| Case Study |
Industry: PR & Communications / Travel & Hospitality | Independent Consultancy
Challenge Type: Client Acquisition | Digital Presence | AI Adoption
Service: AI & Digital Transformation | Business Mentoring | Power Hour
Project Snapshot
| Metric | Detail |
| Client Type | Sole trader, independent consultancy |
| Sector | PR, marketing and communications (travel and hospitality niche) |
| Region | South West England, with international clients |
| Service Delivered | AI & Digital Transformation (via funded programme) |
| Session Format | Power Hour (Session 1 of 3) |
| AI Tools Demonstrated | Perplexity Pro, Google Gemini, LinkedIn Sales Navigator |
| Existing Tools in Use | Free ChatGPT, free Gemini, HubSpot (free tier) |
| Key Recommendation | Paid Gemini + Perplexity Spaces for grounded research |
| Digital Gaps Identified | No Google Business location, weak SEO, minimal LinkedIn use |
| Follow-Up | Two further sessions to implement digital strategy |
Key Takeaways
- Independent PR consultant discovered that Perplexity Spaces could ground AI research in her own business documents, strategy files, and online profiles
- Cold outreach emails were landing in the same environment as 145+ unsolicited pitches, showing that channel quality had become a major acquisition problem
- Google Business Profile had no physical location set, which meant the consultancy had little visibility in geo-targeted AI-assisted search
- Beyond Touch identified an FAQ-driven content strategy as a way to improve visibility in AI-powered search as well as traditional search results
- LinkedIn Sales Navigator’s free trial was recommended as a more effective middle ground between warm networking and cold outreach
- A voice-to-AI planning method was introduced so the consultant could turn a stream-of-consciousness 2026 plan into a structured roadmap
- Paid AI subscriptions were positioned as a practical business investment because they improved research quality, grounding, and security without adding unnecessary tool sprawl

Background
When this independent PR and marketing consultant approached Beyond Touch through a funded business support programme, she had already built a credible reputation working with travel and hospitality brands across rural England and internationally. Her clients included owner-led hotels, boutique tour operators, and hospitality businesses that needed visibility and press coverage but often could not justify the cost or style of a large agency.
The consultancy already had meaningful strengths. She brought a decade of agency experience, genuine regional knowledge, and a track record of securing coverage in major national titles. But commercially, things were becoming harder. Contracts were ending, the pipeline was thinning, and much of the business development process still depended on manual prospect research and cold outreach. She had begun experimenting with free versions of ChatGPT and Gemini, but there was no joined-up system behind it. Beyond Touch was brought in to help clarify where AI could genuinely improve client acquisition and digital visibility rather than simply add more noise.
The Challenge
Drowning in the Spam Folder
The first uncomfortable truth surfaced quickly: cold outreach had become a much noisier and weaker channel than it once was. During the session, Grae at Beyond Touch showed the consultant an inbox spam folder containing more than 145 unsolicited pitches. Her own outreach, however well written, was competing in exactly that environment.
The issue was not her writing quality. It was that AI-generated personalisation had become so easy and so widespread that inboxes were flooded with highly plausible but unwanted messages. The distinction between thoughtful outreach and automated noise was becoming harder for both filters and recipients to spot.
The Goldilocks Client Problem
The consultant also had a very specific target market: hospitality businesses large enough to understand the value of PR and able to pay for it, but not so large that they would automatically choose a high-profile London agency. That middle tier is real, but narrow. It made prospecting difficult because many businesses were either too small to invest consistently or too large to be realistic targets.
She had already built a contact list of around 230 prospects in HubSpot over time, but the data needed cleaning, segmenting, and updating. Finding new prospects remained manual and slow, and depended too much on whichever free tool happened to produce useful results that day.
Invisible to the Algorithms That Now Matter
The consultant’s digital footprint also contained gaps that were increasingly costly. Her Google Business Profile had no physical location attached, the service area was overly broad, and there was almost no posting activity. The website itself was ageing, and her LinkedIn presence was limited. In a world where AI systems increasingly cross-reference websites, Google Business, and LinkedIn together, those gaps mattered. A prospective client asking an AI assistant to find a PR consultancy in her region would have found inconsistent signals and low visibility.
Too Many Platforms, Too Little Time
Like many solo consultants, she was already balancing enough subscriptions and systems. HubSpot for CRM, Google Workspace for documents, free AI tools for occasional support, and the constant question of whether any new platform would genuinely save enough time to justify the effort. The question was never whether AI could help in theory. It was which tools would create the highest return without piling more complexity onto an already stretched working week.
