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Enquirer Consulting Group / Prepared for Truist
August 2026

Coverage is set by the calendar,
not by the market.

A short read on reaching business owners and finance leaders outside the existing book, and on building that reach as something the bank owns rather than rents.
DesignBuildRunHand over
BUILDRUNOWN
Enquirer AI is the outbound engine of Enquirer Consulting Group
What we see

Commercial relationships still start with a cold first conversation.

01
In commercial and business banking, almost every buyer worth having is already banked somewhere. The relationship moves at a moment, a refinance, an acquisition, a treasury review, a service failure, and that moment is rarely visible from inside a branch footprint.
02
In this category, relationship managers carry a portfolio and a calendar, and prospecting sits behind servicing in any week that gets busy, which is most weeks.
03
Referral and center of influence networks reach the part of a market that already overlaps the bank. They are quiet about the rest of it.
04
Brand marketing reaches everyone at once. Very few teams own a named list of the businesses in the footprint worth a first conversation this quarter.
The gap is rarely interest. In this category, the market outside the book is described by segment and almost never by name.
Prepared for Truist
Where this goes

From portfolio coverage to named market coverage.

Today
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At most banks in this category, first contact with a business that is not already a client depends on a relationship manager having time that week.
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In this category, the market outside the existing book is usually described by segment, rarely by named company and named person.
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Where first contact is written by whoever has the hour, outreach quality moves with whoever writes it.
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In that pattern, what was sent, to whom, and what came back is hard to see in one place.
In the first weeks and months
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A named list of businesses and the finance leaders inside them, built to the segment and geography definitions you already use.
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Every first message written for one company and read by a person before it leaves.
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Positive replies routed to the named banker with the context attached.
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A weekly read on which segments and which messages are answering.
Enquirer Consulting Group
How the engagement works

Build. Run. Own.

01 / BUILD

Build

We design, staff and stand up the complete unit. The named-account data, the messaging, the outbound engine, the automation and the reporting.

02 / RUN

Run

We run it in market for a fixed four months and prove it on real booked meetings, not slides. First conversations land early.

03 / OWN

Own

We hand over the playbook, the tooling, the dashboards and a trained operator. You own the engine.

One contractor, a network of specialists. One point of contact, and you never manage a stack of tools or freelancers.
We build it, run it in market, then hand you the keys
What we build for Truist

Three parts, and all three are built to be handed over.

The named market

The businesses in your footprint and the people inside them, built to your own segment definitions and refreshed rather than bought once.

The outbound engine

Research led first contact at volume, human reviewed, running under governance you can audit line by line.

The handover

Playbook, tooling, dashboards and a trained operator, so the capability stays in the bank when we leave.

Built for a regulated environment. Nothing sends unread, and every list, every message and every reply is on the record.
Enquirer Consulting Group
The engine, in plain terms

Every message, written for one real person.

01

Target

We build the named list of businesses and the people inside them, by segment and by geography, rather than buying a file.

02

Personalize

AI reads each profile and writes a unique message. No templates.

03

Hand off warm

A positive reply pings you and your operator with the prospect and a way to reach them.

04

You take it from there

You take pre-qualified conversations. The engine handles everything before it.

Research-led and human-reviewed. Every message is on-brand, and most of the volume runs on capacity we operate, not only your account.
Enquirer AI is the outbound engine of Enquirer Consulting Group
Why this fits a bank

Reach you own, not reach you rent.

01

Review before send

A person reads every message before it goes. Copy, claims and lists are all reviewable, and the record is kept.

02

Bankers stay bankers

The engine does the cold part. Your people take conversations that already have a reason to exist.

03

Yours at the end

Four months to build it and prove it in market, then the unit and the operator sit inside your team.

Enquirer Consulting Group
Proof, in the field

Numbers from live campaigns, not projections.

Tim Rath
Chief Operating Officer, Innovative Radiology
Enquirer AI helps us identify the right people and start the conversation in a much smarter way.
$10M+
New business sold for clients.
3,500+
Qualified conversations generated.
100,000+
Decision makers reached for clients.
Fixed engagement, then you own it.
Why ECG

You own it at the end. That is the difference.

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Without building an outbound team from scratch.
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Without a permanent agency on retainer forever.
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Without a stack of tools and freelancers to manage.
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Without lock-in. You own the engine, including the operator who runs it.
A freelancer sends emails. An agency rents you reps. A consultancy hands you a slide deck. We design the engine, staff it, run it, prove it on real meetings, then hand you the keys.
Enquirer Consulting Group
How we start

Stand up fast. Prove it. Then scale.

Stand up

Build

The named-account data, the messaging, the engine and the dashboard. Day-one capacity from warmed assets and managed seats.

Prove

The test

Run against the KPIs we agree up front. First meetings on the calendar early.

Scale

Ramp

Once the numbers hold, ramp the seats and breadth to the volume you want.

Own

Hand over

Playbook, tooling, dashboards and a trained operator. The engine is yours.

Onboarding sets the targeting and the voice first, so the outreach lands warmer every week.
Enquirer Consulting Group
Next step

Let's see if the mechanism fits.

  1. A short call with Paul, 20 minutes, at a time that works for you.
  2. Paul brings the named accounts and the exact people we would start with. You tell us if the list is right.
  3. If it fits, we agree the scope and a start date. If not, you keep the read.
Reply with two or three times that suit and we will work around you, or grab a slot at calendly.com/enquirer/review.
Enquirer AI is the outbound engine of Enquirer Consulting Group
Enquirer Consulting Group

We build it, run it in market, then hand you the keys.

Paul Smaldone   /   paul@enquirerconsulting.com   /   calendly.com/enquirer/review
Enquirer AI is the outbound engine of Enquirer Consulting Group. Prepared for Truist.