Cold outbound for high-ticket B2B services

Get your next client from cold outbound.

TradeShift helps high-ticket B2B service firms build and run outbound campaigns that book qualified sales calls, without hiring a full-time BDR team.

Book an Outbound Sprint Call

20 minutes. We'll look at your market, your offer, and whether outbound is worth running.

From target account to sales call
Target picked
Clear criteria for who to target
List built
Sourced against your target account criteria
Email sent
Sequences live, follow-up cadence running
Reply handled
Early qualification, no reply falling through
Call booked
Qualified opportunity on the calendar
Financial and advisory services
Commercial B2B services
Managed IT, MSPs and B2B tech shops
Compliance-aware outbound workflows
The Problem

Most high-ticket service firms have no reliable way to generate their next client.

Referrals run dry. Inbound is unpredictable. Without a repeatable outbound system, signing the next client is a guessing game.

No outbound system

Relying entirely on referrals and inbound with no active outreach motion.

Inconsistent follow-up

Prospects go cold after one or two touchpoints. No one picks it back up.

Unclear ICP

No documented criteria for who to target, what they care about, or why they would buy.

Generic messaging

Outreach that doesn't speak to a specific pain or situation. Gets ignored.

No list-building process

No repeatable way to source qualified prospects. Every campaign starts from scratch.

No way to measure it

No visibility into what's working or where the process is breaking down.

Why It Matters

Define your target. Build the system. Sign the next client.

Most high-ticket B2B service firms know they need a better way to acquire clients but don't have a repeatable cold outbound motion. TradeShift installs the strategy, infrastructure, and campaign workflows, then trains your team to run it.

  • Define your ICP and target account criteria
  • Build cold outbound infrastructure and tooling
  • Write and test outreach sequences
  • Handle early replies and qualify opportunities
  • Generate qualified sales conversations that lead to new clients
  • Hand off the workflow so your team runs it
What's Included

Three phases. One sprint. Your team runs it when it's done.

The Outbound Client Acquisition Sprint covers strategy, infrastructure, campaign build, and handoff. Roughly 30 days. Designed for high-ticket B2B service firms where one new client is worth $15K+.

01: Strategy and ICP

ICP Definition

Clear criteria for your ideal prospect: company profile, buyer role, trigger signals, and pain assumptions.

Target Account Build

First lead list sourced against those criteria. We find the accounts. You don't start from scratch.

02: Infrastructure and Campaign Build

Outbound Infrastructure

Domain setup, inbox warming, sending tool configuration, and deliverability basics.

Campaign and Sequences

2-3 outbound angles, cold email sequences, follow-up cadence, reply handling scripts, and call follow-up workflows for engaged prospects.

03: Launch, Iterate and Hand Off

Pilot Campaign

First send, early reply handling, and angle testing based on initial data.

Training and Playbook

Written SOPs, tool walkthrough, and weekly workflow so your team owns it from day one.

Book a Pipeline Audit
Pricing

Scope determines price. The audit determines scope.

Every Outbound Client Acquisition Sprint is scoped after the Pipeline Audit call. We review your firm, your target market, and your current acquisition situation, then propose a sprint package.

Included in every sprint:
  • ICP definition and target account criteria
  • Outbound infrastructure setup (domains, inboxes, sending tool)
  • Lead list sourcing and first campaign
  • Cold email sequences and follow-up cadence
  • Cold call scripts and follow-up call workflow
  • Reply handling and early qualification support
  • Written SOPs and team training
After the audit, we'll recommend the right sprint scope, or tell you if it's not a fit.
Book a Pipeline Audit

20 minutes. No pitch. A clear view of whether this is the right move.

Do you work with businesses that have never done cold outreach?

Yes. We build the infrastructure and first campaign from scratch. You don't need existing lists or prior outbound experience.

What tools does this require?

We work around your existing CRM and calendar. The main additions are a dedicated sending domain and an outbound sending tool. We handle setup.

Do you write the emails?

Yes. We research the niche, write 2-3 angles, and build the sequences. You review and approve before anything sends.

What happens after the sprint ends?

You own the workflow. We offer optional ongoing support, but the playbook is designed so your team can run it without us.

The Sprint

Four phases. Roughly 30 days. Handed off to your team.

Each phase has a clear output. Nothing is theoretical. Every deliverable is something your team can run the week after handoff.

