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Engagement programs

Managed outbound programs, built as a measurable system.

Not a subscription and not a call shop: a fully managed engagement program that combines account research, coached U.S. SDRs, and a live measurement layer so your revenue team can see every lever behind the pipeline.

The offering

Four programs. One measurable engine.

Run them together as one managed program or lead with the discipline you need most. We do not force a fixed package: every campaign is a customizable solution, tailored to your goals, instrumented in LeverBench, and logged in your CRM in real time.

01 Cold Calling & Appointment Setting

Dedicated U.S. SDRs who book meetings that show up

A dedicated, U.S.-based SDR, coached on your category, script, and objections, holds real business conversations and books qualified meetings straight onto your calendar. Outbound calling paired with personalized email, built to open doors with decision-makers.

What’s included
  • Dedicated U.S.-based SDR & pod
  • Outbound calling + personalized email
  • BANT qualification on every lead
  • Confirmed, briefed meeting handoffs
  • Demo & discovery-call booking
  • Category-fluent scripting
  • Objection handling & follow-up cadence
  • 100% activity logged to your CRM
Outcomes
  • Qualified meetings booked on your calendar
  • First booked meetings in weeks, not months
  • A repeatable outbound motion you can measure
Booked Meetings · this weekLogged in your CRM
Discovery call: VP Sales
Confirmed · briefed · added to calendar
✓ Booked
Product demo: Director, RevOps
BANT-qualified · reschedule protected
✓ Booked
Follow-up: Head of Demand Gen
Nurture · re-engage in 30 days
Sequenced
Activity
Dials, connects & conversations, all captured
100% logged

A live view runs inside your CRM.

02 Account Research & Verified Data

Every call opens with a reason to talk

Before a rep ever dials, we build the target list to your ICP with verified, waterfall-enriched data, surfacing the real buying committee, direct dials, and the hiring, tech, and intent signals that make outreach relevant instead of random.

What’s included
  • Waterfall enrichment across multiple sources
  • Verified emails & direct dials
  • Buying-committee mapping per account
  • Firmographics & tech-stack detail
  • Hiring, funding & intent signals
  • ICP-built, compliance-checked lists
  • Tailored talking points per account
  • Continuous list refresh & hygiene
Outcomes
  • Higher-quality conversations, not spray-and-pray
  • Reps reaching real decision-makers
  • Targeting that gets sharper every cycle
Account ResearchVerified · buying committee
VP, Revenue Operations
Economic buyer · direct dial verified
✓ Verified
Director, Sales
Champion · email + mobile
✓ Verified
Head of Demand Gen
Influencer · on the committee
Reveal
Signals
Hiring 3 SDR roles · runs HubSpot · recent funding
Intent

Client records redacted for privacy.

03 SDR Enablement & Coaching

Quality that holds as volume scales

Your dedicated SDR is coached every call against a scored quality rubric using our Reframe (Challenger-led) methodology. Real-time talk-track and objection guidance keep conversations sharp, and weekly QA keeps the bar high, so scaling outbound never means diluting it.

What’s included
  • Reframe (Challenger-led) methodology
  • Real-time talk-track & objection guidance
  • Weekly coaching + call QA to a rubric
  • Category & persona onboarding
  • Your pod: strategist, researcher, SDR, AM
  • Post-call intelligence logged to your CRM
  • Script iteration from real objections
  • Ongoing enablement as your message evolves
Outcomes
  • Consistent conversation quality at scale
  • Faster ramp than hiring in-house
  • Objection intelligence that feeds your GTM
Script & Coaching · The ReframeCoached every call
Opener: name the cold call, earn 30 seconds
Reframe: lead with an insight, not a pitch
Objection: “we’re all set” → make the decision easy
Coaching note: Own the frame: assume the next step and offer an either/or. Scored against the Challenger rubric on every call.

Live inside your CRM.

HubSpot Solutions Partner
Certified HubSpot Solutions Partner

HubSpot CRM Advanced Implementation

Across every hub. We do not just run outbound on top of your CRM. As a Certified HubSpot Solutions Partner, we architect and implement HubSpot the way revenue teams actually use it, so your data, pipeline, automation, and reporting are built right from day one.

Across all hubsMarketingSalesServiceContentOperationsCommerce

Data migration & hygiene

Move off Salesforce, Marketo, or spreadsheets with clean records: deduplicated, validated, and mapped to the right fields.

CRM architecture

Custom objects, properties, lifecycle stages, and pipelines designed around your real revenue process, not a generic template.

Automation & routing

Lead scoring, assignment and routing, plus lifecycle and deal-stage workflows that keep your team moving without manual busywork.

Integrations

Connect your ERP, finance, and support stack, with custom API work where native connectors stop, so data flows across your tools.

Reporting & attribution

Executive dashboards, forecasting, marketing attribution, and full revenue-lifecycle analysis that leadership can trust.

Adoption & enablement

Admin and end-user training, playbooks, and documentation, plus post-launch optimization so the platform actually gets used.

Industry research puts CRM implementation failure rates as high as 70 percent, almost always from poor adoption rather than the software. As a Certified Solutions Partner, we can deliver your HubSpot onboarding directly across Marketing, Sales, Service, and RevOps, then coach your team until it sticks.

Scope your HubSpot implementation
How a program runs

Live in 7 to 14 business days

From kickoff to first dials, timing scales with your program: entry CPC and Starter engagements launch fastest, while Growth-tier and enterprise programs typically go live within 10 to 14 business days depending on campaign complexity.

1

Strategy & scoping

We review your ICP, targets, and funnel math on a 30-minute consultation, then scope the right program.

2

Research & build

We build your verified target list, script, and CRM instrumentation, then assemble your pod.

3

Launch & coach

Your SDR starts dialing, coached every call, with everything scored live in LeverBench.

4

Review & optimize

A biweekly 5-Lever Campaign Review turns data into the next set of moves.

Works withHubSpotSalesforcePipedriveZoho& more

Scope the right program.

Book a 30-minute strategy session. We’ll assess your ICP, run the funnel math to your number, and recommend the engagement program that fits your growth stage.

Request a Consultation