Services
Twelve jobs inside one engagement.
Each service below states the problem it solves, what D3 does, what you receive, and how success is measured. If a line cannot be measured, it does not belong in a sales function.
Grouped as
StrategyDataRecruitingTrainingOutreachManagementRevenue OperationsICP Strategy and Market Definition
Decide exactly which businesses your SDR is allowed to call, and which ones they are required to skip.
The problem
Most agencies describe their ICP in a sentence that sounds specific and behaves like a wildcard. Nine dental practices, one franchise gym, a real estate team a friend referred. An SDR handed that definition spends the quarter guessing, and the pipeline reads like a list of coincidences.
How success is measured
- Percentage of booked meetings that match the ICP definition
- Meeting-to-proposal rate inside tier one accounts
- Reduction in founder time spent triaging unqualified meetings
What D3 does
- Pull the last 24 months of closed business and sort it by margin, retention, and effort to serve
- Name the vertical you are actually good at, using your own delivery data rather than aspiration
- Set filters for geography, revenue band, employee count, location count, and business model
- Define the decision-maker by title, ownership structure, and who signs
- Rank your services by which one opens a cold conversation fastest
- Write disqualification criteria your SDR can apply without asking you
- Build a prioritized market map showing tier one, tier two, and out of scope
What you receive
- A written ICP definition your SDR can execute without interpretation
- A prioritized market map with named accounts in each tier
- Disqualification rules that keep bad-fit meetings off your calendar
- A lead offer, ranked by which service earns the first conversation
D3 Data
Curated prospect lists built for your vertical, enriched with ownership, marketing signals, and an opportunity score.
The problem
Generic B2B databases were built for software buyers. They index headquarters, funding rounds, and job titles. They are weak on the six-location med spa group where the owner is the decision-maker, the marketing gap is visible from the Google Business Profile, and the buying signal is a third location opening in March.
How success is measured
- Connect rate on dialed records
- Bounce rate on emailed records
- Meeting rate by opportunity score band
What D3 does
- Discover businesses inside your defined vertical and geography
- Enrich ownership and executive detail rather than stopping at a generic office line
- Verify contact information where it is available and mark it clearly where it is not
- Analyze marketing signals: ad activity, review growth, website technology, social posting
- Score each account for opportunity against your specific offer
- Deliver prioritized lists in the format your CRM and dialer accept
- Refresh the market monthly with new accounts and new signals
What you receive
- A working prospect list segmented by tier and territory
- Owner and executive names where they are identifiable
- Business email, and direct mobile where available, with coverage stated honestly
- Marketing gap notes your SDR can open a call with
- A monthly refresh with new accounts, new locations, and new signals
SDR Recruiting
We write the role, source the candidates, screen them, and place the hire with your sign-off. Compensation is covered by D3.
The problem
Agency owners hire the SDR who interviews well. Six weeks later it becomes clear the person has never made a hundred dials in a day and does not want to. The founder absorbs the pipeline gap, the hire quietly ends, and the agency concludes that outbound does not work.
How success is measured
- Days from kickoff to signed offer
- SDR retention through day 90
- Time from start date to first booked meeting
What D3 does
- Write the role around your offer, your vertical, and the real daily activity
- Source candidates through channels that produce phone-comfortable operators
- Screen for call reluctance, coachability, and written clarity
- Run initial interviews including a live cold-call simulation
- Score every finalist against a written hiring scorecard
- Present the finalist for your sign-off before they go live
- Employ and pay the SDR, base and commission, inside the fee
What you receive
- A dedicated SDR working your agency and nothing else
- Completed scorecards and documented call simulations for the finalist
- A commission structure tied to qualified, held meetings
- A written 30-day ramp plan
- Replacement at D3's cost if the hire underperforms or leaves
SDR Onboarding and Training
A structured first 30 days that turns a new hire into someone who can hold a conversation with a practice owner.
The problem
The typical agency onboarding is a login list and a hope. The SDR learns the offer by getting it wrong on live calls with the accounts you most wanted.
