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Deliverability Guide
That's Not a Target. That's a Market.
Most firms blast 10,000 emails and hope somebody bites. We build the thesis first — score every prospect against a conviction filter — and only then reach the companies that actually fit. We turn markets into theses. Then we turn theses into pipeline.
The Problem
The Market Is Broken. But Not for the Reason You Think.
Everybody says the problem is fragmentation. PE firms can't find good deals. Consultants can't find clients. Business owners can't find the right partners. That's true, sort of. But fragmentation isn't the real issue. The real issue is that nobody's willing to say the uncomfortable thing.
Brokers reach out and announce themselves with no thesis and no understanding of what the owner built. Consultants think AI and volume will fix everything — outrunning their own ability to hear what's coming back. Vendors sit across from the business owner, hear the real situation, and then just nod and sell whatever fits the budget. All three have the same blind spot. They think the problem is reach. It's not. The problem is relevance — and the willingness to be honest about what it actually takes.
We Don't Build Your Outreach Program for You. We Build It With You.
The thesis is yours — we draw it out. The conviction about who you serve, why you serve them, what makes your approach different. Most of that is already in your head. It's just never been pressure-tested, scored, and turned into a research operation. That's what we do together.
PE Firms & Family Offices
Pre-Qualified Deal Pipeline Built on Your Thesis
Business Consultants & Advisors
Qualified Client Leads With Diagnostic Reports
Business Owners ($1M–$50M)
A Revenue Engine That Actually Works
Who We Work With
Three groups. One broken market. One bridge.
PE Firms & Family Offices — Tired of picked-over broker deals and "maybe someday" conversations with owners who aren't actually ready.
Business Consultants & Advisors — Struggling with inconsistent client flow, unpredictable RFPs, and referrals that are running out of gas.
Business Owners ($1M–$50M) — Growth has plateaued, 90% of sales come from referrals, and you're the bottleneck in every deal.
We solve all three — with a thesis, a filter, and a conviction-based approach.
Our Process
How We Work
Phase 1: Thesis & Research
Before we send a single message, we build the filter. Who fits. Who doesn't. What the qualification criteria are and why. We score prospects against a multi-point framework — industry dynamics, leadership signals, financial readiness, timing indicators. Most firms start with volume. We start with conviction.
Phase 2: Diagnostic & Qualification
Every prospect that responds gets a 30-minute revenue diagnostic. We assess messaging clarity, systems maturity, financial readiness and team capacity. This isn't a discovery call — it's a structured assessment that tells us (and them) exactly where they stand. That's not outreach. That's research.
Phase 3: Match & Build
Depending on what the diagnostic reveals, we connect the company with PE firms or family offices, match them with a consultant who specializes in their specific gaps, or step in as fractional CMO and build the revenue engine ourselves. Sometimes all three happen at once.
For PE Firms & Family Offices
The Problem You Already Know About
You're seeing picked-over deals from brokers running auctions. Your direct outreach gets "maybe someday" responses. You burn months discovering owners aren't actually ready — or worse, they don't fit your thesis at all. And if you've tried cold outreach already... it probably worked for a while. Then the replies stopped. Your vendor didn't push you for better copy to reduce spam complaints. They didn't understand how to keep their own email sending infrastructure alive. So the channel died — not because outbound doesn't work, but because nobody was minding the engine while they were stepping on the gas.
You don't need more deal flow. You need a thesis tight enough to justify the research investment, and outreach sharp enough to land with founders who've ignored every other firm that's called. "$10M to $200M privately held businesses" — that's a market, not a thesis. A real thesis is multiple pages long. It tells a story. We read every page of it — and that's what makes the outreach land like a scalpel instead of a hammer.
What We Actually Deliver:
Pre-qualified pipeline with diagnostics already done
Every company has been assessed and scored before you ever see them
Warm intros to companies that passed our conviction filter
No cold calls, no wasted time, no broker fees
2–5 qualified introductions per month
Consistent pipeline of opportunities that actually fit your thesis
A scoring framework built from your thesis
Consulting-based model — we're paid for the work, not the deal
For Business Consultants & Advisors
The Thing Nobody Wants to Say Out Loud
Very few business owners wake up thinking they need a consultant. Consulting is the vitamin. Nobody calls their doctor asking for vitamins. They think they need medicine — the thing they can name, the fix they've been searching for. So that's where we start the conversation. We lead outreach with the thing the business owner believes will fix the problem. We build a real conversation around it. And somewhere in that conversation, the actual gaps start to surface — the ones a good consultant solves.
