Presentation for Julian & Fabien

How I'd build
Be Impact's
revenue engine

A 90-day action plan, outreach templates, and a product pitch built on your real numbers, your real stack, and your real ICP.

Presented by
Raj
Date
2026
Role
Lead Gen Expert
Be Impact Use ← → to navigate
What we'll cover today

Three things
Julian asked for

01

90-Day Action Plan

Replace the agency, build the predictable revenue engine, and add the nonprofit lane with real targets.

02

Outreach Templates

Email and LinkedIn copy that invites L&D leaders and C-suite into Talent Talks.

03

Product Pitch

A 3–5 minute spoken pitch selling Be Impact using real proof from Roland Berger, Parkinson's UK, and your own data.

Built on your real numbers. After Fabien's answers: 500–1,000 emails/week, 5–10 meetings booked, £500–1,000 per person, 200–500 employee consulting firms every slide here works from fact, not assumption.
AgendaSlide 2
Starting point

What I'm
working with

500–1k
Emails / week (current agency)
5–10
Meetings booked / week
1–3%
Email reply rate
£500–1k
Deal size

ICP — locked

  • Company size: 200–500 employees
  • Sector: Consulting, tech consulting
  • Pain point: AI adoption: non-technical staff & technical deepening
  • Contact: L&D leaders, MD, Managing Partner, C-suite

Tool stack — ready Day 1

Pipedrive ✓
Apollo ✓
Snov.io ✓
n8n ✓
Claude ✓
Clay
Heyreach
Linkedin Sales Nav
Instantly.ai
ContextSlide 3
Deliverable 1

The 90-day
plan: overview

Month 1

Understand, audit, activate

Full agency audit. ICP sharpened using Season 1 guest data. Infrastructure built. First sequences live by Week 4. Target: clean baseline + first signal on what converts.

Month 2

Optimise, systematise, scale

Messaging refined. A/B testing on angles. Full pipeline view in Pipedrive, every lead has a stage. By end of Month 2: match or beat agency's 5–10 meetings/week with sharper targeting.

Month 3

Lock in + open nonprofit lane

System documented. Playbook written. 6-month forecast based on real conversion data. Nonprofit acquisition track activated, Charity Commission, B Corp directory, LSE network.

The key distinction: The agency is running volume: 500–1,000 emails at 1–3%. My goal by Month 3 is the same meeting rate on half the outreach because the targeting is sharper. Sniper over spray. Start scaling once we know exactly what works, not before.
90-Day PlanSlide 4
Deliverable 1: Detail

Week by week

Month 1: Days 1–30
  • Week 1: Full agency audit. I want volume, copy, reply rates, tools, what's been tested and retired. If the agency won't share it, I reconstruct from CRM history.
  • Week 2: ICP validation. Season 1 guests are MDs and Managing Partners at 50–500 person consulting firms. I'd sharpen the targeting filter to match that pattern exactly.
  • Week 3: Build sequences in Apollo + Snov.io. Set up Pipedrive stages. Tracking dashboard live. Lucy aligned on pipeline handoffs.
  • Week 4: First sequences live. 50–80 outreaches/week to start, controlled, intentional. Establish a real baseline.
Month 2: Days 31–60
  • Refine copy based on what Month 1 taught us. Test 3 angles: thought leadership, peer conversation, AI-transition urgency.
  • Build the full pipeline view: Contacted → Replied → Qualifying call booked → Episode recorded → Sales conversation initiated → Closed.
  • Weekly reporting cadence to Julian, no one asks, it just arrives.
  • Target: Match agency's 5–10 meetings/week. If not there by Week 8, I'd know exactly why and what to adjust.
Month 3: Days 61–90
  • Playbook written, documented, not in my head.
  • Nonprofit lane activated, parallel outreach track with its own sequences targeting Charity Commission, B Corp directory, LSE accelerator network.
  • 6-month forecast built from real conversion data.
90-Day Plan: DetailSlide 5
Deliverable 1: Expectations

What I need
from the company

What I need from Julian & Fabien

  • Full agency handover lists, copy, metrics, Week 1, no later
  • Pipedrive and Apollo access from Day 1
  • 30-minute weekly sync with Julian, no cancellations in first 60 days
  • Intro to Lucy so pipeline handoffs are clean from the start
  • 3–5 warm network introductions to ICP contacts
  • Access to case studies, Roland Berger testimonial, Innovate UK data
  • Decision on Clay, Heyreach, Linkedin Sales Nav if confirmed, it changes what I'd build in Month 2
  • Progressive autonomy on copy sign-off early, then trust earned fast

