Use case

Win new clients without waiting on referrals.

For firms that grow on relationships. Boulton finds the companies that fit, reaches the right person when the timing is right, and books the meeting.

Fractional CFOsAccounting firmsConsultanciesAgenciesLaw firms

How a firm uses it

From the client you want to a meeting.

Summit Ridge, a sample fractional CFO firm, offers family-owned manufacturers in Ohio a free 13-week cash flow analysis.

Family-owned manufacturers in Ohio, 20 to 200 people. Boulton builds the list and keeps only the companies that fit.

YouFind family-owned manufacturers in Ohio with 20 to 200 employees

Ridgeline Fabrication just opened a second line and is hiring its first controller. That's a business about to feel its cash timing.

A first message built on what's happening at their company, with a question, not a pitch. The offer comes when they're interested.

Marcus asks what the analysis needs. Boulton answers with two times, the reply goes out, and Thursday at 10:00 is on the calendar.

See what your first quarter costs on your plan, and how many clients it takes to cover it.

Will it replace my referrals?

No. Keep your referral relationships. Boulton adds the companies that would never have reached you through them.

My market is small. Is it still worth it?

Boulton builds your whole market up front, so you can see how many companies fit before you send anything.

Can I use my own offer?

Yes. Boulton writes around your offer, like Summit Ridge's 13-week analysis, and you can change any message before it goes.

More use cases

Tell us the clients you want and we'll show you what Boulton finds on a 30-minute call.