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 DaysFrom Call to First Outreach
4 StepsSimple, Repeatable Process
$0Setup Fees or Contracts
The Process

Four steps. Zero guesswork.

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

Day 1

Discovery & Strategy

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.

Days 2–10

Recruit & Train

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.

Days 11–14

Launch & Execute

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

Ongoing

Optimize & Scale

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 Audit10 min
ICP Definition10 min
Plan & Pricing Fit10 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 RecruitmentDays 2–4
Script & Sequence BuildDays 4–7
CRM & Tool SetupDays 7–9
Mock Calls & QADays 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
Sample Dashboard
Week 1
What week one looks like
Dials347
Conversations89
Meetings Booked7
Illustrative — you get real-time CRM access to your own numbers from day one. ESF launches 2026; first client outcomes publish on the reviews page.
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 ReviewEvery Week
A/B Message TestingBi-Weekly
Rep Call ReviewsDaily
Performance ReportMonthly
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, revenue impact
  • Playbook documented — your system is now a replicable asset

Ready to see this applied to your business? See Outbound SDR Teams for full-funnel prospecting, or Appointment Setting if you just need meetings booked.

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.

Book Your Strategy Call →