For fractional CFO & COO firms

Know which companies need a fractional CFO or COO right now.

Every Monday, 150 prospects land in your Google Sheet. Each one passed the 3-Gate Signal Framework: the right fit, a real buying signal, and proof you can check in 10 seconds. You send the messages. Every reply is yours.

Never logs into your LinkedIn  ·  Month to month  ·  Every signal dated and sourced
What one new client is worth to you
One new client is worth
$24,000
Estimated new conversations a month
10 to 20

Estimate, using a 5% to 10% reply rate over 20 workdays. Your results depend on your offer and your message.

The fractional trap

The problem is not your offer. It is your timing.

Win a client→ Get busy with delivery→ Prospecting stops→ Pipeline goes quiet
Referrals come when they want

Referrals bring great clients. But you can't choose when they come, and you can't plan a business around them.

Most of your market isn't ready

Only about 5% of B2B buyers are ready to buy at any moment (the 95:5 rule, LinkedIn B2B Institute). Messaging everyone who fits means 95% of your effort lands at the wrong time.

Lists tell you who, not when

Apollo and Sales Navigator show you who fits. They don't show you which companies just hired, raised or expanded, and need help now.

The 3-Gate Signal Framework

I check 4,000+ prospects a month. Only the ones that pass all 3 gates reach your sheet.

Gate 1

Right Fit

  • Matches your ICP
  • Your industries and roles
  • Your company size
  • Your locations
Gate 2

Right Reason

  • At least one of 7 buying signals
  • Hiring, funding, expansion
  • Leadership change, product launch
  • Growth or recent activity
Gate 3

Right Proof

  • Every signal has a date
  • Every signal has a source link
  • Inside the recent window
  • Check any row in 10 seconds
If a row fails any gate, I replace it free.
What I track

Seven signals worth a message

Each signal has a window. A new location still matters months later. A job post goes stale fast. We agree on the windows together on your ICP call.

Hiring

They are adding people fast.

Growth

They are scaling past their current setup.

Funding

New money, and new pressure to build.

Expansion

A new market, office or location.

Leadership change

A new leader building their team.

Product launch

Spending goes up before revenue does.

Recent activity

Talking about your problem in public.

Your call

The windows above are starting points. You set the final ones.

Agreed on the ICP call
What lands in your sheet

150 rows every Monday. 600 a month. Ranked, so you know who to message first.

ProfileCompanyThe signalICP scoreTierOpener
Name, title and LinkedIn URL Company name, size and website Which signal, its date and source link How closely they match your ideal client Tier A A written first message, ready to send
Name, title and LinkedIn URL Company name, size and website Which signal, its date and source link How closely they match your ideal client Tier B Worth a message
Example of the columns. Your real sheet is built on your own ICP.
Tier A · about 400 a month

Strong ICP match and active on LinkedIn. Each one comes with a written opener. Message these first.

Tier B · about 200 a month

Passed all 3 gates, but a weaker match or quiet on LinkedIn. Still worth an email or a message.

About 30 minutes a day

With openers already written, 20 Tier A messages a workday takes about half an hour. That covers every Tier A row each month.

How it works

Five steps. You are in one of them.

01

ICP call, 30 minutes

We set your target industries, roles, company size, locations and the signal windows that matter to you. This is the only time you need to spend.

02

Source

I pull 4,000 to 6,000 prospects every month that could fit your ICP.

03

Filter through the 3 gates

Only the ones with the right fit, a real buying signal and a dated source link move on. Most don't make it.

04

Rank and write

Every row is scored and ranked Tier A or Tier B. Every Tier A prospect gets a written opener based on their signal.

05

Deliver every Monday

150 new rows in your Google Sheet. I review every list before it goes out, and I pay for every tool and API.

The risk question

I never log into your LinkedIn.

Automation tools
  • Log into your account with cookies or extensions
  • Send messages in your name
  • Put your profile at risk of being restricted
8omate
  • My system, your Google Sheet, you send
  • No cookies, no tokens, no extensions
  • Every reply comes straight to you
Who this is for

Built for fractional CFO and COO firms that want clients beyond referrals

  • 600 gate-checked prospects a month, 150 every Monday
  • A written opener for every Tier A prospect
  • Signal windows agreed with you on the ICP call
  • All API and tool costs covered by me
  • ICP work and monthly analytics
  • Any row that fails a gate is replaced free
  • Month to month. Cancel anytime.
Taking 2 founding clients this month
Probably not a fit if
  • No one on your team can send about 10 to 20 messages a workday
  • You can't yet describe who your best client is
  • You want someone to send messages and book meetings for you
See it on your own market
Book a demo

See real prospects from your market in 15 minutes

Tell me a little about your firm. I'll build the demo on your own ICP before the call, so you see real companies with real signals, not a generic slide.

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