An estimated 4,000+ meetings
for our clients since 2022.

Outreach to owners and operators of local businesses, run from the president's own LinkedIn. 129 prospects wrote back and 60 showed interest. The president held 32 calls with qualified prospects, about 3 every month, booked through LinkedIn and by phone.

Filling a new paid peer group for CEOs. 38% of connection requests were accepted, 211 CEOs replied, about 30 were interested and 12 scheduled a call within the first three months.

Recruiting licensed agents and brokers away from other firms. 46% of connection requests were accepted and 1,005 agents replied, which by our averages means about 250 interested agents and 100+ recruiting conversations for the broker.

Outreach to business owners about AI automation. 30% of connection requests were accepted in month one, 13 prospects replied, 3 were interested and 2 booked meetings.

Building new small business groups in the East Valley since 2024. More than 1,500 business owners have replied, the campaign now produces 16 to 17 confirmed meetings a month, and the chair has told us of 18 members signed from our work, 12 of them in 2026.

The first member signed eight weeks after outreach began. Within five months the new CEO group launched with 9 members, 4 of them from our outreach, and the chair later signed 6 members from a single prospect list we worked.

1,666 business owners have replied since late 2023. More than 120 meetings were set up in LinkedIn messages alone, and counting the calls booked by email and calendar link, we estimate 200+ meetings for the chair.

Building a new CEO group in Seattle from May 2025, the chair had signed 16 members by January 2026. Five of them came from connections our team made, out of more than 680 prospects who replied.

Building a new CEO group in Buffalo. Outreach started in June 2025, and by January 2026 four new members had joined from connections we made, each one confirmed to us by the chair.

With our appointment setting add-on, our team handled the replies and booked about 112 calls onto the chair's calendar over 19 months, from more than 1,100 business leaders who replied.

A high volume data task that needed AI processing and a person checking every result. Our team runs it end to end, so the owner gets accurate data without the 200 hours of manual work each month.

We manage the agency's client accounts, build automations inside them, keep the CRM current, prospect for new clients and handle customer support.

We find speaking opportunities, submit to calls for speakers and reach out to event organizers, so the speaker spends the time on stage instead of searching for it.

Skip tracing, data collection, CRM management and LinkedIn outreach, handled by our team every week.

Prospecting and CRM management taken off the owner's plate, so new leads are researched, logged and followed up without them.

Day to day operations, automation, CRM management and Facebook prospecting for the agency.

For a consultant who helps MSP owners grow EBITDA and business value ahead of a sale, we run prospecting, organize calls, send follow-ups and manage the CRM.

Prospecting for a consultancy that helps government contractors win more contracts.

Bills caught up and paid on a weekly run, zero overdue vendor balances within six weeks, and a 52-week cash flow model management reads without asking. Read the case.

Reconciliation history rebuilt, chart of accounts redesigned, and cheaper vendor payment and financing terms found. Read the case.

A year of the target daycare's bank data rebuilt into a P&L. The gap against the seller's figures was over 15%, and the client bought well below the asking price. Read the case.

Quarterly audits found families paying after the due date, and one change to the teacher schedule saved a significant amount in payroll. Read the case.

Each of three properties benchmarked against documented management costs on Buildium; duplicate cleaning costs found and removed. Read the case.

Buildium and Xero reconciled every month, and more than half of all transactions now categorise themselves. Read the case.

“His company does all of the lead gen for my Vistage groups and I have had 12 members sign this year to date.”

Vistage chair, Greater Phoenix, recommending us to another chair

“Of the 16 members I have signed, 5 have come from the connections your team has made.”

Vistage chair, Seattle, building a new group from scratch

“You guys are great. I got several members from your outreach and the group is at 14 people.”

Vistage chair, Philadelphia area, after selling his practice

“I really appreciate the work that you and your team have done for me. Big help!”

Vistage chair, San Francisco Bay Area, after 18 months of outreach

“Booked two meetings off your peoples work yesterday, excellent work! Be sure to thank them for me!”

Vistage chair, Seattle, on meetings from our outreach

“I got my first 6 members from this list [the prospects your team found and reached out to].”

Vistage chair, Los Angeles County, launching a new group

“Thrilled to share with you that [a new member], who your team connected me with through email, signed into my group today.”

Vistage chair, Buffalo, New York, building a new CEO group

“I wanted you to know that we got our first new member from your leads.”

Vistage chair, San Francisco, five months into outreach