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Partnership proposal

A stronger pipeline.
A smarter operation.

A focused 12-month partnership combining proactive business development, a complete sales platform and bespoke software improvements—built around Gray & Sons’ commercial priorities.

  • Sales CRM
  • Email marketing
  • AI sales development
  • LinkedIn outreach
  • Custom software
Section 01

Why Connect

Turn strong work into repeatable growth.

Gray & Sons already has the delivery experience, sector coverage and project evidence. Connect gives the business one place to turn that credibility into targeted conversations, visible opportunities and a more predictable pipeline.

01 / ORGANISE

Full Sales CRM

Manage target organisations, key contacts, conversations, opportunities, next actions and pipeline progress in one clear workspace.

  • Companies and contact management
  • Sales opportunity pipeline
  • Tasks and follow-up reminders
  • Conversation history
  • Sales reporting
  • Account ownership
  • Meeting and activity tracking

02 / ENGAGE

Full Email Marketing

Create focused account lists and run professional hero campaigns, follow-ups and nurture sequences, with engagement tracked against each contact.

  • Branded hero campaigns
  • Persona-specific email sequences
  • Automated follow-ups
  • Target-account segmentation
  • Open and click reporting
  • Engagement history
  • Campaign performance monitoring

03 / SCALE

AI Agents

Three named agents — Perry, Coby and Luka — support email prospecting, conversations and LinkedIn engagement, always with human approval before anything is sent.

  • Perry — finds verified email addresses for key personas
  • Coby — conversations and follow-up
  • Luka — LinkedIn engagement
  • Persona segmentation
  • Suggested sales messaging
  • Lead prioritisation
  • Human approval and oversight

04 / CONNECT

Dripify LinkedIn Software

Dripify handles the LinkedIn side of lead generation: connecting with the right people and personas, with sequenced follow-ups and engagement tracked alongside the rest of the pipeline.

  • Targeted LinkedIn prospect lists
  • Connection request campaigns
  • Sequenced LinkedIn follow-ups
  • Profile visits and engagement
  • Acceptance and reply reporting
  • Daily activity limits and safety
  • Leads passed into the CRM

Meet the AI agents

Each agent handles a distinct part of the growth process. They prepare the work; the sales narrative and every approval stay with people.

Prospecting

Perry

Hunts verified email addresses for key personas, building and refining target account lists so email outreach reaches the right decision makers.

Conversations

Coby

Supports email conversations and follow-ups, suggesting relevant messaging and keeping replies moving towards a meeting.

LinkedIn

Luka

Handles LinkedIn engagement — connection activity, persona segmentation and timely, natural follow-up on accepted connections.

Connect — Sales pipeline
The shared workspace for target accounts, contacts and live opportunities.
Connect — Email marketing
Account lists, hero campaigns and follow-up sequences in one place.
AI Agents — Conversation campaign
Persona segmentation and suggested messaging, always with human approval.
Dripify — LinkedIn software
Structured LinkedIn outreach with connection and reply tracking.
Section 02

Sales person narrative

Gray & Sons has a compelling story: a Doncaster-based specialist delivering commercial fit-out, refurbishment and bespoke joinery nationwide, with proven experience across commercial, retail, leisure, healthcare and education. Our job is to put that evidence in front of the right people, start credible conversations and give every opportunity a clear next step.
  • Fit-out & refurbishment
  • Bespoke joinery
  • Fire door installation
  • Painting & decorating
  • Site management
  1. 01

    Identify

    Build focused account and persona lists across education and priority commercial sectors.

  2. 02

    Prospect

    Two separate lanes: Perry sources verified email addresses for key personas, while Dripify sends natural LinkedIn connection requests to the right people.

  3. 03

    Engage

    Coby handles the email conversation — segmenting each audience, drafting relevant replies and keeping follow-up moving. Luka manages LinkedIn engagement, while Dripify automates the sequenced LinkedIn messages. Everything is reviewed by a human before it is sent.

  4. 04

    Convert

    Manage replies, actions, meetings and live opportunities through Connect CRM.

