Find the person.
Understand the account.
Emailcontact@example.com
Phone+41 •• ••• •• ••
LinkedInDecision-maker identified
LGS / FIELD NOTES
What should a Swiss outbound proposal actually cover?
A scope checklist for comparing sales-development proposals without relying on invented price benchmarks.
RESEARCH → SEQUENCE → CONVERSATIONIllustrative workflow · example data
Find the person.
ICP → research → enrichment → review
One conversation.
Connected channels.
- 01✉ Personalised introduction
- 02in LinkedIn connection
- 03✉ Relevant follow-up
- 04☎ Prepared sales call
Read the signals.
Qualify the interest.
Open rate42%
Click rate6%
Meetings booked04
Human review at every commercial decision.Explore the process
Compare responsibilities before prices
Two proposals can both say “lead generation” while covering different work. One may assume a ready-to-use list, another may include account research. One may stop at a positive reply, another may qualify and coordinate meetings. Start by listing the responsibilities each proposal includes, the inputs you must supply and where the handover happens.
Look at research depth
A contact export and a researched account universe are different deliverables. Ask what makes an account eligible, how the buying group is identified and which fields are verified. If you are buying a research-led programme, the output should help explain why a contact is relevant rather than simply provide an address.
Understand the channel operating model
Email, LinkedIn and calling each involve preparation, execution and reply handling. Clarify who owns sending arrangements, platform access, scripts, language review and scheduling. Check whether tool or data costs sit inside or outside the proposed fee. These details materially change the work being purchased.
Agree what counts as progress
Define qualified interest, a booked meeting and an attended meeting separately. Ask how account fit is assessed and what context will be supplied to sales. A headline meeting target is difficult to evaluate if the qualification criteria are vague. Reporting should show the stages, denominators and learning behind the totals.
Use your economics to assess the fit
The commercial case depends on contract value, margin, sales capacity, close rate and sales-cycle timing. Those assumptions come from your business, not an agency’s generic benchmark. Use a proposal discussion to test whether the scope is proportionate to the market question. The conversation calculator can help with volume assumptions, but it does not calculate a financial return.
THE NEXT MOVE IS YOURS.
Your next Swiss client
is already out there.
Let’s find the right companies, start the right conversations and build your Swiss pipeline.
01 / MARKET02 / TARGET03 / ENGAGE04 / QUALIFY05 / MEETING ↗