Your Sales Pipeline, Without the Overhead.
Outsourced SDRs, appointment setters, and CRM specialists who build pipeline and set qualified meetings. Pre-vetted. CRM-trained. SOC2 and PCI DSS certified. Same time zone.
Talk to a Staffing Specialist
Tell us about your sales process and we will match you with the right outbound support.
What We Handle
Sales Support Across Every Stage of Your Pipeline
Our outsourced SDRs, appointment setters, and CRM specialists are trained on your tools, scripts, and qualification criteria before they make their first call.
Cold Outreach and Prospecting
Outbound calls, email sequences, and LinkedIn outreach targeting your ideal customer profile using ZoomInfo, Apollo, and LinkedIn Sales Navigator.
Appointment Setting and Qualification
Qualified meetings booked directly into your team's calendar. Every prospect evaluated against your qualification criteria before the handoff.
CRM Management and Pipeline Hygiene
CRM data entry, contact updates, deal stage management, and pipeline reporting. HubSpot, Salesforce, Close.io, and Pipedrive managed from day one.
Lead Research and List Building
ICP research, contact verification, company intelligence, and list building for outbound campaigns. Enriched data that your SDRs can actually use.
Follow-Up Sequences and Re-Engagement
Systematic follow-up on cold prospects, stalled opportunities, and lapsed contacts. CRM graveyard recovered through structured outreach cadences.
Sales Reporting and Performance Tracking
Weekly activity reporting, conversion tracking, call volume metrics, and pipeline visibility. Data-driven management that shows what is working.
Sales Support
How Score Capital Achieved a 19% Conversion Lift in 2 Months With an Outsourced SDR Team
Score Capital is a financial services firm that needed outbound SDRs with compliant infrastructure and consistent performance management. They started with 2 UAM SDRs and scaled to a team of 6. Uassist.ME implemented data-driven outreach scripts, integrated Readymode and OpenPhone, and established SOC2 and PCI DSS compliant operations to meet their regulatory requirements. Weekly performance reviews and QA monitoring drove continuous improvement from month one.
Score Capital is a Uassist.ME client. All metrics are verified performance data from the active engagement.
View all Case Studies ->Score Capital required PCI DSS compliance for their sales team given the financial data involved in their outreach. UAM met that requirement from day one, which removed a key barrier to outsourcing their SDR function entirely.
What to Expect
Your First Month With Uassist.ME
We do not drop people in and hope for the best. Every engagement follows a structured onboarding designed to get your team productive fast.
Week 1
Discovery and Match
We learn your ICP, sales process, CRM setup, and what a qualified meeting looks like. You meet your staffing lead and finalize the right SDR or appointment setter profile.
Week 2
Placement and Prep
Your specialist completes a customized prep process including your outreach scripts, CRM workflow, qualification logic, and call standards.
Week 3
Live and Prospecting
Your specialist is active running outreach under supervised review. Call quality, qualification accuracy, and CRM hygiene monitored from the first day.
Week 4
Review and Optimize
A structured check-in to review call volume, qualification rates, meetings booked, and CRM data quality. Scripts and cadences refined based on real outcomes.
FAQ
Questions We Hear Before the First Call
Everything you need to know before booking your first call. Still have questions? We are happy to walk you through it.
Talk to a SpecialistYes. We train to your workflow, your scripts, and your CRM from day one. We have placed SDRs inside HubSpot, Salesforce, Close.io, Pipedrive, and Readymode setups.
QA review, performance tracking, weekly reporting, and management oversight are built into every placement. You see results with data behind them.
Yes. We are SOC2 Type II and PCI DSS certified. Score Capital required PCI compliance for their sales team. All staff sign NDAs.
Yes. We have placed SDRs for financial services, insurance, and healthcare-adjacent companies where compliance requirements apply.
No. Month-to-month plans with a 30-day cancellation notice. We earn your business every month.
Ready to Build Pipeline Without Building Headcount?
Talk to a staffing specialist and find out how quickly we can get your outsourced SDR team up and running.
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