Service Delivery Description

1. LEAD SEARCH

Scenario 1: The Client Provides Leads From Their Personal Base

The Client (Broker) provides a list of companies that meet the prospecting criteria for the number of employees, and the need in a product or service provided by the Client.

The list should include the following information:

Company Name
Company Landline
Email addresses of the decision makers
Names of the decision makers (if available)
Company headcount / Number of employees (if available)
The renewal date / month (if available)

Scenario 2: The Client Provides Ideal Prospect Parameters

The Client (Broker) fills up a special form to identify the Ideal Customer Avatar – a prospect that the Client is capable of serving, and who can potentially in need of such service.

The form includes the following criteria / parameters:

Geographical area
Industry (2-3)
Number of employees
Company structure (if applicable)
Other credentials as given in the Customer Avatar fill in form

Scenario 3: Hybrid Approach

The Client provides an existing subscriber list or a list of prior contacts which will be separated from cold outreach. ProspectingBroker creates a follow-up sequence to re-engage these contacts. Additionally, the Client completes the Ideal Customer Avatar form, and a new cold outreach list is generated based on his profile.

2. EMAIL SYSTEM FOR BLASTS (Registration, Setup, Management, Monitoring)

Prospecting Broker uses a safe approach for email marketing. We provide a separate main server for email applications and databases and connect this application server with multiple SMTP servers.

Our unique method of setting up bulk mail allows adding multiple SMTP servers with multiple IPs with rotation. Thus your campaign will shoot with multiple rotating SMTP servers.

We configure each SMTP server with a PowerMTA bounce handler which will process your hard bounces like a bad mailbox, bad domain, routing errors, inactive mailbox, spam-related and policy-related bounce codes. Thus your list will be clear from these bounces on the first run.

Email authentication proves that an email comes from who it claims to be. It is a must to block harmful or fraudulent uses of email such as phishing and spam. The standard email authentication is SPF, DKIM, DMARC, and rDNS and our servers are configured with these DNS entries.

The scope of work for creating a system for email blasts, is as follows:

Setup of central server

EMA (installation / database -Control Panel on the server)
DNS (SPF, DKIM, DMARC, RDNS)
Domain Purchase & Setup (sending / tracking / open / unsubscribe)
SMTP login details (you will have full all-time access to the system and reports)
Webmail (for replies and responses to the email received)
Cron job setup for automatically scheduled sending
Paid SSL certificate
Dovecot
Bounce processing automatically and FBL
1-2 IPs
PMTAMC

Setup of Sending Servers

PowerMTA – V5.0r3 Installation / Configuration
Multiple IPs with a complete rotation
EMA (Email Marketing Application) installation / database
Control Panel
DNS (SPF, DKIM, DMARC, RDNS)
Domain Setup (sending / tracking / open / unsubscribe)
SMTP login details
Webmail (for replies and responses to the received emails)
Cron job setup for automatically scheduled sending
Paid SSL certificate
Dovecot
Bounce processing automatically
Rotation IPs
Auto warm-up scripter

3. EMAIL BLASTS (Promotional, Newsletter) - Concept, Design, Distribution.

Prospecting Broker uses a new registered domain and server to distribute online content to the Client’s Prospects without affecting their primary domain, including:

Monthly Newsletters
Company and Industry Updates
Emails With A Specific Call-To-Action (Book A Meeting, Get A Callback, Etc)
Webinar Promotion (Registration, Appearance)
New Video / Written Blog Post With Call-To-Action
Social Media Channel Promotion

4. WEBINARS / LIVESTREAMS (Content, Registration Page, Presentation, Promotion, Recording Distribution)

Prospecting Broker carefully choses a topic for each webinar or a livestream conducted by the Client, to make sure it meets the following criteria:

The topic is relevant to the Client and their Segmented Prospect list;
The topic solves an immediate problem for the Client’s Prospect;
The topic can drive a specific action (Book A Call / Click The Link)

Promotional content creation for the Webinar includes:

Webinar description for the webpage
Webinar description for the social media pages
Webinar slogan for the banners and social media pictures
Webinar description for the email blast
Registration confirmation email
A detailed script for a 30-minute webinar (the Client can read it off-screen via an online teleprompter)
2 Post-Webinar Emails with Call-to-Action
Post-Webinar Recording Distribution Email