How success is measured
- Days to first booked meeting
- Role-play scores across weeks one through four
- Percentage of booked meetings that meet the written qualification bar
What D3 does
- Run a structured onboarding framework across the first four weeks
- Teach the agency offer until the SDR can explain it without a script
- Teach the vertical: how these businesses make money and what breaks
- Cold-call training with live role-play and recorded review
- Cold-email training on structure, specificity, and follow-up discipline
- Objection handling drilled to the point of reflex
- CRM training, daily workflow, research process, and qualification standards
What you receive
- A repeatable onboarding curriculum you own and can reuse on hire number two
- Recorded role-play sessions with written feedback
- A documented daily workflow with time blocks and activity standards
- Written qualification standards and meeting-booking expectations
SDR Management
Weekly coaching, call reviews, KPI tracking, and accountability, so you are not the one running one-on-ones.
The problem
An unmanaged SDR drifts within three weeks. Dials drop, the script softens, follow-up gets skipped, and nobody notices until a month of pipeline is missing. Most agency owners do not want a weekly coaching cadence on their calendar, and that is a reasonable position to hold.
How success is measured
- Activity consistency week over week
- Connect-to-meeting conversion rate
- Meeting show rate and meeting-to-proposal rate
What D3 does
- Weekly one-on-one coaching with a written agenda and follow-ups
- Call reviews with timestamped feedback on specific moments
- Ongoing role-play against the objections currently landing
- KPI tracking against agreed activity and outcome standards
- Messaging adjustments based on what the market is actually saying
- Pipeline review and meeting-quality review
- Escalation to you when a performance issue needs an owner decision
What you receive
- A weekly SDR scorecard delivered to you, not built by you
- Call review notes and coaching records
- Monthly messaging updates based on live objection data
- A standing escalation path so problems reach you early and small
Cold Calling
A phone motion built for owner-operated businesses, where the decision-maker answers a mobile between patients.
The problem
Agency cold calling usually dies for one of two reasons. The opener sounds like every other agency, or the SDR is dialing a main line that a front desk is paid to defend.
How success is measured
- Dials per day and conversations per day
- Connect-to-conversation rate
- Conversation-to-meeting rate
What D3 does
- Write an opener specific to your vertical and the gap you can name on their business
- Build discovery questions that get an owner talking about revenue rather than websites
- Script voicemails that earn a callback rather than filling a mailbox
- Set dial standards, call windows, and territory rotation
- Review recordings weekly and rewrite what is failing
- Route dial lists by opportunity score and signal freshness
What you receive
- A cold-call opener, discovery flow, and objection responses in writing
- Voicemail and callback scripts
- Daily dial and conversation standards
- Weekly recorded call reviews
Cold Email
Segmented campaigns written around observable facts about the prospect's business, with SDR follow-up attached.
The problem
Most agency cold email describes the agency. The prospect is asked to care about your process, your team, and your results with clients they have never heard of, in a message that could have been sent to anyone.
How success is measured
- Reply rate and positive reply rate
- Bounce rate and list quality trend
- Meetings sourced from email as a share of total
What D3 does
- Segment campaigns by vertical, signal, and opportunity score
- Write copy anchored to something observable about that specific business
- Test subject lines, offers, and calls to action on a set schedule
- Monitor replies and route them to the SDR with a response standard
- Maintain an outreach calendar so campaigns do not collide with calling
- Advise on sending infrastructure, domain separation, and warmup practice
What you receive
- Written sequences with follow-up cadence
- A campaign calendar and test log
- Reply handling standards and SDR routing rules
- Sending infrastructure set up, maintained, and covered by D3
Sales Playbooks
The written asset that survives turnover. If your SDR leaves, the process stays.
The problem
When sales knowledge lives in the founder's head, every hire restarts from zero and every departure is a full reset.
How success is measured
- Ramp time for the next hire compared to the first
- Stage-to-stage conversion consistency
- Percentage of deals with complete CRM records
What D3 does
- Document the cold-call opener, discovery questions, and objection responses
- Document voicemail scripts, email sequences, and LinkedIn messaging
- Define qualification criteria and the meeting handoff process
- Define CRM stages with entry and exit criteria for each
- Write the daily activity standards and the sales SOPs around them
- Version the playbook as the market responds
What you receive
- A living sales playbook you own outright
- CRM stage definitions with written exit criteria
- Handoff standards between SDR and the closer
- A change log showing what was rewritten and why
CRM and Pipeline Design
Stages that mean something, routing that works, and reporting you can read in four minutes.
