A clear process, from target criteria to sales handoff.
Know exactly what happens before any message goes out. Every campaign is organized into distinct phases with clear client checkpoints.
Execution Sequence & Review Points
Kickoff & Criteria Definition
We meet to understand what your firm sells, which projects you want more of, and which opportunities you turn down. We establish the explicit criteria for what constitutes a qualified conversation.
Targeting & Account Research
We research an initial group of companies matching your criteria, map the relevant decision-makers (CTOs, VPs of Engineering, Product Leaders), and check contact records before adding them to any outreach list.
Messaging Preparation & Copy Approval
We draft concise, relevant outreach messages grounded in observable need signals and what your firm actually offers. We establish clear channel rules and follow-up intervals.
Outreach, Reply Tracking & Feedback Review
We execute outreach across agreed channels, monitor replies, categorize objections, and provide ongoing reporting on accounts contacted, responses received, and market learnings.
Qualified Conversation Handoff
When a prospect agrees to meet, we provide the full conversation history, background notes on the account, and coordinate the intro directly with the person on your team who handles sales.
How the four steps apply in practice:
Consider Smith, a fictional founder running a software service firm. In Step 1, Smith defines the specific modernization projects his team wants to win. In Step 2 and 3, getreachsmith researches matching companies, maps decision-makers, and agrees on message angles with Smith before reaching out. In Step 4, responses and market feedback are tracked, and any interested conversation is handed directly to the person on Smith's team who handles sales.
Ready to see how this process applies to your firm?
We will walk through your services, outline realistic review checkpoints, and establish how we would work together.