Prospecting gets squeezed
Reps prospect between deals, so it stops the moment a deal gets busy.
FOR SMB SALES TEAMS
We handle the outreach. Your reps work the replies.
Our reps are good on a call. They're not good at spending half the week building lists and chasing cold replies.
Where it gets stuck
Where pipeline gets stuck for SMB sales teams.
Replies land with no owner
A good reply sits in a shared inbox while everyone assumes someone else has it.
Handoffs start from zero
The rep opens the call without knowing what the buyer said or why it matters.
Who does what
We consult. We design. You approve. We manage. You close.
What you do
- Approve the target accounts and roles
- Approve the plan and message direction
- Choose which rep takes which appointments
- Run discovery and close
What we do
- Learn your goals, buyers and offer
- Research accounts and contacts
- Build and run the campaigns
- Turn interested prospects into booked appointments
- Send hot lead alerts and a weekly report
What it looks like
The three things you'll see from us.
From consultation and design to your approval, managed campaigns and your next conversation.
Illustrative example, fictional data
Buyer briefYou approve- Buyer
- Head of Operations
- Companies
- Freight brokers
- Signal
- Opening a new region
- Not a fit
- Single-location carriers
Approved by you
Message directionYou approve- Angle
- Fewer status calls between ops and customers
- Tone
- Direct and short
- Avoid
- Feature lists
Direction approved
Reply handoffYour teamMaya L., Head of Ops
This is timely. Can your team walk us through it Thursday?
- Why qualified
- Right role, live problem, asked for a time
- Owner
- Jordan R., account executive
- Next step
- Confirm Thursday call.
I have been a loyal client of Casey's, and would highly recommend his services.
See if it fits your pipeline.
Book a 30-minute pipeline review. We'll look at your offer, your buyers and how replies reach you today.
Book a pipeline reviewA 30-minute pipeline review with Casey. No pitch deck. Just fit and next steps.