But here's the part most lead gen firms miss entirely: the downstream conversation matters just as much as the first one. You can't take a lead developed at an advisor level and then show up with a vendor toolbox. The tone has to match. The thinking has to continue at the level it started. That's why we built a system to make sure it does — using your call transcripts, your thesis, and the Challenger framework to generate 1:1 follow-up that keeps the conversation alive at the level it started.
What We Deliver:
3–8 qualified opportunities per month
Consistent flow built from your thesis, not a generic lead list
Full diagnostic reports delivered upfront
Built from your own thesis and call transcripts — not templates
Downstream follow-up that holds the level
Challenger-framework emails generated from actual call transcripts, 1:1 per prospect
Retainer plus incentive at close
We have skin in the game because we should
For Business Owners ($1M–$50M Revenue)
You Already Know the Symptoms.
90% of your sales come from referrals. Growth has plateaued. You're the bottleneck in every deal. You've thought about hiring a marketing person or an agency but honestly — you've been burned before and the whole thing feels like a black box. Your SEO agency doesn't know what messaging your social team built. Your Google Ads person doesn't know which keyword drives half your new business. And you're the one trying to hold it all together.
What We Build:
  • Extract your positioning — the stuff that makes you different that you can't quite articulate yet
  • Build the infrastructure: CRM, pipeline stages, outreach sequences
  • Deploy inbound via SEO and paid — properly, with a topical map and a real budget conversation first
  • Generate $100K–$2M+ in new pipeline
  • Monthly 30-min check-ins to make sure it's working
Investment: $5,000–$15,000/month depending on scope.
Why This Works
We Don't Do Comparison Charts.
Brokers lead with "somebody's buying"
→ We lead with a thesis that proves we understand what you built
Consultants outrun their own ability to listen
→ We build the conversation around what the prospect believes they need first
Vendors sell whatever fits the budget
→ We tell you the uncomfortable truth about what it actually takes
Most firms start with volume
→ We start with conviction — and the outreach follows from there
Nobody buys consulting at the mid market level. Consulting is the vitamin. What they need is the medicine. You lead with what they think they need —> and the advisory relationship develops from there because you've already proven you understand their business better than anyone else who's ever reached out.
Results
We Don't Have a Hundred Case Studies.
We have a handful of partners who trust us with their pipeline — and the numbers to back it up.
For PE Partners:
11
Warm introductions
8
Entered LOI/diligence
105
Average days from intro to LOI
For Consultant Partners:
32
Qualified leads delivered
11%
Conversion to signed engagement in less than 90 days
$120K
In consulting revenue generated
For Business Owners:
$100k+
In new pipeline
3x
Faster revenue growth
81%
Reduction in wasted marketing
Our Approach
How It Works
01
Phase 1: Thesis & Research
Before we send a single message, we build the conviction filter. Who fits. Who doesn't. What the qualification criteria are and why. We score prospects against a multi-point framework — industry dynamics, leadership signals, financial readiness, timing indicators. Most firms start with volume. We start with conviction.
02
Phase 2: Diagnostic & Qualification
Every prospect that responds gets a 30-minute structured revenue diagnostic. We assess messaging clarity, systems maturity, financial readiness and team capacity. This isn't a discovery call — it's a structured assessment that tells us (and them) exactly where they stand.
03
Phase 3: Match & Build
Depending on what the diagnostic reveals, we connect the company with PE firms or family offices, match them with a consultant who specializes in their specific gaps, or step in as fractional CMO and build the revenue engine ourselves. Sometimes all three happen at once.
Client Testimonial
"Jason is ridiculously brilliant at what he does. He doesn't just fix your CRM — he builds the entire revenue engine. I would never launch or optimize another company without having him involved."
— Michael Cody, CEO/Founder, TECTONIC GROUP
About the Founder
I started by helping small businesses build revenue operations. Then I noticed consultants were struggling to find the very companies I was already talking to. Then PE firms started asking if I could source deals for them too. Took me a while to realize all three groups were looking for the same thing — just from different angles. So I built the bridge. But not the kind where you just connect two sides and walk away. The kind where you do the thinking first — the thesis, the filter, the diagnostic — so that when the connection happens, it actually means something.

Founder: Jason Pulliam
We scout, we diagnose, we match, and when it makes sense, we build. That's what Vitality does.
Ready to Start?
Ready to Start?
PE Firms & Family Offices
Schedule a Pipeline Preview Call
Business Consultants & Advisors
See This Month's Available Leads
Business Owners ($1M–$50M)
Take the 30-Minute RevOps Diagnostic