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Reaching out to find customers

From defining the target to building the list, the first touch, and the follow-up schedule, Velros AI sets up the outreach and leaves the go-ahead to you.

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Reply rate Meetings booked How well the list fits
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The Velros workroom

Today's work and today's approvals, kept apart

Measure Reply rate
Measure Meetings booked
Measure How well the list fits

A cold send, a bulk touch, buying outside data, and the scope of personal information you collect all wait for a person to confirm.

Reaching out to find customers

We set what an ideal customer looks like, then build and check the list of companies and people who match it.

We attach the research on each company, prepare the opening line and the follow-up schedule as drafts, and send the outbound itself to the approval queue.

We record which segment, which wording, and which channel produced a reply, and use it to build the next list.

Who you contacted, when, and with what stays on record.

Building the list, researching it, drafting the first touch, and running the follow-up schedule go in a fixed order, while who gets sent to and when goes into the approval queue.

What this board leaves behind

  • Reply rate
  • Meetings booked
  • How well the list fits

The judgment that stays with a person

Reaching out to find customers

The operating record shapes what gets handled next

Reply rate Meetings booked How well the list fits
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Where an expert comes in

What's included

Turns wait-and-see selling into a pipeline that goes out and finds customers.

This is the actual work Velros AI takes on here. Open any of it to see how it gets handled.

In depth

Outbound starts from a standard, not from a list

Buy a list and you can send today. But until the difference between the deals you won and the ones you lost is written down, sending a lot cannot be told from sending well. And before any of it, the law stands in the way.

The day this team has

  1. Set the standard

    Put the won beside the lost and write down what differed.

  2. Build the target list

    Only those who fit. A longer list is not a better one.

  3. Research each company

    So the first sentence belongs to them.

  4. Check consent and suppression

    Only those you may send to remain. An opt-out applies at once.

  5. Set the cadence

    A different next step for those who replied and those who did not.

What only a person confirms

Who receives it and when
The company's judgment.
Anything in bulk
It goes out after a person has looked.
The words in the first line
They go out in the company's name.

The law that stands before the send

Email is opt-out
Under CAN-SPAM you may send without prior consent, but must honour an unsubscribe within ten business days and show a valid postal address.
Texts and calls are opt-in
The TCPA requires prior express written consent for marketing, and only between 8 a.m. and 9 p.m. in the recipient's local time.
The EU differs again
Unsolicited marketing to an individual needs prior consent under the ePrivacy Directive.

FTC, CAN-SPAM Act Compliance Guide (2003); TCPA, 47 U.S.C. §227

What it is measured by

  • Reply rate

    It measures sending well, not sending much.

  • Meetings booked

    A reply is not yet a meeting.

  • Opt-out rate

    When it rises, the list is usually the problem, not the copy.

Questions

Will you buy us a list?
No. Setting the standard and finding who fits it is the scope.
Do you send in bulk?
It drafts. Who and when is fixed by a person.
How is suppression handled?
Immediately, and it reaches the sequence a colleague started before the opt-out arrived.

Pages to read next

Once one piece of work is sorted, the work on either side of it can widen to the same standard.

Sort out outbound first, and the pipeline keeps moving even in months with no inbound.

Talk about our work

We work on the channels you already use

We cut the repeat checking first

We leave the approvals that need a person