The offer
Diagnosis first. Scope follows.
I don't arrive with a fixed package. I start with a conversation about what's broken, look at what exists, and then we agree on what needs to be built. Every engagement is scoped around the actual problem — not a template.
Start with a conversationWho this is for
- B2B team with some sales activity but no repeatable system behind it.
- Pipeline is inconsistent or hard to predict, even if deals are closing.
- Outbound is running but not converting at the rate you need.
- You suspect targeting or messaging is part of the problem.
- Someone on the team can implement and run what gets built — or you need execution support.
Who this is not for
- Teams that need months of internal alignment before anything can be tested.
- Companies looking for a strategy document with no execution attached.
- Teams expecting AI or automation to fix pipeline before targeting and messaging are clear.
- Situations where there is no one available to own the system after handoff.
What gets built
Depending on what's missing, an engagement can include some or all of the following. Not every project needs everything — scope is set after diagnosis.
Who to target and why
A clear definition of your best-fit companies — type, size, stage, and the signs that suggest they're likely to buy now rather than in six months.
Who you're talking to and when
The specific people you're reaching, what they care about, and what's happening in their company that makes the timing right.
What to say
Email and LinkedIn messages built around specific situations — not a generic description of what you do. Written for a particular person in a particular context.
How to find and reach them
Automated workflows that find, research, and filter the right companies — so your team spends time on conversations, not manual list-building.
Outreach setup and follow-up sequences
Emails and follow-ups set up and ready to run — timing, steps, and what happens if someone doesn't reply.
CRM setup
HubSpot (or equivalent) set up to match how your team actually sells. Stages, tracking, and reporting that tells you what's working.
Weekly operating rhythm
A simple structure: what to look at each week, what to act on, how to keep things moving. Not a dashboard nobody opens.
How engagements are structured
Most teams start with a focused build. What comes next depends on where they want to go.
Pipeline System Build
3–4 weeks
A focused project to fix the foundations: who to target, the lists, the messages, the sequences, CRM setup, and a weekly rhythm your team can run. Scope is set after an initial conversation — simpler situations move faster.
Launch and optimise
6–8 weeks
Put the system to work. Run campaigns, test messaging with real prospects, refine targeting based on responses. The natural follow-on once the foundations are in place.
Fractional ongoing
Retainer
Continued support for teams that want a senior person involved — helping the sales team, running campaigns, reviewing what's working and what isn't.
Hands-on, not advisory.
I work directly in the tools — Clay, HubSpot, outreach sequencers, AI. You get a working system, not a document describing one.
If your team doesn't have the capacity to run the outreach, I can bring in execution support — people who know the tools and handle the sending while your team handles the conversations.
What I don't do: I don't handle conversations with your prospects. The human side of sales stays on your side. Everything before that conversation is mine.
Tell me what is broken in your pipeline.
Send a short note about your situation. I will read it and tell you honestly whether this makes sense.
Get in touch