growth playbook · Oct 18, 2026

Thoughtly growth playbook

Thoughtly is hiring its first Product Marketing Manager and a Founding Account Executive, joining a Demand Gen Manager and a GTM Engineer, with a Founding Product Manager building toward an autonomous CRM. That reads as a company moving from founder sales to a small, deliberate go-to-market team selling to skeptical, regulated buyers in higher education, mortgage and insurance.

It has strong proof (1,000+ teams, Nomad at 20,000 calls a day, close rates from 16% to 38%), but the website asks buyers to book a demo instead of showing the product, hides all prices, and says little about consent, the question every regulated buyer asks first.

Growth Score

Biggest Opportunity

Let the product sell itself: a form that calls the prospect within seconds, a clear compliance answer and vertical ROI calculators turn skeptical buyers' first questions into reasons to book.

Biggest Risk

AI calling sits under the TCPA after the FCC's 2024 ruling; one consent failure at a customer or in Thoughtly's own outreach can cost deals and invite lawsuits, while voice agents grow more crowded every quarter.

Start here

The three moves to make first. Each one is written up in full below.

Replace "Request a Demo" with "Get a call in 10 seconds": the agent calls the prospect who fills in the form
Write the consent checkbox text with counsel and route the form to an agent that books into the AE calendar.
High impact First result in 2 weeks
A buyer-facing compliance page: consent, the FCC AI-voice ruling, calling hours, opt-outs and AI disclosure
List the compliance questions from the last ten enterprise security reviews.
High impact First result in 1 month
Publish a starting price and pilot terms on the pricing page
Agree the lowest price you would accept for Flex and the standard pilot terms.
High impact First result in 2 weeks

Your idea portfolio

20 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

6 ideas are marked Unexpected: plays you are unlikely to have tried.
1 of these are things Programmable can build and run for you.

This week 6

Quick wins with a clear first action.

