Pipeline Engine for technical services firms
Qualified meetings.
On your calendar.
You are good at the work. The pipeline is the problem. We source and book qualified meetings with the companies you want. Your team runs them and your team closes them.
Starting at $3,500 a month, plus a percentage of what closes.
01 / The problem
Referrals cannot be scheduled.
Most technical services firms grow the same way: a strong network, good delivery, and word of mouth. It works, right up until the month you need more pipeline than the network happens to produce.
The technical depth that makes you good is also what makes you narrow. The buyers who need exactly what you do often do not know the category exists, let alone that you are the one who is excellent at it.
Hiring an SDR is a six-month bet with a real failure rate. Doing it yourself means the founder is selling instead of running the company. Most firms end up doing neither and waiting for the phone.
02 / First, the obvious thing
You already are a channel.
We are not here to build you one. You have partners, you have a delivery practice, you have relationships that already work. Nothing about that needs rebuilding.
We do one thing: we put qualified conversations on your calendar. That is the whole engagement.
03 / What we do
We book the meetings. You close them.
We define the ICP with you: company type, size, region, and the trigger that makes them a buyer this quarter. Then we find those companies, reach the right person, and put qualified conversations on your calendar.
We do not sit on your calls. We do not touch your pricing. We do not rebuild your process or ask for a CRM login. Your team runs the meeting and closes the deal, because they are the ones who can.
Qualified meetings
Booked on your calendar, with context on who they are and why they are a fit.
A defined ICP
Built with you, not guessed. You approve the target list before anything goes out.
A shared dashboard
What was sent, what replied, what booked. No access to your systems required.
Your name, protected
You see every message. Nothing goes out in your name that you have not seen.
04 / Why this is different
We get paid when it works.
Pricing starts at $3,500 a month, plus a percentage of what closes from accounts we sourced.
The audit, $750
Two weeks, credited to month one. Your own list cleaned, scored, and ranked before anything is sent.
Tools, inside the price
Data, signals, sending, and recording run on our stack. You never buy or manage a tool.
Your data, always
Every account, contact, note, and message exports on request and at the end. The system is ours.
That second part matters. An agency paid only a retainer is optimizing for volume, for meetings that look good on a report. We are paid on what closes, so a meeting that wastes your team's afternoon costs us too.
What we are: one operator who has run channel and sales for software vendors, with the research and outreach systems behind it.
What we are not: a call center, an offshore SDR pool, or a fifteen-person agency where you get the junior.
You deal with me directly. That is a real limit on how many clients we take, and the reason we are careful about fit.
Andres Guillen
Founder, Symtri. Seattle and Brownsville.
I have run channel and direct sales for B2B software companies, and I am an IAMCP member. I do this work myself, which is why I am honest about capacity.
No client logo wall yet. That is worth saying plainly rather than hiding: it means undivided attention and no legacy backlog competing for my time, and it means I have to earn the early engagements.
05 / How it works
Six steps, no surprises.
Fit call
What you sell, who buys it, where new business comes from now. If it is not a fit, we say so on the call.
The audit, two weeks
$750, credited to month one. Your own list cleaned, scored, and ranked, your top twenty with the reason for each, and a written plan.
ICP locked
The audit's list becomes the target list. We agree exactly who to go after and what makes them a buyer now. You approve it.
Outreach starts
Research, sequences, follow-up. You see every message before it goes out. Meetings start landing in month two.
Meetings land on your calendar
With context: who they are, why they fit, what they responded to.
Twenty minutes weekly
What worked, what did not, what changes. You tell us if the meetings are the right shape and we adjust.
06 / Who this is for
Worth being direct about fit.
A fit if
- You are an MSP, a Microsoft partner, a dev shop, a technical consultancy, or a small software company
- Roughly 10 to 80 people, growing mostly on referrals
- The founder or a senior person is still doing most of the selling
- You can handle more work than you are currently being asked to do
- Your average deal is large enough that a handful of new clients moves the year
Not a fit if
- You already have a working outbound team
- You need someone to close, not to source
- You are looking for the cheapest meetings available
- Your delivery capacity is already full
07 / Common questions
The questions that come up first.
Do you close the deals, or just book the meetings?
We source and book qualified meetings. Your team runs the meeting and closes, because they are the ones who can speak to the work. We do not sit on your calls, touch your pricing, or take over your sales process.
Do you need access to our CRM or systems?
No. You get a shared dashboard showing what was sent, what replied, and what booked, with no login to your systems required. You see every message before it goes out, so nothing goes out in your name that you have not approved. Your data is yours: every account, contact, note, and message exports on request and at the end. The system is ours.
What does Pipeline Engine cost?
Pricing starts at $3,500 a month, plus a percentage of first-year contract value from accounts we source. Tools are included. Every engagement starts with a two-week GTM Audit of your own list, $750, credited to month one. The percentage is the point: we are paid on what closes, so a meeting that wastes your team's time costs us too. Book a short call and we confirm the fit and the numbers.
Who is Pipeline Engine for?
MSPs, Microsoft partners, dev shops, technical consultancies, and small software companies, roughly 10 to 80 people, growing mostly on referrals. It fits when a founder or senior person is still doing most of the selling and you have capacity to take on more work.
How is this different from hiring an SDR or an agency?
An SDR is a six-month bet with a real failure rate. A retainer-only agency optimizes for meeting volume that looks good on a report. You work directly with one operator who has run channel and sales for software vendors, paid partly on what actually closes.
How soon do meetings start?
The two-week audit produces your target list and you approve it. Outreach starts the week after, and meetings land on your calendar from month two with context on who they are and why they fit. You spend about twenty minutes a week steering it.
08 / Let's talk
A short call, and a straight answer.
Tell us what you sell and where business comes from now. If we are not the right fit, we will say so. That is a faster outcome for both of us than three follow-ups.