Our Process
Six clear phases connect your business context with campaign preparation, execution, and ongoing improvement. Timelines depend on preparation needs and the agreed scope.
Phase 01
Understand the offer, the customer, and the conversation you want to create.
Share your product or service, customer knowledge, target markets, goals, existing sales process, and any exclusions.
Review your requirements and identify the questions that need to be resolved before campaign planning.
Review point: Agree on objectives and whether the engagement is a good fit.
Phase 02
Turn business context into a focused outreach plan.
Confirm your ideal buyers, priority markets, offer, and sales team's responsibilities.
Prepare proposed audience segments, channel selection, messaging direction, scope, and workflow ownership.
Review point: Approve the campaign direction and agreed project scope.
Phase 03
Build a relevant audience and organize the data.
Provide existing customer exclusions, relevant datasets, and required data fields where available.
Research companies and contacts, perform agreed verification and enrichment, and organize prospect records.
Review point: Review targeting criteria and sample output before broader preparation.
Phase 04
Prepare the messages, tools, and handoffs before launch.
Supply approved product information and agreed access through appropriate account permissions.
Prepare copy, follow-ups, personalization, sending setup, response workflows, and agreed tool configuration.
Review point: Review campaign content, setup decisions, and launch readiness.
Phase 05
Run the agreed campaign and keep activity organized.
Handle assigned sales conversations and provide feedback on relevant replies.
Manage agreed activity, monitor operations, coordinate follow-ups, and organize replies where included.
Review point: Escalate issues and keep changes within agreed responsibilities.
Phase 06
Use available responses and operational data to improve the next step.
Share sales feedback and help assess the relevance of campaign conversations.
Review agreed indicators and recommend adjustments to targeting, messages, sequencing, or execution.
Review point: Agree on campaign changes and the next review priorities.
We agree on audience criteria, content review, tool access, reply handling, reporting, and sales ownership before launch. Preparation can include research, sending setup, messaging, and internal approvals.
Share feedback from your sales team during the campaign. It helps connect response quality with the next round of targeting and messaging decisions.
Your next conversation starts here
Tell us about your business, target customers, and campaign goals. We’ll discuss an approach suited to your project.