From Click to Meeting in 2026
The Intent-Led Pipeline System for Tech Vendors
Turn attention into booked meetings with an intent-led system.
Copyright Struan.ai Ltd 2026
Who this guide is for and how to use it
Who it's for
UK tech vendors and MSPs selling ERP, CRM, finance software, or managed IT services to other SMEs. You already have a decent product. You're tired of chasing volume. You want meetings with people who might actually buy.
Who it's not for
  • Teams without a working product or proven customers
  • Anyone looking for "hacks" or overnight pipeline miracles
  • Companies selling consumer products or enterprise deals over £500k
  • People who want theory instead of systems they can implement
This playbook is a system, not a wish list. It works when you follow it in order and refuse to skip the uncomfortable bits. Most teams fail because they want the meetings without doing the work that earns them.
01
Read sections 1-3 first
Understand the context and why your current approach probably isn't working as well as you think it is.
02
Build your ICP cards (section 5)
This is the foundation. Get it wrong here and everything else breaks.
03
Design your offers (section 6)
Match each segment to a specific next step. No generic "schedule a demo" nonsense.
04
Build assets and outreach (sections 7-8)
Write messages and landing pages that prove you understand the person reading them.
05
Run the system (sections 9-10)
Track intent, follow up fast, measure what matters, iterate weekly.
If you're the sort of person who skips to the templates, you'll get template results. Start at the beginning.
The 2026 reality for tech pipeline
SME buyers are not sitting around waiting for your LinkedIn message. They're already drowning in them. Cold email still works, but only if yours looks nothing like the other 47 they received this week. Paid ads get clicks, but most of those clicks vanish into landing pages that could be selling anything to anyone.
What changed is not that outreach died. What changed is that buyers now have finely tuned radar for messages written by people who have never thought about their actual situation. They can smell a template from the subject line. They scroll past generic ads without conscious thought. And they certainly don't fill in forms asking for their life story just to download a PDF.
Volume-based tactics fail quietly. Your dashboard says you sent 5,000 emails. Your CRM says 340 people clicked. But how many of those turned into conversations with someone who might buy? The answer is usually between two and zero, and nobody wants to say it out loud in the pipeline meeting.
What buyers ignore
  • Generic "we help companies like yours"
  • Feature lists with no context
  • Landing pages that look identical to your competitors'
  • Follow-ups that repeat the first message
What still works
  • Messages that reference their specific situation
  • Proof from companies they recognise
  • Offers that require almost no commitment
  • Follow-up that adds new information
The teams that win in 2026 are the ones who stop chasing clicks and start earning attention. They know their segments cold. They write like human beings. They make it easy to say yes to the next small step. And they follow up before the intent goes cold.

Takeaway: Relevance + timing + proof. Get all three right and you'll have more meetings than you can handle. Get one wrong and you're just adding to the noise.
Copyright Struan.ai Ltd 2026
The only funnel that matters: click to meeting
Most pipeline reporting tracks everything and understands nothing. You've got columns for MQLs, SQLs, opportunities, stages, sources, and a dozen other categories that exist mostly to make dashboards look busy. Meanwhile, the actual question, "Why aren't we getting more meetings?" goes unanswered.
Here's what actually happens between someone clicking your ad and sitting down for a call. Five stages. Each one filters people out. Your job is to make sure the right people stay in and the wrong people leave quickly.
At each stage, people decide whether to keep going. If your message doesn't feel relevant within three seconds, they're gone. If your landing page looks like a generic template, they're gone. If your follow-up takes two days, they're gone. Most leaks happen between Intent and Conversation, where someone showed interest but nobody acted on it fast enough.
The teams that convert well track five numbers every week. Not 47 numbers. Five. These numbers tell you exactly where the system is breaking and what to fix next.
1
Attention volume
How many people clicked, replied, or engaged this week? If this number is too low, your targeting or messaging is off.
2
Relevance hold rate
What percentage stayed on the landing page for more than 10 seconds? Under 40% means your page doesn't match the message that brought them there.
3
Intent signal count
How many showed high-intent behaviour: form fill, replied with a question, booked directly, asked for pricing? This is your real pipeline.
