Key 5 of 9 in the Loading Growth Wheel

Loading Services

Pipeline building, referrals and reactivation.

What this Key unlocks

The services you sell must deliver the best value for the client's money, and the market must know it. This Key covers the lead generation system, referrals, reactivating past clients, the unique value proposition and the LG90 pipeline program.

Inside Everest, this Key is worked in 90 Day Sprints: one or two levers per sprint, measured, reviewed with peers and locked in before the next cycle. The Loading Services result page shows the three levers most firms need to pull first.

Guides on Loading Services

IT Mastermind Talks episodes on Loading Services

Questions founders ask about Loading Services

How do IT services firms generate leads without cold outreach?
By working the network they already have: a map of the twenty warmest contacts, a structured reactivation campaign to clients billed in the last three years, referral partnerships with complementary firms, and one useful piece of thinking published every week. Cold outreach comes last, if at all.
What is LG90?
The 90 day lead generation program inside Loading Growth. One 90 Day Sprint built around LinkedIn, your Top 100 accounts and your existing network, with a campaign team doing the admin so the founder's time goes into conversations.
Who should own the pipeline?
Someone whose job it is, with two hours a week blocked for outreach and one for content, reporting connections, conversations and meetings at the Tuesday sales meeting. If the pipeline would stop when one person leaves, it is a person, not a system.
Should marketing happen every week, even when we are busy?
Especially when you are busy. The feast and famine cycle is caused by prospecting only in the quiet months. Attraction marketing and direct outreach, both, every single week, is the lever that breaks it.
How do we reactivate past clients?
Pull every client billed in the last three years who is not billing now. One short note asking what has changed since you last worked together, ten a week, with a follow up date in the calendar. It is the cheapest qualified pipeline available and almost nobody runs it.
What is a unique value proposition for an IT services firm?
One sentence a stranger could repeat: who you serve, what you do for them, and the quantified result from a real engagement. Not a list of technologies. Growing Market sharpens it; Loading Services puts it to work.
How do referral partnerships work for consulting firms?
Find the firms that serve your clients before and after you do (advisory firms, software vendors, adjacent specialists) and agree a simple two way introduction rhythm. Three good partners outperform any paid campaign for a 10 to 40 person firm.
How much reserve should the firm hold?
At least three months of total expenses. It is the difference between losing a big client and choosing the next one calmly, and it belongs in this Key because demand resilience and cash resilience are the same conversation.

Is Loading Services your weakest Key?

Six minutes on the scorecard tells you. Then bring the result to a 45 minute strategy call with Ian.