KYC Strategies
“Know Your Customer, Generate More Revenue!”
KYC STRATEGIES
KYC OS / Client portal
B2B cold call training programYour 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.
- Length
- 90 days, 120 hours
- Led by
- Our founder
- Built in
- Your dialer and CRM
- You keep
- The system and four deliverables
- Price
- $36,000 / 90 days
Your team calls. You cannot predict the pipeline.
If two or three of these are true, this program is built for you.
Reps are not booking enough meetings.
Volume swings month to month, the show rate is poor, and few meetings turn into real opportunities.
There is no documented system.
No talk tracks, no objection library, no qualifying framework, no coaching cadence.
The lists hold you back.
Stale records, missing mobile numbers and weak targeting. Your reps dial the wrong people.
Coaching happens only when something breaks.
No recurring one-on-ones, no role-play rhythm, no development plan for each rep.
You need it working this quarter.
Pipeline is short and the target is not moving. Six months to fix the foundation is not an option.
You want an operator, not a course.
Someone who has done the job, on the phones with your team.
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.
ICP and list building.
We define your ideal buyer and install the process your team uses to build and maintain targeted lists with mobile and email data.
Tech stack and dialer.
We audit and configure your dialer, CRM and tools for connect rates, clean data and reporting you can trust.
Talk tracks and messaging.
Value statements, openers, title-based angles, an objection library and a qualifying framework built for your market.
Training and live coaching.
Live training, role play and call coaching across all 90 days: tonality, pacing and the close.
KPIs and dashboards.
Your stack already has dashboards. We train your manager to read them: calling hours, conversations, set rate, show rate and meetings booked.
Documentation and playbook.
Talk tracks, qualification rules and coaching processes, documented as we go. The playbook is yours.
We are building a system that keeps working after we leave.
Every hour goes into something your team owns at the end: the process, the scripts, the coaching rhythm and the documents.
Where the 120 hours go.
Forty hours a month for three months. Each month has one job.
Foundation and build
Set up the system and ramp the team.
- Stakeholder alignment and discovery8 hrs
- ICP and buyer personas4 hrs
- List building and enrichment6 hrs
- Tech stack audit and dialer setup6 hrs
- Talk tracks and value statements8 hrs
- Objection library4 hrs
- First training and role play4 hrs
- Month 140 hrs
Execute and refine
Live phones, coaching and tuning.
- Live training and role play8 hrs
- Recorded call review and coaching12 hrs
- Talk track updates from live calls4 hrs
- Objection handling drills4 hrs
- Qualification framework rollout4 hrs
- Weekly performance reviews4 hrs
- Manager coaching cadence4 hrs
- Month 240 hrs
Optimize and hand off
Push performance and hand it over.
- Performance coaching8 hrs
- Recorded call review and feedback6 hrs
- BDR user manual, finalized5 hrs
- Onboarding playbook, finalized5 hrs
- Manager schedule, finalized4 hrs
- KPI dashboard training4 hrs
- Coaching handoff to your manager8 hrs
- Month 340 hrs
Target by day 90: one qualified meeting every two hours of cold calling, per rep.
A target, not a guarantee. The whole program is built to get your team there.
Months two and three run on call review and coaching, the same work behind our cold call conversational intelligence.
We build it. You keep it.
Beyond a trained team and a working system, four deliverables stay with you.
BDR and SDR user manual.
Each rep’s daily desk reference.
- Product, market and ICP definition
- Persona-by-persona messaging
- Talk tracks and objection library
- MEDDICC-based qualifying framework
- Psychology and tonality
90-day onboarding playbook.
A day-by-day curriculum for onboarding every future hire on your own.
- Day-by-day onboarding structure
- Expectations setting
- Role-play scripts and prompts
- A pillar-based ramp to week 12
Manager schedule and coaching guide.
A week-by-week blueprint for coaching, role play, ramp milestones and KPI cadence.
- Week 1 onboarding hour budget
- Recurring weeks 2 to 12 cadence
- Phase-based coaching
- Milestone and KPI checkpoints
Cold calling tech stack setup.
Lists, dialer and CRM, configured and integrated end to end.
- Targeted list-building system
- Parallel dialer
- CRM integration
- CRM fields setup
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.
Want to see the work first?
Ask for our redacted sample packet on your call: excerpts from a BDR execution playbook, a manager onboarding schedule, a field manual and ICP guide, and cold call talk tracks.
One operator. Not a training company.
Our founder runs every 90-Day Build himself, with the system he has spent a decade improving.
On the phones with your team.
Live training, role play and call coaching across all 90 days.
Built in your systems.
Your dialer, your CRM and your lists, so it keeps running after day 90.
Handed to your manager.
Month three moves the coaching rhythm to your manager, with a guide to run it.
Our founder
Ten-plus years of B2B cold calling, SDR through Enterprise AE. Top rep at four sales organizations. He runs this engagement personally, start to finish.
B2B SaaS and technology, cybersecurity, MSPs and MSSPs, commercial contractors and facility services, fintech and financial services, staffing and recruiting, professional and business services.
One program. Two ways to pay.
The same 120 hours either way. Paying in full at signing saves 10%.
Monthly
Standard payment$36,000total
$12,000 a month for three months, billed at the start of each month.
Paid in full
10% off for paying upfront$32,400one payment
Billed once at signing. You save $3,600.
- 120 hours over 90 days, led by our founder
- Cold calling tech stack setup and integration
- Talk tracks and a MEDDICC-based qualifying framework
- All training, role play and call coaching
- Manager coaching handoff
- Four deliverables your team keeps
is the median on-target pay for one SDR, before benefits. The 90-Day Build costs less than six months of that, and the playbook stays when reps move on.
Source: The Bridge Group, 2025 SDR research report, 351 B2B companies.
We make the calls.
Our in-house reps in the USA or Canada call your market and book qualified meetings on your calendar, starting with a 20-hour Pilot for $3,000.
See done-for-you →Why a campaign performs.
Calls classified against a fixed taxonomy, with a report that says what to change next.
See GTM intelligence →Questions about the 90-Day Build.
What is the 90-Day Build?
Our B2B cold call training program. Over 90 days, our founder builds a working cold calling system inside your team: the lists, the dialer and CRM setup, the talk tracks and qualifying framework, live coaching and the documents.
When it ends, your team runs the system on its own.
How much does cold call training cost?
The 90-Day Build is $36,000, billed as $12,000 at the start of each month for three months. Paid in full at signing, it is $32,400, a 10% discount.
Software and tech stack costs are separate and paid by you, and the program is signed on a standard services agreement.
What results should we expect?
The target by day 90 is one qualified meeting every two hours of cold calling, per rep. It is a target, not a guarantee.
Month two is where it gets tuned: call review and coaching, talk track updates from live calls and weekly performance reviews.
Do you train our manager too?
Yes. Month two sets up your manager’s coaching cadence, and month three hands the coaching over, with KPI dashboard training.
Your manager keeps a week-by-week schedule and coaching guide for every future ramp.
Do you come on site?
Training, role play and call coaching run live with your team, on your own systems. If on-site time helps, we agree it before booking, and travel and on-site time are billed separately.
When can we start?
Within two weeks of signing. You need reps in seat, or reps you are hiring.
Month one sets up the lists, the dialer and the talk tracks, and the first training session runs that month.
Build the machine.Own it forever.
One short call to scope your team, your market and where the gaps are. You speak with our founder, not a salesperson.