Our process

Approve the plan. Launch in about three weeks.

For B2B sales leaders: a dedicated strategist, SDR coverage and a custom outbound plan for your market. Most programs launch in about three weeks, and you pay nothing until you approve the launch.

No setup fees. Month-to-month plans available.

564meetings booked for one fleet software client, October 2023 to October 6, 2026.Read the case study
From plan to pipelineIllustrative path
  1. 01KickoffYour goals
  2. 02StrategyYour playbook
  3. 03ApprovalYour written go
  4. 04LaunchOutreach + billing
  5. 05Weekly reviewLearn + refine

The gate before launch: you approve the work. Then outreach and billing begin.

The process in practice / Published client result
Meetings booked for a fleet software company
564

October 2023 to October 6, 2026. A managed program, reviewed and refined by a dedicated strategist.

Read the client case study
Meetings with fleet leaders
84%

472 bookings with the people who use or choose fleet software.

Different companies met
560

A client with fewer than 20 employees, without its own SDR hires.

Recorded bookings, not attendance or closed revenue. One client result, not a forecast or meeting guarantee.

01 / Getting started

Your first month, with a clear next step.

Most programs launch in about three weeks, and within a month of kickoff. Your reviews, approvals and campaign readiness set the pace.

  1. 01 / Before day one · The strategy call

    Align on the engagement

    One call to align on your ICP, your offer and your channel mix: cold calling, email or both. You sign the agreement for your chosen plan, month-to-month or a longer commitment, and pay nothing yet. Billing waits for your approval later in this timeline. Our dedicated strategists start every engagement with this conversation.

    Your part: one call, then choose your plan.

  2. 02 / Week 1 · Kickoff and strategy

    Turn kickoff into a playbook

    Kickoff runs the Playmaker intake: your value proposition, personas, objections and proof points. Your strategist then compiles your total addressable market and drafts a custom sales playbook for targeting, messaging and cadences. Any dedicated sending domains your plan needs are set up in the background. See what onboarding builds on the platform.

    Your part: join kickoff and share your offer, buyers and proof.

  3. 03 / Week 2 · Build and approve

    Build the lists and approve the messaging

    Our research team and data layer build your lists and check contact details. Targeting, available emails and phone numbers, and personalization fields are reviewed. Campaign context and any calling guidance your plan needs are written from your playbook. You review the whole package with us on a web conference before anything sends.

    Your part: review the package and give written approval.

  4. 04 / Weeks 2 to 3 · Launch

    Give the green light to launch

    On your green light, billing begins and the outreach channels in your plan launch. Configured activity syncs to your connected CRM, and you watch it happen on the same dashboards our team uses.

    Your part: give the green light.

  5. 05 / After launch · First meetings

    Turn replies into qualified meetings

    SDRs qualify the interest. On plans with email outreach, SalesHive AI helps handle email replies. Qualified meetings are booked onto your calendar with context for the next conversation. Timing depends on your market, offer and how prospects respond.

    Your part: take the qualified meetings.

  6. 06 / Every week after · The loop

    Use each week to improve the next

    Every week your strategist reviews results with you, refines targeting and messaging, and updates the campaign context used by AI agents. You review calls, replies and meetings in real-time reporting. As results grow, you can review adding SDRs, callers or other coverage with your strategist, under the scope and terms you agree to.

    Your part: the weekly strategy call, about an hour.

Launch timing is not a promise of booked meetings. First-meeting timing depends on your market, offer and prospect response.

02 / Your approval

You see the work before you pay.

You owe $0 until you approve everything for launch. That includes signing or completing onboarding and deciding not to proceed before approval.

Before your written go

Review the whole package.

  • Strategy: playbook and market, reviewed live with you.
  • Lists: targeting and contact quality reviewed with you.
  • Messaging: campaign context and calling guidance for the channels in your plan.
After your written go

Launch the approved plan.

  • Campaigns launch: your selected outreach channels go live.
  • Billing begins: only after your written approval.
  • Activity is visible: dashboards show the work; configured records sync to your connected CRM.

