Cold Outreach Strategy & Planning for a Global Payments Company
Company Overview
A UAE-based global payments company looking to build a structured cold outreach programme to generate new business. The company needed expert guidance on email infrastructure, warmup tooling, and outreach methodology before launching campaigns. They also needed a full HubSpot setup to ensure all of their business operations has one source of truth
The Challenge
- No existing cold outreach infrastructure or proven playbook for email-based prospecting
- Needed to evaluate and select email warmup tools to protect domain reputation
- Required a recommended approach for cold email services that balanced deliverability with scale
- Needed to build HubSpot instance from scratch personalized for their business
Scope of Work
- Research and analysis of cold email warmup tools (comparison of available options)
- Evaluation of cold email service providers and sending infrastructure
- Recommended outreach approach and methodology
- Setup HubSpot from scratch.
Tech Stack & Integrations
Key Deliverables
- Warmup tool analysis and recommendation
- Cold email service evaluation and recommendation
- Outreach strategy and approach document
- HubSpot setup from scratch
Business Outcomes
- Client received a clear, research-backed cold outreach plan ready for execution
- Reduced risk of domain reputation damage through proper warmup strategy
- Setup HubSpot that captures all their operational data and revenue capturing
What the Client Said
Working with HubSpot Simplified was an absolute pleasure. They helped set up HubSpot, Instantly, and Lusha with incredible efficiency and clarity. From the very start, they were proactive — always happy to jump on calls and meetings to ensure everything was running smoothly. They even provided a full demo and walked us through the entire process from end to end, making what could have been a complex setup feel seamless and straightforward. Their expertise and support were invaluable, and I honestly couldn’t recommend them highly enough!
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