Phase 1
Diagnostic and Set-up
A complete business development diagnostic and infrastructure set-up. At the end of six weeks, you have everything you need to execute campaigns yourself, or you can decide to retain us for Phase 2 execution.
- Placement or client history analysis, classified by vertical, industry, company size, and geography
- Ideal client profile defined operationally per priority vertical
- Campaign blueprint with channels, messages, cadence, and infrastructure recommendations
- LinkedIn profile optimization (headline, summary, sections aligned to target verticals)
- Connection request and follow-up message templates per vertical
- Existing contact list re-engagement plan
- Weekly working sessions during the six-week engagement
- Shared Obsidian workspace for real-time collaboration and durable record
Phase 2
Campaign Execution
Ongoing execution of the campaigns Phase 1 designed. Monthly engagement, governed by a separate scope of work signed at end of Phase 1. No obligation. Phase 1 stands alone.
- Multichannel outreach execution (LinkedIn primary, email and other as scoped)
- Pipeline management and tracking through engagement stages
- Weekly conversion coaching and discovery call preparation
- Post-call debrief and follow-up sequence management
- Weekly reporting and metrics review
- Methodology refinement as campaigns produce data
- Continuous use of the shared Obsidian workspace
- Direct access to Eric and Val during business hours
Workshop
A curriculum for firms who want to build the capability internally rather than retain us. Three stages: education on what this technology means for your practice, vendor literacy for evaluating AI-related claims and offers, and owned implementation of the methodology inside your own firm. Designed for firm principals and the operators who actually run their day-to-day operations.
Every engagement leaves you with the operating record.
Most consultants deliver work product. PDFs, decks, dashboards. We deliver an operating system that travels with the engagement.
Your engagement folder contains the standing agenda for our meetings, the decision log with reasoning attached, the metrics file with weekly cadence, the content playbook tuned to your voice, and the engagement overview that any new team member can read to understand what we're doing and why.
This is not delivery theater. The decision log is the load-bearing artifact. Six months from now, it's the documented proof that the judgment we applied to your business was the asset you were paying for. We write the decisions because the reasoning is the value.
You keep the entire folder. The methodology is yours. The decisions are documented. If the engagement ends, you have everything you need to continue or to hand off.
A short list of things we will not do.
We are not an AI consultancy
We use AI as leverage. We do not sell AI implementations. If you want to be sold AI services, you'll find better matches elsewhere.
We are not an outreach agency
We don't sell hours-for-meetings packages. Outreach without infrastructure is the work that creates churn.
We are not a marketing firm
We don't run brand campaigns, design websites, or produce video content. We work in the BD function specifically.
If Phase 1 sounds like the thing your firm has been deferring, that's the signal.
A 30-minute conversation will tell us both whether it's actually the right next step.
Book a discovery call