Sprint Kickoff
Define ICP, qualify account criteria, align on the first messaging hypothesis.
D
DeliverableICP document and target account criteria.
Build
Set up infrastructure, source first lead list, write email sequences and follow-up cadence.
D
DeliverableInbox live, list ready, sequences written.
Launch and Iterate
Send first campaign, handle early replies, test angles, book first qualified calls.
D
DeliverableFirst reply data, first booked conversations.
Hand Off
Written playbook, tool walkthrough, weekly workflow training. Your team owns it.
D
DeliverableSOPs and trained team.

What's Included

  • Ideal customer profile definition
  • Target account criteria
  • Prospect list build
  • Cold email campaign setup
  • Cold call scripts and follow-up call workflow
  • Messaging and reply handling
  • CRM and pipeline workflow
  • Campaign launch and testing
  • Team training and handoff

By the end of the Sprint, you have a documented outbound system your team can keep running on their own.

Why not just hire a BDR?

How to Get Started

Start with a 20-minute Pipeline Audit.

1

Pipeline Audit

20-minute call to review your firm, your ideal client, and your current acquisition situation. We'll tell you directly if the sprint is a fit.

2

Sprint Plan

We map your ICP, campaign strategy, and infrastructure plan. You approve before we build anything.

3

Build and Launch

We build the system, launch the first campaign, and test messaging angles to generate qualified sales opportunities.

4

Hand Off

Written playbook, tool walkthrough, and team training. Your firm owns the system.

Book a Pipeline Audit
Why It's Different

Built for real operators, not AI hobbyists.

Built Around Your Existing Tools

Works with your current CRM, email, and calendar. No mandatory software switches.

Your Team Learns the System

We build it and train your team to run it. No dependency on us month after month.

Cold-Email Reachable Niches Only

We only work with markets where prospects are identifiable and reachable. Not every market qualifies. We'll tell you on the audit.

Practical, Not Theoretical

Every deliverable is something you can run the week after handoff.

Compliance-Aware

CASL and CAN-SPAM aware workflows. Unsubscribe handling and sender reputation built in from day one.

Written Playbook Included

Every sprint ends with SOPs your team can follow without us.

Honest Audit First

If the sprint is not the right fit, we'll tell you on the call. No wasted time on either side.

About

Built by a B2B sales operator, not a generic AI agency.

Robbie Grills, Founder of TradeShift AI

Robbie is a B2B sales and business development operator based in Vancouver. Before TradeShift, he spent years in SaaS sales and BD: prospecting, qualifying, booking calls, managing pipeline, and closing deals. That's the background behind the sprint methodology.

We use automation and AI where they make the outbound workflow faster, but the offer is the acquisition system, not AI for its own sake.

LinkedIn · robbie@tradeshiftai.com
FAQ

Common questions.

Do we need a large email list to get started?

No. We build the first prospect list as part of the sprint. You don't need existing outbound data.

Is cold email still effective?

For the right niches and with the right messaging, yes. The audit determines whether cold email is viable for your specific market.

What do we need to have before we start?

A clear service offering, some idea of your ideal client, and a working calendar. We handle the rest.

How quickly can we see results?

Most sprints launch the first campaign within 2-3 weeks of kickoff. Replies start coming in shortly after. Booked calls depend on market, message, and volume. We iterate based on what the data shows.

Do you account for CASL and CAN-SPAM?

Yes. Compliance-aware workflows are built in from day one: unsubscribe handling, sender reputation management, and clean outreach practices. For legal requirements specific to your business, confirm with counsel.

What happens on the Pipeline Audit call?

We review your current pipeline, look at who you're trying to reach and how, and determine whether the sprint is the right fit. If it is, we scope and price it on the call.

Do you include cold calling?

Yes. The sprint can include call scripts and a follow-up calling workflow. Useful for warm replies, high-value accounts, and prospects who showed interest but didn't book. We're building a complete outbound system, not running calls on your behalf.

Get Started

Find out if the Outbound Client Acquisition Sprint is the right fit.

20 minutes. We'll review your firm, your target market, and your current acquisition situation. We'll tell you directly whether the sprint makes sense.

Review your current pipeline and lead sources
Identify your target market and ICP assumptions
Assess your outbound infrastructure readiness
Determine if the sprint is a fit
Book a Pipeline Audit

20 minutes. No pitch. A practical look at whether this is the right move for your business.

Book a Pipeline Audit