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Tandem for Professional services

Find your ideal clients.

Turn a clear offer into a focused prospecting brief. Find businesses where your consultancy, agency or advisory work could make sense, without turning every conversation into a cold pitch.

For: Management consultants, agencies, business advisors and fractional service providers.

Your commercial workflow

A clearer way
into the conversation.

Connect a specific offer with businesses facing a relevant change, from new leadership to expansion or a new service launch.

01 / ACCOUNT FIT

Start with your market.

Define the companies you can genuinely help: b2b businesses suited to your offer. Keep your offer, geography and exclusions in the brief.

02 / EVIDENCE

Find a reason to look.

Research relevant, sourced changes rather than guessing at buying intent. For this example, look for expansion or new commercial leadership.

03 / HUMAN REVIEW

Agree the next action.

Review the account and the source before accepting it, finding a contact or preparing an approach within your package and controls.

What to look for

Relevant changes.
Not assumed intent.

Expansion or a new market

A sourced change that may make a particular advisory offer relevant.

A new senior leader

A prompt to research the business and its publicly stated priorities.

An offer or positioning change

A new service, product or market focus worth understanding before approaching.

Keep the distinction clear.

A new leader or an expansion does not prove a consultancy brief or available budget. Keep the distinction between an observed change and your interpretation visible.

Tandem product preview for company research and commercial next actions
Product preview. Sector examples and available data will vary.
After the research

Make the next
step useful.

Who to research
Founders, managing directors and functional leaders relevant to your service.
A useful next move
Connect your expertise to the sourced change, check the contact’s remit and draft an introduction that invites a conversation rather than presumes a problem.

The same platform. The right package. Industry fit shapes your targeting brief. Your package still determines users, usage allowances and access to the wider workflow.

See Solo, Core and Complete

Examples describe a targeting approach, not guaranteed results or universal source coverage. Confirm available data, signals and enabled workflows in your assessment. No outreach is implied by reviewing a company.

Start with your business

Your market.
Your next move.

Start with the free assessment. Explore where Tandem fits your business, then discuss the right scope, sources and package.