Outbound playbooks by vertical — conversation patterns, compliance rules, and benchmarks for trades, SaaS, recruitment, and more.
A cold-call opener that works for SaaS SDRs will get you hung up on by a plumber. The pain points are different, the buying cycle is different, the regulatory exposure is different, and the person answering the phone has a completely different tolerance for small talk. Generic scripts ignore all of this. Industry playbooks don’t.
Each vertical guide below covers the conversation patterns that actually convert in that sector: the openers that earn a second sentence, the objections unique to the industry, the compliance considerations specific to its regulator, and the benchmark metrics you should be hitting. A recruitment cold caller targeting hiring managers needs different language than an insurance broker calling sole traders — and both face different PECR obligations depending on whether the prospect is a limited company or an individual.
We started with the six verticals where cold calling is most active in the UK: tradesmen, SaaS, recruitment, financial services, agencies, and solo consultants. Each playbook is built from real dial data — not theory. If your vertical isn’t listed yet, the planned entries below show what’s in the pipeline. We ship new industry guides based on where our users are actually dialling. Build your vertical-specific opener with the AI script builder or benchmark your numbers against our research data.
Cold-calling for UK trade businesses. MyBuilder/Checkatrade lead-routing dynamics, PECR for trade B2C, day-rate vs job-rate openers.
Cold-calling for SaaS SDRs/AEs. Demand-gen vs cold, BANT/MEDDIC frameworks, the founder-led vs SDR-led debate.
Candidate-side and client-side outbound. Reverse-recruiting plays, retained vs contingency dynamics, the LinkedIn-first decline.
FCA-regulated outbound. Senior Managers + Certification Regime, vulnerable-customer rules, recorded-call retention requirements.
Agency new-business calling. Founder-led vs business-development-rep, retainer pitching, the in-house-vs-agency conversation.
Solo-consultant outbound. Authority positioning, anchor pricing on the call, the LinkedIn-DM-to-call hand-off.