The problem
A London-based fractional CFO was fully reliant on referrals. Strong reputation, zero outbound motion, no way to control pipeline flow. When referrals dried up between Q4 and Q1, they had three months with no new clients in sight.
What we built
- ICP definition workshop: Series A/B SaaS companies, 20–80 headcount, no full-time CFO, recent fundraise signal
- Clay enrichment table: Apify scrape of Crunchbase funding rounds → enriched with company + founder contacts → verified via NeverBounce
- 4 sending domains via Porkbun, warmed over 3 weeks on Smartlead
- 3-touch cold email sequence: insight-led opener, social proof, soft CTA
- Looker Studio dashboard for weekly campaign review
The result
14 qualified meetings in 42 days. 4 converted to proposals within 60 days. The outbound motion is now running month-to-month with our PPM support.