How the engagement works
The process is the same five stages in the pilot and the 90-day system. The pilot runs them once with a limited set of companies. The system runs them continuously.
Throughout, AI supports the research, outreach, monitoring, and organization. Human judgment is required for targeting, messaging, qualification, and the sales conversations themselves.
Clarify the ideal corporate buyer
What happens — We work with you to define the organizations and roles worth reaching — industry, size, the specific HR, L&D, Talent, and OD titles, and what makes a company a good fit for your offer.
Why it matters — Outreach is only as good as the list. A precise buyer definition keeps messages relevant and keeps your team out of low-value conversations.
What the client contributes — Your view of best-fit clients, past wins, and any industries or accounts to include or avoid.
Build and review the prospect criteria
What happens — We turn the buyer definition into specific prospect criteria and source an initial list. You review it before anything goes out.
Why it matters — Reviewing the criteria early catches targeting problems before they reach real people and affect deliverability.
What the client contributes — Review and approval of the criteria and a sample of the list.
Develop the outreach messaging
What happens — We draft the outreach and follow-up messages for your offer and audience — the angle, the sequence, and the call to action. You approve the messaging before launch.
Why it matters — The message decides whether a relevant buyer replies or ignores it. It needs your voice and an accurate description of what you do.
What the client contributes — Input on positioning and proof points, and final approval of the messages.
Launch outreach and monitor replies
What happens — Outreach goes out on a controlled schedule with automated follow-up. We monitor replies and sort them — interested, not now, not a fit, referral.
Why it matters — Follow-up is where most outbound is won or lost, and replies lose value when no one answers them quickly.
What the client contributes — Availability to answer questions that need your expertise, and quick input on unusual replies.
Qualify and hand off relevant conversations
What happens — We check interested replies against agreed criteria and hand qualified conversations to your team with the context so far.
Why it matters — Qualification keeps your calendar focused on conversations with a real chance of fit. The sales conversation itself is yours.
What the client contributes — Taking the handoffs, running the sales conversations, and telling us which leads were on target so the criteria improve.
Want to see the process run against your buyers?
Explore the Pipeline Pilot
Synapse Growth is an AI-powered client acquisition agency by Dak-Life. We help corporate training and development firms reach HR and L&D decision-makers through targeted outbound outreach and lead qualification.
Outreach outcomes are subject to targeting, deliverability, offer fit, and prospect response. · dak-life.com