The homepage promises a call "10 seconds after she fills out the form", but its own form books a demo for later. For a product sold on speed to lead, the demo request is the one lead Thoughtly can prove it on.
High impactLow effort First result in 2 weeks Demand Gen Manager
First action
Write the consent checkbox text with counsel and route the form to an agent that books into the AE calendar.
How to measure it
Inbound form to booked meeting
Now
–
Target
2× the demo-request rate
By
4 weeks
Steps
Write consent wording
A clear, separate checkbox agreeing to an automated call and text from Thoughtly.
CEO 1 day
TCPA review
Check consent wording, calling hours, opt-out handling and AI disclosure with counsel before anything calls or texts a person.
CEO 2 days
Build the agent
A short script: confirm, two qualifying questions, answer FAQs, book the AE.
Founding Product Manager 2 days
Wire it up
Form to agent to HubSpot with speed to lead logged.
GTM Engineer 1 day
Show the result
A confirmation screen with the call time and the meeting booked.
Demand Gen Manager 1 day
A/B test
Half see the live call, half the old demo form, for three weeks.
Demand Gen Manager 2 hours
Review calls weekly
Listen to ten calls and fix the script.
Product Marketing Manager 1 hour a week
First result
2 weeks
Cost
$0 beyond usage, about a week of work
Owner
Demand Gen Manager
Smallest test
Run it on the pricing page only for one week.
Why it works
Risks and how to handle them
Evidence
Insurance, mortgage and higher-education buyers have to clear legal before an AI agent calls their leads. The security page lists consent tracking and DNC honoring in one line and says nothing on calling hours, AI disclosure or recording consent.
High impactLow effort First result in 1 month Product Marketing Manager
First action
List the compliance questions from the last ten enterprise security reviews.
How to measure it
Median days in legal review for regulated deals
Now
–
Target
-30%
By
2 quarters
Steps
Collect the questions
From recent reviews and lost deals.
Founding Account Executive 1 day
Write the answers
What the product does today, plainly.
Product Marketing Manager 3 days
TCPA review
Check consent wording, calling hours, opt-out handling and AI disclosure with counsel before anything calls or texts a person.
CEO 2 days
Add a one-pager
A PDF for procurement.
Product Marketing Manager 1 day
Link it
From pricing, solution pages and the security page.
Demand Gen Manager 1 hour
Train the AE
When to send it.
Product Marketing Manager 30 minutes
First result
1 month
Cost
Counsel review time
Owner
Product Marketing Manager
Smallest test
Send the draft to three open regulated deals and ask what is missing.
Why it works
Risks and how to handle them
Evidence
All three plans say "Talk to sales", usage is "unlimited" but overages are billed in arrears, and the trial question has no answer. Competitors such as Bland, Vapi and Retell, which Thoughtly already compares itself with, publish usage rates.
High impactLow effort First result in 2 weeks CEO
First action
Agree the lowest price you would accept for Flex and the standard pilot terms.
How to measure it
Pricing page conversion
Now
–
Target
+20% relative
By
4 weeks
Steps
Set the starting price
And the allowance it covers.
CEO 1 day
Write pilot terms
Length, scope, success criteria, conversion.
Founding Account Executive 1 day
Fix the usage wording
Make "unlimited" and overages consistent.
Product Marketing Manager 1 hour
Answer the FAQ
Every question on the page.
Product Marketing Manager 2 hours
Publish
With the date the prices apply from.
Demand Gen Manager 1 hour
Measure
Conversion and deal size before and after.
Demand Gen Manager 30 minutes a week
First result
2 weeks
Cost
$0
Owner
CEO
Smallest test
Answer the pilot question first; add the price a week later.
Why it works
Risks and how to handle them
Evidence
The job posts quote a 16% to 38% close-rate lift on the lowest-rated leads, the most persuasive number Thoughtly has, but the homepage leads with call volume and cost savings.
Medium impactLow effort First result in 2 weeks Product Marketing Manager
First action
Ask the customer behind the 16% to 38% figure for approval to publish it with their name.
How to measure it
Homepage conversion
Now
–
Target
+15% relative
By
4 weeks
Steps
Confirm the number
Source data, period and lead segment.
Product Marketing Manager 1 day
Get approval
Name, quote and logo.
Product Marketing Manager 1 week
Write the case study
One page with the method.
Product Marketing Manager 2 days
Update the homepage
Under the headline.
Demand Gen Manager 2 hours
Add to sales emails
In the AE's first follow-up.
Founding Account Executive 30 minutes
Test
Old hero against new for two weeks.
Demand Gen Manager 2 hours
First result
2 weeks
Cost
$0
Owner
Product Marketing Manager
Smallest test
Use the number in AE emails first.
Why it works
Risks and how to handle them
Evidence
The AE sells to higher education, and edX, 2U and Podium Education are customers. Admissions teams get floods of inquiries before deadlines and cannot call them all, which is exactly what Podium says Thoughtly fixed.
High impactLow effort First result in 3 weeks Founding Account Executive
First action
List 50 schools with application deadlines in the next eight weeks and their admissions leaders.
How to measure it
Higher-ed meetings booked
Now
–
Target
12
By
6 weeks
Steps
Build the list
Schools by deadline date and program size.
GTM Engineer 2 days
Write the opener
The deadline, the unreachable inquiries, the Podium story.
Founding Account Executive 2 hours
Sequence it
Email, LinkedIn and calls timed four weeks before each deadline.
Founding Account Executive 1 day
Offer a pilot
Limited to one program's inquiries for the deadline period.
Founding Account Executive 1 hour
TCPA review
Check consent wording, calling hours, opt-out handling and AI disclosure with counsel before anything calls or texts a person.
CEO 2 days
Track
Meetings and pilots by deadline window.
Founding Account Executive weekly
First result
3 weeks
Cost
$0 to $500 for data
Owner
Founding Account Executive
Smallest test
Ten schools with deadlines next month.
Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.
Book a working session
Why it works
Risks and how to handle them
Evidence
Thoughtly shows a 4.6 G2 rating, and senior buyers in regulated industries check peer reviews from their own industry before taking a call.
Medium impactLow effort First result in 3 weeks Product Marketing Manager
First action
List customers in the three verticals with good results this quarter.
How to measure it
Vertical G2 reviews
Now
–
Target
15
By
6 weeks
Steps
Pick customers
Happy accounts in the three verticals.
Product Marketing Manager 1 day
Write the ask
Short, with three prompts.
Product Marketing Manager 1 hour
Send from the AE or CSM
Personal, not a blast.
Founding Account Executive 1 day
Follow up once
A week later.
Founding Account Executive 1 hour
Feature reviews
On the solution pages.
Demand Gen Manager 2 hours
Track
Reviews and rating by vertical.
Product Marketing Manager weekly
First result
3 weeks
Cost
$0 to $1,000 in thank-you gifts within G2 rules
Owner
Product Marketing Manager
Smallest test
Five asks to insurance customers.
Why it works
Risks and how to handle them
Evidence

This quarter 8

The core plays for the next three months.

