About Firmwise

Building predictable pipelines for firms that outgrew referrals

Firmwise was founded because we kept seeing the same problem: professional services firms that were exceptional at their work but completely dependent on referrals for new business. Some months were great. Others were painfully quiet. And the owners — smart, experienced operators — had no predictable way to start new conversations with the right people.

We’d seen the agency side of outbound. The long contracts, the generic templates, the vanity metrics. We knew there was a better way — one built around research, transparency, and actual results.

What Sets Us Apart

While most agencies focus on volume — blasting thousands of generic emails and reporting open rates — we focus on precision. Our team handles the entire outbound operation: ICP research, verified prospect lists, dedicated sending infrastructure, campaign copywriting, A/B testing, deliverability management, and appointment setting. Every email is built on real prospect research, not template swaps.

Who We Serve

We partner with IT managed service providers, B2B staffing and recruiting agencies, consultancies, accounting firms, and other professional services businesses across North America. Our clients are established firms — typically 10 to 200 employees — that built their business on referrals and reputation, and now need a repeatable way to fill their pipeline.

Our Approach

Instead of locking you into long contracts or charging premium agency rates with nothing to show for months, we start with a pilot. $2,500. One campaign. Five guaranteed meetings. You evaluate with data, not promises. If it works — and it does — you move to a month-to-month retainer. Cancel anytime.

• Launch campaigns built on real ICP research, not guesswork
• Reach decision-makers with prospect-specific messaging
• Scale your pipeline without hiring an SDR or managing tools
• Own everything we build — lists, domains, playbooks

Why It Works

Cold email works when it’s done right — targeted research, clean infrastructure, relevant messaging, and fast follow-up. Most firms don’t have the time, tools, or expertise to build this in-house. That’s where we come in. We’ve built the system once, refined it across dozens of campaigns, and now we run it for you.