No trial. No demo. No "let us show you a dashboard." For thirty days we operate as the client's outbound engine — we build the target account list, enrich the contacts, run the campaign, and capture the first-party signals off their own website. At the end we hand over a proof pack with real names, real journeys and real warm leads.
Your job is to bring a client who passes three gates. That's it.
"For one month they'll run your outbound for you, and they cover the cost. They'll build the list of companies you should be going after, find the actual decision-makers with verified contact details, run the campaign, and put tracking on your website so you can see which of those companies come and look at you afterwards."
"At the end of thirty days you get a report with names in it. Which companies were reached, who engaged, who came to your site and what they read, and which ones are warm enough to call."
"You're not signing anything. You're not paying for the month. If the report is worth nothing to you, you walk away with the list."
The reason this converts is that it removes the two things that kill B2B software deals — the implementation risk and the "will it work for us" question. There's nothing to evaluate. There's a month of work, and then evidence.
Platform and infrastructure cost, enrichment credits, campaign build, list construction and the operating time for the month.
A website we can tag, a named point of contact, a one-hour ICP session, and sign-off on the messaging before anything sends.
The target account list and the proof pack, whether or not they continue. That's the pay-forward part, and saying it out loud is what makes it credible.
Referral terms — commission, trigger and timing to be confirmed before distribution.
A month of paid-for work is a serious commitment on our side, so the filter has to be real. Each gate below is written as a question you can ask in ordinary conversation — you never need to use a technical word.
The whole engine identifies visiting companies and reaches buying groups. A consumer business has nothing for it to work with. And the sale has to be big enough that a handful of warm leads changes their quarter.
This is the attitude gate, and it's the one partners get wrong most often. We're not looking for someone who understands data strategy. We're looking for someone who is fed up — ads getting more expensive, lead lists going stale, platform changes hurting them, agency reports they don't trust. That frustration is the readiness signal.
The hardest gate and the one that decides whether the month succeeds. We can deliver forty warm leads into a business with no one to work them, and thirty days later it looks like the programme failed. It didn't — the follow-up did.
They must let us put a tracking tag on their website. Without it there is no first-party data, no visitor journeys, and no proof pack worth the name — we'd be running a generic outbound campaign and calling it something else.
You don't need to explain it. Just confirm the door is open: "Would your web person be able to add a small tracking snippet to the site? Takes them ten minutes." If the answer is "we'd have to go through a long approval" or "we don't control the website," flag it to us before you promise anything.
These aren't guesses — they're the segments where the offer has already found traction or where the buying pattern fits the model exactly. Red means go there first.
Why they convert: long sales cycles, named-account buying, a marketing owner who already thinks in pipeline terms, and genuine pain from rising paid-acquisition costs.
Why they convert: high-value relationships, referral-dependent growth that has plateaued, and almost no existing digital acquisition capability — so the improvement is dramatic and obvious.
A company that sells to enterprises, has a named list of target accounts they're already trying to win, and isn't landing them. They've done the hard thinking about who they want. They just have no way to tell which of those accounts is warming up, and no reliable way to reach the right people inside them. That is exactly the gap this month closes, and the conversation is short because they already understand the problem.
Share this with the client. Knowing the shape of the month is what converts "sounds interesting" into "let's start." The order matters — each stage feeds the next.
Tracking goes live on their website. We run a working session to define exactly who they want to sell to — industry, size, geography, job titles, the accounts they've been chasing without success. Their existing target list, if they have one, goes in here.
We build the target account list, then find and verify the real decision-makers inside each one — not one contact per company, but the buying group. Every email is validated before it enters the campaign so their sending reputation stays clean.
They see and approve every message before it sends. Nothing goes out in their name that they haven't read. Then the campaign launches and the first responses start landing.
This is where the two halves connect. People who received the outreach start visiting their website — and because the tag is live, we can see which companies came back, which pages they read, how long they stayed and how often they returned. That behaviour is what separates a polite reply from a real buyer.
Warm leads don't wait for the report. As accounts cross the intent threshold they go straight to the client's team with the full journey attached, so follow-up happens while interest is live.
Full report, walked through live. Then one straightforward conversation about whether to continue.
