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ClientBound: Individually-researched and handwritten prospecting reports to help digital agencies win more business

Book more meetings and close more deals with your ideal prospects by going the extra mile with your research and prospecting 

Challenge: Landing agency clients through cold outreach is harder than ever. 

Increased competition and "spray and pray" automated outreach makes booking outbound meetings difficult for agency owners and their teams. 

Solution: Delight prospects with your cold outreach and prove you know how to get results for their business

1. Create individually written audits on your client's digital marketing efforts
2. Show how you can improve their efforts based off of your audit
3. Relate your findings to proven results for a similar client 

How it works

1. Ramp up

We learn about your business and review your top customer stories. We aggregate a list of your ideal customers and contact information, build a high-level report creation process, the draft a base report template to follow during our writing efforts.

2. Research and writing

We research and hand-write documents for your target prospects on how your agency can help their digital efforts and relate them back to the results you drove for a similar client. These help you build credibility quickly with your prospects.

3. Book Meetings + Win Clients

Prospects book meetings when you show them how to better accomplish their business goals. Sending reports to prospects via email and LinkedIn leads to meetings and new business with ideal clients who you know you can get results for. 

How it Works

Why ClientBound?


Each document is hand-crafted based on our research of the prospect's digital marketing efforts and how they could improve. No automation, no AI, just expertly crafted insights only digital marketing experts could write.

Dedicated document writer

A ClientBound teammate learns about your business, then begins  researching, writing, and revising business case documents for your prospects. 

Well researched

Documents contain specific details about your prospect's business and what your team could help them achieve. We identify prospect's current challenges and link your service's offerings to their better future state.

Outstanding first impression

Send documents to prospects and watch meetings roll in. Your prospects will appreciate you writing a researched report on how you can help them achieve their business goals.

Precisely targeted

You tell us precisely what companies to target during onboarding. This helps us have a clear understanding of your ideal customer and focus on the exact companies and contacts you want to prospect into.

Cost effective

We help ensure you're dedicating time and energy to closing new business with your ideal customers and not having the team spend all your resources on in-depth prospecting.

Frequently asked questions

How does the onboarding and initial launch process work? 

Here's what we need to get started:

- Guidance on what type of information you would like in each document (we provide a short questionnaire)

- Case studies of current clients you would like to use as customer stories in your initial campaigns (this helps us find similar prospects)

After we have all the required information, we'll take a day to review your documents, learn about your business, and ask clarification questions. From there, we'll begin prospecting into the top 100 prospect companies and associated decision maker contacts based on each of the provided case studies.


After that, we begin creating and delivering your hand-crafted reports on a daily basis for your team to send out via email and LinkedIn and start booking meetings with your ideal prospects.

When will my agency start seeing results?

You should start seeing positive replies and meetings with your ideal customers in the first week or two of sending documents with cold emails and LinkedIn messages. 

How will I work with the ClientBound team?

You'll be assigned an expert document researcher/writer and an account coordinator upon onboarding. This way, you can provide feedback directly to the people completing your work.


Each document costs anywhere from $30-50 each depending on the document's research complexity, required research time, and number of documents created. Most teams begin with around 100 documents a month.


Interested in learning more? Book time below:

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