The Agency
A different kind ofpractice partner.
Execution support for firms who need hands-on help. Design, content, campaigns, and marketing systems — all built inside your SweetBOS architecture.
Not Just Strategy
SweetConnect is the execution arm of SweetBOS. When your practice needs hands-on creative and marketing support, we deliver it.
Brand & Design
Visual identity, messaging, website design, and collateral that reflects who you actually are.
Content & Thought Leadership
Newsletters, articles, social content, and presentations that position you as the expert you are.
Campaigns & Events
Client acquisition campaigns, event strategy, webinar production, and follow-up automation.
Marketing Systems
CRM configuration, email automation, analytics setup, and infrastructure that makes marketing repeatable.
If what you need is not on the menu, we can scope it together and price it accordingly. SweetConnect makes common options easier, without limiting what is possible.
Capability programs
Build skills and capacity programs that drive adoption and lasting impact.
Partner-branded initiatives
Co-create branded experiences that strengthen partner relationships.
Custom execution
Design and deliver initiatives tailored to your goals, timeline, and audience.
Our Process
Mirror First
We start with your Mirror assessment to understand the full landscape before touching marketing.
Scope & Align
We identify which domains need execution and define clear deliverables, timelines, and metrics.
Build & Deliver
Our team executes — design, content, campaigns — always connected to your SweetBOS architecture.
Train & Transition
Everything comes with documentation and training. The goal is independence, not dependence.
Pricing & credits
SweetConnect is credit-based for fund companies, dealers, branches, and networks. Choose a program, then spend credits on workshops, cohorts, enablement, and custom builds across your group.
Pilot
$20,000
5 credits · 90-day window
A focused first program to prove the model with a team or region.
Quarterly
$72,000
20 credits · 60-day window
A larger quarterly push across multiple teams, branches, or events.
Annual
$256,000
80 credits · Year-long access
Firm-wide capability for the year — the most room to build.
What credits buy
- Wholesaler enablement1 credit
- Executive strategy session1 credit
- Regional workshop2 credits
- Nationwide workshop3 credits
- Elite cohort program3 credits / session
- Custom workshop build5 credits
Custom project builds — automation, integration, and bespoke work — are scoped and priced separately. Talk to us →
Let's Build
Start with the Mirror. Then let SweetConnect bring your transformation to life.