How We Helped a UK Branding Agency Create $389,025 Worth of Sales Pipeline in 3 Months

To help Yoke achieve revenue predictability, we decided to design their first outbound acquisition system, including their prospecting, data enrichment, analytics, reporting, and outreach infrastructure while also embedding one of our trained SDRs directly into their team to manage conversations and accelerate results.

In parallel, Yoke required our consultancy and coaching to refine their messaging, modernize their sales process, and create an internal workflow that would turn outreach into a predictable engine for new business.

1. Auditing the Business Development Processes of Yoke

We started our collaboration with a complete audit of Yoke’s business development and sales process. This included an in-depth analysis of their past client acquisition channels, campaign history, messaging, CRM usage, and deal flow management.

The key findings were that:

• The agency relied almost exclusively on referrals and repeat business, resulting in unpredictable feast-and-famine cycles.

• Their prospecting data lacked structure and focus. They had no systematic way to find or qualify sustainability-driven organizations.

• Messaging was minimal and reactive; it didn’t position Yoke as a thought leader or create consistent engagement opportunities.

• There was no CRM or process in place to manage cold leads, resulting in missed follow-ups and lost opportunities.

We concluded that Yoke needed a proactive, data-driven outreach system supported by automation and content-led positioning that would build authority while generating qualified opportunities.

2. Crafting a 90-Day Outbound Growth Plan

After the audit, we crafted a detailed 90-day outbound growth plan designed to build a predictable outreach engine targeting sustainability-focused organizations. The plan covered:

• Core Differentiation

• Targeting Strategy

• Messaging & Channel Strategy

• Pipeline Management & CRM Design

• Sales Coaching & Enablement

a) Core Differentiation

Using our NPOT Methodology™, we positioned Yoke around its strongest differentiator: expertise in sustainability storytelling and branding for mission-driven organizations. We emphasized their ability to help impact-led businesses translate complex sustainability goals into emotionally resonant brand narratives that inspire change. This framing became the foundation for all outreach messaging and campaign angles.

b) Targeting Strategy

We built Yoke’s targeting from the ground up. Our team developed a system to identify sustainability-focused organizations with real intent and capability to invest in branding.

• We used AI scrapers to detect relevant signals on company websites, press releases, and public databases verifying each organization’s sustainability focus.

• Leads were manually verified by our team for relevance and quality.

• We also integrated trigger-based intelligence to reach companies at the right moment such as those that had recently raised funding, launched sustainability initiatives, or appointed new CMOs.

This dual-layered (AI + human) process ensured nearly 100% ICP-fit data, while reducing wasted outreach.

c) Messaging & Channel Strategy

We designed a conversational, non-salesy outreach approach centred on LinkedIn. Instead of pitching branding services directly, our messaging invited prospects to connect over shared interests in sustainability or participate in a research project we designed for Yoke for a sustainability whitepaper.

The strategy worked on two levels:

1. It positioned Yoke as a thought leader contributing to industry knowledge.

2. It created a natural segue from research discussions into sales conversations about branding challenges leading to “brand surgery” sessions as the next step.

We crafted all messaging angles, structured the outreach sequences, and trained our SDR to manage conversations in Yoke’s authentic tone of voice: friendly, thoughtful, and collaborative.

d) Pipeline Management Process

To streamline operations, we built a fully customized Notion CRM for Yoke. Jay, the founder, preferred Notion for its simplicity and flexibility over tools like HubSpot, so we designed a lightweight yet powerful system tailored to their workflow.

The CRM included:

• Real-time syncing of prospects and campaign data

• Automated status updates (e.g., when prospects replied, qualified, or booked meetings)

• Integrated tagging and filtering for stage tracking

• Visual dashboards for quick overviews of lead status and campaign progress

This automation eliminated countless manual steps, saved hours weekly, and made it easy for both Jay and the SDR to stay organized.

e) Sales Coaching & SDR Training

We embedded one of our trained SDRs into Yoke’s operations to handle ongoing LinkedIn conversations and ensure every opportunity was followed up properly.
Our team:

• Coached and trained the SDR to mirror Jay’s communication style and brand tone.

• Built a response and objection-handling playbook specific to Yoke’s positioning.

• Reviewed real conversations weekly and suggested improved replies, follow-ups, and transitions to calls.

• Optimized the handoff process from SDR to founder for smoother scheduling and qualification.

This ensured that every prospect received a thoughtful, consistent experience aligned with Yoke’s brand values.

3. Setting Up LinkedIn Outreach Infrastructure

We fully managed the LinkedIn outreach infrastructure from setting up safe connection limits, sequencing, and follow-up logic to implementing daily monitoring. The SDR used our system to handle all replies, freeing Jay to focus on strategy and client work.

Outreach began with a three-angle approach:

1. Networking & Coffee Chats – inviting sustainability founders & marketing leaders for virtual coffee chats around their common mission in sustainability.

2. Research Angle – inviting leaders to contribute insights to Yoke’s upcoming whitepaper.

3. Brand Optimization Angle – offering “brand surgery” calls after identifying gaps or challenges in the interviews.

This multi-step approach positioned Yoke as a thought partner, not a service seller.

4. Launching & Iterating

Once live, we monitored all campaign performance metrics, analyzed response patterns, and optimized messages weekly.

We also helped Jay refine the whitepaper strategy by advising on structure, tone, and how to repurpose it for lead generation campaigns after publication. The process not only generated meetings but also helped Yoke establish deeper relationships with top sustainability leaders, laying the foundation for long-term authority in the sector.

By the end of the 90-day plan, Yoke had a fully functioning, automated, and scalable outbound system with targeted outreach, a trained SDR, an integrated CRM, and a content-driven positioning strategy that turned outreach into predictable, ongoing pipeline generation.