Convo Digital

Overview#

Convo Digital is the company I founded in 2021. It is a B2B lead generation and digital marketing business. We help SaaS companies, founders and agencies find the right people and start real conversations.

The work covers research and list building, cold email, LinkedIn outreach, SaaS promotion and the automation that connects them.

Problem#

I started freelancing in 2017. The work was steady, but the model had a ceiling. Every project started from zero. There was no shared system, no repeatable process and no way to grow beyond the hours I could work.

I wanted to build something that could run without me doing every task by hand.

Context#

• The first clients came from freelance marketplaces.
• Most needed the same thing: a list of the right people and a message that got replies.
• The tools were simple — spreadsheets, email and LinkedIn.

Goals#

1. Turn repeat freelance work into a defined service.
2. Write the process down so it did not live only in my head.
3. Automate the parts that repeated every week.

Discovery#

The same pattern showed up on almost every project. Clients did not need a bigger list. They needed a better list, a short message and a clear follow-up. The quality of the research mattered more than the size of the list.

That changed how we sold the work. We started with a smaller, verified list and a plan for what to do with it.

Solution#

We built a simple flow: define the ideal customer, build and verify the list, write a short message, then follow up. Each step has a template and a checklist.

Automation handles the boring parts — moving data between tools, checking for duplicates, sending reminders. People handle the parts that need judgement.

How the work runs#

• Research first. We define who is worth contacting before we write anything.
• Verified data. Roles, domains and emails are checked before the list is used.
• Short messages. Emails and LinkedIn notes are written in plain language.
• Follow-up as a system. Every reply and every non-reply has a next step.

Challenges#

• Keeping data clean. Lists go stale quickly. We check and update them instead of reusing old files.
• Avoiding spam behaviour. Sending too much too fast damages a domain. We keep volume low and relevant.
• Explaining value without numbers. Clients often expect big claims. We show the process instead.

Lessons learned#

• A small, well-researched list beats a large, careless one.
• Writing the process down is what turned freelance work into a company.
• The systems that remove manual work are what let a small team deliver.

Technology#

n8n, Airtable, Google Sheets, LinkedIn, cold email.

Next#

If you are working on lead generation, read turning a won deal into a repeatable system or look at the B2B research and list building service.