How it works
Build, Operate, Transfer.
A system shouldn’t arrive untested or depend on the people who built it. We build it in your own customer relationship management (CRM) system and tools, run it on real, relevant prospects, and train your team to run it. 3 months, $4,500 a month.
Build
Done when the first full workflow is live.
We define your market, set up how companies are researched and qualified, and build outreach inside your CRM and tools.
- Agree on exactly which companies you want to reach.
- Choose where to find them, and what we need to know about each one.
- Decide what makes a company worth pursuing, and when it should be rejected.
- Build the first end-to-end workflow.
Operate
Done when the agreed campaigns are live and the workflow holds up on real, relevant prospects.
We put the system into production. We process real, relevant prospects, launch the agreed campaigns, and improve the workflow based on what happens.
- Process real, relevant prospects at the agreed volume.
- Launch and run the agreed campaigns from your domains.
- Track where companies are rejected or need a closer look.
- Fix what real data exposes, and write down every recurring exception.
What running it for real exposes
Production shows what a test can’t. Operate is where we find these and fix them.
- Missing sources
- Data that looked available turns out to be patchy, out of date, or too thin at volume.
- Ambiguous companies
- Real companies that the original rules didn’t anticipate.
- Contact gaps
- The right company, but no reachable person in the right role.
- Workflow failures
- A step that breaks, or works but is too hard to maintain.
- Campaign constraints
- Deliverability, volume, or message limits that change earlier steps.
- CRM realities
- How your team actually uses the CRM, which is rarely how it was set up.
Transfer
Done when your team can run it without us.
We document how the system works, hand over the working assets, train the person who will own it, and close the remaining gaps before we step out.
- Hand over your workflows and assets.
- Document key decisions, exception handling, and maintenance.
- Train the people who will own it.
- Confirm your team can run it without us day to day.
What done means
The engagement is complete when all five of these are true.
- 1The system is liveThe agreed workflow runs in systems you own.
- 2It produces the agreed volumeIt produces the volume of companies and contacts we both agreed on, using real data.
- 3Qualification is written downThe rules for who qualifies, and the known exceptions, are documented.
- 4Outreach worksQualified records move into campaigns and your CRM as designed.
- 5Your team owns itYour team knows how to run, review, and maintain the system.
What we need from you
You stay responsible for your product, offer, pricing, sales execution, and the decisions only your business can make.
- One person who will own it after Transfer
- 2 hours of their time in week 1, then 30 minutes a week
- Access to your CRM and necessary tools
- Product, market, and sales context
- Your judgment on close calls when we ask
- A working sales process for the opportunities the system creates
What you keep
Everything is built in your own systems from day one. After day 90, the system, the setup, and the knowledge to run it stay with you.
You keep
- Your data and research outputs
- CRM configuration and workflows
- Campaign setup in your tools
- Your qualification rules as built
- Documentation and handover assets
We keep
- Reusable frameworks
- General methods
- Templates not specific to you
- Our own playbooks and know-how
Price and payment
$4,500 a month for 3 months, $13,500 in total. Each month’s payment is due before that month starts. Tool, data, and sending costs are not included.
| Build | Days 1–30 | $4,500 |
|---|---|---|
| Operate | Days 31–60 | $4,500 |
| Transfer | Days 61–90 | $4,500 |
| Total | 90 days | $13,500 |
Questions
Are tool, data, and sending costs included?
No. The $4,500 monthly fee covers our work. Tool, data, and sending costs are separate.
How much of our time does it take?
About 2 hours in the first week, then 30 minutes a week until day 90.
Who needs to be on our side?
One person. We train them during Transfer, and they own the system after we leave.
Whose email sends the outreach?
Yours. Campaigns send from your domains and mailboxes.
Can we stop after Build or Operate?
No. The three phases are one engagement.
Who sets the research volume?
We agree on it together.
What do we keep, and what do you keep?
You keep everything specific to your company: data, research, CRM configuration, workflows, campaign setup, and documentation. We keep our reusable frameworks, general methods, and templates.
What is the first conversation?
A 20-minute call with Siddhant Bhansali, our founder.