Fractional CFO Services for Home Service Businesses

Requirement

Dan Dollevoet, a seasoned fractional CFO and business coach, wanted to launch an outreach campaign targeting home service business owners in Georgia. His goal was to connect directly with key decision-makers like founders, CEOs, and general managers, offering strategic financial insights and services tailored to small and mid-sized service companies. The outreach needed to identify businesses likely struggling with financial clarity and position Dan as a trusted expert ready to help.

Project Execution of Fractional CFO Services for Home Service Businesses

1

Outreach Setup and Domain Preparation

Prepared the outreach domain, configured Google Workspace inboxes, and completed the warming process to ensure strong deliverability.

2

Lead Sourcing for Targeted Industries

Compiled a precise list of Atlanta-area home service businesses, focusing on the right revenue and employee size brackets using Apollo, LinkedIn Sales Navigator, and Hunter.io.

3

Email Validation and Quality Check

Cleaned and verified all contacts using Debounce, Neverbounce, and Zerobounce to ensure high deliverability and reduce bounce risk.

4

Personalized Email Sequence Creation

Developed a three-step email sequence showcasing Dan’s friendly authority, real-world insights, and compelling call-to-actions for booking no-pressure strategy calls.

5

Campaign Setup and Testing

Structured and tested the outreach flow in Instantly.ai, ensuring polished formatting, strong call-to-action clarity, and smooth delivery across inboxes.

6

Campaign Launch and Active Monitoring

Launched the campaign and monitored live metrics, adjusting messaging and segments to improve open rates, replies, and call bookings.

Tools & Technology Used in this Project

apploio logo

Applo io

Instant-Data-Scraper logo

Instant Data Scraper

linkedin-salesnavigator logo

LinkedIn Sales Navigator

zerobounch logo

ZeroBounch

Results

The outreach campaign successfully engaged over 1000 home service business owners across Atlanta, achieving a 52% open rate and a 3.2% positive reply rate. Dan secured 10 high-quality strategy calls within the first month, several of which converted into new fractional CFO clients. Additionally, the campaign expanded his professional network within Georgia’s service industry, setting the stage for future outreach targeting regional and national markets.

About DanTheCFO

DanTheCFO, founded by seasoned fractional CFO and business coach Dan Dollevoet, provides strategic financial leadership to small and mid-sized businesses. With a passion for helping home service companies achieve clarity, profitability, and sustainable growth, Dan offers practical CFO services tailored to founders, CEOs, and general managers navigating complex financial challenges.

Feedback In client's words

Dan Dollevoet

Founder

DanTheCFO

The Originate Marketing team nailed it! They helped me connect with exactly the kind of businesses I wanted to reach—owners who needed better financial clarity but didn’t know where to start. The outreach was smooth, professional, and got real results. I’m looking forward to scaling even further with their support.

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