Our Process

From Strategy Call to
Booked Meetings in 14 Days

We don't just hand you a rep and wish you luck. We build your entire sales engine — recruiting, training, scripting, CRM setup, and ongoing management — so all you do is close.

14 Days
From call to first outreach
4 Steps
Simple, repeatable process
$0
Setup fees or contracts
Tools we work with - Salesforce, HubSpot, GoHighLevel, Pipedrive, Salesloft, Gong, RingCentral, Zoom, Apollo.io, ZoomInfo, Calendly, Slack
The Process

Four Steps. Zero Guesswork.

Every engagement follows the same proven path — from discovery to pipeline generation.

01

Discovery & Strategy

Day 1

A free 30-minute call where we learn your business, ideal customer, and current pipeline. You walk away with a clear plan — even if you don't sign.

02

Recruit & Train

Days 2–10

We recruit dedicated reps for your account, train them on your offer, build scripts and sequences, and configure your CRM — all before a single dial.

03

Launch & Execute

Days 11–14

Outreach begins. Calls, emails, LinkedIn touches — all running through your CRM with full visibility. First meetings typically land within the first week.

04

Optimize & Scale

Ongoing

Weekly performance reviews, A/B tested messaging, and continuous rep coaching. We iterate until the pipeline is predictable — then we scale it.

Step 1 — Discovery Call

We Map Your Revenue Engine Before We Touch Anything

This isn't a sales pitch — it's a strategy session. In 30 minutes, we'll diagnose exactly what's working, what's broken, and what your managed sales team needs to look like.

Audit your current pipeline — lead sources, conversion rates, average deal size, and sales cycle length
Define your ICP — who are we going after, what pain do they have, and what makes them say yes
Choose your plan — Starter, Growth, or Scale based on your revenue goals and budget
Walk away with a roadmap — whether you sign with us or not, you'll have a plan to scale outbound
What We Cover
Pipeline Audit
Where are leads coming from? Where are they dropping off?
10 min
ICP Definition
Industry, company size, decision-maker title, pain points
10 min
Plan & Pricing Fit
Starter, Growth, or Scale — matched to your goals
10 min
Step 2 — Recruit & Train

Your Reps Are Trained on Your Offer Before They Make a Single Dial

We don't hand you a random rep. We recruit specifically for your vertical, train them on your pitch, configure your CRM, and build the playbook from scratch.

Recruit reps matched to your vertical — not generic callers, industry-specific sellers
Build custom scripts and sequences — cold call openers, email cadences, objection handling frameworks
Configure your CRM and tools — pipeline stages, lead routing, automated follow-ups, all set up
Run mock calls and role-play sessions — every rep passes before they go live on your account
Training Pipeline — Days 2–10
Rep Recruitment
Matched to your industry and offer type
Days 2–4
Script & Sequence Build
Cold call scripts, email cadences, objection maps
Days 4–7
CRM & Tool Setup
Pipelines, automations, integrations configured
Days 7–9
Mock Calls & QA
Every rep passes live role-play before going live
Days 9–10
Step 3 — Launch & Execute

Week 1: Outreach Starts. Meetings Start Landing.

Your reps go live with a tested playbook, a loaded CRM, and a dedicated sales manager running the floor. You just show up to close.

Multi-channel outreach begins — cold calls, personalized emails, LinkedIn touches running simultaneously
Real-time CRM access for you — see every call, email, and meeting booked as it happens
Daily standup reports — your sales manager sends you activity and pipeline updates every day
First meetings typically in week 1 — our playbooks are battle-tested across six verticals
Your Client Dashboard — Week 1
Live
347
Dials
+12% vs target
89
Conversations
25.6% connect rate
7
Meetings Booked
On track
Pipeline Value$42,000
Email Open Rate41.2%
Step 4 — Optimize & Scale

Weekly Optimization. Monthly Compounding. Predictable Pipeline.

The real magic isn't the launch — it's what happens after. We review performance weekly, test new messaging, coach reps, and continuously sharpen the machine.

Weekly strategy reviews — we review every metric with you and adjust scripts, targeting, and cadences
A/B tested messaging — subject lines, cold call openers, and objection handling iterated constantly
Rep performance coaching — call reviews, live coaching sessions, scorecards, and accountability loops
Scale when ready — add reps, expand verticals, or upgrade your plan. No new contracts required.
Ongoing Optimization Cadence
Weekly Strategy Review
Live call with your dedicated success manager
Every Week
A/B Message Testing
Scripts, emails, and subject lines — data decides the winner
Bi-Weekly
Rep Call Reviews
Live coaching, scorecards, and performance plans
Daily
Monthly Performance Report
Full funnel analysis with ROI breakdown
Monthly
Your First 90 Days

Here's Exactly What Happens

A phase-by-phase breakdown of what you can expect from day one through month three.

Phase 1
Days 1–14

Discovery & Setup

Strategy call — ICP defined, plan selected
Rep recruited — matched to your industry
Playbook built — scripts, sequences, objection maps
CRM configured — pipelines, automations, dashboards
Phase 2
Days 15–30

First Meetings

Outreach live — multi-channel campaigns running
First meetings booked — typically within week 1
Daily reports — activity, conversations, pipeline value
First iteration — scripts refined based on real data
Phase 3
Days 31–60

Pipeline Building

Consistent meeting flow — repeatable cadence established
Message testing — A/B tested subject lines and openers
Rep coaching intensifies — call reviews and scorecards
Pipeline velocity tracked — conversion rates at each stage
Phase 4
Days 61–90

Scale Mode

Predictable pipeline — you know what to expect every month
Scale decision — add reps, expand verticals, or upgrade plan
Full ROI report — cost per meeting, cost per close, total revenue impact
Playbook documented — your system is now a replicable asset

Ready to See This in Action?

Not every business needs an outsourced sales team — and we'll tell you that upfront. Book a free 30-minute strategy call and we'll map it out together.

Free 30-min call
No contracts
Live in 14 days
Book Your Strategy Call →
Book Your Strategy Call →