What does BraveOkays actually do?

We find the right people for your business, work out why they'd care, reach out on email and LinkedIn, call the ones who go warm, and put booked meetings on your calendar. You take the call and close it — that part stays with you.

How are you different from every other outbound agency?

Most agencies win on volume. They export ten thousand contacts, blast them, burn through your sending domain and move on. The newer version of the same mistake is pointing an AI at that list and letting it write and send. We use AI the other way round — to read everything public about a few hundred accounts and work out which ones are worth contacting and why — then a person writes and answers. Fewer emails, better replies, and a domain that still works in six months.

B2B companies selling something with real deal size — where one closed customer justifies the retainer several times over. If your average contract is a few thousand a year or more and you sell to businesses, this fits. If you're selling low-ticket or to consumers, we're honestly the wrong choice.

Do I need my own sales team?

You need someone who can take a sales call. That's it. We handle everything up to the meeting — you handle the meeting itself and everything after it.

Is this software or a service?

A service. There's nothing to log into, no seats and no credits to buy. The AI is our tooling, not a product we're selling you access to — what you get is a team doing the work, a shared Slack channel and a weekly number. If we disappeared tomorrow, you'd still own the domains, the data and the copy.

Should I just hire an SDR instead?

Sometimes, and we'll say so on the call if we think that's your answer. Hiring makes sense when you already know your message works, you have someone who can coach a junior properly, and you can wait out a hiring and ramp cycle. If you're still finding out whether outbound works for your market, buying a team that already exists is faster and easier to reverse — and either way you keep everything we build.

How many meetings will I get?

Between 50 and 200 a month, depending on the capacity you buy, once the ramp is done in month three. It's what we plan and staff for rather than a promise: what you actually land depends on your industry, your product and your price point, because a $2k/year tool books very differently from a $200k enterprise platform. We'll tell you on the first call which number is realistic for you rather than selling you the biggest one.

When do the first meetings land?

Usually weeks three to four. Week one is setup, week two is the first sends at low volume, and replies start converting into meetings from there. Anyone promising meetings in week one is either sending on a cold domain or lying about which.

Are these qualified meetings or just anyone who said yes?

They're qualified against the criteria we agree with you in week one. If someone books who shouldn't have, tell us in Slack — it means the criteria need tightening and we'd rather fix that than pad a number.

What if it doesn't work?

You'll have real data by the end of month two — replies, meetings, who's engaging — so you can decide with evidence instead of a promise. Billing is monthly with no notice period, so if the answer is no, you stop and you keep the domains, the data and the copy.

Do you guarantee results?

No, and be sceptical of anyone who does. Your plan's meeting number is the capacity we build and staff for, not a promise we've made about your market. What we do instead is stay month-to-month, report honestly every week, and tell you on the first call if we think the arithmetic doesn't work for your deal size.

How does pricing work, and why isn't it on the site?

One flat monthly fee, set by the meeting capacity you want us to build and staff for. We quote it on the first call rather than publishing it, because the honest number depends on your market, your deal size and how hard your buyers are to reach — and a figure on a page can only be right for one of those. It's billed monthly, with no annual contract, no lock-in and no notice period. If the arithmetic doesn't work for your deal size, we'll tell you on that call instead of quoting at all.

Roughly what should I budget?

It's a mid four to low five figure monthly retainer, in the range you'd expect for one experienced in-house SDR and the tooling around them — and it replaces both. You'll have an exact number, in writing, within twenty minutes of the first call, and there's no obligation attached to asking.

Is there a proof-of-concept period?

Yes. New engagements start at a discount for the first two months, because you're buying it before you've watched us work. It isn't a smaller version of the service — same team, same research, same channels, same meeting number and the same weekly reporting. Month two is roughly when you can judge whether the meetings are the right ones, and you're month-to-month throughout.

What changes if I buy more capacity?

