KYC Strategies
“Know Your Customer, Generate More Revenue!”
See the work.Not a report.
Software we built and run ourselves. Every meeting, recording and dollar in one place, live, from the first day of your campaign.
Most agencies send
a spreadsheet at month end.
By then you cannot check the claim, and you cannot do anything about it.
Every meeting,
the moment it books.
Open the portal and the week ahead is there. No waiting for a report.
One list, always current
Prospect, title, company, the time in their words, and where the meeting stands right now.
- Filter by what needs your attention
- See no shows and upcoming meetings separately
- Split by campaign when you run more than one
- A banner tells you exactly what is waiting on you
You grade the meeting.
Not us.
The outcome is a dropdown in your portal, and it drives the invoice.
Held Unqualified is a button
If the person did not fit the criteria we agreed, you mark it and we do not invoice it. No email, no argument.
- Scheduled, rescheduled, needs scheduling
- No show
- Held qualified, held opportunity, held unqualified
- Closed won
The whole conversation,
attached to the meeting.
Your rep can prepare in two minutes instead of walking in cold.
Recording, notes and contact in one panel
What the prospect actually said, what they agreed to, and what they asked us to send.
- Listen to the call that booked it
- Read the notes our rep wrote on the call
- Contact details and campaign
- Billing month and model, stated plainly
What you have spent,
and on exactly what.
On pay per meeting, every dollar traces back to a meeting that held.
Pending, invoiced and paid, at a glance
Each meeting carries its own amount and payment state, so the invoice is never a surprise.
- Held but not yet invoiced
- Invoiced and unpaid
- Paid to date, and how many meetings that covers
- No shows shown with no charge against them
Measured on revenue,
not on meeting count.
Add the deal size and your note. The portal does the rest.
A meeting does not stop at Held
It carries through to Opportunity and Closed Won with a revenue field, shown against your total spend.
- Record the opportunity size yourself
- Keep your own notes on the deal
- Watch the same number we do, over time
- Answer the only question that matters: what did this return
Booked meetings is the number agencies report because it always looks good.
Closed revenue against total spend is the number that tells you whether to keep going. Only one of them is in your portal.
How our clients
actually use it.
Prepares in two minutes
Plays the recording, reads the notes, walks in knowing what was promised and by whom.
Checks the week on Monday
Sees what is booked, what held and what is still waiting on a decision, without asking anyone.
Marks the outcomes
Grades each meeting once. Unqualified ones are never billed, so the invoice needs no review.
Answers the renewal question
Total spend against closed revenue, in one view, when it is time to decide whether this is working.
KYC OS is included from the Pilot onward, at no extra cost.
There is no point running a pilot you cannot measure, so the portal is never an upgrade.
We make the calls
Senior reps on your phones, booking qualified meetings on your calendar.
Why a campaign performs
Every call classified against a taxonomy. The report says what to change next.
Your team makes the calls
A senior operator builds your cold calling function, then hands it over.
Ask fora walkthrough.
One short call. We open the portal and show you what your account would look like.
Want us on the phones?
We dial. You close. →