Say these numbers out loud when you're pitching. A specific list of what they'll receive is far more persuasive than any promise about results, and it sets expectations we can actually meet.
| Measure | What it means in plain terms | Why it matters to them |
|---|---|---|
| Accounts identified | Companies matching their ICP, built into a named target list | An asset they keep regardless of what they decide |
| Accounts touched | Companies that actually received outreach | Proof of reach — the top of the funnel, filled |
| Contacts enriched | Named decision-makers found and verified inside those companies | Shows the buying group, not one guessed contact |
| Contacts engaged | People who opened, clicked or replied | The first real signal of interest |
| Accounts returning to site | Companies that came to the website after being contacted | The moment outbound and first-party data connect — this is the number that sells the platform |
| User journeys captured | Page-by-page replay of what each account read, how deep, how often | Their sales team walks into calls knowing what the prospect cares about |
| Warm leads delivered | Accounts that engaged and showed buying behaviour on site | The headline number — the one the founder will judge the month on |
| Meeting-ready leads | Warm leads with a named contact and a clear next step | Directly convertible pipeline |
| First-party vitals | Return visits, pricing-page views, session depth, time between touch and visit | The evidence that intent is real rather than polite |
"Here are eleven companies that read your pricing page after we contacted them. Three came back twice. Your team hasn't called any of them yet."
That sentence is why the tracking tag is non-negotiable. Outbound alone produces replies. Outbound plus first-party data produces named accounts with observable intent — and that's a category of evidence they have never seen for their own business before.
The month is not a gift with no ending. Set the expectation on day one and the final conversation is easy — spring it at the end and it feels like a bait-and-switch, which costs you the relationship as well as the deal.
"At the end of the thirty days they'll show you what they found and ask whether you want to carry on. If yes, you move onto a paid plan and keep the engine running. If no, you keep the list and the report and there's no invoice."
"They do this because arguing about software in a meeting is a waste of everyone's time. They'd rather show you your own pipeline."
Client moves to a paid plan and keeps the engine running with their own team or ours. This is the outcome the whole programme is built for.
Results are promising but the month landed badly — a holiday period, a leadership change, a slow start on the tag. We may extend rather than lose it. Our call, not a default.
They keep the list and the proof pack. We stay in touch. A well-run close-out often comes back six months later, so never let this end badly.
Hi Name — something I think you'd want to hear about.
A team I work with is running a programme where they take on your outbound for a month, at their cost. They build the list of companies you should be targeting, find the actual decision-makers, run the campaign, and track which of those companies then come and look at your website.
End of the month you get a report with real names — who was reached, who engaged, who's warm. You keep it either way.
They're only doing a few of these. Want me to put your name forward?
1. "Who buys from you — companies or consumers? And what's a typical deal worth?"
2. "Where are your leads coming from today, and how's that working out?"
3. "If I handed your team twenty warm leads on Monday, who picks them up?"
4. "Could your web person add a small tracking snippet to your site? Ten-minute job."
Four questions, under three minutes. If all four land well, you have a qualified pay-forward candidate and you should make the offer in that same conversation.
Hi Name, I'll be direct.
I work with a team running a limited programme for B2B companies: they operate your outbound for thirty days at their own cost — target list, contact research, campaigns, plus tracking that shows which companies visit your site afterwards.
You get a proof pack with named accounts and warm leads at the end. No cost, no commitment, and you keep the list.
It only suits companies selling into other businesses with a team ready to follow up. Sounds like company might fit — worth a short call?
1. Company name and website
2. Contact name, role, phone or email
3. What they sell and roughly what a deal is worth
4. Where their leads come from now, in their words
5. Who follows up on leads — the answer to gate three
6. Whether they can get the tag installed
7. Any target account list they already have
Do not say "you'll get thirty leads." Volume depends on their market size, their website traffic, their deal size and their own follow-up. Promise the process and the report — the specific measures listed in the proof pack — never a result. A partner who over-promises creates a disappointed client and burns a relationship that took years to build.
Campaigns run on properly configured sending infrastructure, and every message is approved by the client before it goes out. If a prospect asks who the emails come from or expresses concern about how their contacts were sourced, don't improvise — that's a question for our team, and the answer is part of what we set up in week one.