What you need to provide
Client checklist
- Product/service details — pricing, features, terms, eligibility
- Target customer profile — who should we talk to?
- Geographic scope — areas, postcodes, regions
- Compliance requirements — FCA, Ofgem, Ofcom rules?
- Branding materials — logos, guidelines, approved imagery
- CRM/lead system access — where do leads go?
- Internal contact — who handles escalations?
- Budget and timeline — start date and monthly budget
What we handle
- Territory planning using demographic data
- Script development reviewed for compliance
- Team recruitment, vetting and training
- Compliance framework (cooling-off, consent, data capture)
- Daily reporting dashboard
- Phased launch with rapid optimisation
First week: Expect lower conversion in days 1-7 as the team calibrates. This data optimises everything before we scale up.
Timeline
Agreement to launch: typically 2-4 weeks. Request a proposal.
Related articles
Getting the most from your CMB Amplify engagement →
Still need help? Contact support@cmbeyer.co.uk or submit an enquiry.
