GREATER AUSTIN AREA, TEXAS

SCALE YOUR BUSINESS. BUILD YOUR WEALTH. CREATE FREEDOM.

As a business strategist, investor, and Sr. Partner at ActionCOACH Central Texas, Tanner O’Brien helps business owners scale profitably, step out of daily operations, and turn their business into a wealth-building asset.

MEET TANNER O'BRIEN

ENTREPRENEUR, INVESTOR, PODCAST HOST, AND BUSINESS COACH

Tanner O’Brien is a business growth strategist, investor, and entrepreneur dedicated to helping business owners turn their companies into true wealth-building assets. As the co-founder of a high-performing business coaching firm and the owner of a specialized marketing agency, Tanner has worked with countless entrepreneurs to scale their businesses, increase profitability, and build sustainable systems that free them from day-to-day operations.

With a background in finance, operations, and marketing, he brings a

data-driven, execution-focused approach to business growth—helping owners not only increase revenue but also position their companies for long-term scalability, exit opportunities, or strategic reinvestment.

Now, through his company, BeneficCapital, Tanner is actively acquiring and scaling businesses while building a portfolio of high-performing companies and real estate assets. His mission is to help business owners break free from the "high-income job" trap and start thinking like true owners —leveraging their businesses as wealth-generating engines that create long-term financial freedom for themselves and their families.

MEET TANNER O'BRIEN

ENTREPRENEUR | INVESTOR | BUSINESS STRATEGIST | PODCAST HOST

Tanner O’Brien is a business growth strategist, investor, and entrepreneur dedicated to helping business owners turn their companies into true wealth-building assets. As the co-founder of a high-performing business coaching firm and the owner of a specialized marketing agency, Tanner has worked with countless entrepreneurs to scale their businesses, increase profitability, and build sustainable systems that free them from day-to-day operations.

With a background in finance, operations, and marketing, he brings a

data-driven, execution-focused approach to business growth—helping owners not only increase revenue but also position their companies for long-term scalability, exit opportunities, or strategic reinvestment.

Now, through his company, BeneficCapital, Tanner is actively acquiring and scaling businesses while building a portfolio of high-performing companies and real estate assets. His mission is to help business owners break free from the "high-income job" trap and start thinking like true owners —leveraging their businesses as wealth-generating engines that create long-term financial freedom for themselves and their families.

More to Explore

Resources and Content

Featured Videos

Stop chasing leads

Stop Losing Leads: The Hidden Sales Problem Costing You Revenue

July 11, 20253 min read

And how to fix it with one simple framework that scales with you

🎥Watch the full breakdownYouTube Video

🎧 Listen to the episodePodcast on The Ownership Advantage

💬 Want help applying this?Grab 2 weeks of free coaching


The Real Reason Your Sales Pipeline Isn’t Working

Most business owners don’t have a sales problem—they have a pipeline clarity problem.

It’s not that you can’t close.

It’s not that your team doesn’t care.

And it’s not just about lead quality either.

The real issue? You're solving symptoms instead of diagnosing the source.

This was a major theme in my recent conversation with Kay on The Ownership Advantage. Too many business owners—especially those running service-based companies—default to throwing more time, money, or pressure at the sales process without understanding where the drop-off is actually happening.

And if you don’t have visibility into your pipeline?

You’re guessing. And guessing is expensive.


Here’s the Hard Truth:

If your revenue is unpredictable, your sales pipeline probably has one of these issues:

  • You’re attracting the wrong leads

  • You’re qualifying too late (or not at all)

  • You’re asking for the sale before building trust

  • You’re not following up consistently (or strategically)

Each of those is fixable—but only once you stop treating your sales process like a one-size-fits-all funnel and start treating it like a relationship.

Let’s fix that.


Meet the CLEAR Framework: Your Pipeline Pressure Valve

When your pipeline feels stuck, I use a diagnostic process I call CLEAR. It’s simple, actionable, and built for business owners who don’t have time to waste.

✅ C — Capture & Qualify

Don’t just “generate leads.” Start with the right ones.

Ask better questions up front. Be brutally honest about who you want to serve—and who you don’t.

✅ L — Lead Warm-Up

Most leads aren’t cold or hot—they’re lukewarm.

Use email, video, or simple value pieces to spark curiosity and engagement before jumping to a sales pitch.

✅ E — Educate to Elevate

Your best clients don’t just buy because you sell. They buy because they believe.

Teach them what’s at stake if they don’t act. Use testimonials, simple cost-of-inaction calculators, or client before/afters to build urgency and trust.

✅ A — Ask with Clarity

Make a clear, timely offer when the lead is actually ready.

Don’t send five links or ask them to “let me know what works for you.”

Instead: “Here’s the next step. Here’s the link. Let’s make progress.”

✅ R — Repeatable Follow-Up

This is where most money is lost.

If someone doesn’t buy today, they’re not dead—they’re just not ready yet.

Build a structured follow-up plan that blends value and consistency without feeling robotic.


Customize, Don’t Copy-Paste

One mistake Kay shared on the podcast?

Sending the same deck or case study to every lead.

It’s a common trap—especially when you’re busy. But if someone is just discovering your brand, they don’t need your client ROI numbers—they need to know you get them. Meanwhile, a warm referral needs less context and more clarity.

Match your messaging to the moment.

Intro leads need trust.

Skeptics need proof.

Buyers need clarity.

Simple rule:Lead the conversation, don’t force it.


Action Step: Fix One Stage This Week

Here’s your 20-minute micro-win:

Pick one part of the CLEAR framework and improve it.

Try one of these:

  • Reword your lead form questions to better qualify

  • Record a short welcome video for new prospects

  • Draft a “What You Can Expect Working With Us” one-pager

  • Build a 3-step automated email follow-up

  • Replace your CTA with a single, specific action

Small improvements to just one stage of your pipeline can compound into major wins.


Final Thought: Stop Selling, Start Guiding

Selling isn’t about pressure—it’s about progress.

Your pipeline should feel less like a conveyor belt and more like a guided path.

Treat each prospect like a real human with real doubts and real goals.

Walk with them.

Teach them.

And when they’re ready, invite them forward with clarity.

Because when you respect the buyer’s journey, you earn the right to lead it.


Want help mapping your pipeline?

Let’s make it real → Book your 2 free coaching sessions

Back to Blog

Community Comments

Amanda Keeter, Director of Philanthropy at Concordia University

"I am so grateful for Tanner and his ability to share his gifting as a coach. I taught a class at a local university and invited Tanner as a guest speaker. His ability to connect the content with the students was incredible. Upon completing the semester, many of the students referenced his visit and the things he taught as key take aways in the final survey. Great work!"

Nafisa Nazeer, Former Intern at ActionCOACH Central Texas

"Tanner is inarguably one of the very best supervisors I have ever had the opportunity and utmost pleasure to work with.He is exceptionally well-organized, thoughtful, and resolute with company objectives. He is excellent at communicating expectations, and is a very pleasant and kind personality. One can tell that Tanner leads with care, for both the business goals and for the people inside and outside the company. Patient, flexible, and driven, Tanner strives towards realistic and actionable solutions that yield enormous successes. In conclusion, I strongly recommend Tanner for any company or position, as he is a fantastic supervisor, coworker, and person overall."

Blake Sieck, President at ST Insurance Group

"The team at Action Coach WilCo has been exceptional along the way. Relationships are important to me in business and with Tanner specifically, that part has been easy. He’s energetic, intelligent, and a great business partner. I truly find value in our relationship and would highly recommend him to my best clients, friends, or family."

Join my Email Newsletter Subscribers