Playbook

The least amount of work
for the highest output in B2B sales.

What we fix first: connect rates, data quality and show rates. Here is how.

Connect rates

More people
pick up the phone.

Two fixes before anyone dials.

Connect rates
awith Apify

Remove stale data

Check that the person is still in the role. Apify reads their LinkedIn profile before we pay for a number. If they left, they come off the list.

How we use Apify →
bwith Trestle

Improve mobile connect

Run every number through Trestle. If it is not a real mobile, we do not dial it.

How we use Trestle →

Data quality

Clean data
before the first dial.

Our checks typically remove 20% of stale data before calling.

01

Search with the mobile filter on

We source on Prospeo with the verified mobile filter set in the search, not added afterward.

02

Check they still have the job

Apify reads the LinkedIn profile. People who left the role come off the list.

03

Keep only real mobiles

Trestle checks the line type. Landlines and VOIP numbers drop.

04

Keep it all in Close

Every call and outcome goes on the lead in Close. Bad records get flagged as we learn.

Show rates

How to keep
an 80% show rate.

Calendar reminders are not enough. We use Close.com and set up a Close agent that sends two texts.

Meeting booked in Close
aClose agent

Text the prospect

Text to the prospectHey, just a reminder, your meeting’s coming up. We prepare for these calls. Just making sure you’ll be there?

bClose agent

Text your team

Your BDR, founder or whoever is taking the meeting gets a text about it too. They know who is coming and why.

Does this sound interesting at all?

We run this for clients, with callers in New York, Toronto, Vancouver and North Carolina.

Book a call →

Or see pricing.