Find businesses
that fit.
Define the characteristics that matter, research potential prospects, and record why each business belongs on the list.
AI OUTREACH CONSULTING
AI outreach.
Without the
AI slop.
Find the right businesses.
Give them a real reason to respond.
I help you build an AI-powered outreach workflow around your ideal clients, your offers, and the way you actually communicate. It researches prospects, assesses fit, and prepares personal messages grounded in something relevant to their business.
Your voice. Your standards.
A lot less repetitive work.
You know who you help.
Let’s build a better way
to reach them.
You may already know what a good client looks like and what you can do for them. The time-consuming part is finding suitable businesses, understanding their context, and starting each conversation well.
I help turn that knowledge into a repeatable process, with AI supporting the research and writing and your business knowledge shaping the decisions.
Find businesses
Make the
approach relevant.
Connect a verified business detail to an offer that makes sense for that prospect.
Reduce the
repetitive work.
Build your targeting criteria, writing preferences, and review process into a workflow you can use again.
THE QUALITY STANDARD
It should sound like you’ve
done your homework.
Because the workflow has. A relevant business detail. An offer that makes sense. A message that sounds like something you would actually send.
We build that standard into the research, the targeting, and the writing, using your own examples and preferences to shape the result.
Research before writing.
Establish a credible reason to reach out.
Fit before volume.
Exclude prospects who don’t match.
Your voice throughout.
Use your writing samples, preferences, and feedback.
Specific, honest messages.
Avoid generic praise, invented familiarity, and unsupported claims.
If there isn’t a useful reason to contact someone, the workflow should pass.
FROM YOUR KNOWLEDGE TO A WORKING PROCESS
How it works.
Define the fit
We document your ideal clients, relevant business characteristics, exclusions, and the offers you want to bring to them.
Capture your voice
We review examples of how you actually write, including the tone you prefer, the details you emphasize, and the language you would never use.
Build the workflow
We configure prospect research, fit assessment, message preparation, and the agreed sending and tracking process around your business.
Run a focused pilot
We review a small campaign, learn from the responses, and refine the targeting and language before expanding it.
We agree on what the workflow handles automatically and where you want review. Research, message preparation, sending, and follow-up each have their own scope.
WHO IT SUITS
Best when you know who you help
and why they choose you.
This works best for businesses with a defined audience, a specific offer, and the capacity to follow through when someone responds.
Mortgage lenders
and loan officers
Develop a focused approach to reaching real estate professionals and other relevant business partners, using your market knowledge, approved messaging, and a clear reason to connect.
A process for developing professional relationships and referral partners.
B2B service
businesses
Reach businesses that match the problems you solve, with an offer tied to their work and circumstances. Especially useful when the right client relationship is worth careful research.
Specialist consultants, agencies, commercial service providers, and professional firms.
Businesses with
a focused offer
You know your strongest customer profile and have a service, package, or opportunity that is useful to them. You need a consistent way to find suitable prospects and introduce it.
A clear offer makes this work stronger. If you’re still deciding who you serve or what you want to sell, we should start there.
WHAT THE ENGAGEMENT INCLUDES
A working process,
built around
your business.
We turn your knowledge of your clients and your offer into a practical outreach process, then test and refine it together.
- An ideal client profile and qualification rules.
- An offer-to-audience messaging plan.
- A voice guide based on real examples.
- A configured research and outreach workflow.
- A reviewed pilot with sample prospects and messages.
- A practical handoff, with optional ongoing refinement.
A few
practical questions.
Am I hiring you or buying software?
You’re working directly with me on the strategy, setup, and refinement of your outreach workflow. We choose the tools around the work and agree on any ongoing support.
Can it sound like me?
We use your actual writing, examples you like, and clear preferences to guide the messages. Your feedback during the pilot helps refine the result.
What happens automatically?
We decide that during setup. The scope can cover research, message preparation, sending, and follow-up, with an agreed review process for each stage.
What do you mean by a qualified prospect?
A business that meets the criteria we define together, with a documented reason it may fit your offer. That does not mean the business has expressed interest or is ready to buy.
Does this include paid advertising?
This service focuses on direct outreach to suitable business prospects. Paid advertising management is outside this offer.
Do you guarantee appointments or sales?
No. We evaluate prospect fit, relevant replies, and the conversations that follow, then use what we learn to improve the approach.
Who would you
like to reach?
Tell me who your best clients are, what you offer them, and how you approach outreach today. We’ll look at whether a focused AI workflow would be useful for your business.
You’ll work directly with me, Francis.
Talk through your outreach