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MANAGED OUTBOUND
Put an owner on the work before and after the reply.
Managed outbound is a scoped delivery capability, not a fourth MBC core offer or a self-serve software subscription. For professional-services firms, real-estate operating companies, and selected growth businesses, define the audience and commercial use case first. MBC coordinates approved campaign work and hands responses to the responsible owner. Investment solicitation is not included in a standard outbound scope.
Defined target accounts, buyer roles, and exclusion criteria.
Approved messaging, source records, and accountable response handling.
Reporting on actual replies, qualified conversations, and next actions—not guaranteed meeting volume.
Define the Audience & Commercial Goal
Start with the offer, buyer roles, target accounts, and sales capacity. Confirm what makes a conversation qualified and who owns the next step before preparing outreach.
Solutions
Define target accounts using company fit, relevant buyer roles, and sourced business context.
Align approved profiles and messaging with the service and audience.
Agree the channels, review process, and response owner before execution.
Prepare & Run Approved Outreach
Coordinate approved outreach with relevant account context and a named response owner. Confirm channel access, campaign requirements, review points, and the CRM handoff before launch. Timing depends on readiness and the agreed scope.
Solutions
Use clear, relevant messaging tied to the recipient's business context.
Set follow-up frequency, stop rules, and exclusions for the agreed audience.
Treat market signals as research inputs, not proof of purchase intent.
Delivery Capabilities
AI-Assisted Research & Messaging
Use AI-assisted research and drafting to prepare relevant outreach. Keep source facts, brand voice, audience approval, and final campaign decisions under human review.
Draft messages from verified account context and approved brand guidance.
Review factual accuracy, relevance, and tone before messages are approved.
Use AI to assist preparation; keep commercial claims and final approval with people.
Relationship & Account Research
Research target accounts, relevant roles, and existing relationship paths. Keep personal relationship outreach separate from managed campaigns, and agree authorized channels before execution.
Identify relevant accounts and relationship context for the agreed commercial audience.
Map potential introduction paths; relationship owners decide whether to make contact.
Use approved research sources and record what is verified, inferred, or still unknown.
Campaign Coordination & Response Handling
Coordinate approved campaign work across the channels in scope. Keep audience exclusions, response history, and follow-up ownership visible so outreach does not lose context between systems.
Connect approved channel activity with the account record and next action.
Apply agreed follow-up and stop rules, including opt-outs and existing conversations.
Route replies and exceptions to a named owner with the source context intact.
Qualification & Sales Handoff
Assess fit using the criteria agreed with your commercial team. Separate research signals from expressed interest, and pass qualified conversations to the person responsible for follow-through.
Treat intent data as a research signal, not a confirmed buying decision.
Use qualification criteria that fit your sales process and available evidence.
Record expressed needs, open questions, and the next agreed action.
Performance Analytics & Optimization
Review campaign activity, response quality, and follow-through against the agreed baseline. Separate observed outcomes from forecasts and attribution assumptions.
Report activity, replies, qualified conversations, and follow-through from source records.
Agree the reporting measures and definitions before assessing performance.
Test approved messaging changes and compare observed results before expanding.
CONNECTED CAMPAIGN OPERATIONS
Work with Your Existing Systems
Connect campaign records, research inputs, and response handoffs around your operating environment. Confirm access and integration requirements before committing to a build. Select tools for your needs—not because MBC uses them internally.
CRM: Keep account ownership, response history, and next actions in the agreed system of record.
Research: Use approved sources with dates, provenance, and clear evidence gaps.
Campaigns: Confirm authorized channels, permissions, exclusions, and stop rules.
Reporting: Track the operating and commercial measures agreed at the start.
AI-Assisted Workflows & Human Review
Scope AI-assisted research, drafting, and repeatable workflow steps to the campaign requirement. Review system access, data handling, and exceptions before implementation.
Prepare research and draft content with AI; validate facts and review sensitive actions.
Automate approved repeatable steps and route exceptions to a responsible person.
Review observed response quality before changing targeting or messaging.
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Nordic Partners
380% surge in qualified investor connections within 90 days, maintaining 12+ qualified meetings monthly one year later.
Series-B SaaS Company
VP of Sales generated $392K in incremental revenue through 18 high-quality meetings in first quarter.
Technology Consulting Firm
215% increase in qualified leads while reducing monthly marketing expenditure by 52%.
Dalrae Solutions
Achieved 800%+ ROI through proprietary accelerators, resulting in 42% lower customer acquisition costs and 2.8x faster sales velocity.
Professional Services
Research target firms and buyer roles around a specific service and market.
Set qualification criteria and assign follow-up before launching outreach.
Evaluate response quality before expanding campaign scope or adding headcount.
Real Estate Operators
Support defined brokerage, property-services, or operating-company audiences.
Keep property, service, and relationship context attached to account records.
Keep investment solicitation and regulated communications outside the standard scope.
Selected Growth Businesses
Start with a defined offer, target audience, budget, and commercial owner.
Coordinate approved messaging with the existing sales and delivery process.
Review actual replies and qualified conversations before committing to broader execution.
Where Managed Outbound Fits
I've consulted with Doug on LinkedIn for years. We've phased out internal SDRs for Touchpoint, providing better ROI that our marketing teams embraced.
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1. Define the Requirement
Discuss the audience, offer, readiness, and response ownership with Doug.
2. Confirm Access & Approvals
Agree the systems, approved channels, data handling, and human-review requirements.
3. Run & Review
Execute the agreed campaign scope, review responses, and hand qualified conversations to the named owner.
A Defined Start
2024 Client Results
Results Depend on the Starting Point and ScopeThese historical examples describe individual engagements, not a standard forecast or guarantee. Audience fit, offer, timing, delivery scope, and sales follow-through affect results.
Lead Generation Impact
Nordic Partners Investments, a premier Seattle-based Commercial Real Estate and Private Equity firm, experienced a remarkable 380% surge in qualified investor connections within just 90 days. One year later, they maintain a robust pipeline of 12+ qualified meetings monthly through our precisely targeted campaigns.
Operational Efficiency
A Technology Consulting client achieved unprecedented efficiency: a 215% increase in qualified leads while simultaneously reducing monthly marketing expenditure by 52% (from $8,100 to $3,900) through our strategic fractional CMO services.
Revenue Acceleration
A Series-B SaaS company's VP of Sales generated $392K in incremental revenue through 18 high-quality meetings in their first quarter, with an impressive average deal size of $125K in Annual Recurring Revenue—all while strategically expanding their market footprint.
Meeting Conversion
Our targeted campaigns helped an innovative AI startup secure $200K in angel investment within just one week. They now consistently generate 13 monthly meetings with Enterprise Consumer Goods/Retail CSOs, dramatically accelerating their MVP development and strategic advisory board recruitment.
Investment Return
Dalrae Solutions achieved an extraordinary 800%+ ROI through our proprietary accelerators and LinkedIn content services, resulting in 42% lower customer acquisition costs and 2.8x faster sales velocity within their first year of engagement.
Connect Campaign Work to
Your Existing Operating Systems
Arkie Hernandez, Demand Gen
Lead LinkedIn, email, and SMS strategies, bringing leadership in sales development to drive business growth.
Start with the Commercial Priority
Talk with Doug about the audience, offer, and follow-up capacity. Agree whether managed outbound, Digital Operations, or broader operating support fits the requirement.
Get in Touch