How Market Awareness Fuels the Sales Pipeline

4 min read
01.12.2023 19:31:07
How Market Awareness Fuels the Sales Pipeline

Case Study: Patrick Utz

Redefining Expert Branding

This case study delves into the strategic, ongoing journey of Patrick Utz, a seasoned sales consultant, as he embraces innovative branding and market awareness techniques to enhance his pipeline generation. Since May 2023, Patrick's collaboration with our team has yielded remarkable results, showcasing the power of targeted, educational marketing in the consultancy sector.

About Patrick Utz

Patrick Utz, with his extensive 17-year background in sales consultancy, has become a beacon of expertise in Zurich's competitive corporate landscape. His approach, a fusion of strategic insight and practical application, positions him uniquely to address the complex needs of today's corporate clients.


In a market saturated with consultants and experts, Patrick faced the challenge of distinguishing his brand and securing a steady stream of high-quality leads. The goal was to evolve his brand presence to not just attract leads, but to engage and educate potential clients, thereby establishing long-term relationships.


Cotide's strategy for Patrick Utz is multifaceted, targeting key areas to optimize his lead generation and brand positioning:

  • Strategic Lead Research:
    We conducted in-depth research to identify a targeted list of potential leads within B2B service sectors, successfully pinpointing over 5,000 relevant leads. This precision in lead identification was crucial for the subsequent steps in the strategy.

  • Outbound Email Campaign:
    A series of outbound email campaigns were launched, so far over 10,000 emails and counting. These were not just any emails; each was carefully crafted to deliver value through a unique market survey, engaging recipients with relevant content while introducing them to Patrick's expertise.

  • Sales Proactivity Index:
    Central to our strategy was the Sales Proactivity Index. This innovative tool was designed to position Patrick as an authority on 'Proactivity in Sales'. It provided participants with benchmarks and personalized advice, effectively using the survey as a platform for education and engagement. The dimensions covered by the Sales Proactivity Index are:
    Screenshot 2024-04-02 at 23.22.20

  • LinkedIn Branding and Content Strategy:
    Recognizing the power of LinkedIn in professional branding, Patrick asked us to help him enhance his presence on the platform. This involved refining his profile to better reflect his personal brand, promoting his expertise, and highlighting his upcoming book: 𝗩𝗘𝗥𝗞𝗔𝗨𝗙. 𝗦𝗖𝗛𝗟𝗔𝗨. 𝗠𝗔𝗖𝗛𝗘𝗡. 𝗗𝗲𝗿 𝗪𝗲𝗴 𝘇𝘂𝗺 𝗘𝗿𝗳𝗼𝗹𝗴 𝗱𝘂𝗿𝗰𝗵 𝗽𝗿𝗼𝗮𝗸𝘁𝗶𝘃𝗲𝗻 𝗩𝗲𝗿𝘁𝗿𝗶𝗲𝗯. The content strategy was tailored to increase engagement and establish Patrick as a thought leader in his field.

Implementation Process

The strategy for enhancing Patrick Utz's brand and lead generation was implemented through a series of carefully planned and executed steps:

  1. Initial Workshops and Survey Development:
    The project started with 2 workshops of 90 minutes aimed at gaining a deep understanding of Patrick's business, goals, and target market. These insights were pivotal in the initial phase of designing and creating the Sales Proactivity Index. The survey was crafted to not only reflect Patrick's expertise but also to engage and provide value to the respondents, thereby encouraging completion and fostering lead generation.

  2. Strategic Lead Research:
    Following the survey development, our team conducted extensive lead research within the B2B service sectors. This phase involved identifying over 5,000 potential leads that matched Patrick's ideal client profile, forming the basis for the targeted outreach.

  3. Email Campaign Design and Launch:
    With the survey as the centerpiece, we designed the outbound email campaigns. Each email was strategically crafted to introduce the survey and encourage participation. The goal is to ensure that every communication not only reaches the right audience but also effectively conveys the value of completing the survey.

  4. LinkedIn Optimization and Content Strategy: In parallel with the email campaign, we worked with Patrick on improving his LinkedIn profile. This involved optimizing his profile to better reflect his personal brand and implementing a content strategy that consistently highlighted his expertise, the survey, and his thought leadership.

  5. Ongoing Monitoring and Agile Adjustments: Throughout the implementation, continuous monitoring is key. We closely track the performance of the email campaigns, survey responses, and LinkedIn engagement. This data-driven approach allows us to make real-time adjustments, ensuring the strategy remains dynamic, responsive, and aligned with Patrick's goals.

Results for the period September to November 2023

  • Total new leads: 5,295
    Total emails sent: 10,536, with an open rate of 45%
  • Surveys started: 353, with a completion rate of 21%
  • LinkedIn views increased by 135% and engagement rose by 133%

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Client Testimonial

"The partnership has been a game-changer, not just in numbers but in how my brand is perceived in the market. It's a journey that's redefining my approach to client engagement and lead generation." - Patrick Utz


Patrick Utz's case is a prime example of how innovative, problem-solving strategies in branding and market awareness can significantly impact lead generation and client engagement in the consultancy sector. His results speak to the effectiveness of combining educational content with targeted digital strategies.

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