4
Conversation rate
What percentage of intent signals turned into an actual back-and-forth conversation? Under 50% means follow-up is too slow or too generic.
5
Meeting conversion
What percentage of conversations turned into booked meetings? Under 30% means your offer has too much friction or your qualification is broken.
Track these five numbers in a simple spreadsheet. Review them every Monday. When one number drops, you know exactly where to look. When all five hold steady or improve, you've got a system that works.
Copyright Struan.ai Ltd 2026
Offer architecture (make it easy to say yes)
Your offer is not your product. Your offer is the next step. Most tech vendors get this backwards. They write messages trying to sell the software in the first interaction, then wonder why nobody replies. The person reading your message is not ready to buy. They don't know you. They don't trust you. And they definitely don't want a 60-minute demo where you show them features they didn't ask about.
The principle is simple: one segment, one promise, one proof. Match the offer to where they are right now, not where you want them to be. If they're stuck with a legacy system that's going unsupported, offer them a migration plan chat. If they're losing deals because their pipeline is a mess, offer them a pipeline health check. If their month-end takes a week, offer them an efficiency audit.
The best offers require almost no commitment. Fifteen minutes. Thirty minutes. A calculator they can use themselves. A one-page plan. Anything that gives them value before they have to make a decision. The friction in your offer is directly proportional to your conversion rate. Add a field to the form, lose 15% of submissions. Ask for a credit card, lose 80%. Require a 45-minute discovery call, lose 90%.
ERP vendors
Promise: "See if your current system can handle the next 3 years"
Offers: Migration timeline builder, Cost comparison calculator, 30-min migration plan call
CRM vendors
Promise: "Find out what deals you're losing to poor follow-up"
Offers: Pipeline leak assessment, 15-min pipeline health check, Sales process audit
Finance platforms
Promise: "See how many hours you're wasting on manual close"
Offers: Month-end efficiency calculator, ROI model walkthrough, Close process teardown
MSPs
Promise: "Find the gaps in your current IT before they cause downtime"
Offers: Free IT health check, Response time benchmark, Security posture review
Notice what these offers have in common. They're specific. They promise value even if the person never buys. They require minimal time. And they lead naturally to a conversation about whether the product makes sense. You're not trying to close a deal in the first interaction. You're trying to earn the right to the second one.

One-line rule: If your offer takes longer to explain than to complete, it has too much friction.
Copyright Struan.ai Ltd 2026
Outreach that gets replies (without burning trust)
Most outreach fails within three seconds because it sounds like it was written for everyone. The reader can tell immediately that you've never thought about their situation. You used their company name in a mail merge. You mentioned their industry like that means something. You listed features that could apply to literally anyone. And then you asked them to spend 30 minutes of their life hearing about it.
People reply to messages that prove you understand what's happening in their world right now. Not their industry. Not their company size. Their specific situation. The outreach that works in 2026 follows a simple structure. Five lines. Each one has a job to do.
1
Context
Why you're writing to them specifically, based on something you actually know about their situation
2
Problem
The thing that's broken or missing, described in their words, not yours
3
Consequence
What happens if they don't fix it, in terms they care about
4
Proof
One example of someone like them who fixed it, with a specific result
5
Ask
The smallest possible next step, with no pressure
Here's what that looks like in practice. Three templates. One for each of the main segments you're targeting. Notice how specific they are. You couldn't send these to just anyone. That's the point.

Template 1: ERP replacement
Subject: Sage 50 going unsupported
Saw you're running Sage 50. Version XX support ends this year, which means no security patches and no compliance updates after that.
Most teams we talk to underestimate migration time by about 4 months. They think it's a simple data move. Then they hit the customisation and reporting issues.
We moved a Leicester-based manufacturer off Sage 50 to cloud ERP last year. Migration took 11 weeks, not the 4 they budgeted. Lesson learned: start earlier.
Happy to walk through a realistic timeline for your setup. 30 minutes, no pitch. Let me know if that's useful.

Template 2: CRM for professional services
Subject: Pipeline in spreadsheets
Quick question: how much time does your team spend updating the sales tracker each week?
