KYC Strategies
“Know Your Customer, Generate More Revenue!”
KYC STRATEGIES
The 90-Day Build // Operator-Led // 1 Meeting Every 1-2 Hrs
Your team.KYC-level.
You hired great people. You gave them a broken system. We fix it. Your team dialing at KYC-level, in 90 days.
Just need pipeline now? We dial. You close. →
After 90 days,
your team is KYC-level.
We don't just train your reps. We install the entire system - data, infrastructure, scripts, coaching, automations, and the manager who runs it - then hand it over. Here's what KYC-level looks like once it's living inside your team.
The right buyers, every dial.
Your reps building and refreshing lists off elite mobile and email data. No dead numbers. No gatekeepers. A decision-maker or champion on the other end, dial after dial.
More connects. Cleaner data.
Parallel dialer, CRM, and reporting wired together for the highest connect rates and pipeline numbers your manager can actually trust.
Reps who actually convert.
Tested openers, a real objection library, the BDR MEDDICC framework, and 90 days of live coaching - until the mechanics are second nature, not a script they're reading.
It runs without you.
Workflows, automations, a KPI cadence, and a manager trained to drive all of it. Every piece documented so the motion holds long after we're gone.
Your reps booking like our senior floor.
One qualified meeting for every one to two hours on the phone - the same standard KYC's own team holds. After 90 days, it's simply how your reps operate.
Don't guess. Prove it.
Before you commit to 90 days, find out whether the problem is your market or your team. Our Pilot puts a senior KYC team on your phones for one month. The data tells you which it is - so you can build with confidence, or walk away with your time and capital intact.
Your market is alive.
We've proven it can be won with the right system on the phones. Your reps can put up the same numbers - we just have to build that system around them. The 90-Day Build is the next move.
The market wasn't ready.
Not your reps' fault. Not your system's. You've avoided burning 90 days and a build budget on a market that wasn't there. You walk away with data, not a debt.
Your team exists.
Your outbound doesn't.
Maybe you just hired a team and you're figuring out how to get them producing. Maybe you've had a team for a while and the calls have gone quiet, the meetings have dried up, and no one can tell you why. Either way - the problem isn't your people. It's the system they're running. Here's when we're the right fix.
Not ready to build? We'll dial in the meantime.
Our senior reps pick up your list and book qualified meetings while you decide. Every one worth your AEs' time - because their calendar is too valuable for anything less.
How we get your team
to KYC-level.
120 hours of senior operator time, embedded in your org across three phases. We build the system alongside your reps, document every piece as we go, and train your manager to run it once we're gone.
Build the data engine.
Define the ideal buyer, then stand up the process so your reps build hyper-targeted lists off elite mobile and email data - and keep them fresh themselves.
Tune the stack.
Audit and configure your dialer, CRM, and supporting tools for the highest connect rates, clean data, and reporting you can actually act on.
Drill the reps.
Value-statement framework, opener scripts, objection library, the BDR MEDDICC framework - then live coaching across all 90 days until the reps own the mechanics, tonality, and headspace.
Document, then hand off.
Every system, script, and coaching process written down as we build it. The playbook is yours. We train your manager to run it. You own the whole thing.
BDR / SDR User Manual
- Product, market & ICP
- Persona messaging
- Talk tracks & objections
- MEDDICC framework
- Psychology & tonality
90-Day Onboarding Playbook
- Day-by-day structure
- Expectations setting
- Role-play scripts
- Pillar-based ramp
Manager Schedule & Coaching Guide
- Onboarding hour budget
- Recurring cadence
- Phase-based coaching
- Milestone & KPI checkpoints
Cold Calling Tech Stack Setup
- List-building system
- Parallel dialer
- CRM integration & fields
- Industry-leading connect rates
Four macro categories. Many more individual systems, scripts, and templates inside each. You own all of it.
Mine every call
for intelligence.
Layer automated transcript parsing and intelligence reporting on top of the calling stack we build. Every conversation turns into structured data your leadership, sales, and product teams can act on - instead of a recording no one ever opens.
What's working, in real time.
Live dashboards on connect rates, disposition trends, objection patterns, and conversation quality - so your manager and leadership see it as it happens, not in a Monday recap.
The playing field, mapped.
Live calls parsed for vendor mentions, competitor language, and prospect sentiment - so your reps walk into every conversation already knowing the terrain.
Your market, from the inside.
Real pain points, priorities, and decision criteria pulled straight from conversations and mapped to MEDDICC - economic buyers, champions, decision process, competition. Your live deals, in focus.
Catch the shift early.
When the message stops landing, it shows up on the calls before it shows up in pipeline. We surface that signal in time to reframe positioning, redefine ICP, or shift targeting - before the quarter is lost.
Available as an add-on to the 90-Day Build. Wired into your tools (HubSpot, Nooks, etc.) during the build. Ask about it on your discovery call.
Want meetings booked while your team ramps?
Run our cold calling service alongside the 90-Day Build. We dial your ICP and drop qualified meetings on your calendar while we build the system inside your org. Every one worth your AEs' time.
10+ years on the phones.
90 days to transfer it.
The 90-Day Build runs on more than a decade of hands-on outbound. Our founder doesn't advise from a distance - he embeds. He builds alongside your reps, documents every move in real time, and hands the entire framework to your team for good.
Ten-plus years of hands-on B2B cold calling - SDR, to Enterprise AE, to founding KYC Strategies. Every rep he's been, every system he's built, every mistake he's made and fixed, every framework that actually holds up at scale - it all goes into the 90-Day Build.
In the Build, he isn't running it from the outside - he's on your floor. Building alongside your reps, running live coaching, documenting every system as it's built, and training your manager to carry the playbook after he's gone. The goal was never dependency. It's ownership.
One project fee.
No retainer.
A single fee for the full 120-hour engagement. Pay across three months or upfront for a discount. Exact figures scoped to your team size and ICP - shared the moment we talk.
One Project Fee
One fee for the full 120-hour engagement that stands up your outbound function - ICP definition, tech stack, talk tracks, 90 days of live coaching, and deliverables your team keeps for good.
Just need pipeline now?
If you'd rather outsource the calling entirely - no building, no ramp, no hiring - our cold calling team picks up your list and books qualified meetings from day one. Every meeting qualified.
Build the machine.Own it forever.
One short discovery call to scope the engagement, confirm fit, and get your senior operator scheduled. Let's get your team to KYC-level.
Just want us to dial for you? We dial. You close. →