How it works

From kickoff to predictable pipeline in 90 days.

Most managed outbound vendors keep onboarding vague. Here is exactly what we ship, week by week.

Week 1 to 2

Onboarding and ICP workshop

  • ICP workshop with founders or CRO; align on 1 to 2 primary segments
  • CRM audit (HubSpot or Salesforce)
  • Domain procurement (3 to 4 secondary domains)
  • DNS configuration: SPF, DKIM, DMARC for all sending infra
  • Initial ICP list build and validation against your ICP criteria
  • Slack channel and reporting cadence set
Week 3 to 4

Infrastructure and motion build

  • Mailbox warmup begins (2 to 4 weeks at safe ramp)
  • Signal stack built in Clay (job changes, funding, intent, installs)
  • Weekly list validation and enrichment cadence established
  • Sequences drafted across cold email, LinkedIn, and calling
  • First list deployed and approved by you
  • AE handoff and objection-handling playbook documented in your CRM
Week 5 to 8

Pod runs the play

  • Sequences live across email, LinkedIn, and calling
  • SDRs handle replies, objections, and warm meeting booking
  • First booked meetings hit calendars by week 6
  • Weekly reporting in your Slack: meetings, replies, deliverability
  • Sequence iterations every 2 weeks based on data
Week 9 to 12

Refine and scale

  • Cost per meeting normalizes to vertical benchmark
  • Second ICP or signal lane launched if ready
  • Pipeline coverage projection delivered to CRO
  • 90-day pilot review: continue, expand, or part ways cleanly
FAQ

Frequently asked questions

Next step

See the 90-day timeline applied to your ICP.

90-day pilot, month-to-month after. No long contracts.