Don't make this mistake if you decide to use a 3rd party marketing/outbound sales firm...

don't start the relationship by asking to get the types of customers you wish you had, instead of starting with what you are good at right now.

When I am working with business owners, Step 1 is to ALWAYS just get a few wins on the board that are similar to what you are already doing.

Trying to reinvent the wheel right out of the gate is a recipe for frustration, knee jerk reactions, and wasting your money.

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This is the framework for my customers...

STEP 1: Lay a simple, fast foundation of tech.

Make sure email domains are set up properly for deliverability. Talk to you and find the story behind your business, the story to tell in the messages and calls we have. THEN get a few customers that are similar to what you are already doing. This builds confidence, provides some more immediate ROI, and gives a bit of breathing room.

STEP 2: Add some complexity for more scalability.

Getting secondary email domains set up for sending and warming. Layer in LinkedIn if your customers are active on the platform. Move one step toward where you want to be in the future (could be slightly up stream, toward a new vertical, etc). Build list of 50 dream clients to work toward getting in the long run.

STEP 3: Fully deployed and integrated.

Data flows back and forth between outbound funnels/segmentation (if calls don't connect then send emails, etc). Playing the long game to win dream customers. Your sales team spending their time on warm follow-ups, and building tracking to make sure they don't drop the ball.

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You have to work toward your dream customers and new segments, you don't hire an outbound agency to just dive into something completely untested unless you are willing to gamble and waste a lot of time and money.