KYC Strategies
“Know Your Customer, Generate More Revenue!”
Not just how.Why.
Every recorded conversation becomes structured data. Roughly thirty pages per campaign, ending in a score and a verdict: scale it, refine it, or rebuild it.
Dials and connects
do not tell you anything.
Activity metrics describe effort. They cannot tell you what to change on Monday.
How a conversation
becomes a number.
Four steps, run on every recorded call in the campaign.
Transcribe
Every recorded conversation, not a sample. Sampling is how you miss the pattern that only shows up in the tail.
Separate by speaker
Rep and prospect are split apart, so what the buyer said is never confused with what we said to them.
Classify
Each conversation is tagged against a defined taxonomy: the same categories, applied the same way, on every call.
Score
An algorithmic model reads the structured result, computes every figure and returns a verdict on the market.
A model can summarize your calls. It cannot count them.
Fixed categories are what make the output countable and comparable across campaigns. The language model helps read the call. Every number comes from the structure underneath.
Every campaign ends
with a verdict.
Four weighted signals produce one score, and the score says what to do next.
Rebuild it
Below 40. The market is not there.
Refine and run again
40 to 64. Fixable, and worth fixing.
Scale it
65 and above. Put more hours behind it.
Scale it
The segment converts, the angle is proven and the titles are reachable. Hours move here.
Refine it
The market is right but something upstream is wrong. Usually the list, the title or the opening premise.
Rebuild it
The buyers are not reachable by phone, the timing is wrong, or the fit is not there.
Relevance, access, demand evidence and conversion.
Each is computed from this campaign only, carries its own weight, and is measured against a stated bar. Conversion is scored against our 20% conversation-to-meeting standard.
What is actually
in the report.
Around twenty-eight sections. Four of them, in the shape they take on the page.
51.1%
24.4%
13.7%
10.7%
The rest of
the report.
Each section answers one question, with the calls behind it.
Four sections you can
work on Monday.
Not analysis. Names, accounts and next steps, taken from the recordings.
The referral directory
Every person and department named by a prospect as the one who actually owns this, who named them, and how many times they came up.
People we identified
Each decision maker, champion and coach found, with their title, their account and the line they said that put them in that category.
Where ownership sits
Which function the market says owns this decision, counted across the campaign rather than assumed from an org chart.
The next campaign
What to target, what to drop, and what the score is expected to move to if you do.
We will tell you when a market is not worth the calling hours.
Those hours move to a segment that works. We would rather keep a client for years than bill for a quarter of calling into a wall.
How we counted,
printed in the report.
A methodology section ships with every campaign, so you can check the work.
Every quote is matched to its recording
Quotes are checked back against the transcript, and against the prospect side of it where the recording supports that. Anything unmatched is excluded.
Counts are at the call level
A theme mentioned three times in one conversation counts once. Every percentage carries the denominator it was calculated against.
Two sources, kept separate
Connects and call outcomes come from the dialer. Meetings and callbacks are counted from the next step agreed on the recording, so each one can be checked.
Every figure is computed, then verified
All arithmetic runs in code, and every written figure is checked against the computed value before the document is produced.
Referral, coach, champion, decision maker. Defined in writing, applied the same way every time.
A referral points onward. A coach has no authority but moves it along. A champion advocates inside the account. A decision maker has the authority. If nothing they said established a part, we record that too.
Round four is better
than round one.
Each report becomes the brief for the next campaign. That is why the categories never change.
The next build targets what answered
The title families, headcount bands and revenue bands that produced held meetings get weighted up. The ones that never did get cut.
The winning angle becomes the control
Then we test a new challenger against it. If the premise was rejected by the right people, the premise gets rewritten.
Reps stop being surprised
The objections your market actually raises are on screen, ranked, with the responses that recovered the call.
Spend follows the score
Calling hours move toward segments that scored to scale and away from the ones that scored to rebuild.
Run several markets and you are not guessing which one to commit to.
Each is scored the same way, so the comparison between them is real. That is how a client decides where the next quarter of budget goes.
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. Separate from the reporting.
Your team makes the calls
A senior operator builds your cold calling function, then hands it over.
Bring a market.We will read it.
Tell us the segment you are unsure about and we will walk you through how the report would score it.
Want us on the phones?
We dial. You close. →