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James R.

Founder of a boutique finance and accounting search firm
$15-20k/mo$120k+/mo

From an owner-dependent desk that went quiet every time a search landed, to above $120k a month in placements, without the founder prospecting between searches.

The situation

James runs a boutique finance and accounting search firm, placing controllers, finance directors, and VPs of Finance into PE-backed and mid-market companies. The delivery was excellent and clients came back, but new business lived and died with him. As the firm's top biller and its only rainmaker, the month ran in two modes: chase clients while delivery was light, then go dark on business development the moment a search landed. The pipeline went quiet exactly when the firm was busiest filling roles, and two or three repeat clients quietly carried the quarter.

The challenge

James did not have a delivery problem or a closing problem, the firm could win a client once it got in front of a company with a role to fill. It had a time problem and an infrastructure problem. The only person who could sell was the same person who had to deliver, and the one scalable way to reach hiring companies, cold outreach, had failed before: it went out from the firm's main domain with no deliverability foundation, reached companies cold instead of on a live open role, and left replies unworked. So outbound got written off as dead when it had never actually been deliverable.

What we found

We diagnosed a broken client-acquisition system, not a business-development skill gap. New business was concentrated in an uncontrollable channel (referrals); the only working sales channel (the founder) could not run during delivery; and the scalable channel (outreach) was dead on arrival, sent from a single unwarmed domain, reaching companies with no open role, with warm replies left to cool. The fix was an owned new-business function that produces qualified conversations with companies that have a live open role, independent of the founder's delivery time, with deliverability and signal timing solved first.

The mechanism we deployed

01Deliverability foundationDedicated sending infrastructure, never the firm's main inbox

Registered dedicated sending domains, stood up a pool of warmed mailboxes, and configured SPF, DKIM, and DMARC before any volume went out. Sending was spread across many inboxes rather than blasted from one address, so messages reached the primary inbox instead of spam. This is the step most firms skip, and it is why their outreach silently dies.

02ICP and hiring-signal targetingReach the right company the week a role opens, not a cold list

Defined the exact companies and decision-makers worth reaching, then timed outreach to real hiring triggers, posted roles, funding, a new or departed finance leader, so the first touch landed as a seat was opening. Relevance on a live role, not volume on a cold list.

03Message and human judgmentWritten for the hiring company, with a real person on every reply

Outbound was written around the company's hiring problem, not the firm's service list, and a real person read and judged every reply, never a bot. Warm conversations were handled while they were warm, and the firm's brand stayed protected in front of senior buyers.

04Qualified conversations, bookedOnly decision-makers with a confirmed live role reached the calendar

Replies were screened against fit before anything hit James's calendar, so selling time went to genuinely qualified conversations, decision-makers at companies with a real open role, rather than triaging noise. A steady floor each month, not a flood.

05Optimization and intelligenceRan independent of the founder's delivery time

Deliverability was monitored, angles were rotated, and targeting was refined continuously, alongside a monthly read on which companies in the niche were showing hiring signals. The pipeline kept producing conversations during heavy delivery weeks, which is what broke feast or famine.

The path to $120k+/mo

Foundation built before any outreach

Dedicated warmed domains with full SPF, DKIM, and DMARC replaced the single-domain setup, so campaigns reached hiring companies for the first time.

First live-role conversations land

Signal-timed campaigns started booking pre-qualified conversations with companies that had an open seat, conversations James did not have to source.

Pipeline becomes founder-independent

Conversations kept arriving during heavy delivery weeks, breaking feast or famine and giving the firm a steady base of live-role conversations every month.

Revenue compounds to over $120k a month

At a 3.4% positive reply rate and a 40% close into mandates, the firm landed 5 to 6 placements a month at roughly $20k each, consistent, month after month.

$15-20k to $120k+Monthly placement revenue, this engagement
5-6 / moPlacements at about $20k average fee, steady month after month
3.4%Positive reply rate from hiring companies, signal-timed on live roles
40%Qualified conversation to client mandate close rate
Six months in, new business no longer waits on the founder finding time to prospect. Qualified conversations with companies that have a live role open arrive month after month, while James stays on the part of the business he is best at: filling the search.