Real Results, Not Just Talk
Our track record in strategic client acquisition. See how we've helped businesses build predictable pipelines and transform their growth.
We work under NDA with our clients. The results are real, the details are accurate, but we keep names confidential.
$2.1M Pipeline in 90 Days
How a Series A AI platform built a predictable pipeline targeting accounting firms
The Situation
Three years in, this AI fintech platform had built impressive technology. Their software helped accounting firms consolidate systems, automate workflows, and increase profitability. The product worked. Clients loved it. But growth had stalled.
The problem wasn't the product. It was how they were finding customers.
Their sales team was cold calling. Hours on the phone, working through purchased lists, hoping to catch a decision-maker at the right moment. The results were predictable: low conversion rates, burnt-out salespeople, and inconsistent revenue. What new business they did win came almost entirely through referrals. Great for quality, terrible for predictability.
They needed a systematic way to reach ideal prospects who would respond.
What We Built
Phase 1: The Foundation (Months 1-2)
Before sending a single email, we spent two months building the infrastructure that would make everything else work.
Customer interviews: We spoke with their 10 best clients. Not quick calls, but proper conversations about why they bought, what nearly stopped them, and what they'd tell a peer considering the same purchase. These interviews shaped every decision that followed.
The Dream 200: Using Apollo and LinkedIn, we built a lookalike list of 200 accounting firms that matched the profile of their best clients. Same size, same structure, same pain points.
Content creation: We rewrote their website, created a library of articles and blog posts, built landing pages, wrote social media content, and produced a five-part case study video series. This gave us ammunition for the campaign ahead.
The guide: Based on what we learned from customer interviews, we created a lead magnet: "The ONE Thing You Can Do to Reduce the Amount of Systems You Use and Make More Money." This became the centerpiece of the opening sequence.
Phase 2: Deep Research (Week 1 of Month 3)
For each of the 200 target accounts, we conducted 15-20 minutes of research. This wasn't surface-level "Hi {FirstName}" personalization. We examined:
- •Company websites and recent announcements
- •LinkedIn activity, both company pages and individual decision-makers
- •News coverage and press mentions
- •Employee growth trends and hiring patterns
- •Key hires and what roles they were filling
- •Communication styles (DISC profiles) of target contacts
- •Previous roles and career history of decision-makers
This research meant every opening email referenced something specific going on in that prospect's world. Not generic pain points, but situations they were navigating right now.
Phase 3: The Sequence (Weeks 2-4 of Month 3)
Email 1, the personalized opener: Each email opened with something specific to that firm. A recent hire, a LinkedIn post from the partner, news about their growth. It then offered the guide as something worth reading, no pitch attached.
Email 2, the Loom follow-up (3 days later): The founder recorded a short video explaining one key point from the guide in more detail. Those who'd requested the guide received it as additional value. Those who hadn't received it with a note: "This covers one of the things in the guide, thought it might be useful."
Email 3, social proof: Based on how each prospect had engaged, we sent one of five case study videos showing results with firms similar to theirs.
Email 4, webinar invitation: An invite to a live session where the founder would walk through their methodology. 23 prospects attended. At the end, 4 booked demos directly.
"I didn't expect it to work this well."
— Founder
The Results
By End of Month 3
- • 200 personalized emails sent
- • 79% open rate
- • 97 guide requests (48.5% response rate)
- • 23 webinar attendees
- • 4 qualified opportunities worth $2.1M
By Month 5 (Ongoing)
- • 7 additional qualified opportunities
- • Sources: follow-up emails, webinar recording, case study videos, LinkedIn
- • Mix of $50K-$100K and $500K+ deals
- • 19 unsubscribes replaced with fresh accounts
The Investment
Even at a conservative 25% close rate, this engagement would generate over $500,000 in new revenue. A 17x return on the marketing investment.
Why It Worked
Research depth
15-20 minutes per prospect meant every email felt like it was written specifically for them. Because it was.
Value-first approach
The guide gave prospects something useful before asking for anything in return.
Multi-touch orchestration
Email, video, webinar, case studies. Different formats reached prospects in different ways.
Living list management
When prospects opted out, they were replaced with fresh ideal-fit accounts, keeping the Dream 200 active.
$240k to $1.2M in 18 Months
How an accountancy practice built a sales and marketing engine from scratch
The Situation
This accountancy practice had carved out a niche. They didn't just do the books. They helped clients implement tech stacks that streamlined operations and gave them better visibility over their numbers. The service was strong, clients stuck around, and referrals trickled in.
But that was the problem. Trickle.
Revenue sat at $240k and wasn't moving. Every new client came through word of mouth, which meant growth was completely outside their control. Some months were good. Others were quiet. There was no way to predict what was coming or to accelerate it.
They needed a system that would generate clients on demand, not just when someone happened to mention them.
What We Built
Phase 1: The Team
This wasn't a project where we could bolt on a few campaigns and walk away. They needed infrastructure. So we built it.
