The EMERGE system

Launch & Scale an AI GTM System that Grows Your Business

We run your paid media, go-to-market engineering and LinkedIn content through the EMERGE system.

Some deals we’ve won for our clients

  • Target
  • Walmart
  • Harvard University
  • Publix
  • Pittsburgh Pirates
  • Skechers
  • Temple University
  • Hertz
  • Minnesota Timberwolves
  • Dillard's
  • University of Pittsburgh
  • Boston University
  • University of South Florida
  • The Wonderful Company

Why it broke last time

You’ve tried this before. Here’s what broke.

01

Five vendors, one funnel

Ads go to one agency. Outbound to another. LinkedIn to a freelancer. None share a list or agree on a good lead — so you end up refereeing.

02

Decaying pipeline trust

Contacts in one tool, replies in another, meetings in a third. Everyone edits the CRM, no one cleans it — and nobody trusts the forecast.

03

Perfect message, wrong buyer

Everyone can describe the right buyer. Nobody turned it into rules a machine can run — so every send chases the last good deal.

04

Hot leads gone cold

A buyer hits your pricing page, starts a new job, or likes your post — and hears from you eleven days later, after the window closed.

05

Busy reports, empty calendar

Impressions up. Clicks up. MQLs up. Calendar quiet. Six months chasing vanity metrics — and the one number your CFO asks about hasn’t moved.

06

A quarter to test one idea

Every new segment or angle takes three months to launch. By then it’s stale, competitors ran it first, and you’ve learned nothing.

07

Radio silence until the invoice

Calls get moved. Slack goes unanswered. You learn the campaign flopped after the budget’s gone — and the senior team that pitched you never touched the work.

Who this is for

This is for you if all five are true

EMERGE system

One engine. Every channel runs off it.

Signals — grouped by what changed

Took the seatNew authority, no loyalty
Job Changes
Funding
Ownership Change
Open Reqs
Raised a handBehavior before we wrote
Website Visitors
Social Engagement
Ad Engagers
Follows Competitor
Now obligatedA deadline they didn't choose
Legislation
Registry Filings
Tech Stack
10-K Reports
Told us alreadyFirst-party. Sets the thresholds.
Call Recording Intel
Closed-Won Language
Product Usage
Events
Your target market feedback loop

AI Engine — built, not bought

Claude Code

The rules, scrapers and checks. Written for you, yours at the end.

agentsenrichmentverification
Codex

Second reader on every batch. Grades the list before a campaign starts.

review loopgating
Grok Bot

Watches the social surface in real time and routes what matters.

live monitoringintent

Execution — where the decision becomes an action

LinkedIn Thought Leadership

Posts in your voice, and the audience built around them.

LinkedIn
GTM / Outbound

Email and LinkedIn sequences fired by the rule, on your own domains.

SmartLeadHeyReach
Paid Media

Retargeting the same accounts the rule surfaced — not a cold audience.

MetaGoogle

Data Lake — every outcome, against the trigger that caused it

HubSpot

Primary

Salesforce

Your call — keep or cut

GoHighLevel

Where our own pipeline lives

Pipedrive

Supported

Close

Supported

Every reply, call, objection and close lands here —in your CRM, not ours

Meet the founder

What runs on it

Five services, one integrated strategy

01

Go-to-market engineering

Lists built against your rule and verified record by record, then sends fired by trigger rather than by calendar.

  • Sending stack
  • Suppression
  • Identity checks
See the GTM page →

02

LinkedIn — content and outbound

Posts in your voice built from your own closed-won language, and connection requests running off the same list and the same rule — so the people you reach have already seen you.

  • Thought leadership
  • Connection requests
  • Follow-up
See the LinkedIn page →

03

Paid media

Meta and Google pointed at the same buyer the rest of the system is already working. When the rule changes, targeting and creative change with it.

  • Meta
  • Google
  • Retargeting
See the paid media page →

04

RevOps

The CRM underneath all of it — stages that mean something, and every reply, call, objection and close landing against the trigger that caused it. That is what makes the reporting worth reading and what lets the rule sharpen instead of drift.

  • HubSpot
  • Salesforce
  • GoHighLevel
  • Pipedrive
  • Close
See the RevOps page →

05

Creative and landing pages

The page the click lands on, built to carry the same message that earned it. Ad, email and page say one thing, so the argument does not restart every time someone moves between them.

  • Landing pages
  • Ad creative
  • Offer copy
See the creative page →

How it works

What happens in the first 90 days

Month one is build. Month two is the first honest read. Month three is where the loop starts sharpening.

Days

0–14

We read your closed-won calls and your CRM, and turn what is in them into the rule — conditions with your thresholds, not ours. Domains, warm-up and the sending stack go up alongside it.

