Services
From infrastructure to intelligence to innovation.
Pipeline Design & ExecutionMonths 1–3
The foundational layer. ICP design, cohort architecture, data hygiene, and sequence execution — built and operated end-to-end.
| Tier | Monthly Cost | Contacts Reached | Responses | Qualified Meetings |
|---|---|---|---|---|
| LinkedIn Foundation | $1,500/mo | ~700 contacts | ~30–40 | 8–12 |
| Multi-Channel | $2,500/mo | ~2,500 contacts | ~100–140 | 18–28 |
| Scale | $3,500/mo | ~5,000 contacts | ~200–280 | 35–55 |
Data IntelligenceMonths 3–6
Once your pipeline is generating signal, we model it. Predictive scoring and market intelligence reports built on your behavioral data.
| Tier | Monthly Cost | Contacts Reached | Responses | Qualified Meetings |
|---|---|---|---|---|
| Predictive Lead Scoring | $750/mo | Ongoing model | Score updates | Monthly calibration |
| Market Intelligence Reports | $1,200/mo | Segment analysis | ICP refinement | Quarterly deep-dives |
The AI MoatMonths 6+
Custom engineering built on top of your proprietary data. Automation, AI chatbots, persona engines, and knowledge systems that compound your competitive advantage.
| Tier | Monthly Cost | Contacts Reached | Responses | Qualified Meetings |
|---|---|---|---|---|
| Custom Automation | From $2,500 | Workflow design | Integration build | Ongoing optimization |
| Custom AI Chatbots | From $3,500 | Training data prep | Model deployment | Quarterly retraining |
| Knowledge Engine Retainer | $4,500/mo | Full system | Continuous enrichment | Monthly review |
Who this is for
Four operator verticals. One infrastructure problem.
PE Business Development
- ✓PE and family office BD teams sourcing proprietary deal flow
- ✓Direct-to-founder targeting in the LMM
- ✓Need infrastructure that doesn't rely on banker relationships
M&A Advisory
- ✓Boutique M&A advisors in the lower-middle market
- ✓Success-fee model — seller origination is the constraint
- ✓Need systematic, data-verified deal flow to compete with larger shops
RIA Consolidation & Roll-Up
- ✓RIA roll-up platforms and acquirers targeting independent advisors
- ✓Independent RIA owners managing $100M–$750M AUM are the constraint
- ✓Need systematic outreach to reach advisors before a banker does
Business Brokerage
- ✓IBBA/CBI-credentialed brokers in the $500K–$10M deal range
- ✓Spend more time selling listings than finding sellers
- ✓Need proactive seller identification infrastructure
Not your typical agency
- ✗Generic templates sent to bulk lists
- ✗No ICP validation before launch
- ✗Platform-dependent — they own the data
- ✗No behavioral modeling or signal capture
- ✗Month-to-month with no compounding value
- ✗Vanity metrics over qualified pipeline
- ✓Cohort-specific sequences validated pre-launch
- ✓ICP research and persona modeling first
- ✓You own every contact record and signal
- ✓Behavioral data captured and enriched over time
- ✓System compounds value with every batch
- ✓Qualified meetings and reply rates as north stars
Before the retainer — or alongside it
Two fixed-scope engagements. No ongoing commitment required.
$750 Pipeline Audit
A diagnostic of your current outbound infrastructure, ICP fit, and data quality. Written assessment with specific recommendations — before any retainer commitment.
- ✓ICP definition review
- ✓Contact data quality assessment
- ✓Sequence structure analysis
- ✓Infrastructure gap report
- ✓Prioritized recommendations
Engine Optimization
SEO, GEO, and AEO audit and optimization — structured so your site gets cited by AI tools (ChatGPT, Perplexity, Google AI Overviews) when your prospects are researching. Built for B2B service businesses.
- ✓Technical SEO audit
- ✓LLM crawler configuration (robots.txt, llms.txt)
- ✓JSON-LD schema implementation (Organization, Service, FAQPage)
- ✓AI citation gap analysis
- ✓Off-site citation strategy
Not sure where to start?
One conversation is enough to know whether what we build is the right fit for your pipeline.
Book a Strategy Call