Presentation includes:

Specific phrases from the Detailed Script to focus the viewer’s attention
Relevant graphs, stats and data that will support the Webinar Script
Pictures and animation in Client’s brand colors
Client’s logo and brand colors

Promotion includes:

Email blast to the Prospect’s Leads (entire base or segmented list)
Follow-Up email blast to the Registrants (giving additional reasons to show up)
Creating Linkedin Event page and sending out invitations
Publishing the Webinar on the Client’s website
Webinar promotion calls to the Client’s Prospects (within the Prospecting Calls limit)

Post-Webinar Recording Distribution includes:

Webinar recap (short description, bullet points)
Webinar Recording page on the Client’s Website
Webinar Recording email to the registrants
Webinar Recording promotion email to non-registrants (entire base or segmented list)
Social media post (content, design)

5. LEAD MAGNETS - Content, Design, Distribution.

Prospecting Broker creates lead magnets that serve to accomplish the following goals:

Keep connection with the Prospect throughout the year and remind them of our Client.
The Prospects usually start looking at the options closer to their renewal date, To keep in touch with them throughout the year, brokers need to send out attention-grabbing information at the right time.
Help prospects “raise their hand” on a specific problem they’re facing
When certain prospects click, download or watch content with an ultra-specific topic, there’s a great chance they are interested in improving it. Prospecting Broker sends the notification on clicks to the Broker, and that creates an amazing opportunity to make a qualified call the Prospect.
Get more qualified leads
All lead magnets are being published on the Broker’s website and shared through their social media channels through gated system. New prospects can download such content by leaving their contact details.
Example: Broker shared the lead magnet link and information on their social media. The Prospect liked / commented on the post. The Prospect’s friend list (or the followers list) can now see their action and the content shared by the Broker. They can click the link, leave their contact details, and download the lead magnet. The system recognizes it as “raising hand” and send notification to the Broker.

The types of lead magnets can include:

Checklist
Blueprint
Research
Report
Digest
Newsletter

All lead magnets are designed using the Client’s logo and brand colors.

Lead magnet distribution is realized through email blasts, social media sharing, website publications.

6. CONTENT DNA ROADMAP AND STRATEGY

The Content DNA Roadmap is a foundational component of the services provided by ProspectingBroker, ensuring that all content aligns with the Client’s brand identity, messaging, and strategic objectives. This roadmap is developed once per year based on the Client’s goals and market position, with adjustments made as necessary upon Client’s approval.

Every content asset created by ProspectingBroker – including social media posts, emails, videos, and marketing campaigns – will strictly adhere to the messaging strategy outlined in the Roadmap. This ensures consistency in key messages, strengthens brand positioning, and enhances the effectiveness of all marketing efforts.

Deliverables included in the Content DNA Roadmap

Brand Identity And Positioning

A clear articulation of what makes the Client’s brand unique, compelling, and different from competitors.
The principles and beliefs that guide the Client’s business and marketing strategy
A defined communication style that ensures a consistent voice across all content and interactions

Buyer Psychology

Age, gender, industry, role, and decision-making power
Lifestyle, habits, and business challenges
Emotional drivers, fears and aspirations

Inner Minimum, Inner Breakdown, Inner Maximum

The baseline expectations the Client’s audience seeks
The best possible outcomes they realistically envision
The main challenges, frustrations, and aspirations that influence buyer behavior of this specific audience
A breakdown of common objections prospects may have and how to address them through communication and messaging.

Key Messaging and Content Strategy

A structured way to share the Client’s journey, mission, and impact in a way that resonates emotionally with the audience
Identifies the Client’s place in the industry and how to communicate their competitive edge
Tailored messaging for different customer segments to maximize relevance and engagement
A set of high-impact content themes that establish the Client as an authority in their niche

Content Guidelines And Execution Framework

The main topics and themes that all content will evolve around to ensure focus and consistency
Guidelines on which types of content (blogs, social media posts, webinars, email campaigns, video scripts, etc) will be used to communicate key messages
High-level suggestions for content timing, frequency, and key events to target throughout the year
A set of predefined CTAs to be used across content to drive conversions and audience engagement.