Proven ground · accreditations

  • CHAS
  • CSCS Platinum
  • Safe Contractor
  • Constructionline
  • National Association of Shopfitters
  • Q-Mark
  • Acclaim

Organisations already worked with

JD Sports · Lego · Tessuti · Sunglass Hut · SSP · Wates · ISG · Overbury · Willmott Dixon · Manchester Airports Group · Pontefract Academies Trust

Section 03

Two growth lanes

Focused outreach, built on proof.

Campaigns will be precise enough to feel personal and structured enough to run consistently throughout the partnership.

Schools & Multi-Academy Trusts

Use work already carried out at Pontefract Academies Trust as relevant social proof when approaching estates, operations, finance and executive leaders across schools and multi-academy trusts.

  • Perry sources verified email addresses for key trust personas
  • Target estates, operations, finance and executive leaders
  • Lead with relevant project outcomes and sector understanding
  • Showcase Gray & Sons’ education-sector experience
  • Run persona-led LinkedIn and email campaigns
  • Track every reply, meeting and opportunity in Connect
  • Develop relationships beyond individual projects

Priority Commercial Accounts

Proactively target brands and businesses where Gray & Sons’ national fit-out capability, site management and specialist delivery experience provide a strong commercial fit.

  • Agree a target-account list, with Perry sourcing persona email addresses
  • Map property, procurement, estates and project personas
  • Use proof from relevant retail and commercial projects
  • Target national brands and multi-site operators
  • Open conversations with businesses such as Starbucks
  • Build longer-term relationships with decision-makers
  • Track progression from first engagement to live opportunity
Section 04

Dedicated LinkedIn service

Dripify opens the conversation.

Prospecting and connecting are two distinct lead generation activities. Perry hunts verified email addresses for key personas, while Dripify connects on LinkedIn with the right people and personas using a natural introduction, then moves engaged prospects into a coordinated Connect campaign.

  1. 01Agree target organisations
  2. 02Agree the personas Dripify should connect with
  3. 03Send a natural connection request
  4. 04Monitor acceptance and engagement
  5. 05Move suitable LinkedIn contacts into Connect
  6. 06Begin a relevant AI-supported conversation campaign
  7. 07Assign human follow-up actions
Example connection approach
Hi [First name], I’ve been following the work [Organisation] is doing across its estate. We deliver fit-out and refurbishment projects nationally and I thought it would be useful to connect.

Credible, low-pressure and specific to the person—not a hard sell within the connection request.

Dripify — LinkedIn campaign
Connection activity, acceptance rates and engaged prospects at a glance.
Section 05

Targeted email outreach

Make Gray & Sons’ work difficult to overlook.

Connect will be used to send visually engaging email hero campaigns to carefully selected accounts and personas. Each campaign will combine strong project evidence with a clear reason to start a conversation.

  • Sector-specific campaign design
  • Relevant Gray & Sons project examples
  • Personalised messaging by persona
  • Clear but low-pressure calls to action
  • Planned follow-up sequences
  • Campaign engagement reporting
  • Interested contacts moved into the active sales pipeline

Campaign flow

  1. 1Target account
  2. 2Relevant proof
  3. 3Hero campaign
  4. 4Engagement
  5. 5Conversation
  6. 6Meeting
Connect — Hero email campaign
A branded campaign built around relevant Gray & Sons project evidence.
Section 06

Custom software build service

Improve planning at the point of work.

Alongside growth activity, the partnership includes development capacity to improve functionality, automation and efficiency around Gray & Sons’ current job-planning PDF process.

Job Planning Workflow

  • Review the existing PDF-based process
  • Identify duplicated and manual data entry
  • Create a clearer digital job-planning workflow
  • Improve the consistency of project information
  • Make live job information easier to access
  • Automate suitable documents and notifications
  • Prioritise practical improvements through monthly sprints

HR and Workforce Availability

  • Add a leave and time-tracking module
  • Record employees and contractors
  • Submit and approve annual leave
  • Show approved absence on the job board
  • View contractor availability when planning work
  • Identify potential resource clashes
  • Support quicker allocation decisions
  • Improve visibility of available capacity

Workforce workflow

  1. 1Leave request
  2. 2Approval
  3. 3Availability calendar
  4. 4Job board
  5. 5Contractor allocation
Concept — Job planning board
Indicative concept for the job-planning and availability workflow.
Section 07

How the partnership works

A monthly sprint, shaped around what matters now.

