Does your email outreach system work for business consultants? I'm thinking of starting a lead gen system for a business consultant.
Yes, absolutely. Business consultants are essentially what I'm doing right now—an AI and automation consultancy, which is everything to be honest; it's like a marketing business that you can frame as a consultancy. You could also frame an ads business as a consultancy, or pretty much anything. Consultancy is just a vague term people use to mean adding value to businesses. If you're B2B, you're likely a consultant. Some may challenge that, but I believe consultancies are like when I'm dealing with cloud‑based systems—the value delivered to a client is similar to that of a consultancy. Automation is a blend of consultancy, fractional ops, and software development. All of these lead gen systems work for that.
Cold email works fantastic for consultants. If you run a software development, no-code development, or AI automation agency, you are essentially a consultant. I regularly pitch people in the AI and automation vertical to use cold email to get clients, and I use it myself to get my own clients. The same system that works for you will work for any other consultant. You don't need to worry about whether it works for consultants—it does. Proof is in the pudding: if you're using the system to acquire clients, then by definition it's working. Additionally, you can explore niche packs inside Maker School and other systems you could sell, such as unique repurposing content creators, trend detectors, YouTube comment ideators, and tools like Vid IQ that help find liars for inbound flows. There are also YouTube-specific tools for long-form content creators. In short, cold email is great for consultants, coaches, and similar professionals.
Nick advises Jake to stick with packaged automation services rather than moving to custom projects, because custom work suffers from scope bloat and inefficiencies. He suggests leveraging Jake’s existing mortgage‑originator network: compile a list of all B2B clients and leads from that work, plus any other network connections. In a spreadsheet, put clients in column A, ways you could help them in column B, systems you could build or sell in column C, and pitch price in column D. Then warm‑pitch each contact by referencing your automation work and asking if they know anyone who might need it. Start with existing clients and leads, then expand to your wider network for referrals. This approach uses your proven problem‑solver reputation, making outreach far more effective than cold outreach. After exhausting warm contacts, you can still add a scalable outbound mechanism (e.g., B2B cold email) to reach strangers, but the warm path is the fastest route to revenue.
He explains that IT companies are service businesses and follow the same funnel as any other service business: lead generation, sales (discovery/scoping call), conversion (proposal/agreement/invoice), onboarding (kickoff call), fulfillment (building IT systems), and retention (ongoing management/managed service). Because the funnel is universal, you can adapt systems from other niches—cold‑email, speed‑to‑lead (PPC), content (SEO), automated referral/follow‑up/reactivation, proposal generator, asset generator, CRM, sales admin, webhook‑triggered kickoff calls, AI‑generated project briefs, and a template library for one‑click implementation. The key is to take a bird’s‑eye view, draw inspiration from adjacent niches, and teach the client to fish rather than give them a fish.
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Yes, you can start a B2B lead‑gen agency without deep technical skills by reselling white‑label platforms like Instantly or GoHighLevel. You become the expert, handle the client relationship, and let the platform deliver the email infrastructure, leads, and fulfillment—essentially a done‑for‑you service. It’s not the highest‑quality option, but it works if you want to avoid heavy development.