01
Targeting & Research
Every prospect is vetted against the client's ideal customer profile: company size, industry, and — critically — an active trigger event (new leadership, an acquisition, rapid growth, a funding event, an ownership change, or similar). Only accounts that fit the profile and have a live trigger make the send list.
Once a prospect qualifies, individual research is done company-by-company: size, ownership structure, the specific trigger and its date, the decision-maker's background and public statements, and any personal detail that lets the outreach feel individually written, because it is.
02
The Personalized Gift
Each recipient gets one physical gift chosen specifically for them, not a generic branded item. The goal is a conversation hook: something distinctive enough that a stranger's assistant won't quietly toss it before it reaches the desk.
03
The Handwritten Letter
A real, handwritten letter accompanies the gift. It opens by naming the specific thing that just happened at their company, acknowledges something true and specific about what they've built, names the kind of problem that typically shows up at their current stage without pitching yet, briefly explains why this gift was chosen for them, and closes with a simple invitation to scan a card and talk. Kept short, plainspoken, and never salesy.
04
The QR Code Card
A separate small card, printed on the letter, carries a QR code pointing to a URL built just for that person. This turns a passive mailer into a trackable, digital-first funnel — the moment they scan, the sender knows engagement has started.
05
The Custom Landing Page
Scanning the code lands them on a one-off page built entirely around them: their name in the headline, their company's branding, a short explanation of what's in the box, a personal video, proof points relevant to their specific industry and situation, and a direct call-to-action to book time with the closer. Nothing generic — the page exists because they exist.
06
The Personal Video
A short video of the sender packing that specific box and explaining why the gift was chosen. It's proof the whole thing wasn't automated — a real person did this for them specifically.
07
The Scan-Triggered Follow-Up
Once the QR is scanned, a short sequence of personal emails begins — almost entirely about the prospect, with only a single sentence about the sending company in each one. Each message references the prospect's own trigger, situation, or public statements, and nudges gently toward a short call, escalating across several touches, ending in a warm, low-pressure "no hard feelings" close that leaves the door open.
08
The Human Handoff
The endpoint of the whole system isn't a sale — it's a scheduled conversation with a closer. The researcher's job is to open the door with something that feels unmistakably personal; the close happens live, backed by everything the prospect has already seen about their own situation.