Most firms we work with estimate 2-3 hours. The real number is closer to 6-7 once you count the Slack messages, the "who's dealing with X?" questions, and the Friday afternoon reconciliation.
One consultancy we worked with was losing about £40k/year in deals that fell through gaps. Nobody knew who was supposed to follow up. The client went cold. Deal died quietly.
We can show you where the gaps are in your process. 15-minute call, just questions and a couple of recommendations. Interested?

Template 3: MSP for SMEs
Subject: IT response times
Your IT contract probably promises 4-hour response times for critical issues. Ever tracked how often that actually happens?
We reviewed 40 SME IT contracts last year. Average real-world response time was closer to 9 hours. That's half a working day where someone's sitting idle or trying to fix it themselves.
One client came to us after their entire office was offline for 11 hours. Previous MSP took 6 hours to respond, another 5 to fix it. Cost them about £15k in lost productivity.
We do free IT health checks. Takes about an hour on-site. We'll tell you what's vulnerable and what's fine. No obligation after that. Worth a look?
Follow-up is where most teams go wrong. They send the same message again three days later with "just bumping this to the top of your inbox" tacked on the front. That's not follow-up. That's lazy.
Good follow-up adds new information. A different proof point. A relevant article. A question they might not have considered. You get three touches before you're just being annoying. After that, put them in a nurture sequence and move on.
Copyright Struan.ai Ltd 2026
Landing page relevance (stop leaking intent)
Someone clicked your message or your ad. They're now on your landing page. You've got about four seconds before they decide whether to stay or leave. Most landing pages fail this test because they look exactly like everyone's. Hero image of diverse colleagues smiling in a meeting room. Headline saying "Transform your business". Three vague benefit statements. A form asking for their company size, job title, and phone number.
The person who clicked is thinking one thing: "Is this relevant to me?" If your page doesn't answer that question immediately, they're gone. And here's the thing that most teams miss - relevance means matching the page to the message that brought them there. If your email talked about Sage 50 going unsupported, your landing page should talk about Sage 50 going unsupported. Not "cloud ERP for growing businesses". Not "modernise your finance stack". The exact same problem they clicked on.
Landing page relevance checklist
  1. Headline matches the message or ad that brought them here
  1. First paragraph describes their specific situation, not your product
  1. Proof is from a company they'll recognise or relate to
  1. Outcome is stated in their terms, not yours
  1. Offer is clear, low-friction, and above the fold
  1. Form asks for email only, nothing else
  1. Page loads in under 2 seconds on mobile
Here's a structure that works for tech vendors. It's not the only structure, but it converts reliably because it focuses on the reader's problem, not your product.
Section 1: Problem headline
State the trigger or pain point in plain language. "Sage 50 support ends this year" or "Deals falling through pipeline gaps".
Section 2: Consequence
What happens if they don't fix it. Two sentences maximum. Make it real, not dramatic.
Section 3: Proof
One specific example. Company name if you can, sector and result if you can't. "Leicester manufacturer moved 15 users off Sage 50 in 11 weeks."
Section 4: Offer
What they get, how long it takes, what happens next. "30-minute migration plan call. We'll map your timeline, flag risks, answer questions. No pitch."
Section 5: Form
Email address. Nothing else. Button text should describe what happens next: "Book a time" or "Get the calculator".
Test your landing page by showing it to someone outside your company and asking them to explain what it's offering within 10 seconds. If they can't, it's not clear enough. If they describe your product instead of the outcome, you've led with the wrong thing.
The teams that convert well build one landing page per segment. Not one landing page for all traffic. That's how you end up with generic messaging that applies to everyone and convinces no one. Four segments means four pages. Each one speaking directly to one situation. Each one matched to the specific message or ad that's driving traffic to it.
Copyright Struan.ai Ltd 2026
Intent detection you can act on
Intent is not about catching everyone who might be interested. Intent is about prioritising the people who are showing signs they're ready to have a conversation now. Most teams track too much and act on too little. They've got dashboards full of engagement scores and email opens and page views, but nobody knows which leads to call first.
The intent signals that matter are the ones that indicate someone is actively evaluating solutions. They replied with a question. They clicked through to pricing. They visited the case study page three times. They booked a time. Everything else is just noise that looks like progress in your CRM.
