For M&A, PE & B2B SaaS firms

Pipeline that compounds.
Not campaigns that burn out.

We build cold outreach systems for advisory firms and B2B teams who refuse to sound like everyone else. Real meetings with people who can actually say yes.

Trusted by advisory firms and B2B teams · No long-term contracts · 90-day sprints

Watch: How we book qualified calls for M&A advisors (3 min)

Trusted by operators who measure everything

AdspertAlpha Lead AcademyBCGFavouredGalactic FedMarkeitySoftware NextdoorNimble GrowthSHZealyEnsofiaBluewave SelectIX Power Clean WaterNext Day AccessSimplyBook.meAdspertAlpha Lead AcademyBCGFavouredGalactic FedMarkeitySoftware NextdoorNimble GrowthSHZealyEnsofiaBluewave SelectIX Power Clean WaterNext Day AccessSimplyBook.me

and the industries our clients sell to

Private Equity FirmsM&A Buyers & Strategic AcquirersFamily OfficesIndependent Sponsors & Search FundsFractional CFOsCoaches, Consultants & AdvisorsB2B SaaS BuyersE-commerce Brands & Amazon SellersDTC OperatorsMid-Market ExecutivesVenture-Backed FoundersProfessional Services FirmsPrivate Equity FirmsM&A Buyers & Strategic AcquirersFamily OfficesIndependent Sponsors & Search FundsFractional CFOsCoaches, Consultants & AdvisorsB2B SaaS BuyersE-commerce Brands & Amazon SellersDTC OperatorsMid-Market ExecutivesVenture-Backed FoundersProfessional Services Firms

By the numbers

What discipline at scale looks like.

2M+
Cold emails sent, professionally
600+
Qualified meetings booked for clients
$3.5M+
Pipeline generated across all clients
50+
Firms using Konverrt as their outbound engine

01 - Where cold email breaks

Sending emails isn't the hard part. Making them work is.

Cold email needs volume to get results - that's not the problem. The problem is that volume without the fundamentals burns domains, wastes lists, and poisons pipeline. Every in-house team runs into the same three walls.

Volume without infrastructure

Sending thousands of emails a day from the primary domain. No warm-up. No SPF/DKIM/DMARC. No mailbox rotation. Within 60 days the domain reputation is toast - and the client's internal email stops landing too. The fix isn't less volume. It's volume that's built to last.

Lists that aren't scored

Pulling 30,000 contacts from Apollo and shipping. No ICP layering, no signal-based segmentation, no enrichment. The replies that come back are from the wrong titles at the wrong companies - and the team spends hours on calls that were never going to close.

Scripts without an offer

Clever subject lines and "personalized" first lines, but no tangible outcome, no timeframe, no risk reversal. Prospects read it in four seconds and delete. The copy was never the problem - the offer underneath was.

Deliverability, list quality, scripts, offer. Miss any one of them and the system doesn't work. Most in-house teams don't have the time or the reps to nail all four - that's where we come in.

02 - The Konverrt way

A precision channel, built like infrastructure.

Five steps. No shortcuts. Each one earns the next. This is the system that turns a cold list into compounding pipeline.

01
Foundation

We start where every campaign should: who are you actually selling to, and why would they care?

Before we touch a sender or write a line of copy, we map your ICP at a level most agencies skip. Industry, revenue band, geography, signal-based triggers, named-account lists, and the specific job titles who hold buying authority. We'll often kill segments your team assumed were a fit - because the math doesn't work.

  • + Sharpened ICP brief and TAM model
  • + Disqualification criteria (the people we won't email)
  • + Account scoring framework
02
Research

We build the list by hand, then enrich it like an analyst would.

We use Clay, Apollo, PitchBook, and proprietary scraping pipelines to assemble lists that are accurate, deduped, and enriched with signals - funding, hiring, technographic, intent. Every contact has a reason to be there. We don't buy lists. We don't ship 50,000-row CSVs. Quality compounds.

  • + Verified contact lists with 95%+ deliverability
  • + Signal-based segmentation (hiring, funding, tech stack)
  • + Enrichment for personalization variables
03
Infrastructure

We build the sending infrastructure that makes the rest possible.

Multi-tenant Microsoft 365 and Google setups. DKIM, DMARC, and SPF configured per domain. Mailbox warm-up at the right pace. Inbox rotation. Bounce monitoring. This is the boring layer most agencies skip - and it's the difference between landing in the inbox and landing in spam.

