Build a prospecting process that fills your pipeline every month
We work with your team to build how you target accounts, research buyers, run outreach, qualify interest, and hand real opportunities to sales.
Chief HR Officer
Trusted by 100+ sales teams and the investors who back them.
Your reps are busy, your pipeline is not growing
Effort is not the problem, because without a clear process, that effort leaks away in three places.
01
No clear target
Reps spend their week on accounts and buyers that were never a good fit for what you sell.
02
Too much manual work
AI, data, and sales tools go underused, so prospecting stays slow, manual, and impossible to scale.
03
Messaging that misses
Outreach does not land on what buyers care about, so real conversations never start.
Make sales development a repeatable capability
01
Focus on the right accounts
Your team spends its time on companies that match your ideal customer profile, and it can say why.
02
Start more relevant conversations
Your people reach buyers with the right message, on the right channel, at the right time.
03
Turn interest into opportunities
One shared way of qualifying turns promising conversations into opportunities your closers can act on.
Nine capabilities in one connected process
01
Account targeting
Identify and prioritise the accounts most likely to be a good fit for what you sell.
Includes
- ICP Development
- Market Segmentation
- Account Prioritisation
Tools
Apollo
LinkedIn
Claude
02
Buyer research
Find the right buyers inside target accounts and gather the intelligence outreach needs.
Includes
- Contact Sourcing
- Buying-Signal Analysis
- Data Verification
Tools
- Apollo
- Claude
- LinkedIn
03
Outreach setup
Set up the tools, data, and workflows outbound runs on.
Includes
- Sales Engagement Software
- Email Deliverability
- Sequence Configuration
Tools
- Apollo
HubSpot
04
Outreach strategy
Decide how to engage your buyers and start relevant conversations.
Includes
- Messaging
- Channel Selection
- Cadence Design
Tools
- Claude
05
Outreach execution
Run personalised multichannel outreach and follow-ups.
Includes
- Cold Emailing
- Cold Calling
- Social Selling
Tools
- Apollo
- LinkedIn
06
Response management
Turn replies into productive conversations and agreed next steps.
Includes
- Reply Classification
- Objection Handling
- Meeting Booking
Tools
- Apollo
- HubSpot
- LinkedIn
07
Qualification
Decide whether an engaged prospect is worth passing to sales.
Includes
- Lead Qualification
- Needs Identification
- Disqualification Judgement
Tools
- HubSpot
- Apollo
08
Sales handoff
Pass qualified opportunities to sales with the context to move fast.
Includes
- Opportunity Documentation
- CRM Hygiene
- Handoff Communication
Tools
- HubSpot
09
Prospecting optimisation
Use your data to find weak spots and improve every month.
Includes
- Funnel Analysis
- Conversion Analysis
- Experimentation
Tools
- Apollo
- Claude
A running prospecting process in three months
Month 1
Diagnose
We assess your nine prospecting capabilities and agree what to fix first.
What you do
Walk us through how your team really prospects and share your CRM, data, and tools.
Month 2
Deploy
We build targeting, outreach, and qualification with your team on live accounts.
What you do
Meet us once or twice a week and start using the new process immediately.
Month 3
Improve
We coach through live outreach and refine each part as your reps take ownership.
What you do
Run the process day to day and join weekly reviews.
- Ongoing
Related services
Questions you might have before working with us
What is sales development in B2B?
Sales development is the work of finding the right accounts, starting conversations with their buyers, and turning interest into qualified opportunities for the sales team. In many B2B companies, SDRs or BDRs do this work before an account executive takes the deal forward.
What does Revisory's Sales Development service cover?
Nine connected capabilities covering the full prospecting process: account targeting, buyer research, outreach setup and strategy, outreach execution, response management, qualification, sales handoff, and prospecting optimisation.
How do you build an outbound prospecting process?
Agree who to target and why, decide what to say on which channels and how often, set up the data and tools, and define how replies become meetings and how interest gets qualified. Then track every step so you can fix the weakest one first. We build each part with your team so your reps run it themselves.
Will you run outreach or book meetings for us?
No, and be wary of anyone who does. Your team does the outreach while we build the process with them and coach them through it, so your pipeline never depends on an outside agency.
What tools does a B2B team need for outbound prospecting?
A CRM, a contact data source, a sales engagement tool for sequences, and LinkedIn. We start with what you already have and only add what the process needs. Our Software Directory compares the main options and prices.
How do you use AI in prospecting?
We use it where it saves your team real time, such as building lists, researching accounts, and drafting personalised first touches. Your reps stay in control of everything that gets sent.
We already prospect. Why are we not getting results?
The problem usually sits in one place: targeting, data quality, messaging, follow-up, or the handoff to sales. The diagnosis shows us which one to fix first.
Who needs to be involved from our team?
The people doing the outreach, their manager, and whoever owns your CRM and sales tools.
How soon will we see a difference?
Your team starts running the new outreach on real accounts while we build it, so you will not wait for a finished plan. We track qualified opportunities from week one, but we will not promise a specific number, because your market and offer play a part too.
Build a prospecting operation your team can run
Tell us where your pipeline is coming up short, and we will tell you what we would fix first.