There are 25 integration pages (HubSpot, Salesforce, HighLevel, Shopify), but none for the systems higher-education, mortgage and insurance teams run on. The AE is asked to guide integrations during sales.
High impactMedium effort First result in 2 months Founding Product Manager
First action
Ask the last 20 prospects in the three verticals which system their leads live in.
How to measure it
Vertical deals closed with a native integration
Now
–
Target
50%
By
2 quarters
Steps
Ask prospects
Which systems hold their leads.
Founding Account Executive 1 week
Rank systems
By number of prospects.
Founding Product Manager 1 day
Build the first two
Or document a reliable path through APIs.
Senior Software Engineer 4 weeks
Write integration pages
Sync table, setup, a customer.
Product Marketing Manager 1 week
Update solution pages
Name the integration.
Demand Gen Manager 2 hours
Measure
Deals and time to launch with each integration.
Founding Product Manager monthly
First result
2 months
Cost
About a month of engineering
Owner
Founding Product Manager
Smallest test
Document one integration built for an existing customer.
Why it works
Risks and how to handle them
Evidence
The PMM post asks for ROI calculators, and the pricing page says most customers see ROI in under 30 days, but there is nothing a buyer can use to check that for their own numbers.
High impactMedium effort First result in 1 month Product Marketing Manager
First action
Write the formula for one vertical with three customers' real inputs.
How to measure it
Win rate with a calculator in the deal
Now
–
Target
+10 points
By
2 quarters
Steps
Write the formulas
Per vertical, from customer data.
Product Marketing Manager 3 days
Check with customers
Three per vertical.
Product Marketing Manager 1 week
Build the calculators
Web and a sales version.
Demand Gen Manager 1 week
Train the AE
Use it in the first call.
Product Marketing Manager 1 hour
Put them on solution pages
With the story.
Demand Gen Manager 2 hours
Track
Use and win rate.
Product Marketing Manager monthly
First result
1 month
Cost
$0
Owner
Product Marketing Manager
Smallest test
The mortgage calculator in a spreadsheet for five deals.
Why it works
Risks and how to handle them
Evidence
There are 12 comparison pages, but the PMM post asks for win/loss and competitive intelligence that does not exist yet. Comparison pages written without loss data argue the wrong points.
High impactMedium effort First result in 6 weeks Product Marketing Manager
First action
Pull the last 20 closed deals and email the contacts for 15 minutes.
How to measure it
Competitive win rate
Now
–
Target
+8 points
By
2 quarters
Steps
Pick deals
Ten won, ten lost.
Product Marketing Manager 1 day
Interview
Fifteen minutes, five questions.
Product Marketing Manager 3 weeks
Tag reasons
Price, quality, integration, compliance, other.
Product Marketing Manager 1 day
Write competitor comparisons
One page each.
Product Marketing Manager 1 week
Rewrite comparison pages
Around the real reasons.
Product Marketing Manager 1 week
Update monthly
From new losses.
Product Marketing Manager 2 hours a month
First result
6 weeks
Cost
$0 to $1,000 in gifts
Owner
Product Marketing Manager
Smallest test
Five lost-deal interviews.
Why it works
Risks and how to handle them
Evidence
Thoughtly sees how fast leads are reached and what happens when they are, across 1,000+ teams. No vendor publishes speed-to-lead by industry from real data.
High impactMedium effort First result in 1 quarter Demand Gen Manager
First action
Pick three metrics and check there are at least 20 customers per industry.
How to measure it
Meetings from the benchmark
Now
–
Target
30 a quarter
By
second edition
Steps
Pick metrics
Speed, contact rate, conversion.
Demand Gen Manager 1 day
Set a privacy floor
At least 20 customers per cell.
Founding Product Manager 1 day
Analyze
By industry and response band.
GTM Engineer 1 week
Write the report
Charts and plain findings.
Product Marketing Manager 1 week
Launch
Email, LinkedIn and the AE's list.
Demand Gen Manager 1 day
Repeat quarterly
Same method, dated.
Demand Gen Manager quarterly
First result
1 quarter
Cost
$0 to $2,000 for design
Owner
Demand Gen Manager
Smallest test
Publish one chart as a LinkedIn post.