Custom quoted. One monthly fee.

Your quote depends on team location, channels and outreach volume. The fee covers your team, strategist, platform, data and tools. No setup fees.

Know the terms after launch.

Month-to-month and annual plans are available. On month-to-month plans, written cancellation notice ends outreach and billing at the end of your next billing month. Annual plans carry a longer commitment. Your signed agreement sets the terms.

Review pricing and post-launch terms
03 / Your team

People who own the work.

Your strategist builds the plan. Your SDRs and SalesHive AI handle the daily work included in your plan, while you focus on the meetings.

Your point person

Dedicated strategist

Owns your playbook, targeting, and messaging, and runs your standing weekly strategy call.

How strategy is run
02

Your SDRs

SDRs work your prospects in the team location and channels your plan includes, using your approved pitch.

Explore SDR coverage
03

AI-assisted email replies

For plans with email outreach, SalesHive AI helps handle replies so interested prospects can take the next step.

See reply handling
04

AI agents

Research prospects, personalize outreach, draft replies, and report, working around the clock between your calls.

Explore AI agents
05

Operations and data

Keep lists clean, domains healthy, and campaigns tuned behind the scenes.

See the data layer

Your part: review, decide, take the meetings.

Review the plan, join your weekly strategy call and take the qualified meetings. Bring the accounts you want to reach, the roles involved in buying and the problem your offer solves. Together, we agree on the channels, coverage and qualification criteria before outreach starts.

04 / After launch

Review. Learn. Improve.

A standing weekly call keeps your strategist aligned with your team. You review results, agree on tests and see the outreach in the platform.

Illustrative weekly review
  1. 01

    Weekly strategy call

    Results reviewed, next tests agreed.

  2. 02

    Campaign context refined

    Responses inform targeting and messaging changes.

  3. 03

    Personalization refreshed

    AI agents work the new messaging into sends.

  4. 04

    CRM sync reviewed

    Configured activity is visible to your team in your connected CRM.

Review calls, replies and meetings, not just a headline activity number. Your feedback on meeting fit informs the next round of targeting and messaging. Review any added SDRs, callers or coverage with your strategist under the scope and terms you agree to.

Questions, answered

The process, in plain terms.

Timing, billing, responsibilities and working alongside your internal sales team.

What happens on the 30-minute call?
Bring your target buyers, offer and growth goals. We talk through fit, scope and what happens after you sign. You decide whether to move forward, and nothing launches or bills until you approve it.
How long from the first call to booked meetings?
Most programs launch within a month of kickoff, typically in about three weeks. Your reviews, approvals, and campaign readiness set the launch pace. First-meeting timing depends on your market, offer, and prospect response; launch timing is not a promise of booked meetings.
When does billing begin?
Billing does not start until you approve everything for launch. Nothing is charged while we are still building and waiting on your sign-off, and the plan in your signed agreement sets the commitment and cancellation terms after launch.
What do you need from us each week?
About an hour. A standing weekly strategy call to review results and agree on the next tests, plus sign-offs when new messaging or segments ship. The outreach and data work included in your plan are handled by your SalesHive team and the AI agents. Your job is to take the meetings.
Who actually does the work?
Your managed plan includes a dedicated strategist, SDR coverage in the team location and channels you select, and access to the SalesHive platform. The exact team, outreach volume and included services depend on the plan you approve.
How do you work alongside our internal sales team?
Our SDRs generate and qualify meetings so your team can focus on demos and closing. We sync activity and meetings into your CRM, provide real-time reporting on our AI-driven platform, and hold weekly strategy calls.
Can we change channels or scale up and down?
We can review changes to channels, outreach volume or SDR coverage with you. Any change is subject to the scope and terms you agree to.
Start with a conversation

Your next step. A plan for your market.

Bring your target buyers, offer and growth goals. We will talk through fit, scope and what happens after you sign.

No setup fees. You approve everything before launch or billing.