Marketing And Brand Alignment Tools

Recommendations on website structure, key messaging placement, and UX considerations to align with the brand identity
A detailed breakdown of approved vocabulary, phrases, and tone considerations to maintain consistency across all written content
Guidelines on how to interact with the audience through comments, direct messages, and content engagement.
How content should be aligned with sales outreach efforts to move prospects through the buyer’s journey.

7. INDIVIDUALLY DESIGNED FIRST CALL SCRIPT (FOR THE CLIENT)

Prospecting Broker supplies the Client with a structured First Call Script and a Strategic Mindmap specifically designed to optimize the initial outreach process to the prospects identified in the Lead List.

The First Call Script is developed to facilitate effective communication between the Client and the prospect, with the primary objective of establishing a personal introduction and collecting information. To achieve this, the script:

Outlines the main flow of conversation, ensuring a smooth and professional interaction
Defines the final goal of the call, which is to schedule a meeting with the Prospect to discuss the specific topic they have shown interest in
Includes key phrases and objection-handling strategies to help the Client navigate potential obstacles and keep the conversation progressing toward the desired outcome
Maps out multiple scenarios, anticipating the prospect’s possible responses, questions, concerns, or objections, along with recommended replies to keep the dialogue productive
Provides strategic guidance on how to steer the conversation based on the Prospect’s engagement level and stated interests.

Each First Call Script and Mindmap is tailored to the Client’s specific needs, industry focus, and target audience. The structure allows flexibility, enabling the Client to personalize their approach while adhering to a proven framework that increases the likelihood of a successful appointment setting.

Prospecting Broker provides the First Call Script and Mindmap as a strategic communication tool. The effectiveness of the script may vary based on individual execution, market conditions, and prospect responsiveness. This service is designed to enhance the Client’s ability to engage prospects effectively and drive meaningful conversations that lead to business opportunities.

8. A CUSTOM-TAILORED FIRST MEETING SCRIPT AND PRESENTATION

Purpose and Scope

To maximize the Client’s chances of success, Prospecting Broker provides a custom-tailored first meeting script and presentation, designed to align with the Prospect’s specific needs, industry, background position, corporate and personal objectives, and other relevant data gathered through the prospecting process.

This service ensures that the Client is well-prepared with a structured and professional approach, enabling them to communicate value effectively, anticipate objections, and navigate discussions confidently.

Development and Customization

The Prospecting Broker team conducts a detailed analysis of each prospect to create a bespoke presentation and script that enhances engagement and conversion potential. The development process includes:

Reviewing industry trends, the prospect’s company background, financial positioning, pain points, and key decision-making criteria

Structuring key talking points to align with the Prospect’s specific challenges and goals

Incorporating elements such as the Prospect’s name, position, and company-specific references to enhance relevance and engagement

Designing a logical conversation structure that guides the prospect through the key stages.

Providing preemptive responses to potential objections, ensuring the Client is equipped to handle challenges effectively.

Delivering a professional slide deck or supporting materials to visually reinforce key messaging.

Additional Support And Continuous Improvement

Pre-Meeting Coaching (Optional) – if requested, a briefing session can be scheduled with the Prospecting Broker team to refine delivery, address concerns, or clarify key points before the meeting.

Post-Meeting Review – The Client shall provide feedback on the meeting’s outcome, allowing for future optimization in approach, script structure, and presentation style.

Ongoing Strategy Alignment – Prospecting Broker continuously refines its materials based on the Client’s feedback, industry trends, and performance analytics to enhance future prospecting success.

9. COLD DIALS

Prospecting Broker’s sales team will manually conduct cold calls to the Client’s prospects using an individually designed script, which will be adjusted and/or approved by the Client. No automatic calls with recorded voices will be made. The calls will be strategically executed to maximize engagement and conversion opportunities, focusing on high-value decision-makers with target companies.

Definition of Cold Dials

For the purpose of clarification, “cold dials” refers to dials made to prospects that are within the Client’s existing prospect base but have not yet scheduled a meeting. These prospects may have been identified through prior outreach efforts, marketing campaigns, or referrals, but have not yet engaged in a direct conversation or formal meeting with the Client.

Objective

The primary objectives of the cold dials include, but are not limited to:

Gathering detailed intelligence on the Client’s prospects, including identifying decision-makers, obtaining direct contact details, and collecting relevant information about their current healthcare plan.
Introducing the Client and their brokerage services to the prospect to establish initial rapport.
Scheduling a meeting between the Client and the Prospect to discuss potential collaboration.
Leaving voicemails with a compelling message and following up with an email and/or social media outreach to reinforce engagement.

