Services · Add-on

A dedicated outbound and sales operations specialist, inside your process.

Updated 17 October 2026

For B2B teams that already know their target buyers and have an approved sales process, but need someone accountable for the daily work: a named specialist handling prospecting, follow-up, meeting coordination and CRM hygiene, on monthly capacity with responsibilities and working hours agreed in writing.

What the specialist does

A named specialist. One person, named in your proposal, with a written list of responsibilities and agreed working hours on US Eastern time.
Prospecting and list upkeep. Prospect research, list maintenance and outreach preparation within your approved process and messaging.
Replies and meetings. Reply handling, meeting coordination and follow-up, so interested prospects never wait.
CRM hygiene. Every contact, reply and opportunity logged and kept current in your CRM.
A weekly report. Activity, pipeline and next steps with owners, with replies, held meetings and open opportunities shown with their denominators.

A specialist, a campaign or a hire?

A managed outbound campaign

We decide who to target and what to say, run it end to end, and put part of the pilot fee at risk against an agreed number of qualified conversations. Best when you don't yet have a working outbound process. More

A dedicated specialist (this page)

Agreed capacity working inside the process and messaging you already have, under your priorities. Best when you know your buyers and need someone accountable for the daily work.

Hiring an SDR in-house

You own the role and the learning, and carry the hiring, ramp-up, tools and management. More

How it's scoped

Monthly capacity, with responsibilities and working hours agreed in writing. This is agreed delivery capacity, distinct from a managed lead generation campaign. Hours, channels, supervision and handover are written down before work starts.

Questions

What does a dedicated outbound and sales operations specialist do?

Researches prospects, keeps lists current, prepares outreach within your approved process, handles replies, coordinates meetings, follows up and keeps your CRM accurate, then reports weekly on activity and pipeline.

How is this different from an outsourced SDR agency?

An outsourced SDR agency usually runs its own playbook across many clients. A dedicated specialist works inside yours: your messaging, your CRM, your priorities, with responsibilities and hours written down.

Outsourced SDR services, compared