Strategic PartnershipProposal for Shivam ..
A bespoke outbound engine engineered to convert precise market signals into a predictable pipeline of qualified meetings.
Marketing
The Situation,
as it stands.
Current State
- 01Currently generate about 16 demos per month, relying almost entirely on warm referrals.
- 02Maintain a strong 80% close rate on these referral leads.
- 03Self-managed cold outreach efforts using Mailshake and LinkedIn produce low conversion rates of 2% and 10% respectively.
The Problem
what's holding growth back.
- —Referral-only growth is unpredictable and cannot scale to meet aggressive quarterly expansion targets.
- —In-house outbound infrastructure is basic and fails to systematically book high-value demos.
- —High customer churn rate of 30% around month three or four limits compound revenue growth.
The
Diagnosis.
Three convictions about how to close the gap.
- FIX 01Cold outreach lists lack segmentation and rich target criteria, resulting in wasted ad spend and low response rates.
- FIX 02Outbound messaging is generic and does not highlight the 24-hour setup and ease of use for busy insurance owners.
- FIX 03No structured process exists to identify and target accounts experiencing active hiring or technology buying intent.
Why standard agencies consistently fail.
Four traps. Four corrections — engineered against each one.
Bad targeting.
Relying on basic filters and overused contact lists.
Deep data enrichment. We append data points and signals to score leads and isolate true decision-makers.
Wrong timing.
Reaching out blindly without knowing if the prospect is actually in the market.
Intent monitoring. We track hiring trends, tech deployments, and funding events to time outreach perfectly.
Weak messaging.
Sending generic, "me-centric" pitches that sound like everyone else.
Offer-led copy. Multi-variant campaigns focused strictly on the prospect's pain points and your unique mechanism.
Activity over outcomes.
Paying agencies for sending emails or making calls, regardless of lead quality.
Aligned incentives. We focus on qualified appointments and operate on a performance / rev-share model — we only win when you close.
The engine, stage by stage.
Ten stages that turn the full addressable market into a predictable flow of qualified leads.
A partnership, not a vendor relationship.
You own the infrastructure. We bring the system that runs on top of it.
Infrastructure & IP
Yours to keep, day one.
- Shadow domainsDedicated domains to protect your primary brand.
- Massive infrastructureScaled inboxes for consistent delivery.
- Enriched contactsVerified lead lists with deep source data.
- CRM (optional)Centralized data management.
- Automation platformsAutomated messaging via Instantly and HeyReach.
- AI sales toolsPremium tool stack running your operations — without you paying for them.
Setup, expertise & ops
Our risk, not yours.
Who we hunt, and why.
The market we are going after — defined with precision, not generality.
| Industry | Employees | Revenue | Rationale |
|---|---|---|---|
| Insurance Agencies | 10-50 employees | $1M - $5M | Mid-sized insurance agencies need automated recruitment and sales outreach systems but lack the tech resources to build them internally. |
| Insurance Brokerages | 50-200 employees | $5M - $20M | Larger brokerages have dedicated support and recruitment divisions that directly benefit from automated AI communication tools. |
| Title / Role | Seniority | Primary Pain Point |
|---|---|---|
| Insurance Agency Owner | Owner / Founder | Spending hours manually recruiting new agents and chasing fresh sales leads instead of running the agency. |
| VP of Sales | Executive | Slow lead response times and poor follow-up on fresh quote requests, leading to lost revenue. |
We talk to a buyer, not a list.
Each persona is mapped to a desire, an objection, and the hook that earns the meeting.
Agency Owner Artie
Insurance Agency Owner
Wants to automate recruitment of new agents and scale outbound sales with zero extra headcount.
Believes AI tools are too difficult to set up, train, and manage for a non-technical team.
"Show how pre-built insurance workflows launch and train in under 24 hours."
VP Cheryl
VP of Business Development
Wants to boost sales rep productivity and reduce lead response times to seconds.
Worries that conversational AI will sound robotic and damage the agency's local reputation.
"Share case studies of highly personalized conversational flows tailored specifically for local insurance buyers."
| # | Dimension | Signal Evaluated | Score |
|---|---|---|---|
| 01 | Prioritizes key decision-makers like Owners and VP-level sales leaders who own the agency budget. | Individual's job title | 30pts |
| 02 | Newly appointed leaders are highly motivated to bring in modern tech systems during their first 90 days. | New executive level hires | 30pts |
| 03 | High intent signals on recruitment automation and conversational AI identify agencies already looking for a solution. | level_of_intent | 40pts |
| — | Targeting Priority | Must exceed 60 pts for Tier 1 outbound | 100total |
Each campaign earns its place.
Trigger. Execution. Hook. Three plays — engineered for Shivam .'s market.
Direct Decision-Maker Outreach
Individual's job title
Identify contacts with the title 'Insurance Agency Owner' or 'VP of Sales' and launch a personalized cold email campaign highlighting immediate ROI.
"Stop spending 10 hours a week manually chasing recruits. Let our AI system handle your outreach and book meetings on autopilot."
New Executive Integration
New executive level hires
Monitor for newly hired agency executives and send a congratulatory LinkedIn message followed by a short video showing how to scale their new team's pipeline.
"Congrats on the new role! Here is how we help newly appointed insurance leaders scale recruiting and hit their Q1 sales targets in week one."
