Outbound Governance Install
A fixed-scope advisory review and correction of live outbound sales materials for regulated UK sales teams. One team. One primary outbound motion. One review round. 7–14 calendar days.
The Problem
Most regulated sales teams send outbound that has never been reviewed for message risk. The consequences in regulated sectors are specific: guarantee language that can't be honoured, claims without evidence, regulatory overstatement, version drift across assets, and inconsistency between what different team members send. This service corrects existing materials and installs a pre-send review gate.
Who It's For
- Sales teams in regulated UK sectors: financial advice, insurance, wealth management, mortgage, pensions
- Firms whose outbound has never been formally reviewed for message risk
- Managers who approve outbound by instinct, not against a defined standard
Who It's Not For
- Teams needing pipeline governance, CRM work, or sales training — that is the CDP 30-Day Pilot
- Organisations without active outbound to review
- Teams looking for ongoing advisory or coaching
How It Works
Request a fit review
If matched: SOW, submission pack, and payment terms issued
Submit up to 10 outbound assets (PII redacted)
Assets reviewed against an 11-point message risk standard
Corrected versions produced (redline + clean send-ready)
Manager handover briefing (30–45 minutes)
What You Receive
Message Risk Report
Every asset scored pass/fail against 11 checks
Approved Language Pack
Redline + clean send-ready versions
Manager QA Checklist
One-page pre-send gate for future outbound
Outbound Log Standard
Touchpoint recording reference
Handover Briefing
Findings, corrections, and observations
What Changes After the Install
- Risky language removed or flagged across live assets
- Manager gets a documented pre-send standard
- Assets stop drifting between team members
- Future sends have a documented review gate
Not Included
CRM installation · Pipeline analysis · Training · Coaching · Legal, regulatory, or compliance advice · Ongoing advisory · Post-handover corrections
Commercial Terms
£5,000
+ VAT. Fixed scope. Fixed price.
7–14
Calendar days, kickoff to handover
- One team. One outbound motion. One manager-owner. Up to 10 assets.
- 50% on signature. 50% before handover.
Request a Fit Review
Tell us about your outbound and we'll confirm whether the install is a match.
This install governs what your team says. If you also need to govern how pipeline decisions are made and recorded, the CDP 30-Day Pilot addresses that directly.
Learn about the CDP 30-Day Pilot →This is an advisory assessment of outbound message quality. It does not constitute legal, regulatory, or compliance advice.