Josh Collier

Author: Josh Collier

  • From Financial Services to AI Growth Partner — My Career Journey

    People often ask how I went from financial services to building AI sales systems. The truth is, the path wasn’t as disconnected as it might seem — every step taught me something I use every day at More Opportunity.

    Learn to Sell by Serving

    My early career was in financial services — a world where trust is everything. You’re asking someone to trust you with their life savings. There’s no shortcut for that. I learned that the best sales process isn’t really about selling at all — it’s about understanding what someone actually needs and building a relationship around that.

    That experience shaped how I think about sales systems today. When we build AI follow-up sequences at More Opportunity, the goal isn’t to blast people with automated messages — it’s to create touchpoints that feel personal and relevant, even at scale.

    Build What You Can’t Find

    By 2024, I was ready to build the thing I’d been looking for as a practitioner. More Opportunity was born out of a simple insight: most entrepreneurs are great at their craft but terrible at building repeatable systems for lead generation and follow-up. I combined my sales expertise with AI tools like ManyChat, GoHighLevel, and Charlie AI to create those systems.

    Kevin Jacobson Jr. and I position ourselves as “salespeople who learned to build AI — not engineers who learned to sell.” That distinction matters. We understand the conversations that close deals because we’ve had thousands of them ourselves.

    Scale Through Partnership

    Co-founding Levrg AI with Kevin was the natural next step. While More Opportunity delivers done-for-you growth systems, Levrg AI builds the SaaS tools that make it possible. Together, we’ve served 300+ clients and generated 61+ case studies documenting real results.

    The financial services background wasn’t a detour — it was the foundation. Everything I learned about trust, relationships, and serving people informs how we build AI systems that feel human, not robotic.

    Related Reading

    This career journey provides the backstory for what a growth partner actually does and how the SSS Framework was developed from real practitioner experience. For the AI tools that Josh now deploys for clients, read GoHighLevel: The Platform Behind AI Sales Systems and How AI Is Changing Revenue Operations in 2026.

    Josh and Kevin co-host the Entrepreneurship Sucks podcast, where they share the real stories behind building these businesses. See the full network of people Josh collaborates with on the Connections page, and read more on the About page.

  • How AI Is Changing Revenue Operations in 2026

    Revenue operations used to mean spreadsheets, CRM dashboards, and a lot of manual follow-up. In 2026, AI has completely rewritten the playbook — and the businesses that adapt fastest are the ones pulling ahead.

    Automate the Follow-Up, Keep the Human Touch

    At More Opportunity, we use a combination of ManyChat, GoHighLevel, and Charlie AI voice and chat agents to create automated follow-up sequences that feel personal. The difference between a lead going cold and a booked appointment often comes down to response time — and AI never sleeps.

    Our clients have seen 2,000+ appointments booked in 70 days using these systems. That kind of volume would require an army of SDRs. With AI, it takes a well-built system and the right strategy.

    The SSS Framework in Action

    My proprietary SSS Framework — Source, Sequence, Scale — is built specifically for this new era of revenue operations. First, you source the right prospects through targeted multi-channel campaigns. Then, you build intelligent sequences that nurture leads without dropping them. Finally, you scale what works into a repeatable revenue machine.

    What This Means for 7–9 Figure Entrepreneurs

    If you’re running a business doing seven figures or more, the question isn’t whether to adopt AI in your revenue operations — it’s how fast you can implement it before your competitors do. The entrepreneurs I work with at More Opportunity are adding $1M+ in revenue within 90 days by deploying these systems.

    The old playbook of hiring more reps and hoping for the best is dead. The new playbook is building intelligent systems that work 24/7 and free your team to focus on closing, not chasing.

    Related Reading

    This article covers the big-picture shift in revenue operations. For the specific platform that powers these systems, read GoHighLevel: The Platform Behind AI Sales Systems. The SSS Framework referenced here gets a full breakdown in The SSS Framework — How We Help Clients Add $1M+ in 90 Days.

    For the human side of AI-powered revenue, see Sales Mastery and Mindset with Eli Wilde and Building Sales Teams with Derek Stupski. To understand how these operational principles evolved from Josh’s career in financial services, read From Financial Services to AI Growth Partner. See the full landscape in The State of AI Sales Systems in 2026.