The Pipeline
Volume Playbook

The goal: build high-quality pipeline volume. More of the right businesses onboarded, sending invoices, and moving payments through the platform. Run and executed like a product roadmap: activities organized around three jobs (create, capture, compel), each run as experiments.

Who we are actually targeting

The people

Whoever sends the invoice and makes sure it gets paid.

  • CFO or fractional CFO
  • Ops lead / chief of staff (smaller cos)
  • CEO or COO running day-to-day
The company

US, B2B, with real revenue and a small team.

  • $1M–$50M annual revenue
  • ~4–50 employees

Go after agencies and big-ticket trades

Agencies

Project shops that bill clients

Design, dev, SEO, PR, and ad agencies. High contract throughput, every engagement is a contract plus an invoice plus a payment.

Big-ticket trades

Commercial services, large contracts

Commercial roofers, plumbers, solar installers, security-camera installers. The seven-figure roof on a high-rise, not the home smart-cam. Almost no one markets to them.

Growth Framework

Given the context I have, here is how I would organize the opportunities, the work, and the experiments. Every growth activity does one of three jobs:

Create

Be the name they remember

Build top-of-mind trust through creators and content, so the long sales cycle ends with Agree.

Capture

Be there at the moment of need

Catch people the moment they go looking. Search, AI answers, social asks, trigger events.

Compel

Manufacture the meeting

Pattern-interrupt the right person with a personalized offer that earns 30 minutes today.

Growth Roadmap Execution

The initial set of ideas and experiments I would run within each part of the framework.

Create Be the name they remember
Build trust at scale with hyper-targeted creators

Reverse-engineer the small set of creators who actually matter in Agree's exact niches, then buy distribution on their existing audiences. Not a generic creator marketplace. There may only be 100 to 500 creators in these spaces.

Target creator categories

Agency owners & operators

The "how I run my shop" audience is exactly the person sending contracts and invoices every week.

Trades / commercial contractors

Uncontested niche with six and seven figure contracts, and almost no software brand shows up here.

Finance / RevOps / fractional CFO

Speaks directly to the person who owns getting invoices paid.

Ops / chief of staff / founder-ops

The day-to-day operator who actually picks and runs the tooling at smaller companies.

Example roadmap

1
Weeks 1–2
Deep research on creators across the target categories. Map each niche, build the shortlist.
2
Weeks 3–4
Hyper-personalized outreach from a branded domain. Collect rates and fit data points.
3
Weeks 5–6
Sign the initial cohort of creators, brief them, produce the first videos.
4
Weeks 7–8
First videos live. Measure cost per demo, double down on winners, long-term deals.
Capture Be there at the moment of need
Answer engine optimization

When someone is finally in need and asks ChatGPT, Perplexity, or Google's AI for help, Agree should be the recommended answer. The roadmap runs in six phases:

Phase 1

Baseline & technical access

Make sure AI systems can retrieve, parse, and understand the site: server-rendered pages, crawler access for GPTBot, PerplexityBot, ClaudeBot and friends, sitemaps, structured data, llms.txt, visible last-updated dates.

Phase 2

Prompt & question map

Define the 100–300 AI prompts to win ("best X for Y", "X vs Y", alternatives, pricing), mined from SEO keywords, sales calls, Reddit, and LinkedIn. Query every engine and record who gets cited today.

Phase 3

Content system

Publish pages engines can cite cleanly: best-of lists, comparisons, alternatives, pricing, use-case and FAQ pages. Answer in the first 150 words, refresh quarterly, and run a query-draft-review-publish automation loop.

Phase 4

Citation & mention placement

Get onto the sources engines already trust. Rank the most-cited domains per prompt, then pitch inclusions, quotes, and updated bios on a weekly outreach cadence.

Phase 5

Off-site surfaces

Create answerable content where engines look: genuinely useful Reddit answers, LinkedIn articles, YouTube videos with the answer in the title and transcript, TikTok demand discovery.

Phase 6

Measurement

One dashboard: prompt-level share of voice by engine, brand mentions and citations vs competitors, AI referral traffic and assisted conversions in GA4, content freshness.

Intent & trigger monitoring
Fast / scrappy

The literal "reach them at the moment of need" machine. Listen for the moment the need goes public and reach out while it is still live.

Example roadmap

1
Weeks 1–2
Stand up listening on X, Reddit, LinkedIn for "DocuSign alternative" style asks, plus signal triggers.
2
Weeks 3–4
Route hits to instant, personal outreach. Track time from signal to touch.
3
Weeks 5–6
Refine the trigger set by reply rate. Automate enrichment so touches go out in minutes.
4
Weeks 7–8
Scale the highest-converting triggers. Fold winners into the always-on motion.
Compel Manufacture the meeting
Hyper-personalized outbound + offers

Combine content, hyper-personalized email, and a strong offer to identify and become top of mind with the key decision makers at the highest-value companies. Agree has run versions of outbound before with mid-to-low success. What is different here is the inputs: tighter targeting, built by scraping the right signals out of LinkedIn (who comments on agency-ops and contractor content, what their profiles say, who they follow), and treating the offer itself as the experiment: developing, testing, and iterating until there is an offer that reliably converts.

Example roadmap

1
Weeks 1–2
Scrape LinkedIn comments, profiles, and engagement to find the real decision makers. Build and score the account list. Design the first offers.
2
Weeks 3–4
Launch personalized sequences from a branded domain with the first offer to the first segment.
3
Weeks 5–6
Measure demo-booked rate vs a no-offer control. Iterate the offer and messaging.
4
Weeks 7–8
Scale the winning offer and segment. Add curated dinners for the top tier.

How each channel compounds

Run as one engine, the experiments feed each other. Content is the hub of the flywheel: it powers awareness, the AI answers, and warm outbound.

CONTENT
Creator videos are the fuel for everything else
Create
Creators
Videos build trust and become the transcripts AI learns from
Capture
AI answers
That authority makes Agree the top answer at the moment of need
Compel
Warm outbound
Offers land warm on the best logos, whose wins feed new content
Create · Creators
Videos build trust and become the transcripts AI learns from.
Capture · AI answers
That authority makes Agree the top answer at the moment of need.
Compel · Warm outbound
Offers land warm on the best logos, whose wins feed new content.

Thoughts & next steps

The point of this document is to start the conversation: are these ideas and channels you are interested in pursuing? If they are, I would love to figure out how we could work together. I really like what you are building at Agree, and I think I could be a real value add here.

If one or several of these channels feels compelling, I am happy to send over a more detailed proposal on how I can play a fractional growth lead for you, scoped to whether you want to pursue one of them or all three.