At the start of each month, we agree the highest-value priorities across outreach, campaigns and software. The sprint remains focused while the wider plan stays flexible enough to respond to current commercial needs.

  1. 01

    Prioritise

    Agree target accounts, campaign themes and the most valuable operational improvement for the month.

  2. 02

    Build

    Configure CRM activity, prepare campaign assets, build Dripify LinkedIn sequences and email sequences using Perry’s verified persona email addresses, and complete the agreed software work.

  3. 03

    Launch

    Run the LinkedIn and email outreach, manage engagement and put the sprint’s operational improvement into use.

  4. 04

    Review

    Assess campaign results, commercial conversations, pipeline movement and software progress before agreeing the next sprint.

Monthly review dashboard

Executive summary
  • Target accounts added
  • LinkedIn connections sent
  • New connections accepted
  • Campaign emails delivered
  • Email engagement
  • Positive replies
  • New conversations
  • Meetings arranged
  • Opportunities created
  • Pipeline value
  • Software sprint progress
  • Priorities for next month
Section 08

Partnership KPIs

Clear measures of momentum.

These monthly targets keep the partnership focused on genuine commercial conversations rather than vanity activity.

2

Net-new MAT meetings

Meetings arranged with two net-new multi-academy trusts each month, sourced through Perry’s email prospecting and Dripify LinkedIn connections.

2

Priority business conversations

Active conversations started with two new priority target businesses each month via Dripify LinkedIn connections and Perry’s email prospecting, including suitable national retail, hospitality or commercial brands.

1

Custom software design sprint

One agreed design and development sprint each month, improving quoting, job planning or reporting inside the Gray & Sons workflow.

Performance will be reviewed monthly. Campaign activity, messaging and target audiences will be refined using the engagement and conversion evidence collected through Connect.

Section 09

What is included

Everything in one agreement.

Products and services included in the partnership
Product or serviceIncludedPurpose
Connect SubscriptionYesSales CRM, email marketing, campaigns, pipeline management and reporting
Dripify SubscriptionYesTargeted LinkedIn connection and outreach activity
AI Agents (Perry, Coby & Luka)YesEmail prospecting, conversations and LinkedIn engagement with human approval
Dedicated LinkedIn ServiceYesTarget-list creation, messaging, campaign management and monitoring
Email Hero CampaignsYesBranded outreach campaigns and structured follow-up activity
Custom Software DevelopmentYesMonthly development capacity focused on agreed priorities
Monthly Sprint MeetingYesPriority setting, progress review and next-sprint planning
Monthly Performance ReviewYesKPI, campaign, pipeline and development reporting
Section 10

Commercial terms

Term
12 months
Investment
£1,000 per calendar month
Total contract value
£12,000
Delivery
Monthly sprint

Products included

Connect, Dripify and custom software development

The partnership will be delivered through monthly priorities agreed between Connect and Gray & Sons. Development activity will focus on the highest-value agreed improvement within the available monthly sprint capacity.

Section 11

Build the pipeline. Improve the process.

On approval, the partnership will begin with a discovery and planning session to agree priority sectors, target accounts, key personas, sales messaging and the first job-planning software sprint.

  1. 1Approve the partnership
  2. 2Arrange discovery session
  3. 3Confirm target sectors and accounts
  4. 4Configure Connect and Dripify
  5. 5Agree the first software sprint
  6. 6Launch the first campaigns

Book your first sprint

Choose a time for the discovery and planning session

Pick a slot that suits your team and we will agree priority sectors, target accounts, key personas, sales messaging and the first software sprint.

Book your first monthly sprint