What do we need to provide to get started?

Cormac Repman
1 day ago
3 min read

To get started with our outbound SDR service, we need just four pieces of information from you: your target accounts or industry, your average deal size, your desired monthly meeting volume, and your definition of a qualified meeting. We keep the onboarding process lightweight so you can start generating meetings within weeks, not months.

Tell Us Who You're Targeting

The clearest starting point is your ideal customer profile (ICP). Are you pursuing a specific list of accounts, or do you want us to identify prospects within a particular industry, company size, or geography? We've found that companies with a defined target account list (TAL) get faster traction, but industry-based targeting works just as well if you can describe the buyer profile accurately. For example, "VP of Sales at SaaS companies with $10M+ ARR in the US" is specific enough for us to begin research and outreach. If you have existing customer data, even better. Share your best customers, and we'll reverse-engineer common characteristics like employee count, geography, growth stage, and industry vertical.

What's Your Average Deal Size?

This number shapes everything about our approach. We use it to determine the level of personalization and research our SDRs invest per prospect. If your average contract value is $50,000 or higher, we'll spend more time building context and crafting custom messaging for each prospect. For deals averaging $15,000, we'll balance personalization with volume to hit your meeting targets efficiently. There's no "wrong" answer here; we just calibrate our approach to match what makes sense for your business model and sales capacity.

Set a Monthly Meeting Goal

How many qualified meetings do you want to schedule each month? We typically work with targets ranging from 5 to 20 meetings monthly, but we can adjust based on your team's capacity and sales cycle length. A $500,000 ACV company might target 8 meetings per month. A lower-ticket product might aim for 20. A longer B2B sales cycle might call for just 5. This number helps us scope the campaign size, allocate the right resources, and build a forecast you can rely on.

Define What "Qualified" Actually Means

This is the most important step, and it's different for every company. A qualified meeting for a B2B SaaS company might mean the prospect has budget approval authority, the company fits your ICP, and they've indicated interest in a specific pain point during initial conversation. For service businesses, qualification might simply mean confirmed attendance plus a genuine fit to your service scope. Some clients require a specific budget range confirmed during discovery; others want the prospect to have a timeline to implement within 60-90 days. We'll document your specific criteria so our SDRs know exactly who to book and why.

Why We Need This Information

We keep the upfront requirements minimal because we're paid only when we deliver results. That means we're incentivized to understand your business deeply and build targeted campaigns that send you actual prospects, not volume for volume's sake. The four data points above let us build that foundation quickly and accurately.

Ready to Get Started?

Once we have this information, we'll build your campaign strategy and get your first outreach batches live within 5-7 business days. Most teams see their first meetings scheduled within 2-3 weeks.

Ready to discuss your targeting strategy? Book a call with us to get started.