Manual Calling And Script Flexibility

All calls will be made manually by real sales representatives – no robocalls, automated dialers, or pre-recorded messages will be used. Prospecting Broker will use the call script agreed upon with the Client as the foundation for outreach efforts. However, real-life conversations are dynamic and may take different directions depending on the Prospect’s response. It is impossible to script every scenario word-for-word.

Prospecting Broker team will remain within the structure of the agreed-upon script ensuring alignment with the Client’s goals while adapting naturally to conversations to maximize engagement and lead quality.

Compliance And Legal Considerations

The Client acknowledges that calling and telemarketing activities are subject to various laws and regulations, including but not limited to the Telephone Consumer Protection Act (TCPA), CAN-SPAM Act, General Data Protection Regulation (GDPR), and other applicable state, federal, or international laws governing outreach communications.

Prospecting Broker will conduct outreach activities solely using publicly available or corporate business contact information, such as switchboard numbers, direct corporate lines, or verified business email addresses. Such business contact details are not considered personal data under most privacy frameworks (including GDPR), and therefore may be used for legitimate business-to-business communication.

Prospecting Broker will conduct calls within standard business hours and in accordance with best practices to enhance response rates and maintain professionalism.

The Client agrees to indemnify and hold Prospecting Broker harmless against any claims, penalties, or legal actions arising from non-compliance with applicable telemarketing laws or misuse of collected data.

Limitations And Performance Disclaimer

Prospecting Broker does not guarantee specific outcomes, such as successful meetings, conversions, or client acquisitions, as these depend on various external factors, including prospect responsiveness and marketing conditions.

While every effort is made to optimize call scripts and outreach strategy, the effectiveness of cold dials is influenced by the Client’s market positioning, value proposition, and follow-up efforts.

10. ONE-ON-ONE COACHING CALL WITH MARGO WHITE

This is a weekly practice session with live prospecting calls, and review of the previous outreaches. During the coaching call, the Client dials the “warm” prospect list. Every call is analyzed, and the relevant adjustments are pointed out – such as tonality of voice, certain words and phrases, following the script, and other.

We also practice meeting presentations and roleplay challenging situations, questions and objections to make sure the Broker is prepared for anything that might come their way.

Prospecting Broker records and transcribes every practice session, to ensure the Broker has access to the important notes any time.

The 60-minute session is usually divided into following sections (unless otherwise agreed with the Broker):

Prospecting calls + review – 30 min
Meeting presentation / script + review- 30 min

11. SHORT VIDEOS FOR SOCIAL MEDIA PLATFORMS

Micro Video Content is easy to watch and engage, as well as favored by the social media algorithms. They will help a Broker in spreading the key messages of their campaign, grab the prospects’ attention, and position the Broker as an expert in their field.

Prospecting Broker takes care of the entire process – from script creation, to video editing and publishing. The process is simple and easy, and requires minimal involvement from the Broker.

Prospecting Broker creates a script for a short 1-minute video
The Broker records a video on their phone or computer, using the script.
The Broker sends the video (raw files) to Prospecting Broker via email or WatsApp
Prospecting Broker edits the video with the Broker’s logo, colorful subtitle, captions with emojis, pictures, etc – and sends for the Broker’s approval.
Prospecting Broker publishes the video on the Broker’s social media platforms (if required).

12. "WARM LEADS" NOTIFICATIONS ON WHATSAPP

Prospecting Broker will provide the Client with direct notifications via WhatsApp regarding companies or individuals who have demonstrated interest (“raised their hand”) in the Client’s services. Such interest may be expressed through various engagements, including but not limited to:

Conversing with our cold call center team
Downloading a lead magnet
Attending a webinar
Any other form of interaction that indicates a level of interest in the Client’s services.

Client’s WhatsApp Number Requirement

The Client acknowledges and agrees that the WhatsApp number provided upon registration must be personally owned and controlled by the Client. This number will be used as the designated channel for receiving notifications. The Client is responsible for ensuring that the registered WhatsApp number remains active and accessible throughout the duration of the Agreement.

