Example engagement · B2B services
A B2B service company that lived on referrals and wanted a steady pipeline
A B2B service company with strong clients and long sales cycles. New business comes mostly from referrals, proposals sit for weeks without follow-up, and nobody has time to run outreach.
The situation
Where demandwas leaking.
These are the gaps we would look for first in a business like this.
- 01
New business depends on referrals, which are hard to predict.
- 02
There is no defined list of ideal accounts to reach.
- 03
Proposals and quotes are not followed up on a schedule.
- 04
The company is hard to find when buyers research suppliers, including through AI assistants.
What we set up
The systems.We taught the team.
Everything lives in the business's own accounts, and the team learns how each part works.
- 01
Cold email & DM outreach
We taught the team to define ideal accounts, build clean lists, set up separate protected sending domains, and write short relevant messages.
- 02
Follow-up & funnels
We set up a simple pipeline and follow-up rhythm for proposals, quotes and renewals.
- 03
AI SEO (AEO)
We improved the company's service pages and listings so AI assistants can describe it accurately.
- 04
Reviews & referrals
We built a referral routine so happy accounts introduce the company to others.
How it went
Five stages.In this order.
This is the path an engagement like this follows.
- 01
Diagnose
We reviewed where new business came from, how proposals were followed up, and how the company appeared online.
- 02
Design
We chose outbound to a defined list, a pipeline for follow-up, and visibility work in parallel.
- 03
Build
The team built each piece in working sessions, with playbooks and reviews of their work.
- 04
Optimize
We reviewed replies and pipeline movement weekly and refined targeting and messages.
- 05
Own
The team ran outreach and follow-up from their own accounts and tools.
What we would measure
- Emails sent, replies and conversations started
- Meetings booked from outreach
- Proposals sent and follow-up completed
- Referral introductions received
Questions
Common questions.
Is this a real client?
No. This is an example engagement with no client name and no results.
Why teach instead of do it for them?
In this example the team had time and wanted to own the skill. Businesses that are stretched thin often choose setup, or a mix.