Client Case Study · Automation & Integration Consultant

Zero Connections in a New Industry. First Client in 60 Days.

He spent 25 years in SaaS and eCommerce. Then he built a business serving a market where he didn't know a single person.

Eric Ward, Automation and Integration Consultant
eric ward · automation & integration consultant

By the numbers · his story, his words

0
Connections in his target industry on day one
4
Booked calls in the first 30 days of live prospecting
1st
Client landed where nobody knew his name

The challenge

A 24-Year Career. Zero Footprint in the Room.

Eric Ward is a self-proclaimed "computer dork," and he says it with pride.

After co-founding a software company and serving as its Chief Technology Officer for 24 years, Eric executed a successful exit. He was 51. He'd built enterprise-grade systems running in thousands of installations. He figured he'd earned the right to step back. Maybe travel. Spend time with his wife and their boys. Work out. Relax.

Turns out Eric isn't wired that way.

"I don't do bored well," he says. "There's only so much Netflix I can watch."

During a 19-hour flight delay at DFW Airport, Eric struck up a conversation with a stranger who happened to own a civil engineering firm, and who also happened to be from Eric's hometown of Keller, Texas. Ten hours of conversation later, the man said something Eric would never forget: "I need your number. We have to connect. You have to do some work for me."

That conversation started a new direction: Outside The Box Solutions, helping Architecture and Engineering executives eliminate manual work, connect disconnected systems, and automate repetitive processes.

Then came the problem. Eric had zero footprint in the A&E space. His 25 years of connections were in SaaS, eCommerce, and ERP systems, a completely different world. He was starting from scratch, in public, at 51.

"I basically had no first-level connections in that space. I was building a brand new network where nobody knows me."
Eric Ward Eric WardOn starting over in a new industry

He needed to establish credibility, reach his ideal prospects, and prove his expertise, all in an industry where he was completely unknown.

What we did

Clear Positioning. A Real Story. And a Feedback Loop.

Eric could do automation work for any company in any industry. That was the trap. We picked one room, made him the obvious person in it, and gave him something to hand people before the first conversation.

We Made His Profile Impossible to Misread

Riches are in the niches. We rewrote Eric's profile to speak to one audience, and led with the credential that made him instantly credible to them:

linkedin.com · his new headline

Automation & Integration Expert for A&E Executives | Founder, Outside the Box Solutions | Former SaaS Founder & CTO

Within seconds, any architecture or engineering executive knows exactly what Eric does. His About section opened with the same clarity: "I partner with A&E executives to eliminate inefficiency, connect disconnected systems, and automate repetitive work through custom business automation and integration solutions that transform how their organizations operate."

We listed the exact titles he serves, CEOs, CFOs, COOs, VPs of Operations, IT Directors, alongside the outcomes they're actually shopping for: Scaling operations, streamlining financial processes, eliminating bottlenecks, optimizing workflows.

The profile doesn't just say what Eric does. It lets a prospect self-identify in two seconds: "That's me. That's my problem. This guy can help."

We Turned His Story Into Content That Did the Selling

Eric had an incredible story. It just had never been written down. We interviewed him and built "The Time Transformation Blueprint," a designed eBook in his brand.

The cover of Eric Ward's eBook: The Time Transformation Blueprint
the ebook · designed for eric, in eric's brand

It does two jobs at once. First, it tells his real story: The nine-year-old computer dork. The college kid who got laid off on his first day at BP, then stayed 18 months and migrated 30,000 email boxes. The company he built over 24 years. The 19-hour airport delay that changed everything. Second, it lays out his four-stage framework for finding and automating the workflows that cost a firm the most time.

"I can't take credit for the eBook, by the way. Your team did it."
Eric Ward Eric WardAutomation & Integration Consultant

We also built designed case studies out of his real client outcomes: Turning a three-day monthly invoice printing job into a process that runs in under two minutes, and using AI to pull the numbers straight out of a contract so nobody has to re-key them into the ERP.

Those case studies also let Eric say the thing his market almost never hears from a vendor. He is an AI consultant who will tell you when AI is the wrong answer.

Eric, on where AI actually helps
In his own words
"We use AI all the time, as a force multiplier, not as a gimmick. Not every solution needs AI. Most of them don't."

