KYC Strategies
1 MEETING SET EVERY 1-2 HOURS OF CALLING TIME + GTM INTELLIGENCE
“Know Your Customer, Generate More Revenue!”
KYC STRATEGIES
KYC OS / Client portal
B2B cold calling and appointment settingWe dial.You close.
In-house reps who book qualified meetings with the exact buyers at the companies you want as customers.
- Reps
- In-house. USA or Canada.
- Coaching
- By our founder, every account
- Lists
- Built live, never bought
- Portal
- Live from day one
- Start
- 20-hour Pilot, $3,000
Built for meetings that turn into revenue.
A cold calling agency run like a sales team. Every meeting is measured against your pipeline.
Know Your Customer.
It is in our name. Every rep is trained thoroughly on your business and your market.
Customized lists, pulled live.
Never bought. Built to reach the exact buyers at your target accounts, with a direct mobile number for each.
We disqualify hard.
Decision makers, champions and coaches who fit your criteria. No vanity meetings.
Every call analyzed.
Conversational intelligence shows how the campaign performs, and why.
B2B SaaS and technology, cybersecurity, MSPs and MSSPs, commercial contractors and facility services, fintech and financial services, staffing and recruiting, professional and business services.
Who we reach for themIndustrial manufacturing, commercial construction, energy and utilities, logistics and transportation, managed service providers, B2B SaaS, financial services, healthcare IT and education.
We call the buyer’s cell, not the front desk.
Good mobile data is expensive and hard to work, so a lot of cold calling time gets burned in phone trees and at switchboards. Getting buyers on the phone is the part we have mastered.
of people in management, business and financial jobs do some or all of their work from home on an average workday. A desk line often rings in an empty office.
Source: U.S. Bureau of Labor Statistics, American Time Use Survey, 2025 annual averages.
A mobile number for every contact.
We only dial contacts with a direct mobile number, so reps reach the buyer instead of a phone tree.
14 mobile data providers.
When a number turns out to be wrong, our system moves to the next provider until every possible number is exhausted.
The list gets sharper as we dial.
As the campaign runs, we enrich more of the list around the personas and accounts that respond.
By the end of a Pilot, we know which personas tend to be your decision makers, champions and coaches.
That is who we call first when the next engagement starts.
Four steps.
You approve two of them.
We learn
Your market, your buyers, your competitors and your ideal customer profile.
You approve
The list and the talk tracks. Nothing is dialed until you sign off.
We dial
Qualified meetings land on your calendar and in your portal.
We keep improving
We make changes based on data, not assumptions.
Every talk track is A/B tested by persona.
That tells us whether to change who we call, what we say, or the offer itself.
Every call teaches us something about your market.
Conversational intelligence turns what buyers say into better targeting, sharper messaging and new accounts to work.
Why competitors win and lose.
Who your buyers use today, why they switched, and how each competitor pitches.
What lands with each persona.
Which problems, words and offers get a meeting, broken out by persona group.
Objections, priorities and timing.
What buyers push back on, what they care about, and when they plan to buy.
Each month you get a readout of what buyers said, which talk tracks booked meetings with each persona, and what we are changing next. See how our cold call conversational intelligence works.
Every plan can also generate a Campaign Intelligence report on your market, ending in a verdict to scale, refine or rebuild. See what goes into our cold calling GTM intelligence.
When a buyer says there is a need, we go all in on that account.
One conversation can reveal a company that is ready to buy. We do not wait for the next list.
We hear it.
A contract ending, a new leader, a vendor that let them down.
We flag the account.
It is flagged and shows up in your reporting.
We pull every contact.
We recheck the list and add every relevant buyer at that company.
We zoom in.
More dials and sharper talk tracks until we break in.
How you can check our work.
Everything below is in our terms or live in your portal.
- You approve the list and talk tracks.Nothing is dialed without your sign-off.
- You define a qualified meeting.Your criteria go in the order form before the first call.
- Every meeting, live.In your portal the moment it is booked, with notes and, where available, the call recording.
- Tracked to closed-won.Each outcome is logged, so the campaign is measured on pipeline, not meeting count.
- A readout every month.What worked, what did not, and what we are changing next.
- A target, not a hope.One qualified meeting every 1-2 hours of calling. Below it, we rework the campaign at no charge for our time.
- Bad meetings are not billed.On pay per meeting, mark it Held Unqualified and it is never invoiced.
- The list is yours.After payment, you keep the contacts and mobile numbers we built.
- No auto-renew.Four months at a time. You decide whether we keep going.
KYC OS, our client portal, is where you check all of it. It comes with every plan, starting with the Pilot, and shows each meeting and its notes as they happen, with call recordings where available. Take a look inside the KYC OS client portal.
In-house reps, coached by our founder.
We hire and develop our own business development reps. Nothing is outsourced.
In-house, USA or Canada.
Our own reps make every call. No third-party call centers.
Trained on every account.
Your market, your offer and your objections, before the first dial.
Coached every week.
Our founder runs the weekly review on every account.
Our founder
Ten-plus years of B2B cold calling, SDR through Enterprise AE. Top rep at four sales organizations. He built KYC OS and the list pipeline himself. You meet him on your first call.
