Precision over volume. Structure over hope.
The six principles behind every COG build, whether it's a six-week pre-event push or a full account-based system.
Precision over volume
Named accounts, verified contacts, and messaging tied to the specific reason a conversation should happen, not spray-and-pray lists.
Your leader's voice, not an agency's
Outreach runs from your CEO, founder or marketing lead, with their approval. The relationship is yours from the first touch.
Built in your accounts
Every contact, sequence, workflow and tool is set up in your own accounts: visible, editable, and yours to keep.
Multi-channel, coordinated
LinkedIn, personalised email, and human follow-up sequenced together, not run as disconnected campaigns.
Nothing falls through
Replies are handled personally and logged in your CRM automatically, and outreach stops the moment someone answers. You see every number live on your own dashboard.
Measured on outcomes
Every meeting logged, every reply scored (Qualified / Not Qualified / Nurture), every campaign reported weekly.
One method. Four programmes.
Meetings in Motion™ applies the method to a specific show. Prospect Path™ runs it as a 12-week pilot. Focus Flow™ builds it into your CRM. Lost & Found™ (from January 2027) points it at your closed-lost deals. Prefer to run it yourself? Ask about the event data pack.
Common questions before we start.
What does onboarding look like?
Straightforward, usually less than a day. Once access is provided I can begin immediately: HubSpot access, LinkedIn access (connected to the profile outreach will run from), a short alignment call, and access to past content or historic data.
How do you integrate with my team and tools?
I connect directly into HubSpot to build lists, track replies, and keep everything CRM-ready. I set up LinkedIn outreach from the correct profile. If you use Lusha, SmartScout, or event apps, I integrate those into the workflow too. Weekly updates go out; your team steps in when a conversation is qualified.
What's the one thing clients are always surprised by?
How quickly everything is up and running. Once I have access, I can build the system and start generating activity almost immediately, with very little management needed on your side.
Why you, specifically?
Nearly 20 years in B2B across different industries, teams, and tools. I've set up CRM systems, built target lists, created content, and supported companies through every stage of sales and marketing change.
Do I lose access to the data if we stop working together?
No. Every contact, sequence, and workflow is built inside your own HubSpot from day one. It's yours permanently. This is the core of how I work, not an add-on.
How is this different from an agency?
An agency usually runs outreach from its own tools and keeps the engine. I build the system in your accounts (CRM, sending inboxes, automations) and train your team, so you keep everything I build.
Who pays for the tools?
You do, directly and in your own name, so the accounts are yours. I recommend what you need during scoping and set it all up. Some tools pay me a referral fee when you sign up through my link, and I'll always tell you which.
Can my team run it after you?
Yes. That's the point. I document every step and train whoever will own it. Ongoing support is optional.