Understand your customer
Learn your services, strongest use cases and existing customers. Map buyer roles, business problems and buying triggers.
Output: a clear customer profile and account criteria.RESEARCH-LED. HUMAN-DRIVEN. WESOLVE SDR.
Calls. Texts. Follow-ups.
Nothing hidden.
Your SDR team works across calls, email, LinkedIn and appropriate text follow-ups. You see the outreach, hear the recordings where available and know exactly what happens next.
Build my SDR motion ↗The methods, the conversations and the next steps—all visible.↗See the work.
See the work.
Hear the conversation.
RESEARCH + APPROACH
Account context and the reason for reaching out.
CALLS + MESSAGES
Call notes, available recordings and message history.
FOLLOW-UP + OWNERSHIP
The next action, who owns it and when it happens.
Visible to you. Managed by WeSolve.
Calls you can review.
Progress you can see.
Progress you can see.
01 Research→02 Reach out→03 Follow through→04 Qualify & hand over
THE TOOLS IN OUR HANDS. THE WORK IN YOUR VIEW.
Illustrative workflow · Not live customer activity01 / RESEARCH
ClayApollo
Sales Navigator
Sales NavigatorKnow who we’re calling.
Account context. Buyer fit. A relevant reason.
02 / CONVERSATION
AircallDialpad
Make the connection.
Calls, messages, notes and available recordings.
03 / QUALIFIED HANDOFF
Zoom
HubSpot
ZoomHubSpotMake the next meeting count.
Your buyerYour team
The context and next steps travel with the meeting.
Research→Call + follow up→Qualify + connect
EXPLORE THE WORK
A company is expanding. Does your service solve the next problem?
We check the business, the decision-makers and the evidence of a relevant need before adding an account to outreach.
Account fit → Buyer context → A reason to reach outDifferent methods.
One transparent process.
Every channel has a role. We choose the approach for the buyer and keep the activity, responses and learning visible to you.
GTM STRATEGY
Choose where to compete.
Define your ideal customers, prioritize segments and sharpen the offer. Decide who to reach, why now and which channels make sense.
RESEARCH + OPERATIONS
Give outreach a foundation.
Research companies and buyers, check contact data, organize account context and keep the CRM useful for everyone involved.
SDR EXECUTION
Turn context into conversations.
Make the calls, send relevant outreach, handle responses and follow up. Qualify interest and prepare a clear handoff to your closer.
One connected GTM motion.Strategy informs outreach. Conversations improve strategy.
Here’s the work
behind the meeting.
You see what we’re doing, what buyers are saying and where the next opportunity could come from.
Research the accounts
Build prioritized lists with company context, relevant contacts and a reason each account belongs in the campaign.
Output: researched accounts, not just a spreadsheet of names.Calls, texts and messages
Use calls, email and LinkedIn, plus text follow-ups where the recipient has agreed to that channel. Match the method and message to the buyer and situation.
Output: a visible record of the channels, messages and responses.Follow-ups with a clear owner
Respond to questions, work through early objections and record every next step. Show who owns the follow-up, which channel we’ll use and when we’ll act.
Output: an organized conversation history and follow-up plan.Qualify and hand over
Check fit, the problem, timing and the path to a decision. Book the next conversation when it meets the criteria we agree with you.
Output: a meeting brief your sales team can actually use.Review recordings. Improve the approach.
Review available call recordings, message threads, objections and meeting feedback. Where calls aren’t recorded, clear notes preserve the context. Use the learning to improve targeting and outreach.
Output: a visible plan for what changes next.THE HANDOFF SHOULD MOVE THE SALE FORWARD.
A calendar invite
isn’t the whole job.
Your closer should arrive knowing who they’re speaking to, why the meeting matters and what the buyer expects.
ILLUSTRATIVE MEETING BRIEF
The context comes with it.
- Account + buyer
- Who they are and why they fit
- Business problem
- What they said they need help with
- Conversation so far
- Questions, objections and relevant history
- Next step
- The agreed agenda and open qualification questions
Your view into
the work, every step.
See account research, message history, call activity, available recordings and follow-up plans in the agreed shared workspace. Ask about any decision and see the reasoning behind it.
RESEARCH
Apollo · Clay · ZoomInfo · Sales Navigator
OUTREACH + CALLS
Instantly · Smartlead · Aircall · Dialpad
CRM + HANDOFF
HubSpot · Salesforce · Gong · Zoom
Illustrative stack. Tools are selected for your engagement.
See the plan. See the activity. See the learning.Account research · Texts & emails · Call notes & recordings · Next steps
Clear expectations. Better teamwork.
How is this different from hiring an SDR?
This service connects SDR execution with GTM direction, customer research and operating support. The team structure and workload are scoped to your goals, rather than assuming one person should handle every part of the process alone.
Do you close the sale too?
The core SDR service covers prospecting, early sales conversations, qualification and handoff. Your closer or founder owns discovery, proposals, negotiation and closing. Any broader sales support is agreed separately.
What counts as a qualified opportunity?
We agree the criteria with you before outreach begins: customer fit, a relevant need, the buyer’s role, timing and a useful next step. We record what is known and what still needs to be confirmed.
Will I need to approve every message?
No. We align on positioning, boundaries and qualification criteria at the start, then own routine execution. We bring you in when a sensitive issue, commercial commitment or expert question needs your input.
Can we review the calls, texts and follow-ups?
Yes. The agreed workspace includes activity records, message history, call notes and next steps. We share recordings where recording is enabled and appropriate consent is in place. You can review the approach and give feedback without managing every interaction.
How much does the SDR service cost?
We scope the service around your market, channels, research needs and level of SDR coverage. You receive a clear proposal with responsibilities, deliverables and pricing before work starts.
LET’S PUT A TEAM BEHIND YOUR PIPELINE.
A team doing the work.
A clear view of all of it.
Tell us who you sell to and where your pipeline gets stuck. We’ll discuss the research, outreach and team support that fits.