We book pre-vetted, relevant decision-makers on your calendar.

We handle everything from generating the lead and calling them to qualify their intent, through to booking them on your calendar. We even make sure they show up.

30 qualified meetings in 60 days. Every prospect spoken to before booking. Only meetings that show count.

Around two weeks of setup before the 60-day delivery window starts.

The Phone First Framework

Human Qualification

We call every prospect before booking to check they meet your criteria and have a reason to discuss your service.

Attendance Accountability

We handle confirmation and follow-up through to the meeting. If they don't show, we handle rebooking.

Pre-Call Handoff

Your salesperson gets the qualification transcript and context before the call, so they know what has already been discussed.

Companies we've booked meetings for

CGS TeamImperio DigitalLegalSoftMedVirtualOcean CapitalParalectTLTC CGS TeamImperio DigitalLegalSoftMedVirtualOcean CapitalParalectTLTC
Before the booking

Been burned by a cold email agency before?

A calendar booking that left your salesperson doing the qualification. Or, even worse, sat waiting for someone who never shows up.

You were paying for sales conversations. Your team ended up finding out who was worth speaking to, chasing missing prospects and trying to work out what had been promised before the call.

The wrong person on the call

A plausible job title doesn't tell you whether the company fits or the person is involved in the decision. Those checks belong before the booking.

They have no reason to meet

Someone asking for information can still have no interest in a sales conversation. We ask what they want to explore and confirm they understand the meeting.

They never show up

Your salesperson prepared and kept the time free. We stay responsible for confirmation, follow-up and rebooking. A no-show doesn't count towards the package.

Your salesperson starts blind

They have a name and a calendar invite, but no context. We pass over the qualification transcript and what the prospect has already told us.

You're still doing the agency's work

Following up with leads and turning replies into bookings takes time. We handle that work through to attendance.

Hiring an SDR became another job

Finding someone, preparing them for your service and managing their outreach all fall on your team. We prepare and manage the caller, with your input on the criteria and feedback on meetings.

What we handle

We handle the work through to the meeting.

Find them
We map your market and identify the companies and decision-makers you want to reach.
Engage them
We contact those prospects and start conversations about the problem your service solves.
Qualify them
We speak with each prospect before booking and check the requirements agreed with you: fit, need, interest and purpose.
Nurture them
We prepare them for the meeting, confirm attendance and follow up if they miss it. Your salesperson receives the context before joining.

Your team takes the sales conversation, follows up on opportunities and closes the business.

Getting started

What happens when we start

01

Integrate

We gather your sales assets, understand your audience and agree what makes a meeting worthwhile. That includes who qualifies, who doesn't and what we must establish before booking.

02

Build

We build the qualification script with you, prepare the caller for your account and get your target list ready. You approve the targeting and wording.

03

Launch

We start outreach, speak with prospects and book those who meet your criteria. We pass the qualification context to your team and handle attendance follow-up.

04

Refine

We use the conversations, objections and your feedback on meetings to improve our script and approach.

Setup usually takes around two weeks. The 60-day delivery window starts after setup.

Proof

Problems our clients came to us with

The LawTech Consultancy: relying on referrals and events

The founder relied on conferences and networking to reach General Counsel and Legal Operations contacts. We mapped that audience, agreed the qualification criteria and called prospects to check fit and interest before booking.

20 calls in the first 45 days.

Watch the Client Story

CGS Team: bookings that didn’t become useful conversations

Their internal team was booking meetings, but the show rate was around 60% on a good day, and some people who attended were unqualified. We tightened qualification and implemented attendance follow-up.

Show rate reached 75%. 24 meetings booked in the first six weeks.

Watch the Client Story

Paralect: previous agencies booked the wrong companies

Paralect needed software companies. Previous agencies had put hardware businesses on the calendar. We used their existing clients to define the audience, identified relevant decision-makers and called prospects to check fit and intent before booking.

52 meetings in 10 weeks. A client signed on a $10,000-a-month retainer.

Watch the Client Story
Who we work with

Who this works best for

A good fit

  • Your customers are worth $10,000 or more annually or over the full relationship.
  • You have a service that sells when you get in front of the right people.
  • You want more sales conversations without building and managing an outbound team.
  • Your team can take the meetings, follow up and close.
  • There is a large enough relevant market for the campaign. We assess that with you before agreeing the work.

We may not be a fit yet

  • Customer value doesn't support the cost of acquiring a client this way.
  • You are still working out what you sell or who buys it.
  • You have no capacity to take and follow up on sales calls.
  • You need an outsourced team to handle the sales call and closing as well.
FAQ

Answers to the usual questions.

How do you define a qualified meeting?

We agree the criteria with you before outreach starts, then check them in a phone conversation before booking.

Fit: the right company and decision-maker.
Need: a problem or objective your service can help with.
Interest: a reason to explore your service.
Purpose: they understand who they're meeting and what the call is about.

If budget, an active project or a particular timeframe is required, we agree that upfront. A missing required answer means more qualification before booking.

What makes this different from another lead-generation agency?

We call every prospect before booking, pass the qualification transcript and context to your salesperson, and handle follow-up through to attendance. If someone misses the meeting, we handle rebooking. You can see why the meeting was booked and who is responsible for getting them there.

What happens if someone doesn't show up?

We follow up and handle rebooking. A no-show doesn't count towards your package.

Does qualified mean they're ready to buy?

It means they meet the criteria we've agreed and have a reason to discuss your service. They still need to decide whether you're the right provider. Your salesperson handles the sales conversation, proposal and closing.

What will my salesperson receive before the call?

The qualification transcript and key context: the prospect's situation, why they want to meet, what has been discussed and what remains unanswered.

How long does setup take?

Usually around two weeks. We use that time to agree the audience and qualification criteria, build the script and prepare the caller. The 60-day delivery window starts after setup.

What is the offer?

Our Phone First Pilot is 30 qualified meetings in 60 days, with every prospect spoken to before booking. Only meetings that show count. If we're short of the agreed 30, we continue without an additional service fee until we've delivered them, under the terms we agree.

How involved does my team need to be?

We need your business context, approval of the targeting and wording, available calendar time and feedback on the meetings. We manage the outreach and booking work. Your team handles the sales conversations and closing.

What does it cost?

The standard package works out at $500 per qualified meeting that shows. We'll go through the scope, payment schedule and terms once we've understood your business.

What should have been checked before your last poor meeting?

Let's start there. We'll look at your audience, what you've tried and what would make a meeting worth taking for your team. Then we'll explain whether Phone First can help and how it would work for your business.

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