Elevator Consultant Influence Outreach Program (90 day pilot)

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

Other weeks schedule to be discussed.