1. Fill out our onboarding form

After signing our proposal, we'll have you fill out an onboarding form so we can understand more about you and your business.

2. Schedule a kickoff call

Our account managers will go over your onboarding form on a call with you to formulate an initial campaign strategy.

3. Onboarding Setup

We'll take all the information from the kickoff call to set up your inboxes, build your lead list, and write your campaign cadence.

4. Campaign Launch

After the campaign cadence and lead list has been approved, our team will launch your campaign.

5. Meetings Delivered

Once we've confirmed a meeting-ready-lead, we'll book them into your calendar and brief you on everything you need to know.

6. Campaign Adjustments

Aside from the weekly reports, our Customer Success Managers will do a monthly check-in call to go over recommended adjustments to continually improve the campaign performance.

How We Work

1. Fill out our onboarding form

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