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OUTBOUND OPERATIONS

Net-new pipeline,
operated end-to-end

A managed system that learns your business, then puts meetings with companies your reps aren't working yet onto their calendars. Built for B2B sales leaders who've already been through an agency and an AI SDR and need the version of outbound that still works.

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Guarantee First qualified meeting in 14 days, or month one is free.
Currently accepting 2 new clients this quarter.
built for

You've tried the other options.

01

Hired an agency.

Generic sequences, a junior account manager learning your ICP on your dime, no visibility into what's actually running. You paid for six months and got a Slack channel.

02

Tried an AI SDR.

Thousands of emails, zero replies, copy your buyers could smell was automated from five feet away. The tool worked. Nobody was operating it.

03

Built it in-house.

Hired an SDR fully loaded, spent three months on ramp, and realized you needed tooling, infrastructure, and a manager the SDR didn't have.

You need net-new pipeline. You can't afford a miss to the board. And whichever option you tried, it didn't put net-new meetings on your reps' calendars.

the system

Five agents. One operator. Your pipeline.

Before any of it runs, the system has to learn your business. That's week one. Every account gets the same depth after that. Every email gets the same care. Every meeting gets the same preparation. The system runs continuously.

the foundation

Context Agent — Learns your business before anything else runs

Before the system sends a single email, it has to understand your product the way your best AE does. Week one is intake: your positioning, your ICP in detail (not a firmographic filter — the actual buyer psychology), your best customers and why they bought, the deals you lose and why, your voice and what makes your emails sound like you, your disqualifiers, your competitors, and what a good meeting looks like versus a bad one. The output is a structured context document the other five agents read from on every run.

OutputYour company's operating context, documented. Updated as the system learns what works. Your team keeps it if we stop working together.
01 Builds your account universe

Targeting Agent

Sources every company in your total addressable market. Qualifies each against your ICP using your product context. Enriches with tech stack, headcount, funding stage, and leadership. Prunes existing customers, current pipeline, and do-not-contact lists — the universe is net-new logos only, not accounts your AEs are already working.

OutputLiving account universe of net-new logos, typically 5,000–15,000 companies, updated weekly. Stays with your team.
02 Understands every account

Research Agent

For every qualified account, runs deep research across hiring, product, leadership, and news. Synthesizes into a structured brief with cited sources. Every fact traceable to where it came from.

OutputPer-account research briefs with clickable sources on every claim.
03 Watches for buying moments

Signal Agent

Monitors your account universe daily for trigger events across 50+ signal types. Categories adapt to your buyer — what fires for a revenue leader isn't what fires for a research, procurement, ops, or engineering buyer. The Context Agent's intake defines what counts as a signal in your specific market.

OutputDaily signal feed. Accounts heating up, flagged as they heat.
04 Writes and sends, one-to-one

Outreach Agent

When signals fire, writes a specific email for that specific account. References the actual research and the actual signal. Not templated, not merged, not variable-substituted.

OutputOne-to-one emails, sent continuously, tied back to research and signals the buyer can trace.
05 Turns replies into prepared meetings

Meeting Agent

Classifies replies, flags ones requiring judgment, books confirmed meetings directly on your rep's calendar. 24 hours before every meeting, a pre-call brief is delivered: who the prospect is, what signal triggered outreach, what the research surfaced, what to lead with.

OutputQualified meetings on your reps' calendars, each with a brief your rep reads before walking into the call.
06 The human behind all five

The Operator

Me. I built this system. I run it. I make every judgment call the agents escalate. You approve the ICP, the writing voice, the signal thresholds. I operate the system between your decisions. No pod, no account manager, no telephone game. You talk to the person doing the work.

Your interfaceDirect. One person. Accountable for every output the system produces.
one account, end-to-end

Here's what the system actually produces.

A real account. Public data only. The demo runs on a B2B SaaS example — the same system runs the same way for clients selling into research, finance, operations, engineering, or any niche where depth beats spray.