The problem
Most agency CRMs are a contact list wearing a pipeline costume. Stages are named after feelings, deals sit in Proposal for ninety days, and no report in the system can tell you what next quarter looks like.
How success is measured
- Forecast accuracy against actual closed revenue
- Stage aging and stuck-deal count
- CRM record completeness
What D3 does
- Design pipeline stages with objective entry and exit criteria
- Set lead routing, ownership, and follow-up task automation
- Configure calendar routing so booked meetings land correctly
- Build the reporting layer: activity, conversion, forecast
- Set the call recording and review process
- Define the dashboard you actually check on Monday
What you receive
- A configured pipeline inside your CRM
- A weekly dashboard with the numbers that drive decisions
- Documented routing and automation rules
- A data hygiene standard the SDR is held to
Forecasting
Work backward from a revenue target to the number of conversations required this month.
The problem
Agency revenue planning usually stops at a number on a whiteboard. Nothing connects that number to how many owners the SDR has to reach this week for it to be possible.
How success is measured
- Variance between forecast and actual
- Pipeline coverage ratio against target
- How early gaps get flagged
What D3 does
- Build the model: target revenue, churn assumption, average contract value, close rate
- Convert the model into meeting, proposal, and activity targets
- Track actual conversion rates and update assumptions monthly
- Flag the gap early enough to act on it
- Produce a quarterly forecast with a stated confidence range
What you receive
- A working forecast model tied to your real conversion rates
- Monthly meeting and pipeline targets
- A quarterly forecast with assumptions written down
Capacity Planning
Know how many accounts your delivery team can absorb before the pipeline outruns fulfillment.
The problem
Selling past your capacity is a faster way to damage an agency than selling too little. Churn from bad delivery costs more than the revenue it produced.
How success is measured
- Utilization against target
- Client retention through the first 90 days
- Delivery escalations per new account
What D3 does
- Model delivery hours per account by service line
- Establish current capacity and the point of strain
- Map new-client intake against delivery hiring milestones
- Set intake pacing rules for the sales function
- Revisit capacity every quarter against real utilization
What you receive
- A capacity model with a stated ceiling
- Delivery hiring triggers tied to signed accounts
- Intake pacing rules the sales function respects
Hiring Planning
When to add SDR number two, when to add a closer, and when to add a sales manager.
The problem
Agencies hire salespeople in a panic or not at all. Both are expensive. The second SDR added before the first one is producing usually creates two underperformers instead of one.
How success is measured
- Revenue per sales seat
- Founder hours spent on prospecting per week
- Ramp time for each successive hire
What D3 does
- Define the performance bar SDR one must clear before SDR two is justified
- Model the cost and expected contribution of each additional seat
- Sequence the roles: SDR, closer, sales manager, revenue leader
- Time hiring against delivery capacity and cash position
- Plan the founder's exit from day-to-day selling
What you receive
- A written hiring sequence with numeric triggers
- Cost and contribution models per seat
- A founder sales transition plan
Quarterly Growth Strategy
Every 90 days, a written review of what the market said and what changes next quarter.
The problem
Outbound programs decay when nobody stops to ask what the last ninety days proved. The same list gets called, the same email gets sent, and the response rate slides.
How success is measured
- Quarter-over-quarter conversion improvement
- Pipeline created per quarter
- Percentage of quarterly targets met
What D3 does
- Review conversion data across the full funnel
- Review objection patterns and what they say about the offer
- Reprioritize the market map based on what converted
- Set next-quarter targets for meetings, pipeline, and revenue
- Recommend offer, message, or territory changes with a stated rationale
What you receive
- A written quarterly business review
- An updated market map and target list
- Next-quarter targets and the plan to hit them
All twelve run inside the one monthly fee
There is no tiering, no per-service pricing, and no phase two upsell. The engagement is $4,000 per month with the SDR's compensation and the software stack covered inside it. Detail is on the pricing page, and the data layer is covered in depth on D3 Data.
Which of these twelve is missing in your agency today?
A strategy call is a working session. We look at your current pipeline math, your ICP, your retainer, and your capacity, then tell you whether a managed outbound function is the right next move for your agency.