HOW WE HELP

From our first conversation
to meetings in your calendar.

Here’s how we find the right companies, start relevant LinkedIn conversations and turn interest into booked calls.

Follow the process

First call
First, we get to know you.
We talk through your service, your best clients and what you want to change about getting new business.
What to expect
A clear view of whether this fits your business.
What should I bring to the call?
A couple of client examples, your usual fee and an idea of how many new clients you can take on. No presentation needed.
Our first conversationGetting to know you
Agency Advanta + you
Your business comes first.
01Who do you help best?
02What do they come to you for?
03What would growth look like?
If there is a fit, we put the plan and scope in writing.
Onboarding
One brief. A clear starting point.
Once you decide to work with us, we agree your audience, offer and what makes a lead qualified. You meet your client success contact and connect your calendar.
What to expect
You know who does what before we start.
What do I need to do?
Share your client examples and availability, introduce whoever takes the sales calls, and approve the campaign brief. We handle the agreed setup and campaign work.
Your campaign setupBefore launch
Meet your client success contact
Agree your audience and qualification brief
Connect your calendar and availability
Review the list and approve the messages
Your Slack channel keeps questions and updates together.
Company research
Find companies you can help.
We research companies on LinkedIn using your agreed industry, size and location. Hiring, growth and team structure help us decide where to look closer.
What to expect
A target list built around your service.
How do you choose the companies?
We use your best clients as a starting point, then check similar companies against your brief and relevant business signals.
Company researchExample
Companies that match your best clients
IndustryCompany sizeLocation
N
Northstar
A growing service business
Business signalNew office. Hiring in operations.
Work to investigateForecasting and board reporting.
Next: find who is responsible for that work.
The Org Chart Method
Find the gap. Find the person.
We map the work your service supports, look for a missing role and identify who carries that work today. That gives us a relevant person and a reason to start a conversation.
What to expect
A lead list with a reason behind every contact.
Does a missing role mean they need us?
It gives us a reason to ask. Their reply confirms whether the gap is a problem they want help with.
Org chart targetingExample
?
No dedicated planning lead
Who handles forecasts and board reports today?
Personalise & launch
A message about their business.
We use a checked company detail to write a relevant first line. You review the audience and messages before we launch the campaign.
What to expect
Personalised LinkedIn outreach, approved by you.
Will I see what you send?
Yes. You approve the audience and messages, including the tone and follow-ups, before launch.
LinkedIn outreachExample
A
Alex at Northstar
Finance director
Hi Alex,
Personalised first line
I saw Northstar has opened a second office and is hiring in operations. Looks like a busy time for the finance team.
Is the forecast still coming together in spreadsheets, or do you already have one place to see the numbers?
You approveCampaign launches
Replies & follow-up
Turn interest into a conversation.
We follow up, handle replies and continue the relevant conversations. Positive replies tell us who is interested in exploring the problem.
What to expect
Interested people, with context behind the reply.
Is a positive reply a booked meeting?
No. A positive reply is a sign of interest. We still need to check the fit, agree a time and confirm the booking.
A conversation startsExample
You
Is the forecast still coming together in spreadsheets?
Alex
Still spreadsheets. Pulling everything together takes time. We want to fix that, happy to compare notes.
Positive replyInterested in discussing the problem
Qualification
Check the fit before the call.
We confirm the person’s responsibility, their need and timing against your agreed criteria. The conversation gives your sales team useful context.
What to expect
Relevant prospects and notes you can use.
What makes someone qualified?
We agree the company, person, need, timing and budget fit with you before launch.
From interest to fitExample
You
Do you own the reporting process, and is improving it a priority this quarter?
Alex
Yes, I lead finance. We want to sort it before our next planning round.
Need: a clearer reporting process
Responsibility: finance director
Timing: before the next planning round
Company and budget fit are checked against your brief.
Calendar & sales calls
The meeting lands in your calendar.
We suggest available times, confirm the booking and pass over the conversation. You take the sales call, follow up and work towards the sale.
What to expect
A booked meeting with the details you need.
What happens after the meeting?
Your team takes the call and follows up. Share attendance and sales outcomes so we can improve future targeting.
Your connected calendarExample booking
Calendly20-minute conversation
Would either of these times work?
Both times are in the prospect’s time zone.
Your notes before the call
Alex wants a clearer forecasting process before the next planning round.
Take the callFollow upRecord the outcome
Dashboard & improvement
See the progress. Improve the campaign.
See outreach, replies, positive replies and bookings in one place. We review the campaign alongside your sales feedback to decide what to improve next.
What to expect
Visibility from first message to meeting and outcome.
What results should I expect?
We agree targets around your market, offer and capacity, then track positive replies, bookings, attendance and sales separately.
Your campaign dashboardActual dashboard
OutreachPositive repliesBookings
Actual dashboard, September 2026. All accounts; names hidden. Bookings are inbox tags, not attended calls or sales.