Built for B2B services and outbound sales teams
B2B services and outbound sales teams
Book Discovery Call appointments, capture Company Size and Use Case on intake, and follow up on a 180-day recall cadence - configured for b2b services and outbound sales teams, not adapted from someone else’s.
What this pack does on day one
- Discovery Call booking, confirmed and reminded automatically
- Recall outreach 180 days after the last visit
- A deal untouched for 30 days is flagged as stale
- Company Size captured on every new contact
Fields your team sees on every contact
- Company Size
- Use Case
Booking types
- Discovery Call
Follow-up cadence, as configured
Recall outreach goes out 180 days after the last visit. A deal untouched for 30 days is flagged as stale.
Pipeline language
- Discovery Complete
- Proposal Sent
- Closed Won
- Closed Lost
Messaging posture
Email first, SMS after registration: outreach starts by email and adds text messaging once your brand and campaign are approved. Nothing is sent by text before then.
Standard 10DLC brand + campaign before any SMS send
Consent is recorded per contact and per channel, and a message the platform is not permitted to send is refused before it reaches a vendor. How the compliance gate works.
Proof
No customer quote for this vertical is published yet. The proof on this page is the configuration itself: real field names, real booking types, real cadence numbers.
Questions this pack gets asked
Where does “Company Size” live?
It is a custom field on every contact in this pack, captured on intake and readable by the pipeline, the inbox and automations. The full set here is Company Size and Use Case.
What is a “Discovery Call”?
The booking type this pack ships with. It has its own availability, confirmation and reminder sequence, and the pipeline stage language around it is Discovery Complete, Proposal Sent, Closed Won and Closed Lost.
Which stage names will my team see?
The stages read Discovery Complete, Proposal Sent, Closed Won and Closed Lost - the same pipeline the platform runs for every vertical, with the labels this pack uses.
Is this a compliance certification?
No. The platform is tooling that records consent and refuses what it is not permitted to send; it is not legal advice and not a certification. The terms say so in as many words.
Book a demo for B2B services and outbound sales teams
Thirty minutes, on your calendar, with this pack loaded.
Book a demo for B2B services and outbound sales teams See pricing