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How it works

From strategy call to meetings on your calendar.

A clear, repeatable process. You approve the targets, the script and the definition of a qualified meeting. We run everything else and report on it every week.

01

Discovery & ICP

A strategy call to define who you sell to, which titles to target, your offer, and what a qualified meeting means.

02

Build the data

Target accounts and contacts sourced, enriched, de-duplicated and checked for Do-Not-Call compliance.

03

Script & training

We write the script and objection handling, then train SDRs on your offer through role-play.

04

Launch

Live calling begins during your prospects' business hours, with every outcome logged.

05

Qualify & book

Prospects are qualified against your criteria and booked onto your calendar with notes and recordings.

06

Report & optimize

A weekly report and review: what happened, what worked, and what we're changing.

Who does what

Light lift for you. Heavy lift for us.

Here's exactly what we'll ask of your team at each stage.

Stage
You
Agentplicity
Discovery & ICP
Share what's worked, your best customers, and your sales process.
Turn that into a written ICP, target titles and qualification criteria.
Build the data
Share existing lists, CRM access and accounts to exclude.
Build, clean and load the list.
Script & training
Review and approve the script.
Write, train and certify SDRs before any live call.
Launch
Share calendar availability and a point of contact.
Dial, follow up and log everything in your CRM.
Qualify & book
Take the meetings and rate them.
Confirm, remind and follow up on no-shows.
Report & optimize
Join a short weekly review.
Tune lists, scripts and timing based on what converts.
Two ways to work with us

Pick the model that fits your team.

MANAGED CAMPAIGN

We run it for you.

We own the list, the script, the SDRs and the results. You approve targets, take the meetings and get a weekly report. Best for most teams starting outbound.

DEDICATED SDR

An SDR that's yours.

A full-time SDR on your account, working your CRM and playbook day to day. We still recruit, train, QA and replace if needed. Learn more →

Questions

The straight answers.

It depends on how quickly we can agree on the ICP and script, and whether we're building data from scratch. We'll give you a specific launch date on the strategy call.

Most of it is up front: the strategy call and script approval. After launch, it's taking meetings, rating them, and a short weekly review.

Your offer, your calendar availability, and ideally CRM access. Existing lists, case studies and past call recordings help but aren't required.

Let's talk pipeline

Let's build your outbound campaign.

A 30-minute strategy call. We'll map your ideal customer, the titles to target, and what a campaign would look like for your business.

  • Your ICP and target titles, mapped
  • A first-draft script angle
  • A clear plan, with no obligation

Book a Strategy Call

We'll be in touch to set up a time. No spam, no obligation.

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