Why it works
Risks and how to handle them
Builds on
Evidence
Senior, skeptical buyers want to talk to a peer. Thoughtly has recognizable customers but no structured way to offer a reference call.
Medium impactLow effort First result in 1 month Product Marketing Manager
First action
Ask Podium Education and Nomad to be references.
How to measure it
Close rate with a reference call
Now
–
Target
+15 points
By
2 quarters
Steps
Pick eight customers
Two per vertical.
Product Marketing Manager 1 day
Ask
Personally, with what it involves.
Product Marketing Manager 1 week
Set limits
No more than one call a month each.
Product Marketing Manager 1 hour
Thank them
Early access, events or credits.
CEO ongoing
Train the AE
When to offer a reference.
Product Marketing Manager 30 minutes
Track
Calls and outcomes.
Product Marketing Manager monthly
First result
1 month
Cost
$2,000 to $5,000 a year in thank-yous
Owner
Product Marketing Manager
Smallest test
Two references for the next two late-stage deals.
Why it works
Risks and how to handle them
Evidence
A company buying leads with form ads and hiring people to call them back is the exact buyer. The GTM Engineer owns enrichment in Clay and Apollo, and the AE has to source pipeline.
High impactMedium effort First result in 3 weeks GTM Engineer
First action
Build the query for job posts with "SDR", "admissions counselor" or "inside sales" in the three verticals.
How to measure it
Meeting rate on signal accounts
Now
–
Target
2× the AE's average
By
6 weeks
Steps
Define signals
Lead-form ads plus calling roles posted.
GTM Engineer 1 day
Build the workflow
Clay or Apollo into HubSpot weekly.
GTM Engineer 1 week
Write the opener
The trigger and the 16% to 38% story.
Founding Account Executive 2 hours
Send weekly lists
Top 25 accounts.
GTM Engineer 1 hour a week
Work the list
Email and calls.
Founding Account Executive weekly
Review
Which signals convert.
GTM Engineer monthly
First result
3 weeks
Cost
Existing data tools
Owner
GTM Engineer
Smallest test
One week's list worked by hand.
Why it works
Risks and how to handle them
Evidence
The PMM post sets a goal of taking a feature from announcement to an enabled sales team "within days, not weeks". That needs a standard kit, not a fresh effort each time.
Medium impactLow effort First result in Next release Product Marketing Manager
First action
Write the kit template and use it on the next release.
How to measure it
Release to enablement time
Now
–
Target
under 3 days
By
end of quarter
Steps
Write the template
One page and a clip.
Product Marketing Manager 1 day
Agree the trigger
Product tells PMM a week before release.
Founding Product Manager 1 hour
Produce kits
For every release.
Product Marketing Manager ongoing
Monthly roundup
Email to customers and prospects.
Demand Gen Manager 2 hours a month
Brief the AE
Fifteen minutes per launch.
Product Marketing Manager 15 minutes
Track
Release to first demo use.
Product Marketing Manager monthly
First result
Next release
Cost
$0
Owner
Product Marketing Manager
Smallest test
One kit for the next release.
Why it works
Risks and how to handle them
Evidence
Thoughtly has 35 language pages. US insurance and mortgage teams often lack bilingual staff to call every Spanish-speaking lead quickly, and those leads are left until someone is free.
Medium impactMedium effort First result in 4 weeks Demand Gen Manager
First action
Record a demo call that switches from English to Spanish.
How to measure it
Meetings from bilingual follow-up
Now
–
Target
15
By
8 weeks
Steps
Record the demo
A call that switches language.
Founding Product Manager 1 day
Write the page
Problem, demo, customer if any.
Product Marketing Manager 2 days
Target the list
Insurance and mortgage leaders in the right states.
GTM Engineer 2 days
Run the campaign
Email and LinkedIn.
Demand Gen Manager 4 weeks
TCPA review
Check consent wording, calling hours, opt-out handling and AI disclosure with counsel before anything calls or texts a person.
CEO 2 days
Measure
Meetings and pilots.
Demand Gen Manager weekly
First result
4 weeks
Cost
$1,000 to $3,000 in paid social
Owner
Demand Gen Manager
Smallest test
Send the demo to ten insurance agencies.
Why it works
Risks and how to handle them
Evidence

