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Who We Don’t Work With

Scaled outbound is not a universal growth channel. It works exceptionally well for B2B companies with validated offers, sufficient deal economics, and the capacity to close — but it actively wastes money for companies that do not meet those conditions. This page explains exactly who we turn away, why the economics do not work, and what to do instead if you are not a fit yet.

Why We Publish Our Disqualifiers

Most agencies will take your money and figure out fit later. We do the opposite — we screen for fit before signing a contract because failed engagements cost both sides. A company that spends 3K3K-7K per month on outbound without the right foundation will burn budget, blame the channel, and miss the window where outbound would have actually worked for them. Every disqualifier below comes from real patterns across hundreds of client evaluations. These are not judgments about your business — they are economic and operational realities that determine whether outbound generates ROI or generates frustration.

B2C Companies or Consumer-Focused Products

If your end buyer is an individual consumer rather than a business, multi-channel outbound will not produce results. B2C purchasing decisions happen through different channels (social, search, retail, word-of-mouth) with fundamentally different economics.
Cold email and LinkedIn outreach are built for reaching professional decision-makers at their work identities — people who check a business inbox, maintain a LinkedIn profile tied to their job title, and evaluate vendors as part of their role. Consumer buyers do not operate in this context. A cold email to someone’s personal Gmail about a consumer product produces reply rates below 0.1%, compared to 3-8% for well-targeted B2B outreach. The infrastructure itself is designed for B2B. Our targeting relies on firmographic data (company size, industry, revenue, tech stack) and professional titles — none of which apply to consumer audiences. List-building tools like Apollo, ZoomInfo, and LinkedIn Sales Navigator index business contacts, not consumer profiles.
What to do instead: B2C companies typically see the strongest acquisition economics from paid social (Meta, TikTok), influencer partnerships, content marketing, and SEO. If you sell a high-ticket consumer product ($5K+) like real estate, luxury goods, or financial planning, account-based strategies targeting wealth indicators can work — but that is a different service than what we provide.

Deal Sizes Under $2K

If your average deal is worth less than $2,000, the cost of outbound lead generation will exceed the revenue those deals produce. The math does not close, regardless of how good the campaign is.
Here is why the economics break down. A well-run outbound program costs 3K3K-7K per month in agency fees plus infrastructure. That program typically generates 15-25 qualified meetings per month. At a 15-20% close rate from meeting to deal (which is strong), you are closing 3-5 new customers per month. If each customer is worth 2K,thatis2K, that is 6K-10Kinrevenueagainst10K in revenue against 3K-$7K in outbound costs — leaving almost no margin after accounting for fulfillment, overhead, and the time your sales team spends on those calls. Contrast that with a 15K+dealsize:thesame35closeddealsproduce15K+ deal size: the same 3-5 closed deals produce 45K-$75K in revenue, delivering 5-10x return on outbound spend. The channel is identical — the economics are completely different.
Average Deal SizeMeetings/MonthClose RateMonthly RevenueOutbound CostROI
$1,0002015%$3,000$4,500-33%
$2,0002015%$6,000$4,500+33%
$5,0002015%$15,000$4,500+233%
$15,0002015%$45,000$4,500+900%
$50,0002015%$150,000$4,500+3,233%
The table makes it plain: outbound becomes a serious growth lever at 5K+dealsizes,andtheROIinflectionpointhitsat5K+ deal sizes, and the ROI inflection point hits at 15K+ where the returns justify aggressive scaling.
What to do instead: If your deal size is under 2K,focusoninboundchannelswithlowercostperacquisition:SEOandcontentmarketing(costperleadtypically2K, focus on inbound channels with lower cost-per-acquisition: SEO and content marketing (cost per lead typically 50-$150), paid search for high-intent keywords, product-led growth with self-serve onboarding, or community-driven referral programs. Once your deal size increases — through upsells, annual contracts, or moving upmarket — outbound becomes viable.

