From intake to qualified opportunity handoff
Strategy first, execution second. Every outbound engagement follows the same foundation — free outbound plan, target account research, channel strategy, campaign execution and qualified handoff.
1. Intake
You fill in a short intake form with your offer, ICP, target audience, market and goals. This takes about 5 minutes and gives us everything we need to build the outbound plan.
- Your offer and positioning
- Target buyer personas and firmographic criteria
- Market, region and campaign objective
2. Free outbound plan
We analyze your market, offer, ICP and target accounts. You receive a free, no-obligation outbound plan covering: channel recommendation, call script angle, email angle, follow-up logic and campaign approach. No long sales call is required to receive it.
- Market and offer analysis
- ICP direction and target account ideas
- Channel recommendation: calling, email or hybrid
- Outreach angles and call script direction
- Recommended campaign approach
3. Target account research
We identify the right companies, verify the right contacts and surface the signals that make each call or email relevant. Research is channel-neutral — it feeds both calling and email campaigns.
- Firmographic and technographic targeting
- Trigger-based selection: hiring signals, funding rounds, expansions
- Decision maker mapping and contact verification
4. Channel strategy: calling, email or hybrid
Based on your market and ICP, we determine whether calling, email or a hybrid approach is the right fit. We then build the campaign accordingly: call scripts and workflow for calling campaigns, personalized sequences for email, or a coordinated multi-step flow for hybrid.
- Channel selection based on market and buyer type
- Call script angle and objection framework for calling campaigns
- Personalized email copy and follow-up sequences for email campaigns
- Coordinated calling + email flow for hybrid campaigns
5. Campaign execution
Campaigns run with full follow-up, reply handling and objection management. For email campaigns, sending infrastructure is set up with dedicated campaign domains. For calling campaigns, call logs are maintained and qualification notes recorded per prospect.
- Dedicated campaign infrastructure (email domains, inboxes, call workflows)
- Sequence execution and follow-up at the right cadence
- Reply handling and objection management
- Ongoing monitoring throughout the campaign
6. Qualified opportunity handoff
We handle responses, qualify interest and hand off only the conversations that are ready for your team. Each handoff includes: prospect name, company, role, what triggered the response, and full conversation context.
- Reply triage and interest qualification
- Warm handoff with full context
- End-of-campaign report: what ran, what converted, what to do next
Related
.png&w=3840&q=75)
Ready to build your outsourced outbound team?
Get a free outbound plan covering your market, ICP, channel fit, call script direction and campaign approach.
Calling, email and hybrid — the right channel for your market
One approach doesn't fit every market. The free outbound plan includes a channel recommendation based on your ICP, target accounts and sales motion.
Calling campaigns
We handle account selection, call script direction, call workflow, qualification and opportunity handoff. Your team receives ready conversations, not raw call logs.
Email outreach
Research-driven email sequences — every first message references something real about the prospect. Follow-ups add new angles rather than repeating the same pitch.
Hybrid campaigns
Email and calling coordinated into a single outbound sequence. Email first, call follow-up — or call first, email follow-up — depending on what fits the target account.
Campaign setup that keeps your business protected
For email campaigns, we use dedicated campaign sending domains and inboxes rather than your main business domain. For calling campaigns, workflows are set up separately from your normal business operations.
Protect your main domain
Your core business email stays separate from outbound campaign activity. Normal client communication, invoices, and internal email are never affected.
Clean technical setup
We help configure the campaign infrastructure, including SPF, DKIM and DMARC where needed, so email campaigns have the right technical foundation from day one.
Qualified opportunity handoff
When a prospect is ready for contact — via email reply or calling outcome — the opportunity is forwarded to your team with full context. No qualified conversations get lost.