Only the size. Every engagement gets the same AI research on every account, the same person cutting the list and writing every reply, the same email, LinkedIn and phone channels, the same briefs, Slack channel, weekly reporting and Lead Catcher. More capacity means more accounts researched, more leads qualified, more inboxes and LinkedIn seats behind them, and more calling hours. Nothing is held back from a smaller engagement as a paid upgrade.

What happens if you book more meetings than we agreed?

Nothing lands on your invoice. The number is the capacity we build for, not a meter we bill against, so a month that runs a few over is just a good month. If you're consistently past it, that's a sign the engagement is too small for what your market will give you — we'll say so and let you decide, because the honest fix is more capacity, not a surcharge.

Are there extra costs?

None. Domains, mailboxes, warmup, contact data, Apollo-class enrichment, email verification, AI model usage, LinkedIn seats, the dialer and Lead Catcher are all inside the fee. There's no setup fee, no per-account research fee, no seats and no credits. Third-party tool costs are ours, not a line item we forward to you. If a cost we didn't expect comes up, we absorb it or we tell you before it happens.

Any time, and there's no notice period. You keep every domain, mailbox, contact record and piece of copy we built.

Can I change the size of the engagement?

Up any month, with about two weeks' lead time so the extra domains can warm properly. Down at the end of any month, no questions asked.

Done-for-you B2B outbound

High-ticket clients on your calendar. Done for you.

What we take off you

Prospecting: We research the ICP target accounts and verify them.
AI Workflows & enrichment: Every contact enriched with a dated reason and verified before it's used.
Real conversations: Emails, LinkedIn actions and quick phone calls to the warm ones.
GTM infrastructure: Domains, mailboxes, warmup, deliverability, CRM.

Read the playbook

One flat monthly fee, quoted on the call once we know your market. Cancel any time. Domains, data, tooling and AI costs are all inside the number.

50–200

meetings a month, by plan

reply rate we work to

hours from your team

What we plan against. Your market and deal size move these numbers — we’ll say by how much on the first call.

Why most outbound never books anything

Client

“People underrate the importance of outsourcing the extra workload. Braveokays has been a great partner in helping us scale our outbound.”

Arujeet

Sales Head, Muzero

muzero

You could be our next happy client — while we close deals for you.

01The problem

Sending more stopped working around 2024.

Inbox providers got better at spotting bulk mail, and buyers got faster at deleting it. The response was to send even more, which made both problems worse.

We still start with a big number — you can’t hit a target from a list of fifty. What makes it work is how much gets thrown away before anything sends: most accounts dropped, every remaining contact enriched with a real reason and verified before it’s written to.

Volume is the input. The cut is the strategy.

Outbound comes down to two numbers: how many conversations you start, and how many of the meetings you book actually happen. Everything above them is plumbing — research a lot of accounts, drop most of them, enrich and verify what's left, then write. Work backwards from the meetings you need and you'll know within an hour whether outbound can hit your number.

One month, worked through

20,000
Monthly Prospects
Read by a model across every public source. This is the one line AI genuinely changes.
10,000
Qualify leads with AIEnriched and verified
AI researches the scoring and drops the other 10,000. Most lists should die here and almost none do.
600
Got Replies4–8% of contacts
The first number that means anything. A researched sequence lands 4–8%. A generic blast lands under 1%.
40-50
Meetings bookedpositive replies
Calls to the warm-but-quiet ones are what turn a reply into a date in the diary.

What the numbers tell you

Two lines are worth reporting: conversations started and meetings held. Sends, opens and clicks are noise.
Enrichment and verification are the difference between 5% and 0.5%. Unverified contacts bounce and cost you the domain; unenriched ones get ignored.
You cannot fix a bad reply rate by sending more. You fix it by writing to different people.
AI changes the cost of reading 20,000 accounts. It does not make a bad list reply.
Deal size decides whether any of this is worth doing. Under ~$2k a year of contract value, the arithmetic rarely works.

