Implementation BlueprintExecution layer

AnyBiz White-Label Outbound Retainer (7-10 days)

Stand up AnyBiz as a white-label outbound service for one B2B client, wiring the 24/7 AI SDR into email, LinkedIn, and phone campaigns and handing over a live pipeline report. Time: 7-10 days.

By InnovaAI ResearchPublished Updated

Lead Generation Tools

How do you implement it?

Blueprint

AnyBiz White-Label Outbound Retainer (7-10 days)

Stand up AnyBiz as a white-label outbound service for one B2B client, wiring the 24/7 AI SDR into email, LinkedIn, and phone campaigns and handing over a live pipeline report.

Prerequisites
  • Client CRM access with API credentials so AnyBiz can log meetings and opportunities
  • Sending domain or subdomain with SPF, DKIM, and DMARC records ready for warm-up
  • Signed client ICP brief covering target titles, industries, and disqualifiers
  • Agency-level AnyBiz account created and white-label branding configured
  • Named client-side approver for messaging copy and sequence cadence
Execution Timeline
  • 1.Create the agency-level AnyBiz account and complete white-label configuration so vendor branding is replaced with the agency's own
  • 2.Book the dedicated consultant session included with onboarding to walk through account structure and fine-tuning options
  • 1.Input the client's website URL, target audience, and value proposition into AnyBiz to seed the AI sales agent
  • 2.Confirm the agent's inferred ICP against the signed client brief and correct any mismatched titles or industries
  • 1.Connect the client CRM to AnyBiz and verify that meetings and opportunities write back to the correct pipeline stages
  • 2.Test the CRM sync with a dummy contact before any live outreach begins
  • 1.Build the first target list of 1,000 verified prospects from the 450M B2B contacts database, filtered to the client's buyer profile
  • 2.Export the list for client review and remove any accounts the client flags as existing customers
  • 1.Draft email sequences in AnyBiz and load them into the AI SDR for personalization
  • 2.Set send cadence and daily volume caps so the sending domain warms without triggering spam filters
  • 1.Activate the email channel and run the first 48 hours of sends under manual daily review
  • 2.Log reply sentiment and hand any positive responses to the client's closer within the same business day
  • 1.Turn on the LinkedIn channel for connection requests and follow-up messages to prospects who did not reply by email
  • 2.Align LinkedIn messaging with the email sequence so prospects do not receive duplicate angles
  • 1.Enable the phone channel for AI-driven calls to prospects who opened but did not reply across email and LinkedIn
  • 2.Set call windows to the client's business hours and confirm voicemail handling rules
  • 1.Review the first week of multi-channel performance and adjust subject lines, call-to-action copy, and send cadence
  • 2.Document which channel produced the first booked meetings for the client report
  • 1.Deliver the handover pack with campaign configuration, contact list counts, and the first opportunity log
  • 2.Schedule the recurring weekly optimization cadence and confirm who on the client side receives meeting notifications
$497/month for the AnyBiz Starter plan (1,000 contacts, 2-3 opportunities monthly); Scale plan is custom-quoted for 5,000+ contacts and 10+ opportunities. Agency setup labor of roughly 16 hours is billed separately.7-10 days
ROI Logic

At $497/month for Starter, an agency charging a $997/month retainer keeps roughly $500/month per client before labor, and the 6 hours of monthly optimization work is the only recurring cost. Scale accounts move to custom pricing, so margin depends on the negotiated rate against 5,000+ contacts and 10+ opportunities, which supports retainers in the $2,000-$3,500/month range. The 24/7 AI SDR replaces a manual SDR hire, so the agency sells coverage hours it does not have to staff.

Deliverables
  • Configured AnyBiz AI SDR with client ICP, email sequences, and warmed sending domain
  • Monthly target list of 1,000 verified prospects drawn from the 450M B2B contacts database
  • Multi-channel campaign across email, LinkedIn, and phone with documented cadence rules
  • CRM sync confirmation showing meetings and opportunities logged to client pipeline stages
  • Weekly performance report covering reply rates, booked meetings, and channel attribution
Definition of Done

The client's AnyBiz AI SDR is live across all three channels, the CRM is logging meetings and opportunities, and the first month has produced at least 2 booked opportunities under the Starter plan.

Open the AnyBiz courseAnyBiz decision recordBrowse the Academy

More on AnyBiz

More for Lead Generation Tools