01 · CURRENT STATE

The effort going in is the same. Less comes back.

Fewer chance connections. Buyers who research before they call. Inboxes full of automated outreach. None of it is a failure of effort. The conditions around relationship-led growth changed.

GROWTH TEAM GROWTH LEADERS FOUNDERS & FIRM LEADERSHIP TARGET RELATIONSHIP PIPELINE INFLOWS POOL HISTORICAL LEVEL OPPORTUNITY PIPELINE QUALIFIED PROPOSAL SOW SALES PLAN GROWTH TEAM GROWTH LEADERS FOUNDERS & FIRM LEADERSHIP TARGET RELATIONSHIP PIPELINE INFLOWS POOL HISTORICAL LEVEL OPPORTUNITY PIPELINE QUALIFIED PROPOSAL SOW SALES PLAN ADDITIONAL CAPACITY & GROWTH INDICATOR • • • • AI-NATIVE GTM SERVICES  ·  INTELLIGENCE ENGINE linkedin.com/in/patrickdodson FOR GROWTH LEADERS AT CONSULTING FIRMS BUILT FOR THE DOER-SELLER FIRM Every firm can buy the same data and tools. Few can turn them into the timing and warm path that consistently wins a relationship-led pursuit. work. more time reaching out to their connections By managing and delivering the intelligence to the growth teams, their time previously spent on research converts to , or to revenue-generating, billable PROVIDING PEOPLE WHAT THEY NEED Right Accounts scored on fit and winnability, not familiarity Right Contacts who actually has influence, and why Right Paths Right Timing the reason they'd want to hear from you now HOW WE ENGAGE I collaborate to define ideal account and contact fit, build the engine that monitors and detects when outreach is most likely to gain attention, and support the teams as they act on what it delivers. Managed subscriptions & fixed-scope projects. Plans start with low-risk, low-friction, 3- or 6-month pilots. To explore more on your own, visit: linkedin.com/in/patrickdodson I manage the intelligence, you grow the relationships. © 2026 Patrick Dodson. Patrick Dodson | patrick@bizdevbydesign.com linkedin.com/in/patrickdodson

A firm's existing network carries more weight than it ever has.

The deep networks of the most senior leaders are no longer enough.

"We're trying everything, but I don't know where the growth will come from."

Founders & Firm Leadership

"I can't tell which accounts we'd actually win."

Growth Leaders

"I don't know who to contact, when, or what would matter to them."

Growth Team

02 · FUTURE STATE

Same effort, better conversations, more conversions.

Focus on the right accounts. Warmer starts through people you know. A reason to talk now, in your own voice. Your network becomes your pipeline again.

GROWTH TEAM GROWTH LEADERS FOUNDERS & FIRM LEADERSHIP TARGET RELATIONSHIP PIPELINE INFLOWS POOL HISTORICAL LEVEL OPPORTUNITY PIPELINE QUALIFIED PROPOSAL SOW SALES PLAN GROWTH TEAM GROWTH LEADERS FOUNDERS & FIRM LEADERSHIP TARGET RELATIONSHIP PIPELINE INFLOWS POOL HISTORICAL LEVEL OPPORTUNITY PIPELINE QUALIFIED PROPOSAL SOW SALES PLAN ADDITIONAL CAPACITY & GROWTH INDICATOR AI-NATIVE GTM SERVICES  ·  INTELLIGENCE ENGINE linkedin.com/in/patrickdodson FOR GROWTH LEADERS AT CONSULTING FIRMS BUILT FOR THE DOER-SELLER FIRM Every firm can buy the same data and tools. Few can turn them into the timing and warm path that consistently wins a relationship-led pursuit. work. more time reaching out to their connections By managing and delivering the intelligence to the growth teams, their time previously spent on research converts to , or to revenue-generating, billable PROVIDING PEOPLE WHAT THEY NEED Right Accounts scored on fit and winnability, not familiarity Right Contacts who actually has influence, and why Right Paths Right Timing the reason they'd want to hear from you now HOW WE ENGAGE I collaborate to define ideal account and contact fit, build the engine that monitors and detects when outreach is most likely to gain attention, and support the teams as they act on what it delivers. Managed subscriptions & fixed-scope projects. Plans start with low-risk, low-friction, 3- or 6-month pilots. To explore more on your own, visit: linkedin.com/in/patrickdodson I manage the intelligence, you grow the relationships. © 2026 Patrick Dodson. Patrick Dodson | patrick@bizdevbydesign.com linkedin.com/in/patrickdodson THE ENGINE SHARPENS ← WINS DATA FEED BACK THEENGINEGROWTH TEAM
  • Right Accounts the ones actually winnable, scored on fit, not familiarity.
  • Right Contacts who inside really has influence, and why.
  • Right Paths which colleagues can already reach them.
  • Right Timing the reason to reach out now.

"We're in more conversations than ever, and I can plan for growth again."

Founders & Firm Leadership

"I know which ones we can win, and who can reach them."

Growth Leaders

"I know who to contact, when, and what matters to them."

Growth Team

This is the intelligence function behind the growth team. Detecting, translating, activating: it runs across the inflows and the pool,
so the team establishes and grows productive relationships instead of fishing around for where to start.

This is what the system delivers: not a tool people operate,
but intelligence they act on to develop every relationship that matters.

03 · THE PATH FORWARD

An intelligence engine to support your relationship pipeline.

I identify what accounts to target, who to engage, and when and why to reach out, with the timing, context, and relevance to engage them. I scale what is already working, and stand up new efforts you can run.

MONITOR & ITERATE PHASE 1 DISCOVER & DEFINE WHAT I DO I collaborate to determine the best-fit accounts, the buyers who matter, and the influencers worth pursuing. I bring in first- and third-party data and study the win/loss history to learn what real, winnable opportunities and clients look like. WHAT GETS ESTABLISHED A signal taxonomy and scoring methodology built for the firm. PHASE 2 DESIGN & BUILD WHAT I DO I construct and tune the engines, specific to the business and the people who use them. I map how the intelligence reaches the team, through the systems and tools they already use. WHAT GETS ESTABLISHED TARGETING Account Targeting Engine Contact Targeting Engine Growth Network-Mapping Engine OUTREACH, ENGAGEMENT, PURSUIT (OEP) Operator Voice and Content Engine Event Engine OPPORTUNITY SUPPORT Opportunity Qualification Engine Opportunity Support Engine PHASE 3 DELIVER & MEASURE WHAT I DO I then produce a first run of scored, prioritized accounts and contacts. Intelligence reaches the Growth Team members on a set cadence. I track how it's used and whether it performed, feed learnings back into the engines so they improve over time and the value compounds. WHAT GETS ESTABLISHED Rep-ready intelligence, delivered how they work. SEE EXAMPLE OUTPUTS Weekly outreach sheet Contact dossier Account dossier
LIVE OUTPUT