We help management consulting firms & finance companies book 10-20 appointments with their dream clients without wasting cash on paid ads or relying on referral schemes.

What's even better is, our appointment assurance guarantee, ensuring that you only pay for each qualified appointment we generate, no appointment - no charge.

Is your finance/consulting company currently experiencing these issues?

Unqualified Calls

Are you tired of booking meetings with prospects that don't qualify or hit the right criteria for your service?

Relying Heavily On Referrals

Are you relying to heavily on inconsistent low quality referrals to drive your finance/consulting company forward?

Frustration With Lack Of Growth

Are you frustrated with the inconsistent lack of growth within your finance/consulting company due to having no predictable way of generating consistent qualified meetings?

You’re 5 steps away from filling your pipeline every single month...

Here are the five steps we go through to take you from a dry pipeline with inconsistent lead flow and unqualified calls to consistent lead flow, qualified calls, and a pipeline full of dream clients...

Check List
01
Market Research

We will conduct extensive research on your Ideal Customer Profile (ICP) to gain a deep understanding of the target market. Additionally, we will thoroughly research your product and value proposition to ensure a comprehensive understanding.

Design & Dev
02
Building Contact Data

We will employ our proven lead sourcing methods to research databases and directories, ensuring the construction of an accurate list of accounts for contact. We will meticulously vet and compile a list of relevant contacts, verifying all emails and ensuring catch-all email coverage.

Mail
03
Crafting copy

Utilizing our copywriting and offer building formulas, we will construct an impactful offer, craft persuasive copy, and develop various iterations of both the copy and offer. This approach aims to identify the most effective communication of your value proposition to your Ideal Customer Profile (ICP) and position you as the premier solution in the market.

Calendar
04
Appointment Setting

We will then utilize our proven appointment setting frameworks to craft responses for each interested prospect, enabling them to schedule a call with you. We'll have automations and subsequences ready to be utilized and leveraged effectively.

Dollar coins
05
Scaling/Multichannel Outreach

We will then add more channels for outreach, such as LinkedIn, conduct technical setup and deliverability analysis, manage campaigns, and perform ongoing follow-ups and re-engagement sequences. Additionally, we will study new markets and industries to open up new campaigns and reach out to them, aiming to book as many appointments for you as possible

Here's what our clients think

"Hey Shepherd, Just a quick one to say that I'm really impressed with the results so far, Great work! (8 calls booked in 1 week)"
Robert Grant

Partner,  Blue Commercial

"Shepherd approached us for outbound prospecting to identify potential clients for our services. He has been constantly professional throughout and has come up with lots of ideas on how to target the right people who would like to hear from us. I have no problem recommending Shepherd for others to use his companies services."

Ready to scale your outreach campaigns?