01Targeting
Day 1 · Universe built

How the universe gets built. Database filters pull the raw firmographic match — industry, headcount, geography, tech stack signals. That gives us the starting pool, typically 40,000–150,000 companies depending on the market. Each company gets enriched: leadership, recent news, hiring patterns, funding, product signals, existing vendor relationships. Then every enriched company runs against your ICP definition from the Context Agent — not a checkbox filter, a qualitative fit decision based on what you actually sell and who actually buys. Current customers, active pipeline, and DNC accounts get pruned last.

For this demonstration, we ran the motion on B2B SaaS selling GTM/CS tooling to teams of 200+. Raw pool: ~62,000 companies matching firmographics. After enrichment and ICP fit: 847 companies qualified. Below, 5 of the top-scoring accounts — Gong leads the set for reasons the Signal Agent picked up later in the week.

Company Industry Headcount Signal fit Why qualified
Gong Revenue AI / GTM Software ~1,300–2,480 High New CCO promoted March 4, 2026; Revenue Architects team launched same day; hiring across 6 cities
Clari Revenue Platform ~800 High Post-merger integration with Salesloft (closed Dec 3, 2025); CS org being restructured
Outreach Sales Engagement ~850 Med-High Named 2025 Gartner RAO Leader; AI Revenue Agents launched May 2025
ZoomInfo (GTM) GTM Intelligence ~3,500 Medium Rebrand to "GTM Intelligence Platform" completed; Chorus rolled up under main platform
Uniphore Business AI Cloud ~1,200 Medium Series F Oct 22, 2025 ($260M at $2.5B); integrating four recent acquisitions
02Research
Day 2 · Brief generated
Company: Gong Brief generated: Day 2 · 4,800 words · 22 sources cited

"AI is a work revolution, cloud was an IT revolution."

— Amit Bendov, CEO, on Sequoia's Training Data podcast, May 20, 2025

What's happening at Gong right now

Gong crossed $300M ARR and 5,000 customers — but they're still valued 38% below their 2021 peak. A secondary tender on Nasdaq Private Market repriced them at ~$4.5B in November 2025, down from $7.25B. They're growing fast into a valuation gap, which means pressure to prove enterprise maturity before what looks like a 2026–2027 IPO. Four Fortune 10 logos help that case. A cluster of pre-IPO finance roles (Director of Deal Desk, Treasury, Technical Accounting, FP&A) confirms the timeline. (gong.io/press, nasdaq private market, greenhouse.io)

Joe FitzGerald joined as Chief Legal Officer on March 16, 2026 — previously CLO at Lacework through the Fortinet acquisition, and 8 years at Pure Storage spanning its IPO. That's an IPO-track hire. (gong.io/press)

They acquired RightBound (AI outbound prospecting) on December 2, 2025 and opened offices in Atlanta (March 2026), NYC (August 2025), and scaled Dublin from 125 to 200+ (July 2025). The footprint is expanding fast. (techcrunch.com, venturebeat.com)

The big internal shift

On March 4, Simon Frey was promoted to Chief Customer Officer — a brand new role. Same day, Gong unified its entire post-sale organization under a "Customer Office" and rebranded CSMs as "Revenue Architects." Shane Evans, previously CRO, was retitled Chief Revenue Architect. His public framing of the change:

"The CRA is the new CRO."

