How Coda works, step by step

1. 1

   Step 1

   A short call. You say yes to the list and the script.

   What we do

   We talk with you about what you sell and who buys it. Then we write the list of people to call and the script our callers will use.

   Why

   Nothing goes out in your name until you say yes. You know your buyers best.

   What you get

   A list and a script you checked. We start calling after your kickoff call.

   You do

   Take the call. Read the list and the script. Say yes, or tell us what to change.

2. 2

   Step 2

   We give every call a reason.

   What we do

   We put the hottest people first. One: past deals, closed-lost or closed-won. Two: people who know you, someone on your team, or are just familiar with your company, maybe from your ads, or they were a lead once. Three: cold leads, for a simple cold call script.

   Why

   Past deals and people who know you are the fastest way to revenue. It is a really easy talk, and they can check who you are on LinkedIn while we talk. People who know your company may not remember the person. That is totally fine. We never open on funding or growth. It never works.

   What you get

   A list that starts with your warmest people, each with a real reason to call. People who replied on LinkedIn or email and never got a call are on it too.

   You do

   If you have a list of past deals or past customers, send it to us.

3. 3

   Step 3

   We check every person.

   What we do

   We make sure each person still works there, find the right contact and confirm the number before anyone dials.

   Why

   People change jobs. Calling someone who left wastes the call.

   What you get

   Calls that reach the right person at the right company.

   You do

   Nothing. We do this part.

4. 4

   Step 4

   Our senior callers in Canada and the US call and book.

   What we do

   Our own senior callers phone each buyer. When a buyer wants to talk more, we book a time with you or anyone on your team.

   Why

   Senior callers know how to talk with decision makers, so there is little ramp time. No offshore callers.

   What you get

   Sales-qualified meetings with the people who buy what you sell. We track every lead in Close up to the first held meeting.

   You do

   Take the meetings.

5. 5

   Step 5

   Every call is recorded. You hear the calls.

   What we do

   We record every call. We also record the first held meeting and use it to guide the next call, then hand the buyer to you. You get a daily recap in your live portal.

   Why

   You never have to guess what we did. The recordings show why each call booked or didn't.

   What you get

   Every recording, a daily recap and a live portal you can open any time.

   You do

   Listen when you want. Tell us what to change.

6. 6

   Step 6

   You keep everything, even if you stop.

   What we do

   We hand you the list, the script, the recordings and the warm leads.

   Why

   The work is yours. If it doesn't work for you, stop after any block. You still hear every call we made.

   What you get

   The list, the script, the recordings and the warm leads, even if you stop.

   You do

   Keep using them, with us or on your own.

What it costs

We quote on a short call, once we know your deal size and your list.

To start, book a call. We look at your numbers and quote what fits.

What we don't do

• We don't promise outcomes. What we do is hard. Some days are good, some are bad. You see all of it. Every dial, every conversation and every call recording.
• We don't use offshore callers. Our own senior callers are in Canada and the US.
• We don't start with bought cold lists. We start with people who already know you. After that, it is cold.
• We don't sell dials or hours. We sell held meetings. That is the only thing we count.
• We don't do commission-only deals. You pay for a pilot, quoted on a call. Never commission only.
• We don't call before you say yes. You check the list and the script first.