“If someone is going to waste your team’s time, we’re the ones hanging up on them.”
Founder, KYC Strategies
Start with a Pilot, then pick how you pay.
Our pricing is public. Every plan includes the live portal, reporting and talk tracks you approve.
The Pilot
$3,000one time
Our standard rate is $250. We use all 20 hours to keep improving until we hit our target, so you know if it works for your market and where to focus next.
- 20 hours of calling
- 1,000 contacts, built and enriched with mobile data
- Custom talk tracks
- Live portal and reporting
Retainer
Buy calling hoursFrom$6,000/ month
- Expand: $6,000 for 25 hrs
- Scale: $11,000 for 50 hrs
- $220 to $240 an hour
- Data included
- 1-2 hours a month of consulting
Setup $1,000 to $1,500.
Pay per meeting
Pay for resultsPer qualified meeting$300 to $500
- Only held meetings are billed
- Held Unqualified is never billed
- No monthly retainer
- Data billed separately
By approval, after a Pilot.
Revenue share
Share the riskMonthly, plus 10% on close$2,500/ month
- 15 hours a month, guaranteed
- 1,000 contacts with mobile data
- 10% of the first deal, billed only on close
- 4 hours a month with our founder
By approval. Proven go-to-market.
What the alternatives cost.
$80,000a year
Median on-target pay, before benefits. Average ramp is three months, and the median quota is 10 held meetings a month.
Source: The Bridge Group, 2025 SDR research report, 351 B2B companies.
$885per held meeting
That $80,000 plus benefits, spread over 10 held meetings a month at quota. Before recruiting, tools, data and ramp time.
Our math. Benefits are 24.7% of total compensation in private-industry sales jobs, per BLS employer cost data, June 2026.
$200 to $800a meeting
The typical range for pay-per-appointment models. Price depends on industry, buyer seniority and geography.
Source: ZoomInfo, guide to outsourced SDR companies, 2026.
Want your own team making the calls? We build your cold calling function, train your reps, then hand it over. See the 90-Day Build →
Questions buyers ask us.
What does a B2B cold calling agency do?
A B2B cold calling agency runs outbound prospecting and business development for you.
KYC Strategies builds a list of decision makers at the companies you want as customers, calls them on your behalf, qualifies them against your criteria, and books sales meetings on your calendar.
Your team takes it from there and closes the deal.
How is KYC different from an appointment setting or outsourced business development firm?
Our reps are in-house, based in the USA or Canada, and coached by our founder.
We build every calling list live for your ideal customer profile instead of buying one, with a direct mobile number for each contact.
We disqualify hard, so a meeting only counts if the buyer fits your criteria and shows up. And every call feeds conversational intelligence you can see in your portal.
How do you get decision makers on the phone?
We call their cell. Every contact we dial has a direct mobile number, so reps reach the buyer instead of a front desk or a phone tree.
Those numbers come from 14 mobile data providers. When one is wrong, our system tries the next provider, and the list keeps improving around the personas and accounts that respond.
What is a qualified meeting?
You define it with us before we dial: the titles, company profile and criteria a buyer has to meet.
Decision makers, champions and coaches who fit those criteria count.
On pay per meeting, if a held meeting does not fit, you mark it Held Unqualified in KYC OS and it is never billed.
How many meetings should I expect?
Our target is one qualified meeting for every one to two hours of calling. It is a target, not a guarantee.
If a campaign falls below it, we rework the list, the talk tracks and the targeting at no extra charge for our time.
How much does a cold calling agency cost?
KYC Strategies publishes its pricing. Our standard rate is $250 an hour of calling, and every hour billed is live calling time. List building, onboarding, training and reporting do not count against your hours.
- The Pilot is $3,000 for 20 hours of calling and 1,000 contacts, which works out to $150 an hour.
- Retainers are $6,000 a month for 25 hours or $11,000 a month for 50 hours, plus a one-time setup fee of $1,000 to $1,500.
- Pay per meeting is $300 to $500 per qualified meeting, by approval after a Pilot.
- Revenue share is $2,500 a month, which includes 15 hours of calling a month and 1,000 contacts with mobile data, plus 10% of the first deal, billed only when it closes.
For context, B2B sales outsourcing typically costs $3,000 to $12,000 a month per dedicated rep, and pay-per-appointment models typically run $200 to $800 a meeting, according to ZoomInfo’s 2026 guide to outsourced SDR companies. Our retainers and pay-per-meeting rates sit inside those ranges.
The other option is hiring in-house. The median SDR earns $80,000 a year on-target, ramps for an average of three months and carries a median quota of 10 held meetings a month, according to The Bridge Group’s 2025 SDR research report.
Benefits make up 24.7% of total compensation in private-industry sales jobs, according to BLS employer cost data. Put together, an SDR who hits quota costs about $885 per held meeting in pay and benefits alone, before recruiting, tools, data and ramp time.
Every cold calling package, including our 90-day cold call training program, is on our cold calling services pricing page.
20 hours of calling.Then decide.
The Pilot is $3,000, or $150 an hour. Book a short call with our founder to scope it.