Referral-partner outbound for professional services
Be the first call. Every time.
Your clients come from referral partners and reputation. We keep both working: outbound to the CPAs, physicians, lenders and districts who refer you, and a monthly education email to past clients and prospects that keeps you top of mind. Compliance-aware copy, your review before anything goes out.
Built for
- Law firms
- Healthcare practices
- Private equity and advisory
- Schools and training
Typical program: Keep in Touch, $375/week, or Grow
Professional services
What we run
- Referral-partner outbound
- Opt-in education campaigns
- Intake follow-up automations
- Inbound qualification agent
- CRM connection (HubSpot, Clio, GHL)
Typical program
Keep in Touch, $375/week, or Grow
Keep in Touch: work the audience you have. Grow: new customers plus the ones you have.
Included in Keep in Touch
- The monthly message
- Lead follow-up and CRM automations
- Database reactivation, monthly
- Inbound AI agent
- Weekly scorecard
Grow, $625/week, adds
- Cold email to new audiences, up to 1,000/day
- Outbound AI calling to business lines
- One new automation build per quarter
- One company per trade per metro
How it starts
Three steps. Live in 21 days.
Pipeline Review
A 20-minute call and a one-page write-up of where leads and past customers are leaking and what they're worth.
Foundation Build
Infrastructure, your CRM, your customer list, follow-up and one reactivation campaign, live in 21 days. Not live by day 21: full refund.
Growth Partner
We run the engine every week and send the scorecard every Monday. 90 days to start, then week to week.
Who we serve