The Program
Outbound run like a practice, not an agency.
You approve every list and every letter before it goes out. We report back on a monthly coordination call. The program gets tighter each cycle.
Nothing goes out without your sign-off. Every list, every letter, every cycle adjustment is reviewed with you before it runs. The monthly call is where we walk through what responded, what it means, and what changes next. You are in the loop on every decision that affects the program.
Phase by Phase
| Phase | What happens | What we need from you | When |
|---|---|---|---|
| Discovery | One call, 45 to 60 minutes. We learn the practice economics, the buyer profile, what triggers the decision to engage, and what objections you hear from prospects who don't close. | Candid answers about what a closed engagement is worth and what you hear from buyers who say no. | Week 1 |
| List Build | Built from primary sources: regulatory filings, industry databases, court records, public data. Not bought. Each contact verified before it goes on the list. | Review and approve a representative sample. If a company type is wrong or a title is off, tell us before anything sends. | Weeks 2 and 3 |
| Copy Development | Written after the list, not before. We know who we are writing to before we write to them. One review round. The letter does not go out until you approve it. | One round of revisions. Written approval before launch. | Week 3 |
| Launch | Direct mail programs: pieces batched and mailed over the first week. Email programs: low-volume ramp over the first two weeks to protect deliverability and domain reputation. | Respond to replies as they arrive. We brief you on what to expect before the first piece goes out. | Week 4 |
| Monthly Coordination Call | We walk through what went out, what responded, and what the responses indicate about the list and message quality. Every recommended change is explained before it happens. | 45 to 60 minutes, recurring. Feedback on meetings introduced — what converted, what stalled, what the buyer actually said. | Monthly |
| Cycle Refresh | The list is tightened based on what the first round revealed. Non-converting responses get a different approach. Poor-fit companies are replaced. The message is revised from what we learned. | Honest assessment of the meetings we introduced — quality, fit, and whether the buyer's decision timeline is realistic. | Each cycle |
One call to determine whether the program fits your practice. We will tell you directly if it does not.
Talk to us about your practice