Process audit
We go through your sequences, lists, tools, and numbers, and write down what is happening. Most teams keep this in someone's head, not on paper.
The engagement
Your team runs the outbound. We rebuild how it works.
We start with what is already in place: the sequences, the lists, the tools, and the parts of the process that are written down.
We work with the people who send the emails, not only their managers. We write with them, test with them, and fix what does not hold. The engagement ends when the process runs without us.
Engagement numbers
$62K/yr
Saved on software per client
7
Workstreams in the engagement
4weeks
To a documented, running system
47+
Companies served
What we do
Seven workstreams make up the engagement.
Targeting and list criteria
We define who your team should contact and write the rules down: company size, industry, role, and the signals that matter for your offer. We keep the list narrow.
Messaging and sequence design
We write the emails with your team and rewrite them based on what gets replies. They keep the reasoning behind each version, not only the final copy.
Sending setup and deliverability
We set up the domains, authentication, and warmup, and show your team how to keep it healthy. Most internal outbound breaks here.
Qualification criteria
We agree what counts as a real prospect and write it down, so a reply is judged the same way by everyone on the team.
Reporting and review cadence
We set up the weekly numbers your team will run on: emails sent, replies, meetings booked, and what changed. Then we sit in those reviews until they run without us.
Documentation and handover
Everything above goes into a written process your team owns: targeting rules, message logic, qualification criteria, and the reasoning behind each decision.
Tooling
The tooling comes with the engagement.
Clients save an average of $62K a year because sourcing, data, enrichment, verification, and sending infrastructure are part of what you are paying for. There is no platform to license and no seats to renew.
100,000 leads, fully enriched
Tech stack, company description, firmographics, and full contact details on every record.
Unlimited email verification
Every address is checked before your team sends to it.
Sequence writing and iteration
Messaging drafted with your team and rewritten on what the numbers show.
Private tooling access
The Lead Limiter, the Description Finder, and infrastructure we do not publish outside our engagements.
Engagement fit
We run it instead: full-service outbound
Three situations call for this engagement.
The first call decides between this and the full-service engagement.
You have the people, not the process
The team that would run outbound is already there.
You want to own the channel
You would rather run outbound in-house than depend on an outside firm. Usually that is about cost, control, or leadership needing to explain internally how the channel works.
Leadership needs to understand the mechanics
Targeting, messaging, and qualification decisions need to be explainable inside the company.
Training
The training happens inside your live outbound.
We review real sends together with the people who wrote them, and fix what does not work. Your team learns to review and iterate on the process themselves, not just follow it.
Process
Four weeks separate the audit from a system your team runs.
Week 1
Audit
We review your sequences, lists, tools, and numbers, and report what is working and what is not. You get a recommendation on that call.
Weeks 2 to 3
Rebuild together
We rebuild the process with your team, teaching the reasoning behind each decision as we go. Nothing is adopted until they have used it on live sends.
Week 4 onward
Run and review
Your team runs the process. We review the work each week until it holds on its own.
Weeks 1 to 3 are setup and are not charged. Your first paid month begins in week 4, when outreach goes live.
Common questions
What is the difference between this and full-service outbound?
Full-service means we run the outbound. This means we rebuild your process and train your team to run it, so the capability stays in-house. The first call decides which one fits.
Who on our team do you work with?
The people who send the emails, not only their managers. We write, test, and fix alongside them, so they keep the reasoning and not just the final copy.
Is this a course or a workshop?
No. It runs inside your live outbound. We review real sends with the people who wrote them and document your process as it settles.
What do we keep at the end?
The written process: targeting rules, message logic, qualification criteria, and the reasoning behind each decision, plus a team trained to run it. Our private tooling stays with us.
Do we need existing outbound for this to work?
Usually there is something to audit: a team, some sequences, or past attempts. If outbound has never been built, full-service is often the better starting point. We say which on the first call.
How long does the engagement run?
Four weeks to a documented, running system. We stay through the rebuild, the live testing, and the handover.