High-intent signals worth acting on
  • Replied to outreach with a question
  • Visited pricing page or calculator
  • Spent 3+ minutes on case study page
  • Requested a call or demo
  • Asked about implementation timeline
  • Forwarded your email to a colleague
  • Returned to site 3+ times in a week
  • Downloaded ROI model or assessment tool
What to ignore
  • Opened your email (means nothing)
  • Clicked the unsubscribe link (let them go)
  • Visited homepage once and left
  • Engaged with social post (not intent, just interest)
  • Downloaded generic content like blog posts
  • Attended webinar but didn't engage after
  • Anonymous website visitor (can't act on it)
Here's a simple scoring model you can use. Score each lead out of 10 across three dimensions: fit, behaviour, and timing. Add them up. Anything scoring 7+ gets a call within an hour. Anything scoring 4-6 gets a tailored follow-up within a day. Anything under 4 goes into nurture.
Action rules: Score 8-10: Call within 1 hour. This is hot. Score 5-7: Personalised follow-up within 24 hours. Score 0-4: Nurture sequence, revisit in 30 days.
The mistake most teams make is treating all intent equally. Someone who opened your email three times is not the same as someone who replied asking about implementation. One is mildly curious. The other is evaluating. Your follow-up speed and approach should reflect that difference.
Intent scoring only works if you combine it with judgement. A score of 9 from someone at a company with 5 employees and no budget is still a waste of time. A score of 6 from the CFO of a perfect-fit company who just raised funding is worth a call. The system tells you where to look. You still have to decide what to do about it.
Copyright Struan.ai Ltd 2026
Live follow-up that converts + the 4-week proof plan
Speed matters, but context matters more. Calling someone 60 seconds after they fill in a form sounds impressive until you realise you don't know anything about them yet and you're about to have an awkward conversation where you ask questions they already answered. The best follow-up happens fast, but it happens with preparation.
Here's a two-minute framework that works. Before you call or email, spend 90 seconds checking three things: their ICP card (which segment are they?), their intent signals (what did they actually do?), and their context (LinkedIn, company website, anything relevant). Then you've got 30 seconds to write a message or leave a voicemail that proves you paid attention.
Check segment + intent (60 seconds)
Which ICP card do they match? What action triggered the alert? What page did they visit?
Check context (30 seconds)
LinkedIn headline, company website, anything in the news. Just enough to avoid sounding generic.
Write or call (30 seconds)
Reference what they did and why it matters. "Saw you looked at the Sage 50 migration timeline. Most people underestimate the reporting piece. Worth a quick chat?"
Now here's the part where most teams give up too early or try to build the entire system in one go. You need proof that this works before you scale it. That takes about four weeks if you follow a deliberate plan. Here's how to run it.
1
Week 1: Foundation
Build 2 ICP cards. Write 2 outreach templates. Create 2 landing pages. Set up intent tracking. Total time: 6-8 hours. Focus on quality, not coverage.
2
Week 2: Execution
Send 100 messages per segment (200 total). Drive 50 clicks per segment to landing pages. Track replies, clicks, form fills, and booking rate. Follow up within 2 hours on any intent signal.
3
Week 3: Optimise
Review the 5 key numbers. Identify the biggest leak. Test one change: new subject line, shorter page, different offer. Don't change everything at once.
4
Week 4: Decide
If you've booked 4+ meetings from 200 messages, you've got a system worth scaling. If not, review messaging relevance and offer friction. Most failures come from targeting the wrong segment or asking for too much commitment.
By the end of week four, you'll know whether this works for your business. You'll have real meetings with real prospects. You'll understand which segments respond and which need more work. And you'll have a system you can hand to someone else to run.
If you want this system built and run for you as a managed service, we can map segments, build assets, run outreach, detect intent, and follow up to one outcome: booked meetings. You stay in control through approvals and visibility. We do the work. You get the calls.
Book a 15-minute plan call.
