A personal approach.
A clear process.

First, agree what a good meeting looks like.

Before outreach begins, we put your target organizations, buyer roles, relevant needs or interest, and exclusions in writing. We also agree on the message and the channels I may use. A calendar invite alone is never the outcome.

Read the guide to qualified meetings →

From your list to a live conversation.

1. Define the right conversation

   We agree on your offer, target organizations, eligible buyer roles, and what makes a meeting qualified.

2. Prepare your campaign

   You supply the prospect list and contact details. Together, we confirm the message, exclusions, outreach channels, and calendar availability.

3. Start the outreach

   I make personal calls, qualify interest, and coordinate appointments. Any email support is agreed before launch. You receive activity notes and weekly updates.

4. Meet, review, and decide

   You lead the sales conversation and share the outcome. We agree on your per-meeting rate in writing before outreach begins. Only qualified held meetings are billable. After the pilot, continuing requires a separate signed activation.

What I need from you.

• A usable prospect list with contact details, plus existing customers, active opportunities, and other accounts to exclude.
• Accurate information about one offer, approved claims, and written approval of targeting and outreach.
• Meeting availability and the account access needed to coordinate bookings.
• Attendance, outcome notes, and any necessary follow-up request within two business days of each meeting.

List sourcing, purchasing, scraping, enrichment, and finding missing contact details are outside the current service. We check that your supplied list is ready before confirming the start date.

Start with a focused, paid pilot.

The pilot is billed at Custom pricing per qualified held meeting, with no upfront base fee or monthly retainer. It ends when two qualified held meetings occur, 10 total delivery hours are used, or 14 consecutive calendar days elapse—whichever comes first. Two meetings are a goal, not a guarantee.

We complete the initial agreement and onboarding before launch. The pilot does not renew automatically. If we decide to continue, both parties sign a separate post-pilot activation. A qualifying pilot-booked meeting held later is still billable at the same rate.

You take the meeting. We keep the record clear.

I provide qualification notes and maintain a shared meeting log. You lead the meeting, present your services, and handle proposals, pricing, negotiation, and closing. In your meeting notes, let me know if follow-up is necessary, what the next step is, and when it is needed.

Before launch, we agree on attendance verification. Client-hosted meeting recordings and limited dispute review follow the consent and access arrangements in the signed agreement; alternative evidence is used when a recording is unavailable.