Big bets 3

Larger plays that can change the trajectory.

The Founding PM post says Thoughtly is building "the first fully autonomous CRM". Voice agents are a crowded field (12 comparison pages); a CRM that follows up on its own is a different, larger claim.
High impactHigh effort First result in Launch quarter CEO
First action
Write the one-paragraph definition of an autonomous CRM and test it on five customers.
How to measure it
Pipeline from the launch
Now
–
Target
$1M
By
1 quarter after launch
Steps
Define the category
One paragraph and what it is not.
CEO 1 week
Test it with customers
Five conversations.
Product Marketing Manager 2 weeks
Recruit three launch customers
On the record.
CEO 1 month
Make the demo
Five minutes, real data.
Founding Product Manager 2 weeks
Launch
Manifesto, demo, press, waitlist.
Demand Gen Manager 1 week
Follow up
Webinar and AE outreach to the waitlist.
Founding Account Executive ongoing
First result
Launch quarter
Cost
$10,000 to $20,000 for launch production
Owner
CEO
Smallest test
Test the definition in five sales calls.
Why it works
Risks and how to handle them
Evidence
Flex is aimed at teams that build their own setup, but every plan routes to sales. With 1,000+ teams live, smaller teams could start without an AE.
High impactHigh effort First result in 2 quarters Founding Product Manager
First action
List what a sales call does today that self-serve would have to do in the product.
How to measure it
Trial to paid conversion
Now
–
Target
20%
By
2 quarters after launch
Steps
Scope self-serve
What sales does that the product must do.
Founding Product Manager 2 weeks
Build templates
One per vertical.
Senior Software Engineer 4 weeks
Add consent checks
Required before any outbound call.
Senior Software Engineer 2 weeks
TCPA review
Check consent wording, calling hours, opt-out handling and AI disclosure with counsel before anything calls or texts a person.
CEO 2 days
Build checkout and caps
Card, trial, usage limits.
Senior Software Engineer 3 weeks
Launch
Pricing page and email.
Demand Gen Manager 1 week
First result
2 quarters
Cost
About a quarter of engineering
Owner
Founding Product Manager
Smallest test
A manual "fast start" offer: card, template, setup call.
Why it works
Risks and how to handle them
Builds on
Evidence
The FCC ruling makes consent the legal basis for every AI call, and regulated buyers carry the liability. Thoughtly already tracks consent; a ledger customers can export for an audit or a lawsuit is a reason to choose it.
High impactHigh effort First result in 2 quarters Founding Product Manager
First action
Ask three regulated customers what they would need to show an auditor.
How to measure it
Regulated deals won where the ledger was a factor
Now
–
Target
30%
By
3 quarters
Steps
Interview customers
What auditors and lawyers ask for.
Founding Product Manager 2 weeks
Design the record
Fields, retention, export.
Founding Product Manager 2 weeks
Build it
In the product with export.
Senior Software Engineer 1 quarter
TCPA review
Check consent wording, calling hours, opt-out handling and AI disclosure with counsel before anything calls or texts a person.
CEO 2 days
Launch
Compliance page, webinar, AE talk track.
Product Marketing Manager 2 weeks
Measure
Deals and objections.
Founding Product Manager monthly
First result
2 quarters
Cost
About a quarter of engineering
Owner
Founding Product Manager
Smallest test
A manual consent export for one regulated customer.
Why it works
Risks and how to handle them
Builds on
Evidence

