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PROPOSAL · Q2 2026
5–10 firms · 12 months
PROPOSAL · Q2 2026 · PREPARED FOR

5–10 New Partner Firms in 12 Months.
Here's how we'd get you there.

A go-to-market growth plan built specifically for Franklin Alliance — by the team that's spent a decade helping accounting-focused companies build trust, generate demand, and scale through the channel.

Go-to-Market Plan Inbound Flywheel Channel-Native 12-Month Roadmap
10+
Years in Channel
Accounting-only focus
60+
Brands Served
Seed to Series C
5–10
Partner Firms
Target in 12 months
$5K
Phase 1 Strategy
Then $5–10K / month
The Opportunity in front of you

Different model. Quiet voice. Loud opportunity.

Franklin Alliance has built something genuinely different — a model that gives small and midsized firms a real alternative to private equity, without losing their identity or independence. That's a compelling story.

The challenge is that most firm owners don't know it exists yet. And in a market where PE-backed consolidators are spending heavily on brand awareness, the firms you want to reach are hearing their message first.

To hit your target of 5–10 new partner firms over the next 12 months, you don't just need to be visible — you need to be trusted. Firm owners making a decision this significant aren't responding to cold outreach. They're watching from a distance first. Reading your content. Hearing your name from peers. Seeing proof that your model works.

The thesis That's the engine we build.
The buyerOwners of small & midsized firms exploring alternatives to PE.
The barrierAwareness gap — competitors are louder, sooner.
The unlockTrust earned through content, community & social proof.
The target5–10 new partner firms in 12 months.
The motionInbound-first. Cold outreach can't carry a decision this size.
The window12 months — before consolidators define the category for everyone.
Built For This Exact Problem

Journey is the leading go-to-market agency
for the accounting industry.

We've spent 10+ years helping companies in this space build trust, grow audiences, and generate demand through the channel. We've worked with 60+ accounting-tech and accounting-focused companies globally — from early-stage launches to scaling established brands. We don't do generic B2B marketing. We understand how accountants think, where they spend their attention, and what earns their trust.

Trusted By
ignition⁺ apron. ACCA XBert Content Snare Firmcheck ApprovalMax Active AccountKit Translucent Advancetrack Dashboard Insights + many more
The Inbound Flywheel trust → demand → growth

Cold outreach won't carry a decision this size.

It's great for a few early wins and then it stalls. Firm owners need to trust you before they'll ever take a call. We build that trust systematically through three reinforcing pillars:

01
Content

Become the Voice of the Alternative

A content engine that positions Franklin Alliance as the go-to thought leader for firm owners exploring alternatives to PE and traditional M&A. Not blog post churn — content that speaks directly to the fears, frustrations, and aspirations of your target audience.

  • Founder-led content — Ghostwritten articles, LinkedIn posts & commentary from Steve and the leadership team that build personal authority and trust.
  • Partner stories — Case-study-style content featuring your existing partner firms, showing what the journey actually looks like from the inside.
  • Email nurture sequences — Targeted drip campaigns moving interested firm owners from awareness to conversation over weeks and months.
02
Community

Get in the Rooms That Matter

Firm owners talk to each other. The most powerful thing you can do is show up consistently in the communities and events where they're already having conversations about the future of their practice.

  • Industry event strategy — Speaking slots, panel spots and sponsorship opportunities at the events your target firms attend.
  • Roundtable & peer-group program — Intimate, invite-only conversations for firm owners exploring options — a forum, not a sales pitch.
  • Strategic partnerships — Complementary organisations who can amplify your message and make warm introductions.
  • Webinar & digital event series — Regular virtual touchpoints that keep Franklin Alliance top-of-mind and build an audience you own.
03
Social Proof

Let Your Partners Sell for You

Nothing builds trust faster than hearing from someone who's already done it. Your existing partner firms are your most powerful marketing asset — we systematically turn their experiences into proof that drives new conversations.