The full version of this, including how to adapt it to your deal size, is in the playbook.

02What we do differently

We research first. Everything else is downstream of that.

Before a single email is written, a Claude Opus-class model reads each account — site, job ads, LinkedIn posts, funding news, press — and scores it against the same six checks, citing a source for each one. Then a person reads the reasoning and cuts. Accounts that fail a hard filter are dropped — not softened, not “kept warm”. Dropped.

An ICP is a filter, not a description.

Most 'ICPs' are a paragraph about mid-market companies who value innovation. That can't disqualify anybody, so it filters nothing. A usable ICP is a short list of checks where a real account either passes or fails, and where you'd be comfortable dropping an account that fails.

The six checks, in order

01
Problem evidence
Hard filter
Is there proof this company has the problem you solve?
Looks like: Job ad for a role that exists only because the problem exists.
02
Budget reality
Hard filter
Can they spend your price without a board meeting?
Looks like: Headcount and funding stage that match your existing customers.
03
Reachable buyer
Hard filter
Can you name the person, not just the job title?
Looks like: A named Head of Ops with a verified work address.
04
Timing trigger
Strong signal
Did something change in the last 90 days?
Looks like: New exec hire, funding, office opening, product launch, migration.
05
Stack fit
Strong signal
Do they run the tools that make you easy to adopt?
Looks like: Detected CRM, cloud provider or billing system.
06
Lookalike proximity
Tie-breaker
How close are they to your three happiest customers?
Looks like: Same segment, same size band, same buying committee shape.

A prospect research dossier — Every account gets one of these before it enters a sequence — sources, dates and the reasoning behind each check.

Personalisation is not a first name. It's a reason.

The question a cold email has to answer is 'why are you writing to me, today?'. A merge tag doesn't answer it. A change inside their business does. So we read across everything they publish — posts, job ads, funding news, press, product pages — and we only write when we've found a dated change.

See the eight signals we track

03AI and people

AI reads. People decide.

Reading eight sources on six hundred accounts a month is not something a small team does well, and it is exactly what a current-generation Claude Opus model is good at. So the model does the reading, the scoring and the first draft. A person owns the filter, the final wording and every single reply. That split isn't caution for its own sake — it's the same conclusion Close's 2026 AI-in-sales panel reached: treat AI as an assistant rather than a source of truth, and never fully outsource customer contact.

StepThe model doesA person does

Source sweepReads the site, job ads, LinkedIn posts, funding and press coverage, changelogs and review sites for each account, and dates everything it finds.Decides which sources count, and drops anything that can't be linked to.

QualificationScores every account against the six ICP checks and writes one line of reasoning, with a source, per check.Audits a sample of the passes and all of the near-misses, then tightens the filter. The model never has the final say on who gets contacted.

The angleProposes the dated trigger and the consequence it usually causes.Kills anything undated, generic, or true of a hundred other companies.

The draftWrites to the four-line anatomy in chapter 05, per segment.Rewrites it in your voice. Anything that reads like a model wrote it gets binned — buyers spot it instantly and delete on sight.

RepliesClassifies incoming mail into the five buckets and pulls the account context.Writes every reply. No auto-responder, no AI persona, no bot on a call.

ReportingAssembles the weekly numbers and the segment splits.Reads them, explains the bad weeks, and signs off before you see it.

The long version, including the prompts and where the model gets it wrong, is in chapter four of the playbook.

The lines we don’t cross

Published so you can hold us to them.

No prospect on your list ever talks to a bot — not in email, not on LinkedIn, not on the phone.
Nothing sends on model output alone. A person approves every sequence before it goes live.
No claim goes into an email without a source we can link to. Model summaries get checked, because they invent quotes convincingly.
No AI voice agents dialling your market. We call warm prospects, and the person who wrote the email makes the call.
AI cadence gets edited out. Em-dash-heavy, uncanny, hyper-specific copy damages trust faster than a plain email ever would.

