Questions

What sales leaders ask first.

The Warm Start sprint

What do we actually get?

Your top 50 institutions researched, a map of who on your team knows someone at each one, verified contacts and signals across a universe of up to 500 institutions, an intro brief for every confirmed path, about 20 hot-lead briefs, a read-only CRM health scan where our scanner supports your CRM, a readout call and a tracker that runs for 30 days. The sprint →

How long does it take?

Warm-path map and briefs in two to three weeks; your universe of up to 500 institutions within 30 days of kickoff.

What if we don’t have many warm paths?

Then the readout shows it: how many of your 50 have a path, and the strongest ones. Every institution still gets researched, and the hot-lead briefs don’t depend on an introduction.

Do our teammates have to share their connections?

Only the ones who want to. Each person decides and shares their own export. Three or more makes a useful map.

Can you show us results from other clients?

Not yet, and we won’t make numbers up. What you can judge is the work: the map, the briefs and the sources behind them, on your own institutions.

Hot leads & briefs

Can we skip the sprint and just get the weekly briefs?

No. The weekly briefs are available after a Warm Start. The sprint is where we learn your institutions and buyers. The monthly plans are Starter $1,750 a month for 150 institutions, Core $2,950 a month for 500 institutions, Scale $4,500 a month for 1,500 institutions.

Do you write the emails?

No. Your reps write them, in their own words, from the brief. Drafts aren’t part of it yet. Once your team has some reply data on the briefs, machine drafts can be added as an add-on, if the data says they help.

Do you send anything to our prospects?

Never. Your reps send from their own email, in their own name. We don’t email, message or enroll anyone.

CRMs

Which CRM do we need?

None in particular. We work with HubSpot, Attio and Salesforce, and with in-house CRMs too. Our automated CRM scan runs on HubSpot and Attio today. Tell us what you run on the first call and we’ll say how we’d connect to it.

Will you change anything in our CRM?

Not during a Warm Start: the access is read-only. A CRM clean does write changes, but only what’s on the checklist you sign, and we snapshot your data first. Clean-up →

Access and data

What access do you need?

Read-only CRM access, plus connection exports from the teammates who opt in. A CRM clean needs a scoped build token. Never admin or billing rights, and never the right to add or remove your users. Full detail →

How do I revoke it?

One click in your CRM’s settings. Access keys are revoked and deleted at handover.

What we don’t do

Do you run outbound or sequences for us?

No. We don’t send, run sequences or contact anyone on your behalf. We find the leads, do the research and write the briefs. Your reps do the outreach.

Ask away.

Email jack@updraftgtm.com, or book a call and ask it live.