The 90-Day Authority Pipeline Programme
Busy Delivering TodayWhere Will Your Next Client Come From?
One Connected Lead Generation Campaign, Built and Launched Within 90 Days
Done-for-you delivery for established fractional CFO and outsourced finance firms. We take what you already have, whether that is expertise, reports or existing marketing, and turn it into one focused campaign that gives you another route to new business beyond referrals.
A 25-minute conversation about your firm, your pipeline and whether the programme is right for you.
The problem
Strong ExpertiseToo Much Reliance on Referrals
You’ve built a business around your financial expertise, client relationships and professional reputation.
But referrals arrive on someone else’s timetable.
When you’re busy delivering for clients, finding time to market your firm consistently can be difficult.
You may already have valuable assessments, reports, client stories or industry insights. The problem is that these resources aren’t necessarily reaching the prospective clients who could benefit from them.
We’ll help you build another route to new business alongside your existing referrals.
What you’re buying
One CampaignBuilt Around Your ExpertiseDone for You
You’re not buying another marketing strategy that you have to implement yourself.
You’re getting a targeted lead generation campaign that we’ll develop and run.
What’s Included
- 01
Campaign Strategy
A clear understanding of who we want to reach, what matters to them and why they should engage with your firm.
- 02
A Relevant Resource
An existing assessment, report, case study, guide or other resource we can use or improve, or a new one where needed.
- 03
Enquiry and Follow-Up
A clear place for prospects to respond, a working way to capture their enquiries, appropriate follow-up and an agreed handover to your sales process.
- 04
Content and Distribution
Marketing activity designed to reach the right people through suitable channels.
Could include
- Targeted LinkedIn content
- Relevant email activity
- Industry publications
- Strategic partnerships
- 05
Tracking and Review
Launch verification, monitoring of campaign response, prioritised improvements and a Day-90 assessment, with enquiries connected to the opportunities your team reports back.
We’ll agree the campaign scope before work begins, then confirm the detailed approach and channel selection during the Diagnose phase. The channels above are examples, so the mix depends on your audience and the assets you already have.
Not automatically included
- Six newly created Authority Assets
- Work across every Flywheel stage
- Guaranteed media coverage
- Every agency service
- Unlimited content
- A complete website redevelopment
- Advertising budgets and third-party software costs
- Guaranteed enquiries or paying clients
How it works
Diagnose, Build, Activate
Three connected phases, one clear objective: getting your agreed campaign built and into the market.
We don’t wait until the final month to launch if your campaign is ready earlier.
- Phase 01
Diagnose
Find the strongest opportunity in what you already have
We’ll review how your firm attracts clients, which engagements you want more of and what marketing assets you already have.
Together, we’ll agree the campaign direction and develop a clear Campaign Blueprint.
A clear Campaign Blueprint
- Phase 02
Build
Connect what exists. Create what’s missing
We’ll prepare the agreed campaign materials, content and setup, including how prospective clients respond and how enquiries are followed up.
Your agreed campaign, ready to launch
- Phase 03
Activate
Launch, learn and improve
We’ll launch the campaign through the agreed channels, monitor the response and refine the marketing based on what we learn.
Your campaign live and being improved
By day 90
What Will You Have by Day 90
A targeted campaign live on the agreed channels, supported by relevant content, a working enquiry process, initial follow-up and performance reporting.
The aim is to establish a campaign your firm can continue developing, not simply complete 90 days of marketing activity.
Founder-led
Focus on Your ClientsWe’ll Handle Your Agreed Campaign
Tariq Peters
Founder, Follow The Phases®
Founded and led by Tariq Peters, who personally leads the strategy, development and delivery of your agreed campaign.
We manage your agreed campaign from strategy through to launch and review. Your involvement is typically one to two hours per week for expertise, decisions and reviews, although onboarding and important approvals may take longer.
You focus on delivering your financial services. We’ll focus on delivering the agreed marketing campaign.
About Tariq and the agencyRead the research: Beyond Referrals 2026
Our commitment
Our 90-Day Campaign Launch Commitment
What we will deliver, and what we cannot promise
We take responsibility for building and launching your agreed lead generation campaign within 90 days, subject to the responsibilities and dependencies set out in your agreement.