Extract · Model

Days

14–30

Lists built against the rule and verified record by record. The first sends fire on triggers rather than on a calendar, and content and paid start pointing at the same buyer.

Enrich · Reach

Days

30–60

Enough volume for the first honest read. Every reply, call, objection and close lands against the trigger that caused it, so you can see which signals actually produce conversations.

Gather

Days

60–90

Outcomes re-score the market. Thresholds move, triggers that produced nothing come out, and the channels earning conversations get more of the budget and the calendar.

Evolve

Client stories

Hear from a few of our clients, in their words

Kurt WhitemanFounder, Legacy Collectibles
Paul PascualPrincipal, Frsh Hands Sanitizer
William Zimmerman

The founder

Macquarie Group. Walmart. Target. Messi. Shaq.

William has spent his career building and selling across finance, consumer goods, blockchain, and AI.

He started on the trading desk at Macquarie Group. He then founded Frsh Hands, a premium sanitizer brand that landed on Walmart and Target shelves and passed several million in revenue inside three years before exiting. From there he joined blockchain company Ethernity Chain (now Epic Chain) as its 5th employee, helping scale it to 41 people and an exit while shipping digital collectibles for Lionel Messi, Shaquille O’Neal, Aaron Judge, and Nas.

Today he runs Traceable Media, building the go-to-market systems on this page for B2B companies. He is also co-founder of Glide Slope AI, where the same engines serve PE firms, holdcos and the operating companies they own. The same systems he uses to run his own businesses.

William Zimmerman

Founder, Traceable Media

Trusted by

  • Kingstree
  • AP Tinting
  • Doherty & Associates
  • Sisu PartnersSisu Partners
  • Heart to Beat
  • AP Corp
  • NIGHT
  • PCR Partners
  • Chloe Johnston Experiences

FAQ

Questions we get asked most often before every call

What it is

What exactly is EMERGE?

One system that watches for buying signals, decides who’s worth contacting, writes to them in the moment that matters, and lands every outcome back in your CRM. Email, LinkedIn and paid run off the same rule instead of as three separate programs.

The name is the six stages it runs:

E · M · E · R · G · E

  1. E
    ExtractYour closed-won calls and CRM, read for the language buyers actually used. first-party signals
  2. M
    ModelThat becomes the rule — the conditions with your thresholds in them. the rule
  3. E
    EnrichLists built against the rule, every record verified before it’s used. AI engine
  4. R
    ReachEmail, LinkedIn and paid, fired by the trigger rather than a calendar. execution
  5. G
    GatherEvery reply, call, objection and close lands against the trigger that caused it. data lake
  6. E
    EvolveThose outcomes re-score the market, and the rule gets sharper. the loop

Six stages, six bands of the diagram. Stage six feeds stage two — that’s the loop, and it’s why month six beats month one.

We build the engine, run it, and hand you the keys. You take the meetings.

One system that watches for buying signals, decides who’s worth contacting, writes to them in the moment that matters, and lands every outcome back in your CRM. Email, LinkedIn and paid run off the same rule instead of as three separate programs.

The short version: we build the engine, run it, and hand you the keys. You take the meetings.

How is this different from hiring another agency?

Most agencies sell you a channel. You end up with one vendor for ads, one for outbound, someone else for LinkedIn, and nobody owning the whole funnel — so the coordination job becomes yours.

We run one rule across every channel. The same trigger that fires an email decides whether you retarget that account, and every outcome feeds back into the targeting. The difference isn’t the tools — everyone has the same tools. It’s that the decision layer is one thing instead of five.

Fit & commitment

Can we start with one channel, or do we have to run all of it?

You can start with one. Most do — usually outbound or LinkedIn, whichever your buyer actually lives on.

What we won’t do is run it blind. Even a single-channel engagement starts with the closed-won analysis, because that’s where the targeting thresholds come from. Adding a second channel later is cheap once the rule exists. That’s the whole point of building the decision layer first.

Who do you work with?

B2B companies. Professional services, specialized products, and firms selling into a buyer we can describe in criteria — anywhere a deal involves a conversation rather than a checkout.

It works best when your buyers are on LinkedIn and actually spend time there — posting, commenting, or at least reading. A lot of the sharpest signals we run on come from what someone engaged with before we ever wrote to them, and that signal doesn’t exist if your market lives somewhere else entirely.

We sharpen what already converts. We can’t invent a market that isn’t buying.

Do you work in our industry?

