Pipeline for Baumy Group.
A proposal for the first 90 days: more conversations with banks and credit unions, run through your HubSpot and alongside your SDRs.
Thank you all for the time on 3 November. Here is how I would spend the first 90 days with you.
Where you are today
You have the team. The engine behind it is missing.
- The SDRs build their own lists. Two SDRs, a third coming, HubSpot sequences. Results swing with the wording.
- Nobody has time to test it. Shasta carries sales and the outreach. What changed and what worked goes unmeasured.
- No dialer, little calling. Calls start only after a lead raises a hand.
Richie: "We'd have a decent idea in 30 days if they're on the right track. And after 90 days, we would know for sure."
This plan is built on those two dates.
How it has gone before: Brink's
I have done it for Brink's. I can do it for you.
Brink's sells ATM managed services to banks and credit unions. I run their outbound: the lists, the email, LinkedIn, and the call list for their SDRs.
142
Opportunities opened after a campaign.
$5.07M
In pipeline.
98.7%
Of emails delivered.
Brink's, NYSE listed, about $5B revenue. 18 May to 17 September 2026, from their own Salesforce. Most of them banks and credit unions.
Is Brink's a conflict?
No. No NDA I have signed covers banks and credit unions. Your list is built from scratch, from public sources and your HubSpot. Nothing from another client goes in. Nothing of yours goes out. If you want your own NDA, I will sign it.
The workflow
Watch the workflow, 12 minutes.
The bank by bank list is attached to my Upwork proposal.
Clay Certified Solutions Partner. Smartlead Certified Expert. HeyReach Expert.
Phase 1: the 90 days
Banks and credit unions first. That is where you said the growth is.
Kickoff. HubSpot access. The audit in writing by Fri 20 Nov. The tool list goes to your IT.
The list is built and tiered. Sending domains bought and warming.
Tier one is in HubSpot. Your SDRs start calling it. No waiting for the domains.
The first campaign is sending. ATM outsourcing, on Windows 11 and next year's budget. The pilot ends here and you decide.
Off premise and branding campaigns go live. Lead scoring in HubSpot.
What gets more, what gets dropped.
The numbers, the playbook, and what Phase 2 looks like.
Five things I would change first
Your post asked for someone who tells you when you are wrong. Five things, from one call.
- 01Calls start with the email. Not after a reply. Waiting leaves most of the list untouched.
- 02Cold email leaves your main domain. If cold sends hurt it, your quotes and invoices land in spam too.
- 03One message per offer. Outsourcing, off premise and branding go to different people with different words.
- 04A dialer. Two SDRs dialling by hand cannot reach every account in two days.
- 05Apollo for banks only. Property managers and venues come from other sources.
Your post, line by line
What you get, in your own headings. The audit comes first.
First, the audit
One (1) written note. What was sent, what replied, what it was sent from, what changes.
Done whenIt is in your inbox by Fri 20 Nov.
01 Build our lead engine
One (1) list of banks and credit unions in Louisiana and Mississippi, tiers 1 to 3. Up to three (3) decision makers each, with a verified work email and a reason to call.
Done whenIt is in HubSpot, your clients and open deals are out, and Shasta has said yes to the tiers.
02 Scrape and enrich
What Apollo does not have, on every tier 1 and 2 account: ATM count, branches, mergers, new branches.
Done whenThose columns are filled in HubSpot.
03 Sequences and deliverability
Three (3) sending domains and six (6) inboxes, warmed. Three (3) campaigns, one per offer.
Done whenYou have approved the copy and it is sending. The first by Fri 18 Dec, the other two in January.
04 Search presence
One (1) page. 20 questions your buyers ask, run through ChatGPT, Claude, Gemini and Perplexity. Who gets named, which sources they read, where BaumTech is missing. I have not run this for a client before, and I said so on the call. So it is one clear read, and any fix work is quoted on its own.
Done whenIt is sent and we have walked through it at Day 90.
05 Coach our SDRs
One (1) call every two weeks, 30 minutes, on real calls and real replies.
Done whenIt is held every two weeks and the changes are in that Friday's report.
06 Connect the pieces
Every reply tagged in HubSpot. A call task on each contact with the reason to call. One (1) dialer, picked with your IT.
Done whenA test reply shows up tagged and the SDR sees the task.
07 Set the scoreboard
One (1) report every Friday. Accounts reached, replies, positive replies, meetings, opportunities, what changes next week.
Done whenIt lands every Friday.
08 Teach us
One (1) written playbook and one (1) recording per process.
Done whenOne of your SDRs launches a list from it while I watch.
What you asked on the call
Your IT
Every tool goes to your IT in week one, before anything is bought. If one is refused, I bring the next best and say what changes.
Long term
Yes. From month four a smaller monthly retainer keeps the engine running, agreed at Day 90. The same engine then moves to your next product line.
The price: $4.5k a month
$4.5k
A month, for three months. Everything on this page.
How it is billed
Weekly, on Upwork. Each week is funded before it starts and released on the Friday report. If the Friday report does not land, you do not release that week.
The contract:
First, a 30 day pilot
Mon 16 Nov to Fri 18 Dec. By then the list is in HubSpot, the first campaign is sending, your SDRs are calling from it, and you have had a report every Friday.
Then a 60 day contract
On Fri 18 Dec you decide. If you continue, we sign the next 60 days on Upwork, to Fri 12 Feb, at the same $4.5k a month. If you stop, you keep everything built.
Why a retainer and not hours
The first weeks are the heaviest: the audit, the list, the domains. Hourly would cap them. At 20 hours a week the hourly bid comes to about $6,800 a month. On a retainer I put in what the week needs and you always know the number. It is how I work with Brink's and most of my clients. If you would rather run it hourly, tell me and we can talk it through.
Revisions
One (1) round on the copy per campaign, inside seven (7) days.
Meetings
I do not put a number on meetings. That depends on the calls and on the banks.
Tools:
Every account is in your name and on your card. If we stop, you keep all of it.
- A sequencer, for the cold email and the inbox warm up.
- Sending domains and inboxes, apart from your main domain.
- Clay and Claude Code, for the research on each bank.
- A dialer, picked with your IT.
- Apollo and HubSpot, already yours.
The full list, with the monthly cost of each, goes to you and your IT in week one. Nothing is bought without your yes in writing.
Not included:
- Tool subscriptions.
- Making the calls.
- Taking the sales meetings.
- Changes to your websites.
- Property manager and venue lists, which start in Phase 2.
- A teller cash recycler campaign.
Next steps
- By Fri 13 Nov. You say yes. I send the pilot contract on Upwork. Week one is funded.
- Mon 16 Nov. Kickoff, 30 minutes.
- Fri 20 Nov. The audit is in your inbox.
You provide
HubSpot access. Your current sequences and reports. One IT contact. A yes or no on each tool inside week one. Copy approval inside two business days. The SDRs on one call every two weeks. If any of it lands late, the dates move by the same number of days.
From you
Just let me know this works for you. I send the contract on Upwork and we start Monday.
Through Upwork.