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Phase One

Momentum Core Competencies

Technology (CRM setup, website updates needed)

Campaign Strategy (go to market strategy, samples? Sales call? Video?)

Hiring, training and management of a SDR that manages Presenture’s leads

Prospect list building

Week 1 Onboarding

Campaign Strategy Meeting (Karl, Kate + your team)

  • Identify what line we want to start with

  • List Criteria created for that line

  • Sales Funnel Strategy

  • Email Copy Brainstorm

  • Lead Qualification Criteria Established 

Copy & Funnel Review Meeting

  • Email Copy Reviewed

  • Sales Page Reviewed

  • Tech setup by our Tech Team

    • Purchasing and setting up your CRM with necessary tech components that allow us to optimize your prospecting strategy, including calendar and email delivery service.

Week 2 Email Campaigns Begin

  • Kathrin (Director of Client Success) is managing campaigns, training, adjusting, and setting up all email templates and objection email templates. 

  • In Week 2 we launch your campaign and send out the first 5,000-10,000 prospecting emails.

  • Kathrin is meeting with the SDR Tuesday, Wednesday and Thursday each week to train & manage. 

Results from this

  • Email templates that convert

  • Training videos & SOPs provided for future SDRs

  • Developed Prospecting System 

  • Pipeline Definitions & Automation

  • Qualified Deals in the Pipeline

After Phase One

  • Build out additional lines

  • Continued list building, if preferred

  • Continued campaign strategy & management

  • Optional SDR services

Technology Cost

  • Email API Service $80 per month

  • Calendar software $10 per month

  • Close CRM $95 per month

  • Sales pages build out (if we recommend based on your strategy) $250

    • Landing Page

    • Booking Page

    • Pre-qualification Form

    • Confirmation Page

  • Sales page software $16 per month

  • Email addresses $16/per user

Data Cost

Data is .30 per lead and we collect the following:

  • Email, Phone number (when possible), Linkedin Profile URL, Company name, Contact name

Recommended minimum 50,000 email per line

  • Month 1 (10,000) to start and then ramp up at the pace your team can manage leads and depending on how well the market responds.

Example Data Costs & ROI

Everytable purchased 50,000 leads for the LA Market and ramped up sales from 0-5.2 M in 11 months

WrapMaster has purchased 25,000 leads to date over the course of 6 weeks and has generated 239 interested opportunities in that timeframe

WSG has run this system for 2+ years and has purchased over 250,000 leads and generated over 3M+ in revenue

Phase One Investment Options

Option 1: Signature Program no SDR

Investment: $10,900

  • $7,500 upfront

  • $3,400 at the completion of the program

Option 2: Signature Program + SDR (email only) 

Investment: $10,900 + one of the SDR plans below

  • $7,500 upfront

  • $3,400 at the completion of the program

SDR Monthly Payments 

Full Time - 45 to 60 hours/month $4500

Phase Two Investment Options

Monthly Retainer $2500-8500

Technology & Sales Strategy Setup Fee per line (TBD)

Data (.30 per lead)