How the managed service runs.
For B2B founders and small sales teams. You approve the target, messaging and handoff. We run the outreach. Your team owns every sales conversation.
Book a pipeline reviewYou set the direction.
We do the groundwork.
Agree on the buyer and message
We build the buyer brief and draft messaging. You approve the target, messaging direction and handoff.
Client decision: approve the direction.An established B2B service offer.
Clear target market
A relevant buying problem
Someone to work replies
Offer still being defined
No reply owner
Outside the agreed market
Run the agreed plan
Research, messaging, qualification support and follow-up stay within the agreed scope and the channels your team is authorized to use.
Client action: anything that must come from your own accounts.Review replies and next steps
Review the recorded context, qualification notes and follow-up actions together, on the review rhythm agreed with you.
Client ownership: every sales conversation and decision.When a lead goes hot, you hear about it immediately. No dashboard-checking, no lead going cold while it waits in a queue.“This is something we're looking at. I'm responsible for our sales process. What would the next step look like?”
Relevant problem confirmed. Reply ownership stated. Sales intent remains for your team to assess.
Illustrative exampleSample walkthrough. Fictional prospect data.
Clear targeting. Relevant messages.
Useful handoffs.
An established B2B service offer.
Clear target market
A relevant buying problem
Someone to work replies
Offer still being defined
No reply owner
Outside the agreed market
Buyer brief
Who we're targeting, why they fit, and who to leave out.
Message draft
A conversation starter built around your offer and approved direction.
“This is something we're looking at. I'm responsible for our sales process. What would the next step look like?”
Relevant problem confirmed. Reply ownership stated. Sales intent remains for your team to assess.
Reply handoff
The reply, its context, and the next action for your team.
Illustrative exampleSample walkthrough. Fictional prospect data.
See the reply.
Understand the next step.
Outcome OS brings the recorded milestones and follow-up actions into one working view. Review the context behind a reply and see what needs attention next.
Context, not just a reply.
“This is something we're looking at. I'm responsible for our sales process. What would the next step look like?”
Relevant problem confirmed. Reply ownership stated. Sales intent remains for your team to assess.
Company A
Established B2B offer
Within the agreed target market
Named owner for the conversation
Buyer criteria agreed
Message direction approved
Reply reviewed
Client next action identified
Illustrative exampleSample walkthrough. Fictional prospect data.
Built for businesses
ready to sell.
You have an established B2B offer.
You know the market you want to reach.
Someone on your team can handle qualified replies and sales conversations.
If you're still defining the offer or don't have anyone to handle interested replies, get those pieces in place first.
Your offer. More focus.
You sell a service you know well and have no time to run outreach. We define the buyer, draft messages for your approval and hand you conversations worth your time.
Let your reps work the opportunity.
Your reps should work qualified opportunities, not build lists. We handle targeting, research and first-touch messaging, and pass qualified replies into your CRM with the context a rep needs.
We own
Ideal buyer definition
Permitted research
Draft messaging
CRM design
Reporting and optimization
You own
Offer accuracy
Approvals
Actions from your own accounts
Every sales decision
Milestones agreed with you.
Progress is measured by approved CRM milestones, defined with you up front. Reply classification reflects the recorded context and agreed fit criteria. It is not a promise of interest, a booking or a sale. No fixed meeting counts.
Let's look at your
pipeline.
- Review your offer and target buyers.
- Look at how replies reach your team.
- Decide whether a managed service fits.