One process, run by one person, from signal to booked meeting.
Every engagement follows the same six steps. The setup month builds the system; after that, Sullymar runs it week by week and reports to you.
From signal to booked meeting
1–3: Find and verify
Public signals identify accounts with a reason to talk now. Clay pulls company, contact, and signal data into one table; emails are verified and bad records removed before anything is sent.
4–5: Track and write
Every account and touch is logged in your CRM. Sequences are written and reviewed by Sullymar for one ICP, tied to the signal, and approved by you before launch. Every email carries your postal address and an opt-out.
6: Reply and book
Sullymar answers replies herself, books and confirms meetings on your calendar, follows up on no-shows, and logs everything.
The setup month in four steps
- Step 1
ICP
Agree on targets, signals, and what counts as a qualified meeting.
- Step 2
List
Build and verify the first target list in Clay and Apollo.
- Step 3
CRM
Set up or clean your CRM so every touch is tracked.
- Step 4
Launch
Approve the sequences; the first campaign sends by month’s end.
What you provide
- A kickoff call and about an hour a week for approvals.
- Your offer, current customers, and accounts to exclude.
- CRM and tool access in your name.
Sending rules
- Emails go out under your company’s name, from client-owned secondary domains.
- Every email includes your postal address and a working opt-out; opt-outs are honored promptly.
- Email only: no cold calls or texts.
Every role on your project, and who fills it
Agencies split this work across several people. Here, one person does all of it, so nothing gets lost in a hand-off.
| Role | What it covers | Who |
|---|---|---|
| Researcher | Defines the ICP with you and picks the signals that matter. | Sullymar |
| List builder | Builds and enriches the account and contact table in Clay and Apollo. | Sullymar |
| Data checker | Verifies emails and removes bad or stale records before any send. | Sullymar |
| CRM admin | Sets up or cleans the pipeline, fields, and activity logging. | Sullymar |
| Copywriter | Writes and reviews every sequence herself for one ICP and sends it to you for approval. | Sullymar |
| Deliverability | Sets up and warms secondary domains in your name; keeps daily volumes conservative. | Sullymar |
| Reply handler | Reads and answers every reply; books, confirms, and reschedules meetings. | Sullymar |
| Reporting | Sends a weekly scorecard and joins a short review call. | Sullymar |
What counts as a qualified meeting
A qualified meeting meets all four of these:
- The call was held and lasted at least 15 minutes.
- The attendee decides on, or directly influences, purchasing of the client’s offer at their company (for example staffing or contract-labor spend for a staffing firm, or supplier selection and sourcing for a manufacturer or defense supplier).
- The account matches the ICP agreed in writing with the client during setup.
- It was booked through outreach run by this service, not a referral or an existing client contact.
No-shows and cancellations that aren’t rebooked within 14 days don’t count. If there are zero qualified meetings in the first 60 days after the first campaign send, Sullymar and you hold a joint review at day 60 to decide what changes or whether to continue.
What your weekly report looks like
Each week you get a short scorecard: what was sent, what came back, what was booked, and which meetings met the written qualified-meeting definition. It comes with plain-language notes on replies, flagged accounts, and what changes next week.
The example here uses invented numbers to show the format. Your real report comes from your own CRM and sending tools.
Notes (sample): Two replies asked about contract-to-hire terms; answered same day. One account flagged as VMS-managed and moved to a supplier-onboarding track. Next week: refresh the list with new supervisor postings in two metros.
Tools & stack
- Clay
- Apollo
- Google Workspace
- Google Calendar
- Your CRM
- Clay: list building, enrichment, and signal research.
- Apollo: contact data and sequencing.
- Google Workspace & Google Calendar: sending inboxes and meeting scheduling.
- Your CRM: or one set up in your name.
You own the accounts and domains. Tool costs (for example Clay, Apollo, Google Workspace inboxes, and secondary domains) are billed separately at cost, with no markup, and are estimated in writing before the start. These are tools Sullymar works in, not partner badges.
Ready to start the setup month?
A 20-minute GTM fit call to talk through your ICP, your current outbound, and whether this is a fit. No pitch deck.