Over the first few months, we hired and trained:
- •3 SDRs to handle outreach and qualification
- •1 copywriter to produce consistent content
- •1 videographer to create case studies and thought leadership
- •1 marketing executive to coordinate everything
This gave them an in-house capability they'd never had before. But the team alone wasn't enough. They needed a methodology.
Phase 2: The System
We implemented the same account-based approach that drives all our work:
Target list development: We identified the mid-level SMEs most likely to benefit from their tech-forward approach. Companies growing fast enough to feel the pain of manual processes, but not so large they'd already solved it.
Email campaigns: Personalized outreach to decision-makers, built on proper research. Not "Hi {FirstName}, I noticed you're a business owner" but specific references to their situation, their challenges, their recent activity.
Content marketing: Regular articles and posts that positioned the practice as experts in the tech stack space. This warmed up prospects before the outreach landed and gave the sales team something to share in follow-ups.
Direct mail: For high-value targets, we added physical touchpoints. Handwritten notes, useful resources, things that stood out from the inbox noise.
Video series: The videographer produced client case studies and explainer content that the SDRs could drop into conversations. Seeing real clients talk about results carried more weight than any sales pitch.
Phase 3: Optimization
Over 18 months, we refined constantly. Which messages got responses? Which content pieces drove conversations? Which SDR approaches converted best? The system got sharper every month.
"Best decision we ever made."
— Practice Owner
The Results
- • Revenue grew from $240k to over $1.2M
- • Referral dependence dropped from 100% to 40%
- • Built a predictable monthly pipeline for the first time
- • Created a sustainable growth trajectory they control
Why It Worked
Full infrastructure build
We didn't just advise. We hired, trained, and implemented alongside them.
Multi-channel approach
Email, content, direct mail, and video worked together. Prospects heard from them in multiple ways before ever getting on a call.
Long-term commitment
18 months let us build something real. Quick wins are nice, but compounding systems create lasting change.
Quality targeting
Every prospect matched their ideal client profile. No wasted effort on companies that would never buy.
Zero to 8 Clients Per Month in 4 Months
How a CRM integration specialist went from inconsistent leads to a full pipeline
The Situation
This team were experts at what they did. They helped HR companies integrate their CRM systems, connecting the tools that were supposed to talk to each other but never quite did. The work was technical, the results were measurable, and clients were happy once they came on board.
Getting them on board was the problem.
Lead flow was inconsistent. Some months had plenty of conversations, others were dead. They'd tried posting on LinkedIn, sending some emails, attending the odd event. Nothing stuck. Nothing built momentum.
They knew they needed to be more systematic, but didn't have the time or the expertise to figure out what that looked like.
What We Built
We implemented a complete client acquisition system across four channels, all working together:
LinkedIn strategy: Not random connecting and hoping for the best. We identified decision-makers at HR companies, mapped out who influenced buying decisions, and built a targeted approach. Connection requests went to the right people with the right message. Content was planned around what those people cared about, not what felt easy to post.
LinkedIn outreach: Once connections were made, we had a sequence for turning them into conversations. Value-first messages, no pitching in the first interaction, building familiarity before asking for anything.
Content marketing: Regular posts that demonstrated expertise without being salesy. Practical insights about CRM integration challenges HR companies face. The kind of content that makes someone think "these people get it" before they ever speak to sales.
Email marketing system: For prospects not active on LinkedIn, we built an email sequence using the same principles. Research-backed personalization, value before pitch, multiple touches over time.
The Implementation
We didn't just hand over a strategy document. We built the system and ran it for them. They focused on delivery while we filled the pipeline.
Within the first month, conversations started picking up. By month two, they were booking more calls than they could handle. By month four, they'd stabilized at 8 new clients per month, consistently.
"I've never had so much business coming through, and it's all down to Adam. What makes his approach different is the focus on quality over quantity. We're not wasting time connecting with everyone and posting random content. We're strategically engaging with exactly the right people."
— Founder
The Results
- • Went from inconsistent leads to 8 new clients monthly
- • Built a consistent pipeline of qualified opportunities
- • Significantly reduced sales cycle length
- • Established authority in the HR integration space
Why It Worked
Channel integration
LinkedIn, email, and content weren't separate activities. They reinforced each other. Each touchpoint built on the last.
Quality over quantity
We didn't spray messages everywhere. Every connection request, every email, every piece of content was aimed at the right people.
Speed of execution
Four months from start to 8 clients per month. No six-month "strategy phase" before anything happened.
Done-for-you implementation
They didn't have to learn a new skill or hire someone. We built it and ran it while they focused on their clients.
The Difference: Research Depth
Most Agencies
- • 30-60 seconds per prospect
- • Name + job title only
- • Generic pain points
- • 20-30% open, 1-3% reply
Our Approach
- • 15-20 minutes per prospect
- • 45+ data points extracted
- • Specific pain points from signals
- • 77% open, 13% reply
Ready to Generate Results Like These?
Book a discovery call where we'll show you exactly how to build predictable revenue for your tech company.
Book Your Free Discovery Call