Open

The Frame

Set the rules, earn the right to diagnose, and confirm you're talking to the decision-maker before anything else.

Opening

Appreciate you carving out the time. Here's how I'd like to run this: first I'm going to ask you a bunch of questions about how your team is generating pipeline right now — what's working, where demos are leaking, where you actually want this to be. I don't pitch anything until I understand your GTM motion.

Then, if I genuinely think we can help, I'll show you exactly what I'd build and what it looks like. If I don't think it's a fit, I'll tell you straight — I'd rather lose the deal than sell you something that won't work. At the end we'll both decide whether it makes sense to move. And just so you know how I run these — I close on the call, I don't do a five-touch follow-up chase. So come ready to make a call either way. Fair?↳ get the "fair?" — wait for the yes

Decision-maker check

Quick one before we dig in — is everyone who'd weigh in on a decision like this on with us today? Or is there a founder, CFO, or someone on the GTM side who'd need to sign off?

If a decision-maker is missing

If missing →

Rather than me walk you through all of this and have you relay it secondhand, let's get the diagnosis done today so I actually understand your numbers. Then let's book 25 minutes with both of you so you're hearing it together and can make the call on the spot.

Phase 1

Diagnose

Map how they book pipeline today, find the leak, and make them say the cost of staying the same out loud. Capture their exact words in the call sheet →

Current state

Walk me through how the team books a qualified demo today — inbound, outbound, events, partners? And of your reps, how full are their calendars right now versus where they should be?

And the outbound you're running now — what's the motion? Volume of sends, and what's it actually booking? Be honest with me — most teams I talk to are blasting lists and the reply rate's in the basement.

The gap

If you could wave a wand — what does a predictable month of qualified demos look like? What number on reps' calendars lets you stop sweating the forecast?

And what's that worth to you? If every rep walked into next quarter with a full calendar of right-fit demos, what changes — for the number, for the raise, for the team?

The stakes

Let me ask it the other way. If nothing changes — outbound stays saturated, the calendars stay half-empty, you keep renting pipeline from an agency — what does that cost you over the next year? What doesn't happen?↳ write their answer verbatim into "Cost of staying the same"

The math — run it live

Do this Fill the live math in the call sheet with their numbers. Make them do the arithmetic — don't do it for them.

And that's me being deliberately conservative — 12 demos, a 20% close, a single month, year one only. The real number is bigger and it's recurring revenue, not one-time. But even at the floor, the math already works. Agreed?

Phase 2

Constraints

Name the three problems back to them in your language. Not a volume problem — a system problem.

Based on what you've told me, this isn't a volume problem — you've already got product-market fit and traffic coming in. It's three things, and I see them in almost every sales-led SaaS team I look at:

Constraint 01

Renting pipeline

You pay an agency or a retainer every month, you own nothing, and the day you stop paying the demos stop. There's no asset on your side of the table — just an invoice that never ends and a system you can't see into or control.

Constraint 02

Spray-and-pray outbound

Blasting big lists used to work. Now everyone's doing it, inboxes are cooked, and reply rates are in the floor. More sends doesn't mean more demos — it means more deliverability risk. Your reps sit on half-empty calendars while you pour budget into volume that no longer converts.

Constraint 03

Yield leak

You've got inbound, website visitors, a closed-won list full of signal — and most of it is never worked into a booked demo. There's no system that turns real buying signals into meetings on your reps' calendars. That's revenue you've already paid to attract, leaking out the back.

Does that line up with what you're seeing?↳ get the confirming nod before you prescribe

Phase 3

Prescribe

One engine they own. Three pillars. Build it, hand it over, they keep it.

Core pitch

You don't need more reps and you don't need another retainer. You need one GTM engine you own — that turns real buying signals into qualified demos on your reps' calendars, built and installed in your stack and run by your team in minutes a day. We build it, we hand it over, you keep it.

Pillar 01

Ownership

Built into your stack, handed over — you own every asset. We install the whole engine inside the tools you already run — your CRM, your sequencer, your data. Then we hand it over fully documented so your team runs it. No forever retainer, no dependency on us. If we walk, the engine keeps producing — because it was always yours.

Pillar 02

Signal-based outbound

Instead of blasting lists, we reach buyers off real signals — hiring triggers, tech changes, funding, intent, competitor activity. We de-anonymize the visitors already on your site and build lookalikes off your closed-won list, then layer LinkedIn ads and content so the right buyers see you everywhere. Outbound stops being a numbers game and starts being a targeting game.

Pillar 03

AI sales pipeline

A pre-call research agent briefs every rep before the demo. A qualification agent makes sure only right-fit meetings hit the calendar. A proposal agent turns calls into sent paper faster. Your SDRs and AEs plug straight in — the system does the heavy lifting, they do the selling. Runs in minutes a day.

Anchor

Here's the part every other agency skips — they rent you a result. We build you the machine and hand you the keys. You're not buying demos this month. You're buying an asset that books demos every month, that you own outright.