No Product-Market Fit

If you are still iterating on your core offer, have not identified a repeatable ICP, or lack at least 2-3 proof points showing your solution works, outbound will amplify confusion instead of pipeline.
Outbound is a scaling channel, not a discovery channel. Every element of a successful outbound campaign — targeting criteria, messaging angles, proof points in the email copy, objection handling in the sequences — depends on already knowing what works. When we write cold email copy, we pull from real client outcomes: “We helped [similar company] achieve [specific result] in [timeframe].” Without those proof points, copy becomes generic and reply rates drop by 50-70%. Companies without product-market fit also change their offer frequently. They will tell us to target CFOs one month and CTOs the next. They will pivot their value proposition mid-campaign. Each change resets the optimization cycle — new lists, new messaging, new sequences — which means the first 4-6 weeks of data (the most expensive part of any campaign) gets thrown away every time. The signals that you have product-market fit are concrete: you have paying customers who renew or expand, you can describe your ideal buyer in specific terms (industry, title, company size, pain point), and you have at least 2-3 results you can reference by name or anonymized detail.
What to do instead: Run founder-led sales for your first 20-30 customers. This means personal outreach (not scaled — literally you sending 10-15 highly personalized emails per day), discovery calls where you learn as much as you sell, and documenting every win into a proof point. Once you can describe your ICP from experience (not theory) and have 3+ case studies, come back and we will build a machine around what you have validated.

Teams That Cannot Handle 15+ Meetings Per Month

We book meetings. If there is nobody on your team with the time, process, and tools to show up to those meetings, run a discovery call, and follow up — the pipeline dies on your calendar and the investment is wasted.
This disqualifier catches more companies than any other, and it is usually the most fixable. “Capacity” is not about headcount — it is about three operational realities. Calendar availability. Fifteen meetings per month at 45 minutes each (including prep and notes) equals roughly 12 hours of dedicated sales time. If your founder is also running product, managing a team, and handling customer success, those 12 hours do not exist. The result: meetings get rescheduled, prospects lose interest during the delay, and show rates drop from 70% to below 40%. A system to track pipeline. Every meeting we book needs to be logged, followed up on, and tracked through your pipeline. Without a CRM (even a basic one), leads fall through cracks. Companies without pipeline tracking systems see 40% lower conversion rates because nobody knows which prospects need a proposal, which ones went dark, and which ones are ready to close. A follow-up process for no-shows. Roughly 25-30% of booked meetings result in no-shows. Companies with a defined 3-touch recovery cadence convert 60% of those no-shows into rescheduled calls. Companies without one lose them permanently — that is 4-6 meetings per month that simply evaporate.
What to do instead: Before engaging an outbound agency, hire or designate one person (even part-time) whose job includes handling inbound meetings. Set up a CRM — HubSpot’s free tier, Pipedrive’s starter plan, or even a structured Notion database. Document a no-show follow-up sequence: email within 1 hour, follow-up at 24 hours, final attempt at 72 hours. These three steps take a week to implement and immediately make your team ready for scaled outbound.

Other Signals That Timing Is Not Right

Beyond the four primary disqualifiers, several secondary factors consistently predict poor outbound performance. Your offer changes month-to-month. If you are experimenting with pricing, packaging, or positioning more than once per quarter, outbound messaging cannot stabilize. Every change requires new copy, new A/B tests, and a reset of the optimization cycle. We need at least 90 days of consistent offer framing to build a high-performing sequence. You need a 6-month pilot before committing. Our system is designed for companies that move fast. First meetings are booked within 14 days. Clients who need months of internal deliberation before acting on a booked meeting create a mismatch — the pipeline moves faster than their decision-making process. Your total addressable market is under 10K contacts. High-volume multi-channel outreach burns through small TAMs in weeks. If your entire market is 10,000 people or fewer, you need a hyper-personalized account-based approach, not a scaled outbound engine. We recommend dedicating a senior rep to manual 1:1 outreach for TAMs this size. You have no existing sales follow-up system. We generate the meetings. Your team runs the sales process from there. If nobody is prepared to run discovery calls, send proposals, or negotiate contracts, the meetings we book have nowhere to go. The pipeline does not convert itself.