That includes the agreed campaign strategy and materials, a working process for enquiries and follow-up, and marketing activity live through the selected channels.
If we miss the agreed launch deadline because of delays within our control, we’ll agree a completion plan with you and finish the outstanding agreed launch work within it, at no additional delivery fee.
We’ll define the scope, responsibilities and launch criteria before work begins. Agreed post-launch obligations remain subject to the scope in your agreement.
What this covers
This is a commitment to campaign delivery, not a guarantee of leads, appointments, paying clients or revenue.
After the programme
What Happens After 90 Days
You’ll receive a review of the campaign, recommendations for improvement and a structured handover if you decide to manage it yourself.
The campaign is built for your firm, not rented from us.
You’ll retain the agreed completed materials, subject to the ownership and licence terms in our agreement. We’ll identify any ongoing software or third-party costs, and use accounts controlled by your firm wherever practical.
Once your campaign is built and launched, you can choose to keep working with us under a separate agreement. That could mean managing and improving the campaign, building an additional campaign, or supporting your marketing further. We scope any further work separately.
Continuing with Follow The Phases is optional.
Is it right for you
Who the Programme SuitsAnd Who It Does Not
Best suited to you if
- You are a founder or senior decision-maker involved in growth decisions
- You know which clients you want more of
- You can share your expertise and proof
- You understand that marketing and sales are different jobs
- You have capacity to take on more work
May not suit you if
- You expect guaranteed appointments or paying clients
- You want a fully outsourced sales function
- You want every agency service for one fixed fee
- You do not currently have capacity to take on more clients
- You cannot make time to provide information and approvals
Not sure which side you are on? That is what the Clarity Call is for. If the Programme is not the right fit, we will say so.
FAQs
Frequently Asked Questions
01Do we need an existing lead magnet or marketing resource?
No. We’ll review what your firm already has and decide whether to use, improve or create a suitable resource.
You may already have something valuable that simply needs connecting to a clearer campaign.
02Will you handle all our marketing?
We’ll manage the agreed lead generation campaign, not every aspect of your firm’s marketing.
We’ll agree the scope before starting. Your team remains responsible for sales conversations, proposals and closing.
03Who will actually do the work?
Tariq leads the strategy, campaign development and launch of your agreed campaign personally, so you work directly with him.
You do not need to run the marketing yourself.
04How much of our time will this take?
Typically one to two hours per week, for sharing your expertise, making decisions and reviewing work.
Onboarding and important approvals may take longer. We plan the timing with you at the start so it fits around client work.
05How will you reach prospective clients?
That depends on your audience, existing assets and campaign strategy.
The approach could involve targeted LinkedIn content, relevant email activity, industry publications, strategic partnerships or other suitable channels.
We’ll agree the detailed approach during the Diagnose phase.
06Does every campaign include PR?
No. We use PR selectively, where it can strengthen your credibility or support the campaign objective.
Media coverage is never guaranteed.
07Are leads or new clients guaranteed?
No. The 90-day commitment covers building and launching the agreed campaign, not how many prospective clients respond or buy.
We’ll monitor meaningful activity and improve the campaign using the information available.
08Who owns what you build?
You receive the agreed completed materials, subject to the ownership and licence terms in our agreement, and we use accounts your firm controls wherever practical.
Our own methods and frameworks, including the Authority Flywheel™, remain ours.
09What if we don’t want ongoing management?
Book your Authority Pipeline Clarity Call
Build a Client Pipeline Beyond ReferralsLet’s Discuss Your Firm
If you’re running an established fractional CFO or outsourced finance firm and want to develop another route to new business alongside referrals, let’s discuss whether the programme is a good fit.
During our 25-minute Authority Pipeline Clarity Call, we’ll explore:
- Where your clients currently come from
- Which types of engagements you want more of
- What’s already working in your marketing
- What expertise or assets your firm could build on
- Whether a targeted lead generation campaign makes commercial sense
If there’s a fit, we’ll explain the recommended scope, availability and investment before you commit.
If there isn’t, we’ll say so.
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