Stage 1

Pipeline for a new region

How a services firm builds pipeline in a new region, from choosing the first accounts to borrowing trust through intros and local proof.

Kevin French
· 3 min read

A new region starts at zero trust. Your brand, your references and your network all stayed home. Pipeline there gets built by borrowing trust until you've earned your own.

That changes how you pick accounts, how you reach them and how long you give it.

Pick fewer accounts than feels right

The instinct in a new region is to blanket it. Buy a list, load a sequence, see what sticks.

It won't stick. Nobody there knows your name, and a cold firm from somewhere else is the easiest message in the world to ignore. Volume just burns the market before you've learned it.

Pick twenty to thirty accounts. Choose them by fit first, then by signals. A company in your sweet spot that just hired a new leader, posted roles for the problem you solve or named a cost program in a filing is worth ten companies that only match on size and industry.

Follow your clients there

Your fastest door into a new region is a client who already operates there.

A client with an office, a plant or a business unit in the new region gives you a real reference, a reason to be in town and often a sponsor who can introduce you to peers. Start by asking who they know. Doing great work for a client's local team is the cheapest proof you'll ever buy.

The same goes for former clients and former champions who moved. Someone who bought from you at one company and now sits in the new region is a warm door. Find them first.

Borrow trust through intros

Go through your LinkedIn connections and your team's. Look for second-degree paths into your target accounts. In a new region, a forwarded note from someone the buyer knows does more than any cold message can.

Partners help too. Software vendors and other firms with a local presence often need a services partner they can trust, and they know which accounts have live projects. The post on warm intros for a new market walks through how to build these paths when your own network is thin.

Ask for a short forward, not a meeting. Make it easy for the connector to say yes, and easy to say no.

Learn the local language of pain

Buyers in a new region describe their problems differently. Different regulations, different labor markets, different public records, different expectations about how vendors behave.

Your first few hypotheses will be off. That's fine. Write them as guesses and invite correction. Every reply that tells you you're wrong teaches you how the market thinks. After a dozen corrections you'll write openers that sound local.

Say you're entering the Southeast from the Northeast and selling to regional manufacturers. Your home hypothesis might be about automation. The first replies might tell you the real pain is finding workers to run the systems they already have. That's a better hypothesis, and you only learned it by asking.

Put a face there

At some point the region needs a person. Maybe not on day one, but someone who can show up for a coffee, a site visit or a local event.

Until then, make visits count. Plan a trip around three or four booked meetings, not around hope. Use the trip to see clients, meet connectors and say yes to the dinner invite.

A new region won't produce signed work in the first quarter. Measure first meetings with the right people, intros made, and how many of your hypotheses got a real reply.

If those move, revenue follows. If they don't after six months of focused work, the region may be wrong for your firm, or your story isn't landing there. Change the story before you add more people.

Trust in a new region is built one forwarded note and one delivered project at a time. There's no shortcut, but there is a sequence, and it starts with fewer accounts and more help.

See which of your accounts are moving.

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