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

If the live-call form works, Thoughtly will have its own numbers: seconds to first call, contact rate, meetings booked. Showing them publicly is proof by example.
Medium impactLow effort First result in 1 month Demand Gen Manager
First action
Decide the three numbers and how they are measured.
How to measure it
Homepage conversion
Now
–
Target
+10% relative
By
2 months
Steps
Pick the numbers
Seconds to call, contact rate, meetings.
Demand Gen Manager 1 hour
Automate the report
From HubSpot each month.
GTM Engineer 1 day
Add the strip
Homepage and pricing.
Demand Gen Manager 2 hours
Write the monthly post
One paragraph and a chart.
Product Marketing Manager 1 hour a month
Share it
LinkedIn from the CEO.
CEO 15 minutes a month
Review
Conversion impact.
Demand Gen Manager monthly
First result
1 month after the live form
Cost
$0
Owner
Demand Gen Manager
Smallest test
One LinkedIn post with the first month's numbers.
Why it works
Risks and how to handle them
Builds on
Evidence
Teams buying leads from aggregators blame lead quality when the real problem is slow follow-up. A lead vendor that bundles a seconds-to-call follow-up sells more leads, and every buyer becomes a Thoughtly user.
High impactMedium effort First result in 1 quarter CEO
First action
Talk to two lead vendors about what their buyers complain about.
How to measure it
Partner-sourced customers
Now
–
Target
20
By
2 quarters
Steps
Talk to vendors
Two to three in the target verticals.
CEO 3 weeks
Design the offer
Add-on or referral, pricing.
CEO 2 weeks
TCPA review
Check consent wording, calling hours, opt-out handling and AI disclosure with counsel before anything calls or texts a person.
CEO 2 days
Pilot with one vendor
Ten of their buyers.
Founding Account Executive 6 weeks
Publish results
Contact and conversion lift.
Product Marketing Manager 1 week
Scale
Add vendors.
CEO ongoing
First result
1 quarter
Cost
Revenue share
Owner
CEO
Smallest test
One vendor, five buyers, one month.
Why it works
Risks and how to handle them
Evidence
Senior buyers' first question about voice AI is how it sounds. The site lists call recordings as a resource but buyers need to hear calls in their own industry.
Medium impactLow effort First result in 1 month Product Marketing Manager
First action
Record six staged calls with staff playing leads in three verticals.
How to measure it
Meetings where the prospect listened first
Now
–
Target
30%
By
2 months
Steps
Stage calls
Staff as leads, six scenarios.
Product Marketing Manager 2 days
Get permissions
For any real customer calls used.
CEO 2 weeks
TCPA review
Check consent wording, calling hours, opt-out handling and AI disclosure with counsel before anything calls or texts a person.
CEO 2 days
Publish
Audio and transcripts by vertical.
Demand Gen Manager 2 days
Link from solution pages
And AE emails.
Demand Gen Manager 1 hour
Track
Listens and meetings.
Demand Gen Manager monthly
First result
1 month
Cost
$0
Owner
Product Marketing Manager
Smallest test
Three staged calls on the insurance page.
Why it works
Risks and how to handle them
Evidence

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

Agency

1 of the 20 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

Tools for the rest

Info

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

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Find the companies

Other companies we have researched, each read from what they are hiring for.

See every playbook and website review

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

Days 1 to 308 ideas
The live-call form, the compliance page, a starting price, the 16%-to-38% proof, deadline-timed higher-ed outbound and a G2 push.
Programmable can ship 1 of these in days.
Days 31 to 608 ideas
Win/loss and competitor comparisons, the speed-to-lead benchmark, references, signal outbound, the launch kit and the bilingual campaign.
Days 61 to 904 ideas
Lead-vendor partnerships, then decide the big bets on the first 60 days of evidence.

Thoughtly growth playbook

Diagnosis

Replace "Request a Demo" with "Get a call in 10 seconds": the agent calls the prospect who fills in the form

A buyer-facing compliance page: consent, the FCC AI-voice ruling, calling hours, opt-outs and AI disclosure

Publish a starting price and pilot terms on the pricing page

This week 6

How to run it: Replace "Request a Demo" with "Get a call in 10 seconds": the agent calls the prospect who fills in the form

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: A buyer-facing compliance page: consent, the FCC AI-voice ruling, calling hours, opt-outs and AI disclosure

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: Publish a starting price and pilot terms on the pricing page

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: Put "close rates from 16% to 38% on the lowest-rated leads" on the homepage, with the customer behind it

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: Time higher-ed outbound to admissions deadlines, with a free "inquiries we would have called" estimate

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: A G2 review push from customers in insurance, mortgage and higher education

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

This quarter 8

How to run it: Integrations for the target verticals' systems: Slate for admissions, Encompass for mortgage, and the main insurance agency platforms

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: One ROI calculator per vertical, used live on every first call

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: Win/loss on the last 20 deals, then competitor comparisons for Bland, Vapi and Retell

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: A quarterly speed-to-lead benchmark from anonymized customer data