Active Buyer Intent Campaign
level_of_intent
Filter companies researching recruitment automation or conversational AI with high intent scores, then trigger a high-priority outreach sequence.
"Saw your team is looking into recruitment automation tools. Here is how our custom insurance workflows set up and train in under 24 hours."
Receipts, not promises.
Live engagements from our portfolio. Tap any frame to enlarge.
The team actually on your account.
A dedicated team. Named, accountable, embedded.
Kunal Mahajan
Leads GCM with over 20 years of marketing and advertising experience. He is actively engaged day-to-day overseeing client relationships and service delivery. He has successfully built and exited multiple companies, bringing elite go-to-market experience from Google, Amazon, Uber, and Microsoft.
Josh Blanchard
A full-cycle sales and outbound operations expert specializing in hyper-targeted ICP acquisition to consistently secure qualified leads and maximize calendar capacity. He has helped businesses generate and collect multiple seven-figure revenues by managing the entire sales lifecycle from engineered cold outreach to closed-won revenue turning pipeline activity into predictable, scalable business growth.
Spiros Kakos
Engineers high-performance revenue systems and leads go-to-market strategies for B2B lead generation. Drawing on over eight years of commercial leadership at companies like Revolut and Airevest, he specializes in scaling outbound motions and structuring predictable sales playbooks. Backed by his ongoing PhD research in performance coaching, Spiros builds resilient, data-driven teams designed to turn aggressive targets into sustainable growth.
Jan Salvador
Oversees day-to-day execution, ensuring the campaign infrastructures run smoothly and efficiently.
Tyler Serota
Specializes in integrating artificial intelligence into the outbound infrastructure, optimizing messaging, targeting, and campaign workflows.
Cris Aerco
Manages the technical backbone of the hybrid outbound systems (Email + LinkedIn), ensuring deliverability and seamless tech stack integrations.
Jasmine
Owns the client relationship and strategic direction post-close, ensuring clients successfully onboard, understand their data, and see continuous ROI.
Ten
Handles the daily management and optimization of active campaigns to ensure high-quality, qualified leads are consistently booked.
From zero to predictable, in three months.
Four milestones. No theatrics. Each one earns the next.
Infrastructure & Copy
Domains purchased, DNS setup, mailboxes warming. Audiences built, angles finalized.
Launch & Calibration
First signals intercepted, initial emails deployed. A/B testing subject lines.
Volume & Optimization
Accounts fully warm. Scaling up daily volume. Lead gen becomes consistent.
Stable, Predictable Channel
Predictable, dialed-in system. Scaling into new verticals and testing new offers.
The math, uncomfortably clear.
From total addressable market to closed deal — every assumption shown.
Based on the Insurance Agencies sector and your core offering, there is a massive addressable market of relevant companies seeking predictable growth solutions.
Move the dials. Watch your pipeline change.
| Month | Contacts | Closes | Pipeline |
|---|---|---|---|
| M1 | 646 | 1 | $12,000 |
| M2 | 646 | 1 | $12,000 |
| M3 | 646 | 1 | $12,000 |
| M4 | 646 | 1 | $12,000 |
| M5 | 646 | 1 | $12,000 |
Pick your velocity.
Three packages. Same operating system. Different fuel.
Growth
Built for companies with a growth mindset looking to scale lead generation.
Includes infrastructure + operations at cost.
+ 5% of close · capped at $4,000/mo
Minimum
Strategic scale outreach on email and LinkedIn channels.
Includes infrastructure + operations at cost.
+ 5% of close · capped at $3,000/mo
Starter
Effective starting point for cold outreach.
Includes infrastructure + operations at cost.
+ 5% of close · capped at $2,000/mo
What is the market price of the infrastructure?
We pass infrastructure through at cost. Here is the line-by-line breakdown.
| Item | Description | Qty | Market | Discount | Our Cost |
|---|---|---|---|---|---|
| Emails | Email volume | 10,000 | $250 | 20% | $200 |
| Domains | Outreach domains | Variable | $105 | 59% | $43 |
| AI — Claude, ChatGPT, Gemini | AI personalization & content | — | $280 | 46% | $150 |
| LinkedIn Sales Navigator | LinkedIn premium prospecting | 3 | $800 | 38% | $495 |
| HeyReach | LinkedIn outreach automation | 3 | $240 | 17% | $200 |
| Instantly | Cold email automation | — | $97 | 10% | $87 |
| Signals — Intent, Enrichment | Intent & buying signals | — | $600 | 67% | $197 |
| Databases | B2B contact databases | 10,000 | $1,165 | 35% | $760 |
| Clay | Data enrichment & outreach | — | $167 | 0% | $167 |
| Omniverifier | Email verification | — | $17 | 38% | $10 |
| Subtotal — Infrastructure | $3,721 | ~38% | $2,310 | ||
Email & domain purchase, configuration and setup
Define target audience & TAM
Contact sourcing strategy
Messaging & copy creation
Campaign setup & A/B testing
Automation tool integration
Custom scripts & workflows
CRM setup & configuration
Support channel setup
Automated lead nurturing sequence
Infrastructure + operations at cost.
Rev-share, capped at $3,000/mo.
* Market estimates based on retail pricing for comparable tools before bulk vendor discounts.
Ready to scale Shivam .?
Once you decide which package best fits your immediate growth goals, let us know and we will forward the master service agreement.