Step 1: Target the Right Prospects
We start by building a data-backed Ideal Customer Profile using UDAB, our proprietary prospecting engine, and a database of over 125 million verified B2B contacts. We ensure that every lead matches your service offerings, location, and revenue goals.
Step 2: Launch Omnichannel Outreach
Our appointment setting team executes targeted outreach through cold calls, emails, LinkedIn, and digital ads, creating consistent engagement with qualified commercial property decision-makers and driving demand before your competitors even show up.
Step 3: Qualify and Book Meetings
Every meeting is vetted for need, timing, and authority. We only book appointments with decision-makers who are actively managing commercial roofing needs, so your team talks to people who can actually buy.
Step 4: Deliver Reporting and Insights
All campaign activity is tracked in real time through our Partner Results Portal, fully integrated with your CRM. You’ll get weekly performance reviews, transparent insights, and continuous optimization to improve ROI.