KYC Strategies
“Know Your Customer, Generate More Revenue!”
We build it.You keep it.
A senior operator inside your team for 90 days, building your entire cold calling function. Your team runs it when we are done.
Your team calls.
You cannot predict the pipeline.
If two or three of these are true, this program is built for you.
Six pillars.
Ninety days.
One working system.
Month one builds the foundation. Month two runs it live and tunes it. Month three documents it and hands it over.
Customer profile and list building
We define your ideal buyer and install the process, so your team builds and maintains its own targeted lists with strong mobile data.
Tech stack and dialer
We audit and configure your dialer, CRM and supporting tools for connect rates, clean data and reporting you can trust.
Talk tracks and messaging
Value statements, opener scripts, title-based angles, an objection library and a qualifying framework, all built for your product.
Training and live coaching
Live training, role play and call coaching across all 90 days, until tonality, pacing and the close are second nature.
KPIs and reading the dashboard
We train your manager to read dials, set rate, show rate and meetings booked, and to act on what they see.
Documentation and playbook
Talk tracks, qualification rules and coaching processes are written down as we go. The playbook is yours.
We are building a system that keeps working after we leave.
Every hour is spent on something your team owns at the end: the process, the scripts, the coaching rhythm and the documents.
Four things you own
when we are done.
Beyond the trained team and the working system, you keep these.
The rep user manual
Each rep's daily reference for your product, market, buyers, messaging and qualification.
- Product, market and buyer definition
- Messaging for each persona
- Talk tracks and objection library
- Qualifying framework
- Psychology and tonality
The 90-day onboarding playbook
A day-by-day curriculum for onboarding every future cold calling hire, on your own.
- Day-by-day onboarding structure
- Expectations for each week
- Role-play scripts and prompts
- Ramp plan through week twelve
The manager coaching guide
A week-by-week blueprint for coaching, role play, ramp milestones and KPI review.
- Week one onboarding hour budget
- Recurring cadence for weeks two to twelve
- How coaching changes by phase
- Milestone and KPI checkpoints
The cold calling stack
Lists, dialer and CRM, configured and integrated end to end, running before we leave.
- Targeted list-building system
- Parallel dialer
- CRM integration and fields
- Tuned for strong connect rates
The documents stay with you, whatever happens next.
Hire a new rep in two years and the onboarding playbook still works. That is the point.
Where the
120 hours go.
Forty hours a month for three months, each with one clear job.
Foundation and build
Set up the system and ramp the team.
- Stakeholder alignment, discovery and buyer definition 12 hrs
- List building, enrichment, dialer and CRM setup 12 hrs
- Talk tracks, value statements and objection library 12 hrs
- First training session and role play 4 hrs
Execute and refine
Live phones, coaching and tuning.
- Recorded call review and coaching 12 hrs
- Live training and role play 8 hrs
- Talk track iteration and objection drills 8 hrs
- Qualification rollout and weekly reviews 8 hrs
- Manager coaching cadence set up 4 hrs
Optimize and hand off
Push performance and transfer ownership.
- Performance coaching and call review 14 hrs
- The four documents finalized 14 hrs
- Manager transfer and handoff 8 hrs
- KPI dashboard training 4 hrs
One operator.
Not a training company.
Our founder runs the engagement himself, building the system he has spent a decade improving.
Ten-plus years of hands-on B2B cold calling, from SDR through Enterprise AE. Top cold calling rep at four B2B SaaS organizations.
Formerly Director of Business Development at one of Atlanta's fastest-growing industrial software companies. He runs this engagement personally, start to finish.
We make the calls
Senior reps on your phones, booking qualified meetings on your calendar.
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.
Your team.Your system.
One short call to scope your team, your market and where the gaps are. You speak with our founder, not a salesperson.
Not ready to build in-house?
We dial. You close. →