Hayes Advisory
Outbound system booked 47 qualified meetings in a single quarter.
Referral pipeline, but nothing else.
Hayes Advisory is a boutique financial firm with three senior partners and an excellent reputation. The business ran on referrals for fifteen years — beautifully, until referrals slowed and the partners had no second source of pipeline.
They had tried hiring a BDR. Quit in three months. Tried a sales agency. Burned $60k on impressions with zero meetings. By the time they got to us they were sceptical about outbound entirely.
Step one was getting the ICP right. We spent two weeks interviewing their best three clients to find what made them different — turned out it was a very specific firm-size + revenue stage combination, plus a particular type of growing pain.
Step two: LinkedIn + email outbound from the partners' own accounts, in their voice, hand-written enough that recipients did not feel like cold targets. We wrote the sequences, set up the sending infrastructure, built the qualification flow.
Step three: we hand-qualified every reply and only put genuinely interested prospects on the partners' calendars. The partners showed up to meetings, not inboxes.
Build a system the partners would actually trust.
What the system produced.
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47
Qualified meetings
In a single quarter from a standing start.
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$1.2M
New pipeline
Open opportunity value attributed to outbound by Q-end.
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8–12
Weekly meetings
Predictable cadence every week, even the worst weeks.
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18%
Reply rate
Outbound replies that resulted in qualified conversations.
We went from "I hope this month is okay" to having 8 to 12 qualified meetings on the calendar every single week. Game changer.