What you'll have after 4 weeks
  • 2-4 proven ICP segment cards
  • Outreach templates that get replies
  • Landing pages that convert
  • Intent scoring that prioritises right
  • Follow-up system that books meetings
  • Data showing what works and what doesn't
Copyright Struan.ai Ltd 2026
Where this breaks down in the real world
Most teams who read this playbook will understand it. Some will even agree with it. Very few will actually run it consistently for more than three weeks.
This isn't because the system is complicated. It's because execution requires discipline across multiple moving parts, and most teams don't have anyone whose actual job is to make sure it happens every single week.
Where good pipeline systems fall apart
Nobody owns the whole thing
Outreach sits with sales. Landing pages sit with marketing. Intent tracking sits with ops or gets ignored entirely. Follow-up happens when someone remembers. Each piece works in isolation, so the system never works as a system.
Consistency dies in week three
The first week is energetic. The second week is fine. By week three, someone's on holiday, a deal needs attention, or a fire needs putting out. Outreach slows down. Follow-up gets delayed. The pipeline starts leaking before you've even tested whether the system works.
Tools everywhere, responsibility nowhere
You've got a CRM, an email tool, a landing page builder, an intent platform, maybe a LinkedIn automation thing. None of them talk to each other properly. Nobody's job is to make sure they do. Data sits in five places and gets reviewed never.
Optimisation never happens
You know you should be testing subject lines, refining segments, improving landing page copy, adjusting follow-up timing. But nobody has time to look at the data properly, let alone act on it. So you keep running the same approach and wonder why results plateau.
Follow-up slips because people are busy
Someone shows intent. You mean to follow up within an hour. Then a meeting runs over, an email thread explodes, a customer calls. By the time you get back to it, it's been four hours or two days. The moment has passed.
Why this looks simple and still doesn't get done
The system in this playbook is not theoretically difficult. It's operationally difficult. It requires someone to own it, run it, watch it, fix it, and improve it every single week without exception.
Most teams don't have that person. The founder is too busy. The sales team is focused on closing. Marketing is stretched across ten other things. So the system gets half-built, half-run, and eventually abandoned in favour of whatever feels urgent that week.
This is the gap Struan exists to fill.
Copyright Struan.ai Ltd 2026
How Struan helps
Struan runs this system for you. Not as a consultant who writes a strategy deck and leaves. As the team that owns execution, optimisation, and the outcome you actually care about: leads and booked meetings with people who might buy.
What we take ownership of
ICP segmentation and ongoing refinement
We build the segments, test them, and adjust based on what's working.
Outreach execution by segment
We write it, send it, and make sure it happens every week without fail.
Landing pages matched to each segment
Built, hosted, and optimised for the people clicking through.
Intent detection and prioritisation
We track who's engaging and flag the ones worth following up with now.
Follow-up workflows focused on booked meetings
We handle the follow-up until someone books or opts out.
Weekly optimisation and iteration
We review the data, spot what's breaking, and fix it before it costs you meetings.

The hardest part of this system isn’t knowing what to do. It’s knowing what to change, and when to leave things alone.
What stays with you
Product and commercial decisions
You know your product and your market. We don't pretend otherwise.
Final messaging approval
We write the outreach and landing pages. You approve them before anything goes live.
Pricing and qualification boundaries
You decide who's worth talking to and what the commercial terms look like.
Calendar ownership and sales conversations
We get people into your calendar. You close them.
How this works in practice
This is fully managed. You're not buying software and figuring it out yourself. You're not hiring someone and hoping they know what they're doing.
We run the system inside or alongside your existing tools. You get clear approvals at the start and visibility throughout. One outcome gets measured: booked meetings with people who match your ICP.
Who this works best for
Teams who want pipeline without hiring a full marketing or SDR function
Founders who want control over messaging and positioning without doing the day-to-day execution
Companies willing to run a system properly for at least four weeks before deciding whether it works
Who it doesn't work for
  • Teams looking for a one-off campaign or a quick test
  • Anyone chasing vanity metrics like impressions, clicks, or MQLs that never convert
  • Businesses unwilling to commit to relevance, segmentation, and follow-up discipline
If you want this system built and run for you, we can do that
If you want to run it yourself, this playbook will still help.
If this sounds familiar, book a 15-minute plan call.
Copyright Struan.ai Ltd 2026