What I'd still clarify with Julian

  • Clay, Heyreach, Linkedin Sales Nav confirmed or not? The stack changes if yes
  • Which case studies are cleared for use in cold outreach?
  • Exact LinkedIn reply rate, email is 1–3%, LinkedIn is likely higher but unknown
  • Ideal nonprofit profile: size, sector, geography, for Month 3 targeting
  • Any sequences or copy the agency has already proven, don't reinvent what works

Asking these upfront saves 2–3 weeks of guessing. I'd rather ask 5 sharp questions on Day 1 than rebuild something in Month 2.

ExpectationsSlide 6
Deliverable 2

Outreach
templates

Why these work: Every message names a credible peer (Season 1 guests), removes friction (free, no prep, 10-min qualifying call first), and ends with one low-commitment ask. No one is being sold to. They're being invited into a conversation with someone who has a point of view on something they care about.
Outreach TemplatesSlide 7
Deliverable 3

The product pitch
3–5 minutes

Opening ~20 sec · pause after asking
Let me start with a question. How much did your company spend on training last year? Now, how much of that actually stuck?
The Problem ~45 sec
Most organisations invest seriously in training. Good programmes, good facilitators, real effort. And within a few weeks, most of it is gone. Not because the people aren't smart because knowledge that isn't applied doesn't stick. That's just how the brain works. And the skills that matter most right now communicating clearly, thinking through complex problems, making good judgements those are precisely what classroom training does worst. You can't learn to swim by reading about it.
The Solution ~75 sec · slow down here
Be Impact was built to fix exactly that. It's an AI-powered teach-to-learn platform. Your employees take what they've just learned in training and apply it by teaching it to nonprofit teams who genuinely need those skills but can't afford professional development. Teaching forces clarity. It builds communication, judgement, problem-solving the human skills AI cannot replace. Your people grow faster. The nonprofits get training they'd never otherwise access. And your business gets measurable social impact tied directly to your learning investment.
45%
Average improvement in subject-matter expertise after teaching
Innovate UK research
9/10
Employee referral score across all programmes
Internal data
100%
Trainer feedback rate, every session, every time
Platform data
Product PitchSlide 8
Deliverable 3: continued

Proof &
the close

Proof ~60 sec · drop specifics calmly, don't list
We're not saying this works. we have the data. Roland Berger UK now makes Be Impact a standard part of induction for every new joiner and intern. Their Head of HR described it as hitting two birds with one stone real skills development and genuine community impact in one programme. Parkinson's UK used it to upskill their team at a fraction of what commercial training would cost. One nonprofit participant said, and I quote: "You can't really measure the impact you've made in our life." We're backed by the LSE accelerator, Innovate UK grant recipients, B Corp certified, Microsoft for Startups supported. Research partner: University of Nottingham. 50+ nonprofits in the network. This is a validated model, not a pitch deck.
The Close ~30 sec · end on forward step, not a question
Most of the firms we work with come to us with one of three problems: their training isn't sticking, their people don't have enough real-world practice before they're in front of clients, or their ESG story feels thin and performative. If any of those sound familiar, Be Impact is worth 30 minutes. I'd love to walk you through how it would work for your team specifically because every setup is different, and we don't do generic.

Three client pain points we solve

  • Training not sticking after the course ends
  • Not enough real-world practice before client-facing moments
  • ESG story that feels thin or performative

Win-win-win model

  • Business wins: Better learning outcomes, stronger retention, measurable ESG
  • Employees win: 45% skill improvement, real confidence, renewed purpose
  • Nonprofits win: Free, bespoke training they'd never otherwise afford
Product Pitch: CloseSlide 9
To summarise

What you'd
get with me

"The agency is doing volume. My job is to make the same result happen on half the outreach because the targeting is sharper, the copy speaks to the right pain, and the system doesn't depend on one person to keep running. Double down on whatever works."
Day 1
In Pipedrive. Understanding the pipeline.
Month 1
Match agency baseline. Clean system running.
Month 2
Beat it. Precision outperforms volume.
Month 3
Predictable engine. Nonprofit lane open.
Thank you, Julian & Fabien Raj · 2026