  • Video testimonials — Short, authentic videos from current partners on why they chose Franklin Alliance and what it's been like since.
  • Written case studies — Detailed before-during-after stories: what the owner was worried about, how the transition worked, and where they are now.
  • PR & media strategy — Proactive outreach to accounting industry publications and the business press for third-party credibility.
How We'd Work Together phased & transparent

A 12-month engagement built around your number.

Two phases. One target. The first month is bespoke strategy. From month two on we run the engine — and we're measured on outcomes, not activity.

PHASE 1 MONTH 1 $5,000

Strategy & Foundation

Before we execute anything, we go deep on your market, your positioning, and your audience. Not a templated playbook — a bespoke growth strategy built from research and insight.

  • Market & competitive audit — How Franklin Alliance is positioned vs. PE-backed competitors, traditional M&A advisors, and other alternative models.
  • Ideal partner firm profile — Exactly who you're targeting: firm size, geography, service mix, owner profile, trigger events that signal they're exploring options.
  • Messaging & positioning framework — How Franklin Alliance talks about itself. The story, the hook, what makes a firm owner stop scrolling.
  • Channel & content strategy — Where and how we'll reach your audience — platforms, formats, events, publications, and sequence.
  • 12-month execution roadmap — A prioritised, phased plan with clear milestones tied to your 5–10 firm target.
PHASE 2 MONTHS 2–12 $5,000–$10,000 / mo

Execution & Growth

This is where we run the engine. Journey embeds as your growth marketing team — executing the content, community, and social proof strategy week by week, with clear reporting and regular strategy check-ins.

  • Ongoing content creation & distribution — articles, LinkedIn, email, partner stories.
  • Community & event execution — sourcing, booking, preparing, and supporting event appearances.
  • Social proof development — coordinating testimonials, case studies, PR pitches.
  • Monthly performance reporting & strategy sessions.
  • Campaign management & optimisation, plus creative and design support for key assets.
NOTE ON SCOPE — The monthly retainer scales based on volume and velocity. We'll recommend the right level during the strategy phase, based on what's realistic for your goals and timeline.
Don't Just Take Our Word FOR IT

What clients say after working with us.

Three founders. Three different problems. One pattern: the team that's already walked this path saved them time, doubt, and budget.

EXPLOSIVE GROWTH
"Since joining forces with Journey, we've witnessed an incredible 206% growth in revenue. Journey's rapid response times make them feel like an integral part of our team."
TB
Troy Brown
XBert
ACCELERATED LEARNING
"Working with Journey allowed us to validate our GTM hypothesis quickly. Working with a team who has already walked this path was incredibly valuable and saved us six months worth of research."
NB
Nathan Barker
Firmcheck
INDUSTRY EXPERTS
"Journey has a rare perspective on the accounting industry that is hard to match. They do what they say, they're measured, and have shown amazing results. They're THE experts in this space."
RM
Richard McLean
Keypay
Why Journey no ramp-up. no fluff.

Most agencies could run your LinkedIn.
Here's what's different about us.

Four things you won't get from a generalist B2B agency or a PE-portfolio playbook. They're the reason we're the right partner for this specific motion.

01

We already know your buyer.

A decade inside the accounting industry. We understand how firm owners think, what they're afraid of, and what earns their trust. No ramp-up time.

02

We've done this motion before.

Launching and growing brands in the accounting channel is literally all we do — from early-stage market entry to scaling established players. We know what works, and what doesn't.

03

We move fast.

Clients consistently tell us we feel like an extension of their team, not a distant agency. Rapid response, tight feedback loops, and no bureaucracy.

04

We're measured on outcomes, not activity.

5–10 new partner firms in 12 months is the target. Everything we do will be oriented around that number — and reported back to you against it.

×
PROPOSAL → PARTNERSHIP

Ready to build
the engine?

Book a call with Jordan and the Journey team to discuss how we'd get Franklin Alliance in front of the right firms — and keep you there.

jordan@letsjourney.io · letsjourney.io