Identifies prospects matching your ideal client profile, drafts personalized outreach, nurtures responses, books discovery calls, and reports conversion weekly.
Tony handles the business development work that partners know they should be doing and consistently do not have time for. He identifies who to contact, researches them before reaching out, drafts the first message, and stays on it through the follow-up until someone books a call or explicitly passes.
The work he takes off your plate: the LinkedIn search that was supposed to take 20 minutes and took two hours. The draft outreach that sat in a notes app for three weeks because the timing never felt right. The follow-up that should have gone out after the last conference but did not. The business development that is always going to happen next month.
Tony does not close deals. He gets qualified prospects into conversations. The relationship, the proposal, and the engagement are yours. He removes the activation energy required to start the conversation in the first place.
Three real examples. Ideal client profile, outreach tone, and follow-up cadence are all calibrated during onboarding.
Rachel,
Saw the announcement last week about Meridian's acquisition of the Washington Ave warehouse portfolio. That kind of transaction usually generates a significant amount of ongoing legal work on the leasing and title side, and I noticed you do not appear to have in-house counsel yet.
We represent several commercial real estate investors at the scale Meridian is operating at now. Happy to have a 20-minute call to see if there is a fit, or to just answer a specific question if you have one in front of you.
No pitch, just a conversation. Worth a call?
Commercial real estate, 65 employees (confirmed LinkedIn), Minneapolis metro, no in-house legal team found (checked LinkedIn for General Counsel or Associate General Counsel titles). Recent trigger: acquired Washington Ave warehouse portfolio, announcement Nov 8, 2026.
Lead with the Washington Ave acquisition. It signals active deal activity and likely immediate legal needs on the CRE transaction side.
| Stage | Count | Last action | Status |
|---|---|---|---|
| Contacted, no response | 18 | Within 7 days | In follow-up queue |
| Responded, nurturing | 5 | Nov 12 | Active conversation |
| Discovery call scheduled | 2 | Booked Nov 13 | Qualified |
| Passed (explicit) | 4 | This week | Removed from pipeline |
| Stale (no response, 14+ days) | 3 | Oct 28 | Flagged for partner review |
Tony learns your ideal client profile: company size, industry, geography, signals that indicate need, and who to contact. CRM and email access configured.
Tony drafts outreach for partner review before sending anything. You correct tone, adjust ICP criteria, and sharpen the value proposition. Each revision improves the template.
Tony sends approved outreach directly. You review the weekly pipeline report and course-correct any prospecting or follow-up decisions that miss the mark.
Tony runs the outbound pipeline independently. The weekly report keeps you informed without requiring hands-on management. The 30-day check-in is on the calendar.
Tony actually personalizes. Every outreach note references something specific to the recipient: a recent business event, a LinkedIn post, a company announcement, or a specific business challenge relevant to their profile. Blast-style outreach is not how this works. Tony researches each prospect before drafting, which is why the throughput is 5 to 10 personalized notes per day rather than 200 generic ones.
You define the ICP during onboarding. The definition covers industry, company size, geography, title of the right contact, signals that indicate need (recent funding, recent acquisition, headcount growth, recent news), and any firm-specific criteria (e.g., "companies that don't have in-house legal"). Tony applies those criteria consistently on every prospecting run. If the criteria need updating based on what is converting, you adjust them at the 30-day or 90-day review.
Yes. Tony's outreach is reviewed by a partner before it goes out during shadow mode, giving you full visibility and control over what lands in prospect inboxes. The outreach is styled as a personal note from the partner, not mass advertising. Most bar association guidelines distinguish between personal correspondence and advertising. We recommend reviewing your state's specific rules during onboarding, and we design the outreach approach accordingly.
Tony flags it. If a prospect mentions being referred by a current client, Tony surfaces that in the CRM note and the Slack alert so you can treat it as a referral rather than cold outreach. Referral relationships are tagged differently in the pipeline and the follow-up tone adjusts. Nothing gets lost in the standard prospecting workflow.
Most firms see the first discovery calls booked in weeks 2 and 3, once Tony has completed shadow mode and is sending live outreach. Pipeline velocity depends on market size, ICP definition quality, and message resonance. The 90-day guarantee window gives you a realistic sample to evaluate. Firms that define a tight ICP and review the weekly report actively tend to see the fastest results.
Two weeks of guided setup. Running the outbound pipeline independently by day 14. Performance guaranteed for the first 90 days. If he does not meet standard, we replace him or refund the hiring fee.