That content gives a prospect a reason to raise their hand, builds trust before anyone gets on a call, and positions Eric as the person who has already solved this, not another consultant asking for 30 minutes.

We Ran Outreach He Could Steer Every Week

We built targeted lists of Eric's ideal prospects and ran permission-based one-on-one outreach. No pitch, no pressure. These are the actual invites and the first message, in Eric's voice:

LinkedIn invites · in Eric's voice
Invite 1
Hi Mike - I help A&E executives automate repetitive work and reclaim their time. Should we connect?
Invite 2
Hi Steve - I share free automation insights for A&E firms looking to eliminate manual processes. Should we connect?
LinkedIn 1-on-1 messages & InMails
Message 1 · The eBook offer
Hey Dave - can I send you a free copy of my new eBook, "The Time Transformation Blueprint: How Automation is Reshaping A&E Operations"?

Then came the part that separated Eric from most clients. He treats lead generation the way he treats software. In his world they call it continuous improvement, and he applied it to his campaigns from week one.

Every booked call became data. What is the market telling him? Which objections keep surfacing? Which kind of company is actually the right fit? He found a real split between cutting-edge firms that want to be first and late-stage adopters who only want something mature and turnkey. That single insight became a second campaign with its own messaging.

"I give feedback every week. I tell them what happened on the calls. I share the email that had all that information in it so that we can work together to massage the process. It's not one size fits all. We continuously improve it over and over until we find where it hits."
Eric Ward Eric WardAutomation & Integration Consultant

Why it worked

The Principles Behind the Results.

He niched down even though he was the new guy. Eric could automate anything for anyone. He chose A&E firms instead, the one place he already had a real client success story. Instead of being a generalist nobody remembers, he became the automation guy for A&E executives.

Credibility came from the story, not the network. He had no footprint in A&E, but he had something better: 25 years of building enterprise systems. His profile, his eBook, and his case studies all say the same thing without ever bragging. I have done this at scale, and I can do it here.

He treated it as a partnership, not a vending machine. Most people hand off lead generation and wait. Eric gave feedback every week, shared what happened on every call, and suggested new angles to test. That involvement is exactly what makes campaigns get better instead of going stale.

He matched his patience to his price tag. Eric isn't selling a $200 product. He's building retainer relationships that require trust, and trust takes more than one touch. He never expected an overnight win, so he never quit before the system had a chance to work.

"It's not an overnight thing. You have to engage. You've got to listen to customers. You've got to continuously improve. I view it as a snowball, just this little snowball at the top of the mountain, and I'm pressing it forward. I fully believe it'll hit. It's just a matter of time."
Eric Ward Eric WardHis advice to anyone starting from scratch

And the philosophy underneath all of it comes from a book called The Go-Giver: "My whole goal is just to provide value everywhere I can, to everyone I can. Because it will definitely come back to you."

The result

Four Booked Calls. One New Client.

Inside the first 60 days, starting from zero connections in the industry, Eric had four booked calls with real decision makers and his first client in the A&E space. He also walked away with something he didn't have before: A brand new network, a read on which buyers were his, and a second campaign built from what the market told him.

First Client
"It's going to be a victory. It's going to be a sale for sure. That'll be another customer in the A&E space, and that'll give me a reference. That's just going to start the small snowball that'll build up."
Eric Ward Eric WardOn the deal that became his first A&E client

The math

Run His Story Against Your Numbers.

Eric started with nobody. No referrals, no reputation, no warm list in the industry he'd chosen.

Now the question we ask on every fit call: If I put 100 of your ideal prospects in front of you this year, how many would you close?

Multiply that by your average engagement value. If a close or two covers the year, this is math, not marketing.

Your next step

Ready To Fill Your Pipeline?

Are you a consultant staring at a market that doesn't know you yet? Here's how we work with consultants like Eric.

What happens when you fill this out: You answer a short form. I tell you straight whether LinkedIn makes sense for your situation. No heavy-handed sales pitches or high-pressure tactics involved. We take on very few clients by design, and we're looking for a very specific type of client to work with. We won't waste your time (or ours) if we don't think you're the right fit for us.
John Nemo

John Nemo · Founder, LinkedIn Riches