  • + Dedicated sending domains and mailboxes
  • + Full deliverability stack (DKIM, DMARC, SPF, BIMI)
  • + Real-time inbox placement monitoring
04
Execution

We write the copy, send the campaigns, and book the meetings.

Short, specific, plain-spoken emails. No fake personalization. No "just bumping this." Each campaign is structured as a controlled test - angle, hook, format - so we know what's working by week two. Replies route to your calendar through our handoff process. You join the call already half-sold.

  • + Campaign copy across 5–10 angle variants
  • + A/B testing framework with statistical confidence
  • + Meeting handoff via shared inbox or CRM
05
Iteration

We compound what works and kill what doesn't, every week.

Most agencies launch and walk away. We treat your campaign like a portfolio - reviewed weekly, optimized monthly, expanded quarterly. New segments, new angles, new tests. The pipeline doesn't plateau because the system doesn't stand still.

  • + Weekly performance reviews
  • + Monthly strategy briefings
  • + Quarterly expansion into new segments

03 - Proof

The work, in their words.

Four firms. Four different problems. The same operating discipline.

M&A Advisory case study: 27 qualified sellers in 90 days purely with cold email

Managing Partner · Boutique M&A Advisory Firm, New York

M&A Advisory · Sell-side

27 qualified seller meetings in 90 days - and 3 closed deals.

Before

80% of deal flow from referrals. Feast-or-famine cycles. Unable to forecast or hire with confidence.

After

27 qualified seller meetings · 80% met deal criteria · 5 LOIs · 3 deals closed

A 47-person boutique advisory firm serving sell-side mandates in the $5–25M revenue band. We built a 25,000-contact list from PitchBook, Grata, and LinkedIn Sales Navigator, layered with custom AI enrichment that eliminated 30% of prospects before the first send. 72,000 emails, 1.5% reply rate, 10% positive reply rate.

Read the full breakdown →

Maria · Product Marketing Manager, Adspert

B2B SaaS · PPC Optimization

23 high-value signups and a 91% trial activation rate in 90 days.

Before

Previous agency delivered replies but low-quality signups. Main channel (Google Ads) saturated in a niche search market.

After

23 qualified signups · 91% trial activation · +24% higher signup-to-won rate vs. paid channels

An AI PPC platform serving Amazon sellers spending $50K+/month on ads. We used SmartScout and JungleScout (not Apollo) to target the exact seller profile, built an AI agent to enrich every record with website URL and decision-maker data, and layered GDPR-compliant blacklisting. Personalized pitches with three tailored optimization ideas per prospect.

Read the full breakdown →

Dylan · Founder, Email Marketing Agency

B2B Services · Agency

8 calls booked and 4 deals closed in 40 days - double their usual monthly pace.

Before

~4 sales calls/month from inbound, social, and referrals. No outbound motion. Pipeline dependent on organic content.

After

8 calls in 10 days · 4 new clients closed in 40 days · 10%+ reply rate · 2× previous monthly pace

A course-marketing agency wanted to diversify off social and referrals. We built a laser-focused 1,500-contact list using Tweetscraper and Builtwith (Kajabi + ConvertKit users), layered with Clay-based product verification. Five-line script framework with tangible outcome, timeframe, and guarantee. Sub-20-minute reply handling closed the loop.

Read the full breakdown →

Michal · Founder, Alpha Lead Academy

Coaching & Consulting

15 calls, 2 clients, and ~$90K in generated revenue - in 6 weeks.

Before

An effective but manual outreach system. Hours of personalization work per campaign. Not scalable past one operator.

After

15 sales calls · 2 new clients · ~$90K generated · 5–7% reply rates · 500%+ ROI in 6 weeks

A 6-month done-with-you coaching program for consultants. We built a 500-emails-per-day sending stack across 10 domains and 20 Outlook mailboxes, with AI-based gender detection to match their buyer profile. Four-part script framework: personalized opener, quantifiable offer with guarantee, case study, soft CTA. Then we documented every SOP so their team could run it without us.

Read the full breakdown →

04 - Working together

Your first 90 days, in detail.

No black box. No mystery onboarding. Here's exactly what we do, week by week.

