CPA & client-accounting firms
Reach suitable monthly accounting and advisory clients. Check service fit before a partner spends time on a call.
Client Pipeline Pilot · 90-day pilot
Suitable inquiries. Clear follow-up. More time for client work.
We build a focused lead-generation and follow-up process for one service. Reach businesses that fit, give them a clear way to inquire and check genuine interest before handing the conversation to your team.
Best for an established service with room to take on suitable clients.
Choose the engagement you want
Build around client fit and your capacity.
Fractional CFO practices
Start conversations with owners facing a cash, margin or growth decision. Separate CFO needs from basic bookkeeping inquiries.
Specialist recruitment firms
Reach employers hiring in your specialism. Check the role and hiring need before handing the conversation to a recruiter.
Advisor Partner Pipeline is a candidate lane for financial advisory firms: approved referral-partner research and positioning, subject to client compliance review.
A bounded starting point
What your 90-day pilot includes.
- One client service, one primary buyer segment and one primary acquisition channel
- Two first-message angles and up to two unanswered follow-ups; stop on any reply
- One focused revision to an existing conversion page using its current design
- A funded research batch of up to 300 businesses; up to 200 reviewed eligible first contacts and 600 total messages over 90 days, subject to verified readiness
- Actual reply qualification, inquiry ownership and handoff with service need and next action
- Weekly opportunity and cost review, documented account ownership and a final pilot review
The final scope, responsibilities, volumes, support hours and acceptance criteria are set in your written proposal. A new custom website, additional services or channels require a separate scope.
From foundation to learning
A deliberate start. A measured next step.
We target a foundation ready for review within seven business days after required access, content and approvals.
Seven business days is a foundation target, not a guaranteed scaled launch. Domain history, provider limits and approvals can extend the ramp.
What counts
Real interest deserves a real next step.
What is a qualified opportunity?
An actual reply checked against agreed buyer fit, stated service need, decision role and a real next step. A website inquiry starts as an inquiry; a meeting invitation becomes a meeting only when accepted.
Will I receive qualified leads every week?
You receive a weekly review of actual inquiries, qualification reasons, next steps and spend, including weeks with no suitable opportunities. Research lists are prospects; qualified leads have expressed interest and meet your agreed criteria. Weekly lead volume is not guaranteed.
Do you guarantee meetings or revenue?
No. We commit to the agreed deliverables and acceptance criteria. We do not guarantee meeting counts, revenue, inbox placement or market response.
Who owns the work?
You own approved accounts, domains and assets, with exports and a documented handoff. Support responsibilities and business hours are written into the proposal.
Optional inquiry assistance
Routine questions handled. Real interest handed to you.
An AI inquiry assistant can answer your approved questions, check the service need and pass the conversation to your team. You receive the context for a useful next step.
We scope the channel, approved answers, human takeover and tested capacity with you. This module is quoted separately from the pilot; your team keeps control of specialist advice, pricing and the sale.
Start with one service worth growing.
Tell us who it serves, what it solves and how many new clients you can support.