— Shane Evans, Chief Revenue Architect, Gong

This isn't cosmetic. They're betting that the CS function should own revenue expansion, not just retention. The Revenue Architects hiring wave is live across Austin, Chicago, NYC, Salt Lake City, SF, and Dublin — at least 9 open roles under the new team structure. (gong.io/blog, linkedin.com, greenhouse.io)

Product and ecosystem

Mission Andromeda launched February 25, 2026 — first in a new quarterly product cadence. Introduced Gong Enable, a head-on competitor to the just-merged Highspot + Seismic. The Gong Collective partner ecosystem surpassed 300 partners by November 2025. Tel Aviv R&D is scaling toward ~500 engineers. ~103 total open roles on Greenhouse. (venturebeat.com, gong.io/press, greenhouse.io)

03Signal
Day 11 · Signal fired · 10:47 AM

Why this account, why now

The client sells a customer success platform targeting enterprise GTM teams. Simon Frey is 30 days into a brand new CCO seat with a rebuilt org, an unreleased operating model, and a visible hiring wave. New CCOs re-scope tooling in months 3–6 of their tenure. The 90-day window closes early June 2026 — this is the textbook buying moment, and it's time-bounded.

What fired

Three independent signals converged in 7 days:

Signal typeLeadership change + organizational restructure + hiring surge
AccountGong
DetectedDay 11 · 10:47 AM
Relevance score97 / 100
  1. Simon Frey promoted to Chief Customer Officer on March 4, 2026. New role. First 90 days closing early June 2026.
  2. "Customer Office" unified same day. New "Revenue Architects" team announced — CSM function rebranded across the company.
  3. Revenue Architects hiring wave opened across six cities. At least 9 open roles under the new team structure.
04Outreach
Day 11 · Email drafted & sent
ToSimon Frey, Chief Customer Officer, Gong From[Client AE], [client-domain].com SubjectRevenue Architects — three weeks in

Saw the March 4 announcement about the Customer Office and the Revenue Architect rebrand. The piece Shane Evans wrote ("The CRA is the new CRO") was the clearest statement of operating-model change I've seen from a Revenue AI company this year. Not a cosmetic rename — you're hiring Revenue Architects across six cities.

The harder part is usually three months later — when a newly structured CS org has to prove ROI on an operating model the rest of the industry doesn't have vocabulary for yet. The health-score frameworks, onboarding playbooks, and QBR structures you had under the old CSM model don't cleanly map. Most CCOs in your exact spot default to rebuilding in Excel while the team scales.

[Client company] has worked with two other Revenue AI companies through similar CS-org transitions. Happy to share what the first 90 days of tooling decisions looked like for them — specifically what they kept, what they ripped out, and which KPIs broke when the role rebranded.

Worth 20 minutes before the June mark?

[Client AE name]
What the email drew from
  • Paragraph 1 → Shane Evans blog post (March 4) + hiring wave data (Greenhouse)
  • Paragraph 2 → CCO 90-day tooling pattern + Revenue Architects operating model gap
  • Paragraph 3 → Two comparable client case studies (client's own data)
  • CTA → 90-day window calculation (promoted March 4 → June deadline)
Demonstration email — not sent. Generated from publicly available signals about Gong.
05Meeting
Day 14 · Meeting booked · Brief delivered
Meeting[Client AE] × Simon Frey, Chief Customer Officer, Gong
ScheduledDay 15 · 11:00 AM PST · 30 minutes
Brief deliveredDay 14 · 11:00 AM PST (24 hours before)

Who you're meeting

  • Simon Frey, Chief Customer Officer, Gong
  • Promoted internally March 4, 2026 — approximately 6 weeks in role at time of meeting
  • Previously SVP, Customer Outcomes at Gong — long-tenured insider, not an external hire
  • Leads newly unified "Customer Office" and the rebranded Revenue Architects team

Why they replied

  • Our email referenced the Shane Evans blog post ("The CRA is the new CRO") directly — a specific internal narrative, not a generic customer success pitch
  • Frey is in the 90-day window where new CCOs re-scope tooling. The Revenue Architects hiring wave is active across six cities, meaning onboarding and enablement decisions are live right now.
  • Expect: evaluation mode, not discovery. He will have already looked at competitive tools.

Lead with

  • The two comparable Revenue AI company case studies — specifically what broke when the CS org rebranded and what tooling had to be replaced versus kept
  • Frame the conversation around the 90-day mark, not a 12-month implementation. CCOs in his seat need early wins.
  • Ask what KPIs he's carrying from the old CSM model versus the ones being redefined under Revenue Architects.