Week 1–2

Foundation

  • · Kickoff call and ICP deep-dive
  • · Sender domain and mailbox setup
  • · Initial list research begins

Week 3–4

Infrastructure

  • · Domain warm-up complete
  • · 1,500–3,000 verified contacts ready
  • · Copy variants drafted and approved

Week 5–8

Launch

  • · First campaigns go live
  • · A/B testing across 3 angles
  • · First meetings booked (week 6–7)

Week 9–12

Optimize

  • · Performance review and copy iteration
  • · New segments tested
  • · Reporting cadence locked in

05 - Receipts

We don't talk about results. We show them.

Real campaign dashboards, real reply rates, real calendar invites. Names redacted, numbers untouched.

Cold email campaign stats showing sent, opened, replied, and positive reply counts

Smartlead · Campaign performance

10–24% positive reply rates across two live sequences. Bounce held under 3%.

Calendly dashboard showing 30 created events and 24 completed in 90 days

Calendly · 90-day window

30 calls booked, 24 completed. +87% vs. prior period.

Pipeline dashboard showing 14249 dollars in deal value, 1779 leads contacted, 41% positive reply rate

Pipeline · Deal value

$14,249 in qualified pipeline added from a single sequence.

Slack message: we have our first close from Gio's campaign

Slack · First close

Founder reports first signed client from the campaign.

Slack message from Janet: just sold another DM assessment to LearningRX

Slack · Repeat sales

Another assessment sold - recurring closes from the same pipeline.

WhatsApp chat: closed, 6.5K per month, 3-month contract

WhatsApp · Deal closed

$6.5K/month, 6-month contract - closed in real time.

Slack message from Ryan Davies about a great call with RELAYTO

Slack · Qualified call

"Potentially a great fit. Next steps confirmed."

Reply email from Jerome praising the cold email approach

Inbox · Positive reply

"I was impressed with your emails - happy to speak."

Reply: not often I answer a cold email, but you got my attention today

Inbox · Pattern interrupt

"Not often I answer a cold email, but you got my attention."

Slack message: nvm, they signed - additionally we'd like to move forward with your company

Slack · Signed

"Nvm - they signed. Additionally, they want to move forward with your company."

Slack message from Dan: excellent conversation with senior hiring manager at [REDACTED], highly qualified lead

Slack · Highly qualified lead

"Excellent conversation with a senior hiring manager at [REDACTED] - highly qualified lead."

Names redacted. Numbers and copy untouched.

06 - Voices

Operators, not influencers.

What it's actually like to work with us - in the words of the founders, partners, and operators we serve.

"

I started with an agency and they definitely failed. Then I tried it on my own - it's a lot. Working with Gio, we got results sooner than I expected. Within the first week or two of rolling the campaign out we started seeing booked appointments.

Janet - Founder, Bartoli Consulting

Janet

Founder, Bartoli Consulting

"

In my experience, about 5 to 10% of B2B lead gen agencies actually know what they're doing. Anytime I hear of somebody who's good, I want to meet them.

Michal - Founder, Alpha Lead Academy

Michal

Founder, Alpha Lead Academy

"

The proactive side from Konverrt is great. We're not in the lead generation world - so when you have ideas, you bring them to us. We don't always have to come to you and say 'let's do this.' That's almost very comforting.

JP & Pacco - Co-founders, Markeity

JP & Pacco

Co-founders, Markeity

"

I knew if I don't get someone more professional with this, who actually knows how to do this the proper way - it won't go very well, or it will be a much bigger learning curve.

Stefan - Founder, Raphael's Ambassadors

Stefan

Founder, Raphael's Ambassadors

"

Gio did a really good job reassuring best practices on how to respond and navigate those situations. If you were doing this by yourself or with an agency that didn't think about that as much, it could cause you a stressful situation.

Dylan - Email Marketing Consultant

Dylan

Email Marketing Consultant

"

Konverrt's team is responsive, proactive, and genuinely invested in our growth. They treat our pipeline like it's their own - that level of ownership is rare.

Maria - Head of Growth, Adspert

Maria

Head of Growth, Adspert

"

You've really helped me accelerate in a fast way and gave me exactly what I was looking for. Five customers in the last three weeks have literally paid me money - that's a significant signal.

Darrell Sims - Founder, Nimble Growth

Darrell Sims

Founder, Nimble Growth

"

The quality of the meetings was what stood out the most. We spent less time on unqualified calls and more time evaluating real opportunities. This system allowed us to build a predictable, proprietary deal flow channel we couldn't have built in-house.