How Beyond Touch Helped
Perplexity Pro and the Value of Grounded Spaces
Beyond Touch began by demonstrating Perplexity Pro in a live research context. Using the consultant’s own prompt, the session explored how to research new independent hotel openings in the UK, a direct prospecting use case relevant to her work. The result was useful on its own: multiple sources, structured output, and a more efficient way to gather data.
But the more significant shift came through Perplexity Spaces. Grae showed how a persistent, grounded workspace could be built using internal business documents, strategy files, online profiles, pricing information, and links. For the consultant, that meant AI could stop behaving like a blank assistant that needed retraining every time. Instead, it could begin operating with genuine contextual awareness of her niche, positioning, and business model.
The Digital Footprint Audit
Beyond Touch then reframed digital visibility around the idea of agentic search. AI tools do not simply look at a website in isolation. They pull signals from multiple sources at once, including LinkedIn, Google Business, websites, and structured business data. If those signals are incomplete or contradictory, visibility suffers.
The consultant’s Google Business Profile became a clear example. No physical location, very broad service-area settings, and messaging that risked confusing local relevance with international work. The advice was practical and immediate: set a location, begin posting content, and make sure the core messaging aligns across all major platforms. That relatively small amount of work could materially improve discoverability.
FAQ Strategy for AI Search Visibility
Beyond Touch also introduced a website content approach designed for AI extraction as well as standard SEO. The principle was simple: AI systems are often looking for direct answers to direct questions. Businesses that publish those answers clearly, with the question up front and the answer immediately below, are easier for AI systems to interpret and surface.
For the consultant, this meant turning likely buyer questions into visible website content. Questions such as who handles press for boutique hotels in a given region, how much PR support costs for a small hospitality brand, or how a business knows it is ready for PR, all became content opportunities that could strengthen both positioning and visibility.
LinkedIn as the Warm Prospecting Channel
Because cold email was becoming less effective, Beyond Touch suggested a more deliberate LinkedIn strategy. The consultant initially resisted this, seeing LinkedIn as crowded with people selling at each other. That concern was valid, but the platform was reframed as a more useful middle ground: warmer than pure cold email, but still structured enough for targeted prospecting.
The practical recommendation was to use the free month of LinkedIn Sales Navigator strategically. Rather than trying to become a constant content poster, she could use the platform to identify decision-makers in the right-sized organisations, build targeted lists, and let HubSpot manage the follow-up process more effectively.
The Voice-to-AI Brain Dump
One of the most useful ideas introduced in the session was a low-friction planning method using voice input in Gemini or ChatGPT. Rather than forcing herself to sit down and type a tidy annual strategy, the consultant could simply speak everything out: ideas, priorities, frustrations, ambitions, half-formed thoughts. The AI could then organise that material into a more usable structure.
For a solo consultant balancing clients, admin, and family life, this removed the blank-page problem and created a faster route into structured planning. Beyond Touch suggested using that output as preparation for the next session so the strategy could be reviewed and refined collaboratively.
Timeline
Session 1: AI Tools and Digital Strategy Foundations: Perplexity Pro demonstrated using the consultant’s own research brief, Perplexity Spaces introduced as a grounded research environment, Google Business Profile audited, agentic search and FAQ strategy explained, LinkedIn Sales Navigator recommended for warm prospecting, and the voice-to-AI planning technique introduced.
Between Sessions: Consultant to update Google Business Profile with a location and initial posts, subscribe to paid Gemini, complete a voice-to-AI strategy brain dump for 2026 planning, and begin reviewing website SEO using Gemini for keyword support.
Sessions 2 and 3: Implementation and Refinement: Planned work includes reviewing the strategy brain dump, building a Perplexity Spaces workspace, implementing FAQ content on the website, running a LinkedIn Sales Navigator prospecting sprint, and aligning the consultancy’s digital footprint across platforms for stronger AI consistency.
Outcomes
Immediate Clarity on AI Tool Selection
Before the session, the consultant was using free AI tools in an inconsistent way. After the session, she had a clearer tool stack with a defined purpose for each element: paid Gemini for Google Workspace integration, Perplexity Pro for research and grounded Spaces, and LinkedIn Sales Navigator for a more structured prospecting sprint. That removed a lot of uncertainty around what was actually worth paying for.
