Company: Delco Elevator Products Ltd. (North America) Industry: Elevator modernization / vertical transportation
Background There are ~200 elevator/vertical transportation consultants in North America. They strongly influence modernization specifications (machines, roller guides, etc.). We have an existing consultant email list (needs improvement). We want a outreach program that builds credibility, drives consultant engagement, and creates a path toward getting Delco products accepted and ideally named in consultant specifications.
Who we are looking for a) B2B/Technical Consulting Marketing specialist only b) Marketing specialist + industry ambassador (you subcontract) c) Consortium proposal (marketer + retired consultant as team)
Objective (90-day pilot) Build and execute a targeted consultant influence program that: • Improves our consultant contact list and segmentation • Delivers high-credibility technical messaging and assets • Generates real engagement (replies, meetings, webinar/roundtable attendance) • Establishes a repeatable workflow to pursue “named-in-spec” inclusion over time
Scope of Work Phase 1 — Foundation (Weeks 1–3) 1. List & segmentation o Audit/clean list, identify gaps, propose improvements o Segment: independents vs firms, regions, modernization focus, priority “Top 50” 2. Messaging & positioning o Build a concise messaging framework: 3–5 proof points + common objections + responses 3. Consultant-ready assets (v1) o One high-value technical PDF (2–6 pages) (topic Haider Drive Machines) o “Spec language pack” v1 (suggested spec language / acceptable manufacturer wording / substitution template) 4. Campaign infrastructure o Email sequences (warm-up + invite + follow-up) o Basic tracking dashboard + reporting format
Phase 2 — Execution (Weeks 4–10) • Run outreach to priority segments (starting with Top 50, then expanding) • Produce and host one webinar or invite-only roundtable (topic + deck + landing/registration) • Drive and coordinate 1:1 follow-up meetings (Delco attends) • Weekly performance review + iteration (subject lines, offers, segmentation)
Phase 3 — Conversion pathway (Weeks 11–13) • Identify top “named-in-spec” targets and build a simple pipeline view • Refine spec pack based on consultant feedback • Deliver a Q2 continuation plan (what to keep, what to change, next assets)
Deliverables • Cleaned/segmented consultant list + Top 50 priority targets • Messaging framework (1–2 pages) • 1 technical PDF asset (v1) • Spec language pack (v1) • 2–3 outreach sequences (email + optional LinkedIn) • Webinar/roundtable plan + execution + attendee list + follow-up workflow • Weekly summary + final 90-day report with recommendations
Success Metrics (pilot targets) We will agree targets together, but success will be measured by: • Reply rate and meaningful responses • Meetings booked with consultants • Webinar/roundtable registrations + attendance • Number of firms who request/accept the spec language pack for review • Evidence of “next step” movement toward acceptance or named inclusion Ideal Candidate • Proven B2B outreach + content + campaign execution (technical/industrial a plus) • Strong list hygiene and deliverability discipline (CASL/CAN-SPAM basics) • Can write credible, concise technical marketing content (not fluffy) • Bonus: elevator industry experience OR ability to recruit a respected industry advisor/retired consultant to support the program
What to Include in Your Proposal 1. Brief relevant experience + 1–2 examples 2. Your proposed 90-day approach (outline) 3. Tools you use (email platform/CRM, tracking) 4. Timeline + weekly time estimate 5. Pricing (fixed fee preferred; retainer OK) 6. Any recommended industry “authority” partner (if applicable)
To apply: Reply with proposal + examples + availability.
2) 90-day Week-by-Week Project Plan (Pilot) Guiding principle Precision and Credibility. Start with Top 50, refine, then expand.
Week 1 — Kickoff + target definition
Outcomes • Clear program goals + success metrics for the 90-day pilot • Confirm target segments and priority categories
Tasks • Kickoff call: objectives, products in scope (machines, roller guides, etc.), regions, “do-not-contact” considerations • Review existing list + data fields available • Define segmentation schema (Firm type / region / modernization focus / influence level) • Confirm pilot target: Top 50 list criteria
Deliverables • Pilot brief (1 page) + success metrics • List audit summary + data gaps