The Honest Assessment Framework

If you are reading this page and wondering whether you fall into “fit” or “not a fit” territory, here is a quick self-assessment.
QuestionGreen LightYellow LightRed Light
Who buys your product?Other businessesMix of B2B and B2CIndividual consumers
Average deal size?$15K+2K2K-15KUnder $2K
Can you name your ICP?Yes — specific industry, title, sizeRoughly — still refiningNot yet — still experimenting
Proof points?3+ case studies with metrics1-2 informal resultsNone yet
Who handles meetings?Dedicated AE or founder with blocked calendarShared responsibility, flexible scheduleNo one assigned
CRM in use?Active pipeline trackingSet up but inconsistentNone
All green: You are an ideal client — see who we work with and book a call. Mostly yellow: You are likely a fit with some adjustments. A 15-minute call will clarify exactly what needs tightening before launch. Any red: Focus on the “what to do instead” recommendations above. Most red-light conditions can be resolved in 30-90 days, and we are happy to re-evaluate once they are addressed.

What Happens When You Are Ready

Most companies who are not a fit today become a fit within 3-6 months. The progression is predictable: validate the offer through founder-led sales, stack up 3-5 proof points, hire or assign a closer, and set up basic pipeline infrastructure. Once those pieces are in place, outbound becomes the fastest path to scaling pipeline from 5 meetings per month to 20+. When you are ready, explore how our outbound system works or review the ideal client profile to confirm you match the criteria.
Not sure where you fall? Book a 15-minute call and we will give you a direct, honest assessment — no pitch if the fit is not there.
At exactly $2K per deal, outbound can work but the margins are thin. The key variable is your close rate from meeting to deal. If you consistently close above 20% of qualified meetings, the economics are positive. If your close rate is closer to 10-15% (which is typical for companies still refining their sales process), you will break even at best. We recommend companies in this range focus on increasing deal size through annual contracts, upsells, or bundled pricing before investing in scaled outbound.
Technically, yes — but it is the most expensive way to do it. Running outbound campaigns as market research costs 3K3K-7K per month and takes 2-3 months to generate meaningful signal. Founder-led outreach (10-15 personal emails per day) produces the same learning for zero agency cost and builds relationships that become your first case studies. Use outbound to scale what works, not to figure out what works.
We can calibrate volume downward, but there is a minimum threshold where the economics of a managed outbound program make sense. Below 10 meetings per month, the cost-per-meeting rises significantly because the fixed costs of infrastructure, copywriting, and list building are spread across fewer opportunities. For low-volume needs (under 10 meetings/month), a trained internal SDR or virtual assistant running a simple sequence tool is often more cost-effective.
If your initial deal is under 2KbutyourLTVexceeds2K but your LTV exceeds 15K through renewals, expansions, or upsells, outbound can work. The metric that matters is customer lifetime value, not first-deal size. A 500/monthSaaSproductwith90500/month SaaS product with 90% annual retention has a 3-year LTV of 18K — which puts you firmly in viable outbound territory. Share your retention and expansion data during an evaluation call and we will model the true economics.
The most common timeline is 3-6 months. Companies that need product-market fit validation take the longest (4-6 months of founder-led sales). Companies that just need to hire a closer or set up a CRM can be ready in 30-60 days. The “what to do instead” sections on this page give you the specific steps — work through them sequentially and you will arrive at fit faster than trying to shortcut the process.
Yes. We turn away roughly 30-40% of companies that book evaluation calls because the fit is not there. A bad-fit client costs us more than a lost sale — it creates a failed case study, burns account management time, and damages our reputation. We would rather point you toward the right path and have you come back in 6 months as a strong-fit client than take your money and deliver poor results.
This page is the primary resource — the “what to do instead” recommendations under each disqualifier are the exact steps we would give you in a paid consulting session. Beyond that, our knowledge base covers outbound strategy, deliverability, and cold email benchmarks that apply whether you are running outbound in-house or preparing to hire an agency. Use those resources to build your foundation, then engage us when the economics line up.