A Digital Presence Strategy That Previously Did Not Exist
Beyond Touch gave the consultancy a framework for becoming more visible in AI-assisted search, not just traditional search engines. Before the session, there was no clear strategy for FAQ content, Google Business activity, or platform consistency. After the session, those elements had become part of a more coherent digital visibility plan.
A Shift from Cold to Warm Prospecting
The session also changed how client acquisition was being approached. Rather than relying primarily on cold email in an increasingly saturated channel, the consultant now had a clearer path toward warmer outreach supported by LinkedIn prospecting and a cleaned, segmented CRM pipeline.
Greater Confidence in Paid AI Investment
There had been understandable hesitation about paying for AI subscriptions. The session made the value much more concrete by linking paid tools to research quality, data grounding, and time savings. Instead of feeling like an extra cost, the recommended subscriptions began to look more like practical infrastructure for a solo consultancy.
Client Reflections
| Context | Quote |
| On the challenge of cold outreach | “People pulling stuff from my website, that's like, isn't this a brilliant position? How do you cut through that then at all?” |
| On discovering Perplexity Spaces during the session | “So it's grounded this space in understanding my business model. It searches through your resources rather than everything from the web.” |
| On the value of AI for admin tasks | “Essentially it is, you know, sadly for junior people and teams, it's doing the work of like a junior admin exec, basically.” |
| On the session’s impact on her thinking | “It's kind of given me some other ideas. I made some notes of things to test out.” |
| On the next step after working with Beyond Touch | “I think that is the first step. Making sure that everything in digital marketing is all clear. And then thinking about how it can be used more effectively for outreach.” |
Frequently Asked Questions
Q: Can Beyond Touch help a sole trader with AI strategy, or is it only for bigger businesses?
A: Beyond Touch works across business sizes, including solo consultants. This case study involved a sole trader who left the session with a practical AI and digital visibility plan that could be implemented immediately without enterprise-level tools or costs.
Q: What is the difference between free and paid AI tools for a small consultancy?
A: Paid tools offer better grounding, stronger document privacy, and more reliable research functionality. In this case, those differences mattered because the consultant needed AI to work with her business context, not just produce generic answers from scratch.
Q: How does Beyond Touch’s AI mentoring help with client acquisition?
A: The approach is strategic rather than tool-led. Here, the session helped shift the consultancy away from ineffective cold outreach and toward a more structured combination of warm prospecting, grounded research, FAQ-led visibility, and platform consistency.
Q: What is agentic search and why should small businesses care about it?
A: Agentic search refers to AI tools finding and comparing businesses on behalf of users by checking multiple digital sources at once. If your LinkedIn, Google Business, and website signals are weak or inconsistent, you are much less likely to be surfaced in those results.
Q: How quickly can a Beyond Touch session produce actionable results?
A: In this case, the consultant left the first session with clear actions she could begin straight away, including improving Google Business, upgrading her AI setup, and using voice input to create a strategic planning draft for the next session.
Q: Does Beyond Touch only recommend expensive AI platforms?
A: No. The focus is on choosing the fewest tools that solve the biggest problems. In this session, the recommendations were deliberately limited and role-specific, avoiding unnecessary subscription overlap.
Q: I am not technical. Can I still benefit from AI tools for prospecting and marketing?
A: Yes. The tools demonstrated here were accessible, practical, and designed for non-technical users. The real value came from knowing which tool to use for which task and how to fit them into the consultant’s existing workflow.
Is Cold Outreach Failing Your Consultancy?
If your emails are landing in spam folders and your digital presence is too weak to show up in AI-powered search, a Beyond Touch session can help identify the gaps and build a more practical visibility and prospecting strategy. The goal is not more noise. It is a smarter, more findable business.
Products & Services Reference
Products Used in This Case Study:
- Power Hour - Intensive 90-minute session identifying commercial positioning gaps and repositioning opportunities
Services Demonstrated:
- Business Mentoring - Strategic guidance for owners who need clarity on where to focus and how to grow without burning out.
- Strategic Business Planning - Structured sessions to set priorities, build a strategy roadmap, and keep you accountable to your own goals.
- Business Coaching - One-to-one sessions to sharpen your commercial thinking and close specific performance gaps.
- AI & Digital Transformation - Practical AI adoption support that shows you which tools fit your business and how to use them from day one.














