STEP 01

Discovery

Week 1

We meet with your team to understand your offering, your ideal customer, and what constitutes a qualified opportunity for your business. This is the foundation of every successful campaign.

What we cover

  • Your value proposition and key differentiators
  • Ideal customer profile and target account criteria
  • Qualification standards and meeting expectations
  • Sales team capacity and handoff preferences
STEP 02

Targeting

Week 2

We develop a custom prospect list of decision-makers who match your ideal profile. Every contact is verified, researched, and prepared for outreach with full context on the account.

What you receive

  • Verified contact data for target decision-makers
  • Account-level research on each prospect
  • Tailored messaging frameworks for your campaign
  • Approval review before any outreach begins
STEP 03

Engagement

Weeks 3 to 12

Our team conducts multi-channel outreach across phone, email, and LinkedIn, holding substantive conversations and qualifying interest before passing leads forward to your team.

How we work

  • Coordinated phone, email, and LinkedIn outreach
  • Real conversations conducted by experienced industry professionals
  • Rigorous qualification against agreed-upon criteria
  • Weekly reporting with full transparency on activity and results
STEP 04

Handoff

Ongoing

Qualified meetings are placed directly on your sales representatives' calendars with full context, ensuring they enter each conversation prepared and informed.

What gets delivered

  • Calendar-ready meetings with confirmed decision-makers
  • Background briefing on the prospect and account
  • Conversation summary and qualification notes
  • Follow-through to ensure meetings are held
Engagement timeline

From kickoff to qualified meetings.

A typical campaign follows this cadence. Most clients see their first qualified meetings on the calendar within four weeks of engagement.

Week 1

Discovery

Kickoff session, intake interviews, and campaign planning.

Week 2

List build

Prospect research, contact verification, messaging approval.

Weeks 3 to 4

Outreach begins

Initial campaigns launch. First qualified meetings booked.

Ongoing

Refinement

Weekly reporting, messaging adjustments, sustained delivery.

Discuss a campaign tailored to your business.

Most engagements begin with a 30-minute call to understand your goals.

Schedule a conversation