Credibility

Proof

Who's building it, the system's track record, and who carries the risk.

Background

Quick background so you know who's building this: I'm Leo. I built and sold a B2B SaaS growth agency — worked with 400+ software companies over four years, lean and profitable the whole way. Before that I was an operator on the fintech side, helped scale a company from 5 to 400 people and a billion in value. I've personally run outbound that booked 36 calls off 1,000 emails at a 95% show rate. I'm not a marketer who read about SaaS — I've sold into it and built the engines that feed it.

Track record

The engine we install isn't theoretical — it's the same system that's already done this for companies like yours: 10 to 58 demos a week in 14 days for one. $7.83M in qualified pipeline and $1.52M closed-won over ten months for another — zero new SDRs hired, running entirely inside their own HubSpot. Two new buying conversations a day, every day, for six straight months for a third.

Guarantee

And we carry the risk, not you. In 45 days the engine is built, installed, live in your stack, and booking your first qualified demos — or we keep working for free until it is. You're not gambling on whether we deliver. The only thing on you is doing your part: approving the outbound, taking the meetings we book.

If pushed on GTM Agency's own track record

Straight answer →

We're early, and that's exactly why you're getting founding terms and a guarantee this strong. The system has the track record; I'm the operator installing it for you. I need this to work for you more than you do.

Recap & Price

Recap their own math, reveal the number, then stop talking.

Bring it together

So let's bring it together. You told me the real cost of staying the same — that's what we're actually solving, and it's not getting cheaper.

And we just worked out that even at a conservative floor, the engine pays for itself many times over in year-one ARR — recurring revenue, before it compounds month over month.

So the only real question left is whether the engine gets built. Let me show you what that looks like.

The GTM owned-pipeline engine

Full Engine · 90 days

Owned Pipeline Engine

$24,000

one-time · ~$8k/mo over 90 days

Full multi-channel engine: signal-based outbound + LinkedIn ads + LinkedIn content + AI systems
Built and installed inside your stack — you own every asset
Agentic AI sales pipeline: pre-call research, qualification, and proposal agents
Refined into a predictable, self-running monthly demo flow
Complete handoff — your team runs it in minutes a day, no forever retainer

Say, then stop You cover your own ad, data, and sending costs (LinkedIn, enrichment, infra) directly. The fee is build, installation, and handoff. Drop the number and stop talking.

45-day guarantee — speak in full

Your GTM engine, built and installed in your stack and booking your first qualified demos, within 45 days of kickoff — and it's 100% yours to keep. We build it in about 14 days so the first demos land in the back half. If you do your part and we don't deliver, we keep working for free until we do.

Conditions — frame as partnership

A few things make this work and they're on you — approve the outbound volume, publish the LinkedIn cadence, get me your closed-won list inside three days, take the meetings we book, and turn approvals around in 48 to 72 hours. Do that and the engine does the rest. A qualified demo is a held meeting with a prospect that matches your ICP — we agree the definition in writing before we launch, so there's no daylight later.

Handle

Objections

Tap any objection to open the response. Six common walls + the price-wall fallback.

If price is a genuine wall Toggle to 45-Day Sprint · $8,000 (top-right) — same owned engine, core signal-based outbound only, first demos booked in 45 days.

Close

Assumptive. Scarcity is real — builds are hands-on and limited. Then collect.

Assumptive close

Here's what I'd suggest: let's get your engine built. I take a limited number of builds a month because every one is hands-on and installed custom, and I'd rather start while your spot's open. I'll send the agreement, we kick off this week, and the engine's live in your stack inside two weeks. Sound good?

On yes

Do this now Collect payment. Send agreement + payment link, confirm kickoff time, and set the three first-week expectations:

01

Closed-won list within 3 days

02

Outbound volume approved

03

Right people briefed to take demos

Reference

Money Model

Which band to open, and when. Never bring up backend management as an opener.

Band A · 90-Day Full Engine$24,000

Open when: core ICP ($1M+ ARR, 5–8 SDRs), decision-maker present, high cost-of-staying-same, yield problem.

Includes: everything in the sprint + LinkedIn ads + LinkedIn content + AI systems, refinement, complete handoff.

Band B · 45-Day Engine Sprint$8,000

Open when: ICP-fit but budget-cautious, want to prove first, downselling from Full Engine, anchored on entry price.

Includes: core signal-based outbound, built and installed, first demos inside 45 days, fully owned.

Band C · Starter Sprint< $8,000

Open when: sub-ICP but viable ($500K–$1M ARR, fewer than 5 reps), lighter-weight yes.

Scope: below the $8k sprint, scaled scope.

Backend · DFY Management$2,000/mo

Bring up: post-handoff only, never an opener. Optional ongoing management for clients who prefer not to run it themselves.

Walk away — not a fit

Under $500K ARR
No sales team / fully self-serve only
Pre-PMF
"Just gathering information"
Believes more volume fixes everything