What the AI costs you

Model usage, enrichment credits, data, verification and the dialer all sit inside the retainer. We don't bill AI through as a line item, and there's no per-account research fee — the tooling is our cost of doing the work, not yours.

04Who does the work

You're hiring a team, not a tool.

There's no dashboard to learn and no account manager relaying messages. The people who research your accounts, write your sequences and answer your replies are the same people sitting in your Slack channel. Ask something on a Tuesday afternoon and one of them answers that day.

The people on your account

A
Ayush
Founder
Takes your first call, runs the ICP workshop in week one, and signs off the messaging before anything goes live.
In your channel from day one
R&
Research & qualification
List reviewed before each build
Audits what the model scored, cuts the accounts that don't hold up, and checks that every angle has a date and a source behind it.
C&
Copy & sequences
You approve before anything sends
Rewrites every draft in your voice, segment by segment, and bins anything that still reads like a model wrote it.
R&
Replies & phone
Replies handled within hours
Answers every reply personally and calls the warm ones. The person who wrote the email is the person who makes the call.
D
Deliverability
Checked every week, reported either way
Owns the domains, warmup, authentication and volume caps, and pulls sending back the moment a number starts drifting.

You meet whoever will be running your account on the first call.

The shared Slack channel — Not a ticket queue and not a monthly call. This is where the work is discussed while it happens.

What founder-led actually means here

The people running your campaigns are in your Slack channel. There's no account manager in between.
No call centre, no rotating pool of juniors, and no handoff to a different team once you've signed.
Every reply and every call comes from someone who has read the research on that account.
We'd rather turn work away than take on more accounts than we can research properly.

Compared with hiring an SDR

Not a criticism of in-house teams — plenty of companies should build one. It’s a different purchase, and these are the differences that tend to matter in the first year.

Hiring in-houseWith us

Time to first meetingMonths — post the role, hire, onboard, rampWeeks three to four

What it coversOne person, usually one channelResearch, copy, email, LinkedIn, phone and replies

ToolingYou buy the stack and keep it runningDomains, data, enrichment and the dialer are ours to run

ManagementYou coach, review calls and set quotaYou approve messaging and take the meetings

If someone leavesPipeline stops and you start hiring againNothing stops — the process and the data are yours

Getting outA notice period and a difficult conversationCancel any time, keep every domain and record

05The process

Five stages. You can see all of them.

Open any stage to read what actually happens inside it. There is no step we’d rather you didn’t look at.

Stage one takes the longest and produces nothing visible. That is the part worth being patient with.

01
Prospecting
We do this
AI reads every account. A person decides which ones survive.
What happens inside this stage
We start from your ICP, not from a database export. A Claude Opus-class model reads each account across its site, job ads, LinkedIn posts, funding news and press coverage, then scores it against the fit criteria we agree in week 1 — size, stack, region, buying trigger — with a source cited per check. A person reviews the reasoning and cuts. We'd rather send 4,000 researched emails than 40,000 blind ones.
- ICP workshop before a single email goes out
- Every account scored against agreed criteria, with a citation per check
- Buying signals tracked across posts, job ads, news and funding
- A person signs off the list — the model never has the final say
02
Research & verification
We do this
Every contact is verified and every angle is dated.
What happens inside this stage
Contacts are verified before send, so bounces stay low and your domain stays clean. Then we work out the actual reason this person should care right now — a hire, a funding round, a post they wrote last week, a job ad that gives away their roadmap. If the angle can't be dated and linked to a source, it doesn't get used.
- Contacts verified before send to keep bounce rate low
- A dated, sourced reason-to-reach-out per prospect
- No merge-tag personalisation dressed up as research
- SPF, DKIM and DMARC configured and monitored
03
Multichannel sequences
We do this
Email and LinkedIn, sent at volumes your domain survives.
What happens inside this stage
Sequences run across email and LinkedIn together, so a prospect sees you more than once without being hammered in a single inbox. Drafts come out of the research; a person rewrites them in your voice and approves the sequence before it goes live. Sending volume stays inside what a warmed domain can carry — that's the whole point of qualifying first.
- Email and LinkedIn working the same prospect in sync
- Copy drafted from the research, then rewritten and approved by a person
- Send volume kept inside safe per-mailbox limits
- Deliverability watched weekly, not at the end of the quarter
04
Replies & the phone nudge
We do this
A human reads every reply. We call when a deal needs it.
What happens inside this stage
Every reply is read and answered by a person — no auto-responder, no AI persona. When someone's warm but stalling — opened four times, never replied, or went quiet after showing interest — we pick up the phone. That call is usually what turns a maybe into a meeting.
- Every reply written by a human, not an auto-responder or a bot
- Objections answered properly, not deflected
- Phone calls to warm-but-quiet prospects
- Anything out of scope escalated to you in Slack
05
Booked meetings
Together
It lands on your calendar with a brief attached.
What happens inside this stage
We book straight into your calendar and send you a short brief before the call — who they are, what they said, why they're interested and what they'll likely push back on. You show up and sell. That part stays yours.
- Meetings booked directly into your calendar
- A prep brief before every single call
- No-shows chased and rebooked by us
- You run the call — we don't pitch your product for you

