order. Bad timing. Burned relationships you didn't know you had. The roadmap shows what to do — and what NOT to do. Follow it exactly.

Why we limit enrollment: We work with just 5 clients per cohort — that's 5 clients every 30-90 days. This ensures proper time and effort is dedicated to helping you achieve your very specific goal.

Client Success Portal

Complete each stage to activate your funding journey.

Stage 0 — Contract & Retainer

Lock In Your Spot

⏱ 10-15 minutes · 4 tasks
0 of 4 complete
1
Pay Activation Retainer
Secure your spot with our team

Your retainer secures your spot and activates our team. We limit how many clients we work with to ensure quality.

2
Sign Funding Agreement
Authorize us to work on your behalf

This agreement formalizes our relationship and gives us permission to work as your funding advisory team.

3
Commit to the Rules
Understand the no rogue applications rule
⚠️ Required Commitment

While we're working together, do not apply for any new credit without speaking to us first. This includes credit cards, loans, store cards, and anything that pulls your credit.

First violation: We reset and explain what happened.
Second violation: Engagement ends. No refund.

4
Review Onboarding Guide
Understand the full process

Review the full onboarding guide to understand exactly what to expect and how to get the most out of our engagement.

→ What Happens Next

Once you complete this stage, you'll move on to uploading your documents and connecting your credit monitoring. We'll start reviewing your profile immediately.

Stage 1 — Onboarding & Documents

Get Financially Visible

⏱ 15-20 minutes · 4 tasks
0 of 4 complete
1
Download Portal App
Get the app on your device

Download our secure portal app to upload documents and communicate with our team.

2
Upload Personal Documents
ID, SSN document, proof of address

Upload these documents through your portal app:

  • Government-issued photo ID (driver's license or passport)
  • Social Security card or SSN document
  • Proof of address (utility bill, bank statement)
3
Upload Business Documents
Articles, EIN letter, operating agreement

Upload these business documents through your portal:

  • Articles of Organization
  • EIN letter from the IRS
  • Operating Agreement (if applicable)
  • 3-6 months of business bank statements
4
Connect Your Credit Monitoring
MyScoreIQ + Experian accounts required

Set up these two credit monitoring accounts and share your logins securely below. This lets us track your profile in real-time.

Step 1: MyScoreIQ

First, create your account:

🔒 Enter Your MyScoreIQ Credentials
✓ MyScoreIQ credentials saved securely
Step 2: Experian

First, create your account:

🔒 Enter Your Experian Credentials
✓ Experian credentials saved securely
→ What Happens Next

We'll analyze your credit profile and begin any necessary optimization. If your profile needs strengthening, we'll handle the disputes. Otherwise, we move straight to strategy.

Stage 1R — Strengthen Your Profile

Position Your Profile

⏱ 5-10 minutes (your part) · 2 tasks
0 of 2 complete
1
Remove Credit Freezes
Ensure no blocks on your file

If you have any fraud alerts or credit freezes, remove them now. Log into each bureau and check your security settings.

  • Check Experian for freezes/alerts
  • Check TransUnion for freezes/alerts
  • Check Equifax for freezes/alerts
2
Stay Responsive
We handle the rest — just be available
What We Do For You
  • Review your profile against our funding thresholds
  • Add strategic tradelines where needed
  • Work on removing harmful inquiries and negatives
  • Lift any flags that would block approvals

Your only job: stay responsive when we reach out for confirmations or additional info.

→ What Happens Next

You'll book your strategy session where we map out your exact funding plan — which banks, which bureaus, in what order, and for what amounts.

Stage 2 — Strategy & Roadmap

Architect Your Funding Plan

⏱ 1 hour session · 2 tasks
0 of 2 complete
1
Book Your Strategy Session
Schedule your 1-on-1 planning call

This is where we design your personalized funding roadmap: which banks, in what order, on which bureaus, and for what purpose.

Click below to view available times and book your strategy session:

📅 Book Your Strategy Session →
2
Get Ready for Strategy
Know your goals and availability

Come to your strategy session ready to discuss:

  • Your funding goals (how much capital you're targeting)
  • Your availability for text verifications on application days
  • Funds set aside for relationship deposits
→ What Happens Next

After your strategy session, you'll open relationship accounts at the banks we select. These deposits build trust before we request credit lines.

Stage 3 — Banking Relationships

Build Your Banking Foundation

⏱ 20-30 min per account · 2 tasks
0 of 2 complete
1
Open Relationship Accounts
Follow our step-by-step guides

Open 3-5 strategic accounts using our guides. This positions you as a trusted relationship before we apply for credit.

2
Activate & Upload Logins
Set up online banking for each account

For each new account:

  • Receive and activate your debit card
  • Set up online banking access
  • Upload logins securely to your portal
  • Keep relationship deposits in place
→ What Happens Next

You're ready! We'll coordinate application day with you, submit your applications, and guide you through any verification calls. Funding is days away.

Excellence by Executive Consulting — Strategic Funding Advisory

This portal is for educational and strategic guidance. Not legal, tax, or investment advice.

💡
✓ Progress saved

Book Your Strategy Session