How it works

A managed system, not a campaign you have to babysit.

Five stages take you from a written ICP to qualified conversations landing with your sales team. Here is exactly what happens in each one.

The path

Target accounts to sales team.

  1. Target Accounts

  2. Relevant Outreach

  3. Positive Replies

  4. Qualified Conversations

  5. Client Sales Team

Process

The five stages in detail.

01

Weeks 1–2

Strategy and ICP

We work through your offer, pricing, and best-fit accounts. We define buyer roles, disqualifiers, and the reason a target account would take a call. This becomes the written definition the whole system runs on.

What you get: Written ICP, target-market map, and qualification criteria

02

Weeks 2–3

Data and infrastructure

We source accounts and contacts against the ICP, verify emails, and enrich records. In parallel we set up sending domains and inboxes, complete technical authentication, and begin warm-up.

What you get: Verified contact set plus a warmed sending environment

03

Weeks 3–4

Messaging and launch

We write sequences per segment, keep personalization tied to something real about the account, and load campaigns into Smartlead. Sending starts at a controlled pace and increases as deliverability holds.

What you get: Live campaigns with segment-level sequences

04

Ongoing

Reply management

We read the inbox every business day. Questions get answered, objections get handled, and positive replies are checked against your qualification criteria before they go anywhere near your sales team.

What you get: Qualified conversations, filtered from raw replies

05

Ongoing

Handoff and optimization

Qualified conversations move to your team through the Smartlead portal, your CRM, or a shared Airtable base. Each month we report on what ran, what we tested, and what changes next.

What you get: Handoff record, monthly reporting, and a testing plan

Walk through it with us.

On a strategy call we map your ICP, sending setup, and reply handling in plain terms.