For owners and partners of professional services firms
More qualified meetings. More signed engagements.
Neyo runs campaigns to the decision-makers who hire firms like yours, follows up fast and books the meeting with you or your partners. A strategist who knows how professional services are bought manages it and answers for signed engagements, not clicks.
Book a call- CFO, family-owned manufacturerLinkedInMeeting booked$36,000
- IT director, regional credit unionGoogle SearchProposal sent$84,000
- VP Marketing, consumer brandMicrosoft AdsQualified$60,000
- COO, multi-site healthcare groupLinkedInEngagement signed$120,000
- Ad click
- Instant reply
- Partner meeting
- Engagement signed
Pipeline and engagements from your CRM
01 · The problem
You can't plan growth on referrals alone.
What most firms do
Rely on referrals, partner networks and reputation, answer RFPs, and try a burst of LinkedIn posts or ads when the pipeline looks thin. Results get reported as impressions and followers.
Why it fails
Clients hire a firm they trust, and trust takes time to build. Partners sell between billable hours, so follow-up slips, and clicks and followers say nothing about whether the right CFO or COO is in your pipeline.
What it costs you
When referrals slow down, so does the firm. Proposals go to buyers who were only comparing prices, and nobody can say which marketing led to a signed engagement.
What Neyo does instead
Every campaign is tied to meetings, proposals and signed engagements in your CRM. Your strategist moves budget toward the audiences and services that produce qualified meetings, and tells you why.
02 · What we run
From first touch to signed engagement.
One system, run by software every day and managed by a strategist who knows how firms like yours win work.
Ads
LinkedIn campaigns aimed at the job titles, industries and company sizes you serve, plus Google and Microsoft search ads for buyers already looking for a firm like yours.
Landing pages
Pages for each service and industry you serve, written in your buyers' terms and built to earn a first meeting.
Instant follow-up
New inquiries get a relevant reply right away, so a buyer comparing firms hears from you before the next firm on their list.
Booking
Qualified prospects book a meeting on your partners' calendars directly. Your partners still win the work; Neyo hands them qualified meetings.
Revenue attribution
Meetings, proposals and signed engagements are traced back to the campaign that started them, in your CRM, even when the decision takes months.
Your strategist
Knows how professional services are bought, manages the whole system with you and answers for qualified meetings and signed engagements, not clicks.
03 · Measurement
How we measure success for professional services firms.
Every number comes from your CRM and your ad accounts, not estimates. These are the ones your strategist reports on.
Qualified meetings by campaign
How many meetings each campaign put on your partners' calendars with the kind of client you want, not how many clicks it got.
Cost per qualified meeting
What you paid in ads for each meeting with a real prospect, by campaign and by service.
Proposals by campaign
The proposals and open opportunities in your CRM traced back to the campaign that started each one.
Signed engagements by campaign
The work that actually signed, and what it's worth, traced back to the campaign that started it, even months later.
Time to first reply
How fast new inquiries hear back, before they move on to the next firm.
04 · How it works
From first call to qualified meetings in three steps.
- 1
Connect your CRM and ad accounts
We connect Neyo to HubSpot, Salesforce or Zoho CRM during setup, so every engagement is traced back to the campaign that started it. Your LinkedIn, Google and Microsoft ad accounts stay in your name.
- 2
We launch and run it
Your strategist builds the plan around the clients you want and how long they take to decide. The platform runs the campaigns, the follow-up and the booking.
- 3
You see revenue by campaign
See meetings, proposals and signed engagements for every campaign, straight from your CRM.
05 · Comparison
How Neyo compares for professional services firms.
| AI-only marketing tools | Typical agency | Neyo | |
|---|---|---|---|
| Who runs it | You do, inside the software | An account team that also serves other clients | The platform, every day, managed by your strategist |
| Who answers for results | Nobody | An account manager, once a month | A strategist who knows how firms win work |
| What counts as success | Clicks and form fills | Impressions, followers and leads | Qualified meetings and signed engagements in your CRM |
| Follow-up | Not included | Left to your partners | Fast follow-up and meeting booking, built in |
| Knows your buyers | No | Rarely | Built around referrals, long decisions and partner-led selling |
Who runs it
- AI-only marketing tools
- You do, inside the software
- Typical agency
- An account team that also serves other clients
- Neyo
- The platform, every day, managed by your strategist
Who answers for results
- AI-only marketing tools
- Nobody
- Typical agency
- An account manager, once a month
- Neyo
- A strategist who knows how firms win work
What counts as success
- AI-only marketing tools
- Clicks and form fills
- Typical agency
- Impressions, followers and leads
- Neyo
- Qualified meetings and signed engagements in your CRM
Follow-up
- AI-only marketing tools
- Not included
- Typical agency
- Left to your partners
- Neyo
- Fast follow-up and meeting booking, built in
Knows your buyers
- AI-only marketing tools
- No
- Typical agency
- Rarely
- Neyo
- Built around referrals, long decisions and partner-led selling
06 · Questions
Questions partners ask us.
Who owns the ad accounts and the data?
You do. Your ad accounts, tracking and customer data stay in your name, and you keep all of it if you ever leave.
Most of our work comes from referrals. Why add ads?
Referrals are worth protecting, and campaigns don't replace them. Campaigns put your firm in front of decision-makers who haven't heard of you yet, and we track which ones turn into signed engagements, so you can see what marketing adds.
Does Neyo replace our business development?
No. Neyo runs the marketing and the first reply, then hands qualified meetings to you and your partners. Your people still run the meeting, write the proposal and win the work.
What do you need from me to start?
Access to your CRM and ad accounts, the services you want to sell more of, the clients you most want to win, and a kickoff call with your strategist.
What does it cost?
It depends on your goals, your market and your ad spend. We walk through the options on the call.
07 · Book a call
Book a 30-minute call.
Four quick questions, then pick a time. We'll look at where your new work comes from today and show you how Neyo would run your marketing.
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