How do consultants find clients?

Referrals and their network, mostly, plus content and outbound. Outbound works when it's specific about the problem and aimed at a moment of change.

What's a good trigger for consulting outreach?

A new executive, an expansion, a restructure or an acquisition. Each creates work a leader wants help with.

Should consultants use cold email?

Yes, in small numbers. A few well-researched emails to the right executives beat a large campaign.

The free plan is enough to test a brief. Sending starts on Starter at $25 a seat a month.

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Describe the client

Name the kind of company and the problem you fix. The agent finds the ones showing signs of it.

Describe yours

Mid-sized manufacturers in Ohio that just hired a new COO

1,284

companies match

A. Datum CorporationColumbus

Trey ResearchDayton

Where the signals are

Leadership changes, expansions and restructures are public: in the news, on company sites and in job posts.

Search the web

Searched live, every run

Company news

Company sites

Job boards

Industry directories

Trade press

New leaders buy help

A new executive in their first months is looking for quick wins and outside expertise.

See the signals

A. Datum Corporation

“Welcomes a new Chief Operating Officer”

News, 3w ago

“Hiring: operations excellence lead”

Job board, 1w ago

Suggested angle

A 90-day plan for the new COO

Your first email

Congratulate the new leader, name one problem you've solved for similar companies, and offer a short call.

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Your first 90 daysDay 0Sent

One problem we've solvedDay 4Sent

Last noteDay 9Queued

A. Datum Corporation replied2h ago

How to get clients for a consulting business

Consulting is sold on trust, which is why most of it comes through referrals. Outbound earns a hearing when it's specific about the problem and timed to a moment of change.

Name the problem, not the service

"Shorter lead times" or "a cleaner month-end" lands; "operational consulting" doesn't. Brief for companies showing that problem.

Write to new leaders

New executives look for outside help in their first months. Appointments are announced in company news and on their own sites.

Offer something small first

A short diagnostic or a one-page plan is easier to say yes to than a project. It's also how trust starts.

Check the email rules where you sell

In the US, CAN-SPAM allows B2B cold email with a working opt-out. In the UK, limited companies can be emailed with an opt-out, but sole traders and partnerships are treated like individuals. In Germany, commercial email usually needs prior consent even between businesses. This isn't legal advice, so check the market you're contacting.

AI market research Cold email outreach

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