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.
Fixed scope · 7–14 days · Up to 10 assets · £5,000 + VAT
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.