MP

Managing Partner

Boutique M&A Advisory Firm, New York

"

I started with an agency and they definitely failed. Then I tried it on my own - it's a lot. Working with Gio, we got results sooner than I expected. Within the first week or two of rolling the campaign out we started seeing booked appointments.

Janet - Founder, Bartoli Consulting

Janet

Founder, Bartoli Consulting

"

In my experience, about 5 to 10% of B2B lead gen agencies actually know what they're doing. Anytime I hear of somebody who's good, I want to meet them.

Michal - Founder, Alpha Lead Academy

Michal

Founder, Alpha Lead Academy

"

The proactive side from Konverrt is great. We're not in the lead generation world - so when you have ideas, you bring them to us. We don't always have to come to you and say 'let's do this.' That's almost very comforting.

JP & Pacco - Co-founders, Markeity

JP & Pacco

Co-founders, Markeity

"

I knew if I don't get someone more professional with this, who actually knows how to do this the proper way - it won't go very well, or it will be a much bigger learning curve.

Stefan - Founder, Raphael's Ambassadors

Stefan

Founder, Raphael's Ambassadors

"

Gio did a really good job reassuring best practices on how to respond and navigate those situations. If you were doing this by yourself or with an agency that didn't think about that as much, it could cause you a stressful situation.

Dylan - Email Marketing Consultant

Dylan

Email Marketing Consultant

"

Konverrt's team is responsive, proactive, and genuinely invested in our growth. They treat our pipeline like it's their own - that level of ownership is rare.

Maria - Head of Growth, Adspert

Maria

Head of Growth, Adspert

"

You've really helped me accelerate in a fast way and gave me exactly what I was looking for. Five customers in the last three weeks have literally paid me money - that's a significant signal.

Darrell Sims - Founder, Nimble Growth

Darrell Sims

Founder, Nimble Growth

"

The quality of the meetings was what stood out the most. We spent less time on unqualified calls and more time evaluating real opportunities. This system allowed us to build a predictable, proprietary deal flow channel we couldn't have built in-house.

MP

Managing Partner

Boutique M&A Advisory Firm, New York

07 - Questions

Things people ask, honestly answered.

How long until we see results?

add

Most clients see their first qualified meetings between week 5 and week 7. The first 30 days is foundation work - domain warm-up, list building, copy testing. We don't shortcut that, because shortcutting it is the reason most cold email fails.

What's the minimum engagement?

add

Our standard engagement is a 90-day sprint, then ongoing month-to-month. We don't do annual contracts. If we're not earning the retainer, you should be free to leave.

How is this different from hiring an SDR?

add

An in-house SDR costs $60–80K loaded, takes 3 months to ramp, and one person can only run so many sequences. We're a system - list research, copy, infrastructure, deliverability, optimization - for less than the loaded cost of one SDR.

Do you guarantee meetings?

add

No. Anyone who guarantees meetings in cold email is either lying or willing to book unqualified meetings to hit a number. We guarantee the process, the discipline, and the weekly cadence. The meetings come from doing the work right.

What industries do you work with?

add

We're best at M&A advisory, private equity, fractional CFOs, and B2B SaaS selling to mid-market and enterprise. We turn down work in industries where cold email is structurally weak - retail, B2C, anything dependent on hyper-personalization at impossible scale.

What does it cost?

add

Our 90-day sprint is $5,000–7,500 per month depending on scope. Ongoing retainers vary based on send volume, segment count, and reporting cadence. We share full pricing on the call.

Will you sign an NDA?

add

Yes. Many of our clients work in M&A and finance, so confidentiality is the default. We sign mutual NDAs before any work begins.

Who actually does the work?

add

Gio (founder) leads strategy on every account. Our team handles list research, copy execution, and infrastructure. You'll have direct access to whoever is making decisions on your account - no junior buffer.

08 - From the founder

I write and talk about this work in public.

If you want to know how we think before you book a call, watch a few of these. No gated content, no email walls.

Subscribe on YouTube →

09 - Start the conversation

Let's see if there's a fit.

30-minute call. No pitch deck. We'll ask about your business, share what we'd actually do for you, and tell you honestly if we're the right team for the job.

No pitch deck·No hard sell·100% confidential