Want the version with the checklists in it? Read the playbook.

06The channels

Three channels, working on the same person.

Not three separate campaigns. One prospect sees an email, recognises the name on LinkedIn a few days later, and gets a call only if they’ve already shown interest.

Email

The primary channel

Researched, specific, and sent at a volume your domain can carry. We run the infrastructure — domains, mailboxes, warmup, authentication — and we keep it clean.

Dedicated domains, never your primary
Warmed mailboxes with capped daily volume
SPF, DKIM and DMARC set up properly
Bounce and spam rates reviewed every week

The credibility layer

Running alongside email so your name is familiar before the ask. It's also where the best angles come from — what your buyer posts and comments on tells you more than any database field. Connection requests, profile visits and messages, paced like a person rather than a bot.

Paced to stay inside platform limits
Sent from your team's profiles, warmed first
Their posts and comments read before we write anything
Timed against the email sequence, not random

Phone

The closer

Not a call centre, not an AI voice agent, and not a dial-everyone campaign. We call the prospects who've already shown interest but haven't committed — the extra nudge that books the meeting.

Only warm prospects who've already engaged
Calls made by the people who wrote the emails
Used to book meetings and unstick stalled deals
Notes from every call land in your Slack channel

A multichannel sequence laid out across two weeks

07Where we send

20 markets, 9 regions.

Sending times, language and compliance change per region. So do the rules we send under. Scroll across — nothing here moves on its own.

North America

United States
Canada

UK & Ireland

United Kingdom
Ireland

DACH

Germany
Switzerland
Austria

Western Europe

Netherlands
France

Southern Europe

Spain
Italy

Nordics

Sweden
Denmark
Norway

Middle East

United Arab Emirates
Saudi Arabia

APAC

Singapore
India

ANZ

Australia
New Zealand

Not on the list? Ask. We’ll tell you honestly whether we can reach it well.

08What you get

Six things arrive. That’s the whole list.

No dashboard you have to learn, no quarterly business review. Work, numbers, and a channel where you can ask questions.

A shared Slack channel

Not a ticket queue and not a monthly call. You're in a channel with the people actually running your campaigns — ask a question, get an answer the same day.

Weekly reporting

Prospects contacted, replies, meetings booked, deliverability health. Sent every week whether the numbers are good or bad.

A brief before every meeting

Who they are, what they said, why they're interested, and what they'll probably push back on. You walk in knowing the context.

You own everything

Domains, mailboxes, contact data, copy, call notes and the research behind every account. If we stop working together, it all stays with you. Nothing is held hostage.