Probably, and if we haven’t we’ll say so on the call. What we’ve built for:

Accounting & advisoryInsurance & riskFamily offices Private equity & holding companiesMedical & wellness practices Safety & compliance trainingSpecialised manufacturing StartupsBlockchain & digital assetsProfessional & B2B services + too many to list

If yours isn’t on that list, it doesn’t mean no. The method doesn’t change by industry — what changes is where the signal lives. For one client it’s state legislative filings. For another it’s who just took a finance seat, or which funds are raising. Finding that is the first week of work, not a prerequisite.

How does pricing work?

Engagements start at $3,200 a month.

That’s the engine plus the channels running on it — usually LinkedIn and outbound together, because they share the same rule and the same list. They aren’t two services so much as two places the same decision shows up.

It goes up with scope: more channels, more custom data work behind the targeting, more markets. CRM and RevOps rebuilds are quoted separately — that’s front-loaded engineering, not a monthly motion, and it’s priced like it.

One flat monthly fee — the same whether we send a hundred emails or ten thousand. Per-lead and per-meeting pricing reward volume; this rewards judgment. You get the exact number after the first call, once we’ve seen your closed-won data.

What’s the minimum commitment?

Four months, then month to month — because the first month is build, the second is launch, the third expands what’s working, and the fourth is where the loop starts converting and scaling.

Cancelling at week six means paying for the build and leaving before the part that compounds. Four months at the $3,200 floor is the smallest commitment that gives this a fair test. If that feels like a stretch today, wait until it feels easy — you’ll get more out of it.

How it runs

What if a customer’s lifetime value (LTV) is less than $6K to us?

Then we’re probably not the right fit, and we’d rather say that now than after you’ve signed.

Here’s the arithmetic. At $3,200 a month the system costs about $38K a year. If a customer is worth $6K to you over the life of the relationship, it needs to produce roughly seven of them just to pay for itself — and three or four times that before it’s clearly worth doing. That’s a normal target. Below $6K it stops being one.

Hand-built targeting costs the same whether a customer is worth $6K or $80K. The only thing that changes is how many you need. Under the line, you want volume tooling and your own operator, and we’ll tell you which to buy.

What does onboarding actually look like?

Week one: we listen to your closed-won calls and read your CRM. That’s where the targeting thresholds come from — not from a questionnaire.

Week two: infrastructure. Sending domains registered and warming, signal sources wired, CRM fields and routing built.

Weeks three and four: lists built and verified, copy written to each trigger, everything in front of you for approval before a single send.

You’re hands-on for about two hours in week one and an hour a week after that.

How hands-on do we have to be?

Heavy for the first two weeks, light after that. We need real access to your closed-won calls and one person who can answer "was that a good lead?" quickly.

After launch it’s a weekly review and approving copy. We’ll be straight about it: you take the calls, and your read on lead quality is what makes the targeting sharper. An agency promising zero involvement is describing a system that only ever knows what it knew on day one.

How fast will we see results?

Campaigns go live at the end of month one. First replies inside days of that, first meetings usually within two to three weeks of launch.

The real answer is that month four should beat month one by a wide margin, because every reply and every close feeds back into the targeting. If month four looks like month one, the loop isn’t working and that’s on us.

Risk & trust

Do you work with our CRM and the rest of our stack?

HubSpot, Salesforce, GoHighLevel, Pipedrive and Close for CRM. Everything we run writes into yours — sends, replies, meetings and closes, each tagged with the trigger that caused it.

We work in your accounts, on your domains, under your billing wherever possible. Everything lives in a system you can log into.

We’ve tried outbound before and it didn’t work. Why would this?

Fair. The first question we’ll ask on the call is what exactly you ran, because if the answer is "the same thing, done harder," you should save your money.

Outbound usually fails for one of three reasons: the list was wrong, the timing was arbitrary, or the sends never reached an inbox and nobody checked. Those are three different fixes. We’ll tell you which one you had, and if it’s something we can’t fix, we’ll say that too.

What do we keep if we stop working with you?

Everything. The domains and inboxes are registered to you. The CRM is yours and always was. The targeting rules, the signal sources and the sequences are documented and handed over, and your team gets walked through running them.

We’d rather you stay because it’s working than because leaving is expensive. If we’ve done the job, you finish with an asset. If we haven’t, you shouldn’t be paying us anyway.

You use AI on our data. What does that actually mean?

AI builds the lists, writes the first draft against whichever trigger fired, and sorts replies by intent. It runs on scoped access — it reads exactly what the job needs.

Every decision that matters has a person on it. You approve the copy before it sends. You approve anything that writes to your CRM. Before we contact a company, the match has to agree on a second field — phone, domain or street address — so we know it’s the right one. And your existing relationships go on the suppression list before the first send.

Ready to have everything under one roof?

Book a 20-minute strategy call. We’ll review the channels you run today, show you where buyers slip between them, and sketch how one engine would run them all for you.

Book a 20-minute call