KYC Strategies
1 MEETING SET EVERY 1-2 HOURS OF CALLING TIME + GTM INTELLIGENCE
“Know Your Customer, Generate More Revenue!”
KYC STRATEGIES
KYC OS // Your live client portal
We dial.You close.
Senior reps call your ideal customers and book qualified meetings on your calendar. Our founder runs every account.
You need more pipeline.
Quality pipeline.
Five reasons companies come to us.
Modern tools.
Senior people.
Measured results.
A senior team, trained by our founder, working a list we built on systems we run.
Lists we build, not lists we buy
Pulled live, so we see who works there today. You review it before we spend.
AI-assisted dialing, run by operators
About a 10% connect rate. Many agencies own the tools. Results come from who runs them.
Senior reps, USA and Canada
Trained by our founder. No offshore, no juniors.
Talk tracks you approve
Written from your problem statements. Nothing dials unapproved.
A meeting only counts if the person fits your profile and shows up.
Anything else, you mark Held Unqualified in your portal. It does not count.
From your inputs
to your calendar.
Give us four things: market data, a few customers, three problem statements, target industries.
We build the list.
Accounts first, then live contacts, then mobile numbers. You review it before we spend.
You approve the scripts.
Written from your problem statements. Nothing is dialed until you sign off.
We make the calls.
Two or three tracks run head to head. Meetings land in KYC OS as they are booked.
We move hours to what works.
The report shows what performed. We stop the rest.
Every rep trains four hours on your company.
Your market and your objections, on screen when a prospect comes up.
You do not just get meetings.
You get the data behind them.
KYC OS is our own portal, included with every engagement. You see the work as it happens.
Every meeting, the moment it is booked.
The week ahead, the recording, the notes, what is billable.
Measured on revenue, not meeting count.
Each meeting carries through to Closed Won, with revenue shown against spend.
Each campaign informs the next.
Every call transcribed and classified against a taxonomy. The report shows what worked and why.
What your buyers actually said.
Priorities, objections, the vendors they use. You keep it.
The portal and the campaign reporting come with every engagement, including the Pilot.
There is no point running a pilot you cannot measure.
Run by the founder.
Staffed by senior reps.
Our founder runs strategy, quality and the weekly review on every account.
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.
We do not call public sector procurement or clinical healthcare. Meetings there rarely close.
Pick your volume.
We handle the rest.
Start with a Pilot. Scale on results. Only the hours change.
Pilot
- 500 contacts, built and enriched
- Custom talk tracks
- Call recordings
- KYC OS portal
Expand
- Everything in Pilot
- 1,000 contacts, built and enriched
- 1 hour a month of consulting
- 5 extra hours with your own list
Scale
- Everything in Expand
- 2,500 contacts, built and enriched
- 2 hours a month of consulting
- 10 extra hours with your own list
Your team makes the calls
A senior operator builds your cold calling function, then hands it over.
Your live client portal
Every meeting, recording and dollar in one place, live. Built and run by us.
Why a campaign performs
Every call classified against a taxonomy. The report says what to change next.
Two models that put
our revenue at risk, not yours.
Pay-per-meeting needs a Pilot first. Revenue share is by approval.
You pay for meetings that hold.
Starts with a Pilot. Runs one 90-day term, then moves to a retainer or revenue share.
- Counts only if the person fits the profile and shows up.
- Mark it Held Unqualified and we do not invoice it.
- Billed monthly for meetings held. Nothing in advance.
We share the risk with you.
For teams with closed deals and a live pipeline. A flat monthly fee, plus a share when deals close.
Ten hours of calling.Then decide.
One short call to scope your profile and pick a model. You speak with our founder, not a salesperson.
Building it in-house:
Your team. KYC-level. →