Avoid

  • Generic "tell me about your customer success motion" discovery. He's been at Gong for years; he knows the motion cold.
  • Pitching health-score features standalone. The Revenue Architect role is operating-model change, not a feature gap.
  • Referencing any competitor by name. Gong leadership has public positions; don't step on them.

Open questions

  • What specifically changed in the operating model versus the old CSM function?
  • Is the Revenue Architects rebrand US-only or global? Dublin is hiring; unclear if the rebrand applies there.
  • Budget authority: is CS tooling his call directly, or routing through the CFO office given the pre-IPO finance hiring cluster?

Your rep walks into the call knowing more about the prospect than most reps know after two calls.

This happens continuously across your account universe. Every week.

what you receive

Outputs, not promises.

Everything the system produces lives with your team. If we stop working together, you keep it all.

01

Account intelligence library

Every qualified account in your market, researched, with cited sources.

02

Daily signal feed

Every trigger event across your universe, categorized and timestamped.

03

Per-account research briefs

Deep context on every account the system touches.

04

One-to-one outbound

Written per account and decision makers within the account, sent continuously. Volume scales to your market — typical mid-TAM client sees 3,000–5,000 one-to-one sends per month; narrower markets get proportionally fewer sends, same depth per account.

05

Meetings on your calendar

With pre-call briefs 24 hours before every one.

06

Weekly operator update

A short Friday note. What ran, what's working, what's being adjusted.

the guarantee

First qualified meeting in 14 days, or month one is free.

Most vendors ask for 90 days before you can judge the work. That's not a commitment, it's a stall. If the first qualified meeting doesn't land on your reps' calendar within 14 days of launch, month one refunds in full. You keep the account library, the research briefs, and the domains.

Monthly — all in
$3,000
Billing
Month-to-month
Setup $0
Cancel any time · 30 days notice
Included domains, infra, data, enrichment — all of it

Qualified = a prospect at an ICP-fit account who agreed to a meeting, attended, and isn't a current customer or on your do-not-contact list. Built for a 3-month evaluation window — results compound — but you're never locked in.

who's running this

Dmitry. I built the system and I operate it.

The orchestration, qualification logic, research pipeline, writing engine, signal monitoring, and brief generator are built from scratch, not assembled from other people's tools. Data providers are used where they beat building from scratch. Everything else is built in-house, not wrapped around someone else's API. This is not an AI SDR product — it's a managed system, with a human operating every judgment call the agents escalate.

The system runs continuously — it doesn't stop if I'm on a plane or asleep. Capacity is tight by design: 2 new clients per quarter, so no one's account ends up on a backburner.

You're buying operated depth from the person who built the depth.

questions you're already asking

Answered in public.

01 Is this a platform or an agency?
Neither. It's a managed system, operated end-to-end. You see what it produces every week, and everything it generates lives with your team. Agency means trusting humans you can't see. Platform means doing the work yourself. This is the middle.
02 What happens if I cancel?
You keep the account library, the research briefs, the signal history, and the branded domains set up in your name. No data hostage-taking.
03 Is this a wrapper on existing tools?
No. Data providers are used where they beat building from scratch. Everything downstream — qualification, research, writing, signal monitoring, briefs, operator judgment — is built in-house.
04 Why not use an AI SDR tool for less?
You probably have. The pattern is consistent: thousands of sends, almost no replies, eventually cancelled. The tech works. Nobody's operating it. That's what this system does differently.
05 How do I defend this to my CEO or board?
$3,000/month, billed monthly, cancel any time with 30 days notice. Everything the system runs on — domains, infrastructure, data, enrichment — is included. No setup fees, no per-meeting charges, no surprise costs. 14-day first-meeting guarantee: if we miss it, month one refunds in full and you keep your data. If it works, you stay. If it doesn't, you walk. Downside is capped at one month of spend.
final

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