From contract signed to first appointment.

Same day:

• Kickoff call scheduled for the next business day
• Welcome email sent with the onboarding doc and a checklist
• Shared Slack channel created between your team and ours
• Access provisioning starts (CRM, reporting tools)

You don’t lose a week to “preparing the kickoff.” We start the next morning.

This is the week that determines how good the campaign gets. We spend it building the substrate the SDRs will work from.

The discovery call — Run by your dedicated account manager. The questions: Why are you looking? What do you hope to get? How much of your market do you own? What are your monthly, quarterly, annual objectives?

ICP build — We turn your answers into a written ICP.

Objection library — Every objection your team has heard in the last 12 months gets cataloged.

Sequence templates — Phone openers, email templates, LinkedIn messages drafted by us, reviewed by you.

Prospect list — Built and scrubbed against your ICP using ZoomInfo, Apollo, and our internal aggregation tooling.

What we need from you: at least 3–5 examples of your best customers. Plus access to your CRM and any prior sales material.

Outreach starts on day 8 — but in deliberate small batches, not at full volume. The first few hundred touches are the live test of whether the messaging is landing.

• Phone, email, and LinkedIn run in parallel from the start
• Replies and meetings get reviewed daily by your account manager
• Subject lines and openers get tested in A/B variants

By the end of week two, the first qualified meetings are usually on calendars.

The campaign tightens.

• Subject lines that worked get used; ones that didn’t get cut
• Call scripts get refined based on what’s actually getting prospects engaged
• ICP filters tighten to focus on the segments showing the strongest signal
• Volume scales up as the patterns get clearer

By day 30, initial qualified appointments are on the calendar. This is the milestone we measure against.

In our engagements, campaigns hit their stride between week 6 and week 10. By that point, we’ve tested enough variants of subject line, opener, qualification question, and channel sequencing that the cadence is producing predictable output.

This is the point at which forecasting starts getting tight. Before week 6, the numbers are educated guesses. After week 6, they’re projections you can plan against.

Weekly review — 30 minutes with your account manager. Performance against KPIs, what’s working, what’s getting changed, and what’s needed from your team.

Monthly QBR — Deeper review of pipeline contribution, qualification accuracy, channel mix performance, and any strategic shifts.

Slack — Always on. Quick questions don’t have to wait for the weekly.

• Slack — primary client communications
• Your CRM (Salesforce or HubSpot) — every meeting we book lands here as an opportunity record, pre-populated
• Calendly — meeting scheduling
• Our reporting dashboard — show rate, qualification accuracy, channel performance

Every engagement has a dedicated account manager as your primary point of contact, a strategist who shapes ICP and messaging, and a dedicated SDR team working only on your campaigns. The team isn’t shared across multiple clients.