Infrastructure and tooling handled

Domains bought, mailboxes created, warmup run, authentication configured, dialer set up, enrichment and AI research running. You don't touch any of it, and none of it is billed separately.

Lead Catcher, free

See which companies are visiting your website, and let that warm intent feed straight back into who we prospect next.

The same job, done two ways

The left column isn’t a strawman. It’s the standard playbook, and it’s what most outbound looks like right now.

The usual wayOurs

List buildingExport 10,000 contacts from a databaseQualify a few hundred daily against your actual ICP

ResearchA job title and a company size fieldA model reads posts, job ads, news and funding, and cites its sources

Use of AIAI writes it, AI sends it, nobody reads itAI researches and drafts, a person approves and replies

PersonalisationMerge tags — {{firstName}}, {{company}}A dated, sourced reason this person should care now

Sending domainBlasted until it lands in spamWarmed, capped and monitored every week

RepliesAuto-responder, or nobody reads themA human answers every single one

PhoneCold dialing a purchased listCalling prospects who already showed interest

CostsRetainer, then data, seats and AI credits on topOne number — tooling, data and model usage included

CommunicationA monthly deck and a slow email threadA shared Slack channel and weekly numbers

Included free with every engagement

Know which companies are on your website

Most of the people researching you never fill in a form. Lead Catcher identifies the companies visiting your site and what they looked at, so a warm account gets prioritised in prospecting instead of sitting anonymous in your analytics.

Identifies the company behind anonymous website visits
Shows which pages they read and how often they came back
Warm accounts get pushed to the front of the prospecting queue
Yours to keep and use, at no extra cost

A repeat visit is the warmest signal there is. Why that matters

Lead Catcher showing companies that visited the site

09What to expect, and when

Week one produces nothing. On purpose.

Mailboxes need two to three weeks of warmup before they can carry real volume. Skipping that is how agencies get you results in week one and dead domains by week six.

Judge it at day 45

That’s the first point where there’s enough reply data to mean something. Anything earlier is noise.

Week 1
Setup and the ICP workshop
We sit down with you, pin down exactly who we're going after and why they'd care. Meanwhile domains get bought, mailboxes get created and warmup starts. Nothing gets sent this week — that's deliberate.
Slack channel opens
Week 2
Research, then the first sends
The first qualified list is built: the model reads every account and scores it, we cut the ones that don't hold up, and the surviving accounts each get a dated angle. Email and LinkedIn sequences go live at low volume while we watch how the domain behaves and how the market responds.
First sequences live
Weeks 3–4
First replies and first meetings
Replies start landing and we start calling the warm ones. First meetings usually get booked in this window. Copy gets rewritten based on what's actually landing, not what we guessed.
First meetings booked
Month 2
Volume up, messaging locked
By now we know which segments and which angles work. Sending volume scales up on the warmed infrastructure and the meeting rate becomes predictable rather than lucky.
Volume scales up
Month 3+
A steady pipeline
This is where the engagement should be running at the number your plan is built for. If you're consistently past it, that's the conversation about moving up — and if you're well short, that's a conversation too.
Your plan's number

Results vary by industry, product and price point. We'll tell you honestly what to expect for yours on the first call.

10The open playbook

The whole process is written down. Take it.

The checklists, the rates, the email structure, the sending limits, the reply scripts. Not a summary of them — the actual ones we use.

We publish it because outbound isn’t hard to understand, it’s hard to do consistently. If you read this and run it yourself, good. If you’d rather not spend your week on it, that’s what we’re for.

Read the playbook

11 chapters

Questions

The ones people actually ask.

Everything else is on the full FAQ page.

Next step

Twenty minutes. We’ll tell you if this fits.

Bring your ICP and your average deal size. We’ll run the maths on the call and say plainly whether outbound can hit your number — including when it can’t.

Or email us

Results vary by industry, product and price point. We'll tell you honestly what to expect for yours on the first call.

