Understand what already sells
Bring your offer, examples of client results and available sales-call recordings. In the workshop, we establish who buys, why they choose you and which companies to exclude.
Getting started with Outbound OS
Get Started with the Phone First Framework
The goal is 5-20 qualified opportunities in 90 days, or you don't pay. We start by understanding what you sell, which customers you want more of and how your team turns sales conversations into clients.
We then build and run the targeting, outreach, phone qualification and follow-up inside your business. You approve the approach, take the sales calls and own the accounts, data and process.
Around two weeksTypical setup before launch
90 daysDelivery from launch
Your accountsOwnership from day one
From your first workshop to launch
Agree the audience and message
We turn that context into targeting, messaging and qualification criteria. You review and approve the audience and copy before outreach begins.
Set up the accounts and workflows
We build the outreach process in your accounts and connect the agreed CRM, calendar and reporting workflows. The contact data, campaigns, scripts and operating instructions belong to you.
Prepare qualification and launch
We agree the four qualification pillars for your market and prepare the caller. Once the setup and approvals are complete, we begin outreach and call interested prospects before booking.
Setup usually takes around two weeks. We agree your launch timing with you, including the access and approvals needed to get started.
What you need to contribute
During setup
Give us access to the agreed accounts, take part in the workshop and approve targeting and messaging. Your knowledge of the offer and customers shapes the work.
During delivery
Take the sales meetings, follow up on opportunities and keep CRM outcomes current. Make sales-call recordings available so we can review the conversations and improve the approach.
How we work together after launch
Campaign management
We run outreach, qualify interested prospects, prepare the meeting context and handle attendance follow-up and rebooking.
Direct communication
You have one-to-one access to Liam and the team. Questions can be raised as they come up, without waiting for a scheduled meeting.
Updates and reviews
You receive weekly written updates and monthly reporting. Calls can run every two weeks, with optional weekly calls when needed.
Agree the scope before we begin
We discuss the investment after understanding your offer, market and sales goals. Before work starts, we agree the scope, responsibilities, payment schedule and commercial terms with you.
The work covers the agreed targeting, outreach, phone qualification, follow-up and reporting. Your team handles the sales conversations and closing.
Discuss your scopeSee the current Outbound OS walkthrough
Watch Liam explain the system on the homepage, then read how we qualify prospects and prepare your salesperson for each conversation.