For tech-enabled professional services
Pipeline that does not wait for the partners.
For firms that sell expertise with a platform behind it (agencies, finance and accounting teams, staffing, consultancies): we build outbound, LinkedIn content and the CRM underneath on partner and referral signals, position you against both the software that claims to replace you and the firms that still bill by the hour, and hand the system to your team.
Usually starts with GTM engineeringFrom $12,000 a monthWhere to start →
Who this is for.
You run a firm that sells judgement, with a platform or a product doing part of the work: an outsourced finance team on its own stack, an agency with a proprietary tool, a staffing firm with a matching engine, a consultancy with software it built for clients. Your strongest clients came from a partner, a referral or a former client, and the partners know outbound should run, but delivery always wins. You are sold against twice: by software that claims to do the work without you, and by the traditional firm that still bills by the hour. The system has to find the accounts showing the signal you serve, start the conversation without a partner's calendar, and hand the partners only the conversations worth their time.
- Sells
- Finance and accounting, marketing and development, staffing, compliance and consulting, each with a product inside the service.
- The buyer
- The owner, CEO or COO at a company too big to do it in-house badly and too small for the enterprise firm.
- The deal
- A retainer, or a project that becomes one, won on trust and closed by a partner.
- Where clients come from
- Partners, referrals, former clients and the platforms you build on. Outbound exists to make that less accidental.
The signals that work here.
A services firm's pipeline is made of relationships. These are the signals that turn the relationships into a system, and the play each one fires.
- Partner and platform signals
- A company just adopted the platform you serve, or was named by a partner you share: a new HubSpot or NetSuite install, a payroll switch, a new agency of record.
- The play Read the install and partner feeds into Clay and reach the owner within the week, opening with the partner or platform you have in common.
- The referral graph
- Your closed-won clients share investors, board members, advisers and former employers, and the next client is usually two steps from one of them.
- The play Map the graph from your CRM and LinkedIn and open with the shared name, with the partner's say-so on each introduction before it goes out.
- Modernization projects
- A target account is replacing a system, posting for a role your service covers, or announcing a change its own team cannot absorb.
- The play An outbound system that keeps finding accounts showing the project signal, with the partners stepping in only for messaging and the conversations worth their time.
- Leadership change
- A new CFO, CMO or CTO reviews every vendor in their first quarter and brings in the firms they trusted at the last company.
- The play Reach the new leader in their first months with one specific observation about the function they inherited, never a capabilities deck.
- Funding and growth
- A raise, a hiring surge or a new location means the owner is about to buy capacity they cannot hire fast enough.
- The play A funding and hiring monitor fires a short play in the week of the news, positioned as capacity now rather than a long sale.
- Engagement with your point of view
- The people who react to a partner's posts about your field are a warm list the firm already owns and rarely works.
- The play Weekly posts in the partner's own voice, every engager matched to your target accounts and written to the CRM, and a note from the partner to the ones that fit.
How this sale is different, and what we build for it.
Three things about selling expertise that a generic outbound motion gets wrong.
- Sold against twice
Your pitch says partner, not vendor, which is what the software says and what the old firm says, so the buyer hears nothing.
A position written against both at once: the judgement the software cannot supply, and the platform the old firm cannot build, with proof for each from your own engagements.
- The partners' calendar
Outbound runs for three weeks between client deadlines, then stops, and every restart begins from nothing.
A system that runs without a partner in the loop until there is a reply: the targeting, the drafts and the follow-up handled, and the partner's say-so on every send.
- Referrals nobody can plan
The strongest clients arrive by introduction, so growth depends on who happened to mention you this quarter.
The referral graph mapped and worked on purpose, with the shared names, the partner feeds and the engagers in one list, and every introduction logged to the CRM.
Where this buyer usually starts.
Most services firms start with GTM engineering and LinkedIn content together, because the referral graph and the partners' point of view are the two assets the firm already owns. RevOps follows when the CRM cannot hold a partner-led sale.
- GTM engineeringStart hereThe partner, referral and project signals in one feed, plays the partners approve, run in Clay and your CRM. Where this buyer starts.From $12,000 a month
- LinkedIn contentThen, secondPosts in a partner's own voice from a weekly interview, with every engager matched to your target accounts and written to your CRM.From $8,000 a month
- RevOpsThen, thirdA CRM that holds a partner-led sale: introductions logged, routing to the right partner, and a pipeline number everyone trusts.From $6,000 a month
- Paid mediaThen, fourthLinkedIn ads to the accounts on your list, usually later, once outbound and content have shown which segments reply.From $8,000 a month
What professional services firms ask us.
Do you work with professional services firms?
Yes. It is one of the two markets where most of our client work sits: agencies, outsourced finance and accounting teams, staffing firms and consultancies, each with a platform or a product inside the service. No client in this market has checked its figures yet, so none is named on this page. We show that work live on the first call.
What counts as tech-enabled professional services?
A firm that sells judgement with software doing part of the work: an accounting firm on its own stack, an agency with a proprietary tool, a staffing firm with a matching engine, a consultancy with a product it built for clients. The test is whether a buyer could mistake you for software, or for the old firm, because the position has to answer both.
Our clients come from referrals. Why would we run outbound?
To make the referrals less accidental. The graph behind them (shared investors, advisers, former employers and the platforms you build on) is mapped from your CRM and LinkedIn and worked on purpose, with a shared name in the first line and a partner's say-so on each introduction. Outbound here is the referral motion run as a system, not a replacement for it.
How do you position us against software and against traditional firms?
Against both at once, because the buyer is comparing you to both. The copy names the judgement the software cannot supply and the platform the old firm cannot build, and each claim carries proof from your own engagements. A pitch that says partner, not vendor, is what both competitors also say, so it is the first line we cut.
How much of the partners' time does it take?
Less than the outbound they keep restarting. The build needs one intake form and two one-hour calls in the first month. After launch, a partner approves the plays, gives thirty minutes a week to the content interview if we are writing posts, and takes the conversations the system hands over. Nothing goes out without a partner's yes.
Which service should we start with, and what does it cost?
Usually GTM engineering and LinkedIn content together, since the referral graph and the partners' point of view are the two assets the firm already owns. RevOps follows when the CRM cannot hold a partner-led sale, and paid media comes last. Each service is priced on its own at the rates on this page, and the first call ends with a scope and a number.
Is the content written by us or by you?
By us, in the partner's voice, from a thirty-minute interview each week, and nothing is scheduled without their yes. The people who engage are matched to your target accounts and written to the CRM, which is what turns a post into a list the firm can work. The partner adds a note to the ones that fit.
What happens when the engagement ends?
The fee stops and the system stays. The signal feed, the referral map, the plays and the CRM setup were built in accounts in your name and documented as they went, so they move to the person you name, with training. Or you keep us on to run them. An engagement that cannot end has not finished its job.
Read next.
- GTM partners for tech-enabled professional services firms, comparedA fair comparison of the firms that do this work, WarmUp among them.
- GTM engineeringHow the signal-led outbound service runs, what it costs, and the first ninety days.
- LinkedIn contentPosts in a partner's voice, with the people who engage matched to your accounts.
Tell us who refers you.
Thirty minutes. We will tell you which partner and referral signals exist for your firm, how we would position you against the software and the old firms, and what you would own at the end.
Or call +1 317 414 1157, or pick a time without the form.