Authorized WhatsApp Communication

All official “Warm Leads” notifications from Prospecting Broker will be send exclusively from the WhatsApp number +1 747 767-27-34 (hereinafter, the “Authorized Number”). Any communication purportedly originating from Prospecting Broker but sent from a different number shall not be deemed valid. The Client agrees that only information received through the Authorized Number shall be considered official under this Agreement.

Client’s Role In Lead Follow-Up

Upon receiving a Warm Lead Notification, the Client may:

Directly follow up with the prospect, or
Provide instructions to Prospecting Broker on how to proceed with the lead (e.g. sending an email, assigning follow-up calls to the cold call center team, or implementing alternative outreach strategies).

Limitation of Liability

Prospecting Broker shall not be responsible for any missed, delayed, or unread WhatsApp notifications due to the Client’s failure to maintain an active and accessible WhatsApp account. Additionally, Prospecting Broker is not liable for any miscommunication or fraudulent messages received from unauthorized numbers.

13. APPEARANCE ON A PODCAST

Appearance on podcasts allows the Client to share their statements, raise awareness, establish themselves as an expert, and get engaging content for their social media.

Prospecting Broker will create a Podcast Guest Profile for the Client, which includes their areas of expertise, key discussion topics, social media links, relevant video or written content (if available), and a summary of why they make a valuable guest.

After the Client reviews and approves the profile, Prospecting Broker will reach out to suitable podcast hosts, confirm interest, and coordinate the interview topic and scheduling.

Prior to recording, Prospecting Broker will prepare show notes, suggested talking points, questions, and relevant background data to ensure the Broker’s appearance is smooth, professional, and well-aligned with the host’s show. Where appropriate, Prospecting Broker may also provide sample questions and briefing materials to the host to help maintain message consistency.

Following the recording, Prospecting Broker will obtain the show’s final video or audio file (if permitted) and produce several short promotional video clips featuring the Broker. Once the episode is published, Prospecting Broker will create a blog post with a link to the episode (upon request) and distribute the content across the Broker’s social media channels and in the next newsletter.

Prospecting Broker facilitates introductions to podcasts and media outlets but does not guarantee guest placements or appearances. All media participation is subject to third-party approval, and Prospecting Broker is not liable for non-selection, cancellation, or any editorial decisions made by external hosts or media entities.

14. CONDUCTING RESEARCH ON BEHALF OF THE BROKER

Market researches that include data are widely shared by many media portals and bloggers. Publishing market researches regularly gives Brokers free publicity, not to mention an additional strong tool to engage their existing prospects. We took the research process on a whole new level.

Prospecting Broker chooses a narrow topic for a specific industry, position, or geographic area where the Client operates. We segment companies from the Client’s Prospecting List and choose those who match the research criteria. This is one more opportunity to reach out to the Prospects before the renewal date, and remind them of the Client.
The next step is creating a script, 4 or 5 questions (the answer to which would usually be “yes” or “no”), and confirming research materials with the Client.
Call Center reaches out to 100 segmented companies, uses the script, asks questions, and collects the data.
Our marketing team takes all the relevant information from the Call Centre, writes an outline and a description to it, includes the Client company promotion materials and the Call-to-Action.
The designers transfer all the data into charts, put together a Presentation using the Client’s brand colors, and provide the final result in PDF file.
Prospecting Broker marketing team creates call-to-action content and visual materials to promote the Research Paper on the Client’s website, social media channels, and through the email marketing campaign.
We send the Research Paper to the Client’s Prospects who participated in Q&A, thanking them for their contribution.
The last step is informing the relevant media sources and podcast hosts, and offering them to publish the research charts, data, and their comments.

15. GHOSTWRITING A BOOK

The main goal for the book is to send it out as a physical “lead magnet” to the Client’s Prospects, and establish the author as an expert in the brokerage world.

Prospecting Broker team helps every Client become a published author, regardless of the writing experience. Our process is smooth and pain-free for your busy schedule. The book is put together based off the comments the Client gave on previous interviews, the Content DNA file our team created for them, and a couple of sessions that were dedicated exclusively to the book topic.

The book’s positioning, target audience, hook, and promise to the reader.
Manuscript outline (main idea, tone of voice, style, themes, personal stories abd case studies of the Client, etc) and content structure for each chapter.
Ongoing editing – available to the Client upon completion of each chapter.
Book design, cover.
Publishing (online and offline)