03Industry
New clients from a system, not from referrals and timing.
For firms that win clients through conversations and trust, we build the whole outbound system around how you win: your market, the signals that show a firm needs you now, and copy in your voice. It runs on infrastructure in your name, books meetings into your calendar, and is yours to keep after 90 days.
ForMergers and acquisitions (M&A) advisory firms · HR consulting firms · Management consulting firms · Fractional CFO firms
01What you get
What we deliver
A targeting blueprint
Your ideal client profile (ICP), the counted market behind it, and the buying signals that show a firm needs you now: leadership changes, hiring, funding, expansions.
Messages built for each segment
Copy per industry, role and signal. A firm with a fresh trigger hears about the trigger; the rest hear the value for their role.
Meetings in the tools you use
Replies and booked meetings land in your customer relationship management (CRM) system, inbox or Slack, with a pre-call brief for each.
The system, documented
Infrastructure, copy library, signal tracking, CRM workflows and operating procedures, handed over at day 90.
02How it works
How it works, step by step
- 01
Discovery workshopWeek 1
Your clients, your edge, your language and the objections you hear, pulled into the system before a word is written.
- 02
Build the engineDays 1 to 45
Targeting, sending infrastructure, segment copy and signal tracking, then campaigns live across email and LinkedIn.
- 03
Scale and optimizeDays 30 to 90
Weekly reports on replies, meetings and pipeline. What converts gets more volume; what doesn't is rewritten or cut.
- 04
Hand-offDay 90
Run it in-house with the documentation, or keep us operating it month to month.
03Proof
What we can show today
Generic volume doesn't reach senior buyers
Belkins measured a 0.45% reply rate per cold email sent across 7.5M emails in 2025. We send fewer, better-targeted messages and report replies and meetings, never send volume.
Belkins, cold email response rates
04Pricing
What it costs
Scoped to your engagement: the channels, the number of target markets that need their own copy, and monthly volume.
| 90-day build | Scoped on the callNo separate setup fee. |
|---|---|
| After day 90 | Month to month, optionalOnly if you want us to keep running it. |
- Everything is built in your own domains, tools and accounts.
- You approve every message before it sends.
05Limits
What we will not do
- No templates: the market, ICP, signals, copy, tone, channels and scale are set for your firm.
- No client results shown until we can name them with numbers.
- We don't send from your primary domain.
06FAQ
Questions buyers ask
How do consulting firms get new clients without relying on referrals?
By running a repeatable outbound system next to referrals: a defined ideal client profile, a counted list of firms that fit, signals that show which of them need help now, and short, specific outreach by email and LinkedIn. The system keeps conversations starting in the months referrals are quiet.
Does cold outreach work for M&A advisory firms?
It works when it is narrow and specific: a small list of owners or executives in the right segment, a message tied to something true about their company, and a sender they can check. Blasting a generic message to a large list does not work for senior buyers.
How do fractional CFOs find clients?
Most start with their network. To grow past it, target companies that just hit a trigger that creates finance work, such as a funding round, rapid hiring or a new finance leader search, and reach the founder or CEO with a message about that trigger.
What results can a B2B service firm expect from outbound?
Infrastructure warms in the first week, first outreach goes live within three to five weeks, and initial results show by the end of month two. From there we report replies, meetings and pipeline every week and change what isn't working.
Next step