Account-based outreachdorthea@costasynergy.com
Costa SynergyAccount-based outreach
Account-based outreach

Account-based outreach for consulting and advisory firms.

Costa Synergy runs coordinated account-based programs for consulting and advisory firms. Programs are built around your offer, your market and your definition of qualified.

Account coverageExample
AccountBuying groupStatus
Lakeshore Credit6 of 7 mappedresearching
Quarry Materials3 of 5 mappedreplied
Northwind Logistics5 of 5 mappedengaged
Juniper Hotels4 of 4 mappedresearching
How we help

What a program includes

Costa Synergy is a account-based marketing agency working with consulting and advisory firms. Each service can run on its own or together.

01

Account-based programs

Coordinated outreach to a named account list.

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02

Appointment setting

First meetings booked on your calendar.

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03

Content strategy

Content that sales teams actually use.

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04

Lead nurturing

Stay useful until the buyer is ready.

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Who we work with

Who this is for

Consulting and advisory firmsSDR managersSales leadersFounders
Process

Four steps

01

Brief

Your offer, best customers and what qualified means.

02

Build

Target accounts and contacts researched and checked.

03

Launch

Outreach goes live with agreed messaging.

04

Hand over

Qualified leads and meetings, with notes.

Our approach

What you can expect

Simple rules we follow on every engagement.

Your criteria, agreed first

We write down what counts as qualified before the program starts.

Researched by people

Every list is checked by a researcher before anyone is contacted.

Clear reporting

You see what was sent, who replied and what happened next.

FAQ

Common questions

What counts as a qualified lead?

We agree that with you before starting: typically role, company fit, need and timing. Anything that doesn't meet it isn't passed on.

How do you contact prospects?

Mainly personal email, with phone and LinkedIn where it suits the audience. Every message includes a simple way to opt out.

Can you work with our CRM?

Yes. Leads can be delivered into most CRMs or as files with the fields you use.

Tell us what you need

Send a short brief and a person will reply with ideas and next steps.

Contact Costa Synergy