Client Portal

Phellos Consultancy

Podcast-based lead generation for tech startup founders navigating the financial side of scaling and fundraising.

2
Playbooks
~5,500
Leads Target
13
Campaigns
Active
Status

Custom Playbooks

2
Playbook
📝

Lead Playbook

8-step pipeline from Sales Nav filters to tiered Instantly campaigns. Two tracks: startup founders (podcast) and VC/PE (referral).

Leads ICP Mar 15, 2026
Playbook
🚀

Campaign Playbook

13 campaigns across 18 accounts: email sequences, LinkedIn scripts, account allocation, reply handling, and M&A advisory track.

Campaigns Outreach Mar 15, 2026

Reports

3
Report
📊

Lead Intelligence Report

Full lead scoring breakdown with tier distribution, enrichment stats, and campaign allocation across all segments.

Report Leads Scoring Mar 6, 2026
Report
📈

Progress Report

Campaign progress, outreach metrics, and delivery milestones across all active channels.

Report Progress Campaigns Mar 6, 2026
Report
🔍

Sales Nav Review

LinkedIn Sales Navigator segment analysis with search filters, audience sizing, and targeting recommendations.

Report Sales Nav Segments Mar 6, 2026

Pipeline

0
Podcast guest research and prospect profiles coming soon.

Dashboards & KPIs

0
Live dashboards and campaign KPIs coming soon.

Tools

1
Workshop
🎯

Value Proposition Workshop

Interactive guided workshop: define ICP, map pain points, craft offers, and build your messaging matrix. AI coach included.

Tool Sales Messaging Mar 6, 2026