Done-for-you B2B outbound

High-ticket clients on your calendar. Done for you.

What we take off you

Prospecting: We research the ICP target accounts and verify them.
AI Workflows & enrichment: Every contact enriched with a dated reason and verified before it's used.
Real conversations: Emails, LinkedIn actions and quick phone calls to the warm ones.
GTM infrastructure: Domains, mailboxes, warmup, deliverability, CRM.

Read the playbook

One flat monthly fee, quoted on the call once we know your market. Cancel any time. Domains, data, tooling and AI costs are all inside the number.

50–200

meetings a month, by plan

reply rate we work to

hours from your team

What we plan against. Your market and deal size move these numbers — we’ll say by how much on the first call.

Why most outbound never books anything

Client

“People underrate the importance of outsourcing the extra workload. Braveokays has been a great partner in helping us scale our outbound.”

Arujeet

Sales Head, Muzero

muzero

You could be our next happy client — while we close deals for you.

01The problem

Sending more stopped working around 2024.

Inbox providers got better at spotting bulk mail, and buyers got faster at deleting it. The response was to send even more, which made both problems worse.

Volume is the input. The cut is the strategy.

One month, worked through

20,000
Monthly Prospects
Read by a model across every public source. This is the one line AI genuinely changes.
10,000
Qualify leads with AIEnriched and verified
AI researches the scoring and drops the other 10,000. Most lists should die here and almost none do.
600
Got Replies4–8% of contacts
The first number that means anything. A researched sequence lands 4–8%. A generic blast lands under 1%.
40-50
Meetings bookedpositive replies
Calls to the warm-but-quiet ones are what turn a reply into a date in the diary.

What the numbers tell you

Two lines are worth reporting: conversations started and meetings held. Sends, opens and clicks are noise.
Enrichment and verification are the difference between 5% and 0.5%. Unverified contacts bounce and cost you the domain; unenriched ones get ignored.
You cannot fix a bad reply rate by sending more. You fix it by writing to different people.
AI changes the cost of reading 20,000 accounts. It does not make a bad list reply.
Deal size decides whether any of this is worth doing. Under ~$2k a year of contract value, the arithmetic rarely works.

The full version of this, including how to adapt it to your deal size, is in the playbook.

02What we do differently

We research first. Everything else is downstream of that.

An ICP is a filter, not a description.

The six checks, in order

01
Problem evidence
Hard filter
Is there proof this company has the problem you solve?
Looks like: Job ad for a role that exists only because the problem exists.
02
Budget reality
Hard filter
Can they spend your price without a board meeting?
Looks like: Headcount and funding stage that match your existing customers.
03
Reachable buyer
Hard filter
Can you name the person, not just the job title?
Looks like: A named Head of Ops with a verified work address.
04
Timing trigger
Strong signal
Did something change in the last 90 days?
Looks like: New exec hire, funding, office opening, product launch, migration.
05
Stack fit
Strong signal
Do they run the tools that make you easy to adopt?
Looks like: Detected CRM, cloud provider or billing system.
06
Lookalike proximity
Tie-breaker
How close are they to your three happiest customers?
Looks like: Same segment, same size band, same buying committee shape.

Personalisation is not a first name. It's a reason.

See the eight signals we track

03AI and people

AI reads. People decide.

StepThe model doesA person does

The angleProposes the dated trigger and the consequence it usually causes.Kills anything undated, generic, or true of a hundred other companies.

The draftWrites to the four-line anatomy in chapter 05, per segment.Rewrites it in your voice. Anything that reads like a model wrote it gets binned — buyers spot it instantly and delete on sight.

RepliesClassifies incoming mail into the five buckets and pulls the account context.Writes every reply. No auto-responder, no AI persona, no bot on a call.

ReportingAssembles the weekly numbers and the segment splits.Reads them, explains the bad weeks, and signs off before you see it.

The long version, including the prompts and where the model gets it wrong, is in chapter four of the playbook.