The Success Roadmap
Lead to appointment: 3-7 business days
Prospect Research
Human
We identify high-intent prospects using Apollo.io and LinkedIn data filtered by activity level.
Automation Layer
None at this stage. Research is high-touch to ensure quality leads.
Database Build
Human
We create segmented lists by location and experience level with verified contact information.
Automation Layer
Airtable automatically segments the database so nothing has to be sorted by hand manually.
Cold Calling Outreach
Human
Our ISAs call prospects directly to pitch value, check budget, and assess specific pain points.
Automation Layer
Twilio and CallRail record and transcribe every call so nothing depends on manual note-taking.
Lead Qualification
Human
ISAs verify authority and validate budget readiness, disqualifying tire-kickers very early on.
Automation Layer
Leads are scored against a 100-point rubric with AI sentiment analysis flagging all signals.
Appointment Handoff & Deal Closing
Human
Qualified summaries are delivered to your team. Agents take deals forward to the final closing.
Automation Layer
Instant calendar sync and CRM lead routing ensure your agents are prepared for every meeting.
Lead Quality Guarantee
Budget Confirmed
+25
Timeline Clear
+25
Decision-Maker Identified
+25
Responded Positively
+25
Score Bands
75-100 — Excellent (40-50% conversion)
Below 50 — Not sent as a lead
50-74 — Good (25-35% conversion)
Elite Guarantee: If your appointment show-rate falls below 40%, we refund the difference or replace underperforming leads — free of charge.