Managed B2B outreach

B2B outreach. Real conversations.

Managed calling, qualification, and follow-up, with a clear handoff to your sales team.

A clear path to the next conversation
  1. 01 · AudiencePrepare the right recordsList intake · Scrub & dedupe
  2. 02 · ConversationConnect. Listen. Qualify.A real conversation, with a clear owner.
    Not ready? Set the callback.
  3. 03 · HandoffTransfer or bookNext step owned by your team

QA and coaching feed back into the program

Platforms

Platforms our teams work with

CRM, calling, collaboration, automation, reporting, and creative platforms our teams can account for while scoping the workflow.

Scroll to explore platforms
CRM
Calling
Team
Knowledge
Meetings
Design
Cloud
Work
Reporting
Email
Email
Funnels
AI
ChatGPT
AI research
OpenAI
AI platform
AI platform
Vercel
Web
Quality
Research
How the number moves

From audience check to a clear next action

Check the audience, qualify the conversation, and record the next owner. Callbacks and stop requests stay visible in the CRM.

Process mapOutreach workflow
  • Data & systems
  • Floor team
  • QA
  • Your team
  1. List intake

    Source, owner, permission record

    OwnerData team

    Next: ready for review

  2. Check & dedupe

    Calling rules and suppression

    OwnerCampaign lead

    Permission missingHold from outreach; review record

    Next: approved to call

  3. Dial cadence

    Approved windows and retries

    OwnerDialer ops

    Next: on connect

  4. Qualify live

    Need, fit, and next step

    OwnerAgent

    Agreed callbackRecord time, owner, and channel

    Next: qualified

  5. Transfer or book

    Named intro or agreed slot

    OwnerYour closer

    Next: outcome recorded

  6. CRM & QA review

    Disposition, next owner, coaching

    OwnerQA lead

The Problem

Outbound needs consistent ownership

Hiring, training, and retaining dialers eats months of management time — and one wave of attrition sends you back to square one.

Attrition drains momentum

Frequent turnover resets training, weakens message consistency, and forces internal leaders back into day-to-day floor work.

Slow, costly ramp-ups

Recruiting, tooling, onboarding, and supervision can delay the conversations the pipeline needs.

No quality visibility

Without recorded calls and QA scorecards, you find out about bad conversations after the deals are already lost.

What You Get

Your managed outreach team

Vertical-trained agents

Agents cast for your industry and drilled on your product before the first live dial.

Script engineering

Openers, qualification questions, objection paths, and next steps shaped around the audience and offer.

Defined QA coverage

Recorded interactions can be reviewed against an approved rubric, with findings returned to the coaching loop.

Dedicated supervisor

A floor lead coordinates attendance, QA, coaching, and reporting against the agreed operating cadence.

Dialer workflow

Calling logic, dispositions, and follow-up rules are configured around the approved campaign plan.

Campaign reporting

Attempts, contacts, qualifications, and handoffs are organized into a shared operating view.

Program controls

Before the dial

List and caller health

Audience records can be deduplicated and checked against approved suppression sources before calling logic and number strategy are configured.

During the dial

Cadence and timing

Attempt windows tuned per vertical and time zone, with retry spacing that keeps working a record instead of exhausting it on day one.

After the dial

QA and coaching loop

Recorded interactions can be sampled against the approved rubric, with findings returned to the coaching workflow on the agreed cadence.

Scope The Work

Build Around Your Next Step

Bring the workflow, target, and current bottleneck. We’ll define the team, tools, and handoff needed.

How It Works

From Kickoff To Results

List & offer audit

We score your data quality and offer economics to forecast a realistic contact rate before you commit.

Script & casting

Scripts engineered for your vertical; agents auditioned against your ideal customer profile.

Pilot block

A controlled delivery group goes live; early QA reviews tune the pitch before broader expansion.

Scale on proof

Once the program meets the agreed operating standard, we expand the capacity with the same ownership and playbook.

Every outbound campaign includes

Trained, dedicated agents
Campaign-specific script engineering
Call recordings + QA scorecards
Approved compliance workflows
Agreed performance reporting cadence
Visible
qualification path
Owned
operator workflow
Engagement Controls
FAQ

Common Questions

How fast can you launch my outreach campaign?
Launch timing depends on audience readiness, script approval, systems access, compliance review, and staffing. We map those dependencies before setting a start date.
Do I need to provide the calling list?
You can bring your own audience data or ask us to scope data support. The operating plan defines the approved deduplication, suppression, consent, and source checks required before outreach begins.
What's the minimum engagement size?
The right starting scope depends on list volume, audience, operating hours, qualification depth, and the handoff your sales team can support.
How do you handle calling compliance?
The operating plan can include approved call windows, consent checks, suppression workflows, recording rules, and escalation ownership based on the campaign and applicable requirements.
Can your agents use our CRM?
Yes. We assess your CRM, dialer, fields, dispositions, and integration requirements before choosing the working setup.
How we work

The program is judged on the agreed outcome.

The operating review can track contacts, qualifications, handoffs, appointments, or another agreed KPI rather than raw activity alone.

01

Operations Audit

Operator-led execution focused entirely on contact rate, script calibration, and weekly QA scorecards rather than activity metrics.

Managedoutbound dials
02

Execution Standard

Agree the review cadence, reporting, and pacing controls before calling begins. Use early outcomes to identify script, capacity, or handoff changes.

Measuredcontact outcomes
03

KPI Accountability

Monthly KPI reviews tracking contact rates, transfer volume, show rates, and cost per acquisition against a shared performance sheet.

Scopedseat capacity
Guides & eBooks

Useful guides for your next step.

View all guides
Virtual Marketing & Virtual Assistants guide cover

Virtual teams

Virtual Marketing & Virtual Assistants

A planning guide for defining roles, documenting work, and managing a remote team.

Read online

Turn an audience list into a managed outreach program

Tell us the audience, offer, qualification standard, and handoff your team can support. We will map the operating path around it.

Operator Notes

Practical ideas for contact rates, staffing, and quality.

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