AI Automation Firm
They wanted a predictable outbound channel that did not depend on referrals or founder hustle.
BOOKRRCold email, LinkedIn, and cold calling, run as one engine. This doc shows the full system and the three ways to get it running: build it yourself, build it with us, or have us run the whole thing for you.
A 10-MINUTE WALKTHROUGHWatch this first. It gives context for everything that follows and explains the thinking behind the system.
Book a Free Strategy CallEvery company chasing outbound is trying to reach the same place: a steady flow of qualified sales calls landing on the calendar. The engine that produces those calls looks the same every time. What you are really choosing is who builds it and who drives it.
You build the engine and you drive it, relying on your own team's expertise.
Everything you need to do this is in this doc. Realistically it runs over $12,000 a month in people, data, and tools, and takes 4 to 6 months before you are ready to start.
We build the engine inside your business, train your team to drive it, and stay in the passenger seat. You get a fractional go-to-market team: Jake as your fractional CMO and go-to-market engineer, Larry as your fractional sales leader.
The infrastructure, the data, and the playbook live in your business from day one. It is your engine forever.
We build the engine, we drive it, and qualified sales calls show up on your calendar.
We build and manage the entire system end-to-end. Your only job is to focus on closing.
Same engine in all three. What you are choosing is the seat: build it and drive it alone, drive it with us beside you, or sit back while we drive and just take the calls.
This doc breaks down the full system, phase by phase. Whichever path you choose, everything we build becomes yours: the data, the infrastructure, the workflows. It feeds your entire outbound motion going forward.
Before anything gets sent, we build a deep knowledge base on your market from three sources.
Onboarding Intake & Assets. We pull everything you already have: sales and marketing assets, call transcripts, case studies, and past campaign data. Most of what we need to position you well already lives inside your business. We can also send a short form to a few of your customers to capture why they bought, in their own words.
AI Market Research. Custom AI agents we built specifically for go-to-market research map your market and competitors in depth. The output is a full company analysis, market analysis, and a complete TAM map.
TAM Mapping & ICP Scoring. Every segment you serve today, plus every adjacent segment you could serve. Most companies only reach 10 to 20% of their addressable market. We map the other 80 to 90% and score all of it.
| Tier | Fit | How We Treat Them |
|---|---|---|
| 1 | Best Accounts | Standard treatment |
| 2 | Strong fit | Standard campaign |
| 3 | Adjacent | Test at low volume |
The TAM map and 90-day outbound strategy alone is worth the first month. Most companies have never had an exact, scored number on how big their market actually is.
We craft the offers and messaging that get replies on email and on the phone, tested across dozens of variations.
A messaging workshop for each segment. Five angles, four persona tiers, and an offer that carries across every channel. Whatever we build here is what your emails say and what your caller says, so the prospect hears one consistent message.
The Math: 5 angles x 4 persona tiers = around 20 micro-campaigns per month, segmented by ICP score, persona, and angle. As a general rule, we run one fresh messaging variant for every 500 to 1,000 emails, so the message always fits the list.
The call script: Your caller does not work off a generic script. We write the call script from the same research and the same winning angles as the email campaigns, so a prospect who gets an email and then a call hears one coherent message, not two disconnected pitches.
Example: For the AI automation firm we worked with, instead of pitching their service directly, we built a free AI audit offer. Prospects booked a call to map out what they could automate, and on that call they found a dozen opportunities they never knew were possible. The offer sold the value of the call itself.
We reach every account across email, LinkedIn, and a dedicated SDR team. Not every account gets the same treatment. Effort matches opportunity.
| Tier | Fit | Channels |
|---|---|---|
| 1 | Best Accounts | Cold Email + LinkedIn + SDR team. Maximum touchpoints. |
| 2 | Strong Fit | Cold Email + LinkedIn + SDR. Two direct channels working the account together. |
| 3 | Adjacent | Cold Email + SDR. Lower volume, testing the segment before committing more resources. |
The Dedicated SDR Team. A dedicated SDR team manages the outbound and calls prospects showing interest, converting them into sales qualified leads. The SDR team is recruited, trained, and managed entirely by us, fluent in English, vetted before they ever touch your accounts, and live within 30 days. There is no hiring, training, or managing on your end.
The call is never truly cold. By the time the phone rings, that account has already seen you in their inbox and/or on LinkedIn, so your name is familiar. Email and calling work together: email warms the account, the SDR team makes sure they are qualified and booked to a sales call.
Someone raises their hand, sits in an inbox for six hours, and they've moved on by the time anyone calls them back. The interest was real. The follow-up was too slow.
The moment a prospect shows interest, three things fire at once:
You see every lead and every booked call in the tools you already use, and you manage none of it. Anyone not ready yet goes into nurture, so you're still the name they know when their timing changes.
Every sales call you take gets transcribed and fed back in. The objections people raise become your next angles. The segments and offers that close get more budget, the ones that don't get cut. Six months in, the system books more meetings than it did on day one, off the same spend.
Everything else runs and improves on its own.
*Click to expand
One system covers every part of your outbound, from strategy and infrastructure to daily management and booked calls. We handle the complexity so you can focus on closing. This is the full done-for-you scope. On the done-with-you track, we install the same system inside your business and train your team to run it.
If you went and built all of this yourself, you would be hiring an SDR, standing up your own sending infrastructure, buying data and tools, and assembling the whole system piece by piece. Realistically that runs over $12,000 a month, and it takes 4 to 6 months before you are even ready to start. That's a total of $48,000 - $72,000 + hundreds of hours on hiring, training and learning before you see any results.
We have already built it, so you can get it at a fraction of that cost. Your system goes live in about 14 days, and you skip the hiring, the ramp, and the guesswork entirely.
Different industries, same system, same goal: more qualified conversations with real buyers, month after month.
They wanted a predictable outbound channel that did not depend on referrals or founder hustle.
They wanted to scale conversations fast without their close rate slipping.
Consult volume tripled across the quarter as the system scaled.
They wanted their calendar filled with qualified sales calls without adding headcount.
One month of output, with another $15K in installment payments on top.
They wanted outbound that compounded instead of starting from scratch every month.
Three straight months of growth, with our outreach feeding the pipeline.
Everything in this doc is the exact system we build and run for clients. From here you have three options.
Whichever path you choose, everything we build is yours to keep. The data, the infrastructure, the workflows, all of it stays with you and feeds your outbound going forward.
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