You build beautiful campaigns. Run traffic. Launch funnels. But at the end of the day, if your client can’t afford to scale — your performance suffers too.

Here’s the truth: most small business clients are underfunded. They don’t need another tactic. They need working capital.

That’s where funding solutions come in. When you embed capital strategy into your agency, you stop just selling marketing — and start driving growth.

The Problem You’re Already Seeing

You’ve likely heard it before:

• “We want to increase spend — but can’t afford it right now.”

• “We’re waiting on a payment from a big client.”

• “We had to pause the campaign because of cash flow.”

These aren’t marketing problems. They’re capital problems.

And if you can solve them, you become more than a vendor — you become a partner.

What It Looks Like to Offer Funding With Trulli

You’re not becoming a bank. You’re not chasing lenders. With Trulli, offering capital support is as simple as adding a layer of analysis and guidance to your service.

Here's how it works:

• You input basic business and credit data (or have the client do it via a branded intake)

• Trulli’s AI generates a tailored capital plan: what they qualify for, when to apply, and how to structure it

• You deliver the plan alongside your marketing roadmap — or even include it as a bonus service

You can position this as:

• A growth accelerator

• A consulting add-on

• A bundled bonus for qualified clients

Monetization Options for Agencies

Agencies can use funding in a few different ways:

• Charge for capital plans as a separate offer ($500–$2,000)

• Use it to increase campaign budgets by helping clients unlock new lines of credit

• Bundle it into premium packages (e.g., “Growth Strategy + Capital Blueprint”)

• Refer to brokers or partners for commissions

You’re already helping them grow — now you’re helping them fund that growth.

Real-World Example: A Restaurant Scaling After a Successful Launch

You help a restaurant run a killer launch campaign. Now they need to expand, hire more staff, or open a second location.

With Trulli:

• You generate a funding plan: $150K across term loans and equipment financing

• You provide a branded PDF and instructions

• They get funded — and reinvest in their marketing with you

It’s a win for them, and recurring revenue for you.

Strategic Positioning: Be the Partner, Not the Pitch

Clients are tired of being sold to. What they want is a guide who helps them solve real problems. When you bring funding into the conversation, you’re solving one of their biggest ones.

This leads to:

• Higher client retention

• Bigger budgets

• More trust

• A competitive differentiator for your agency

The Bottom Line

Marketing drives demand. Capital fuels it.

The best agencies are already embedding capital intelligence into their services. With platforms like Trulli, you can do the same — without extra headcount, compliance, or complexity.