Professional services
Referral-dependent pipeline rebuilt as a repeatable system
Founder-led B2B services firm
The situation
Growth relied on the founder's network. Inbound arrived irregularly, follow-up was inconsistent, and the CRM was a record of good intentions.
What we ran
- Revenue audit across lead flow, follow-up, CRM, and reporting
- Rebuilt pipeline stages with exit criteria the team agreed to
- Cadences with owners and timers, plus routing and SLA visibility
- Service and industry pages built against validated search demand
What shifted
- Follow-up became visible and enforceable rather than remembered
- Pipeline reviews ran on maintained data instead of opinion
- A second, non-referral source of qualified conversations
Anonymised engagement pattern. Performance figures available under NDA.
Service lines involved
Recognise your situation here?
Send the short version of what you are running today and we will tell you what we would fix first.