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How It Works

A clear process from campaign setup to booked appointments.

Four stages, agreed up front, with reporting so you can see the pipeline activity behind every appointment.
The process

Four stages, one accountable team

STEP 1

Campaign setup

We start with your business so outreach reflects how you actually sell.
  • Service area and job types
  • Ideal customer profile
  • Offer and messaging approved by you
STEP 2

Qualification

Criteria are written down before any outreach begins, so everyone knows what a good appointment is.
  • Property and ownership criteria
  • Decision maker requirements
  • Notes captured for your closers
STEP 3

Scheduling

Qualified prospects are booked directly into the calendar your sales team already uses.
  • Calendar and availability rules
  • Confirmation and reminders
  • Clear handoff to your team
STEP 4

Reporting

You get regular visibility into outreach activity and appointment outcomes.
  • Pipeline activity summaries
  • Appointment status tracking
  • Regular review of what to adjust
Getting started

What we need from your team

A defined market

Where you work and the jobs you want more of.

A booking process

Who takes the appointments and how quickly they follow up.

Clear criteria

Your definition of a qualified conversation worth a visit.

Let us walk you through it.

Book a consultation and we will map the process to your market and team.
Book a Consultation →