Pipeline for Baumy Group, built with your team

A proposal for the first 90 days: more conversations with banks and credit unions, run through your HubSpot and alongside your SDRs.

Prepared forRichie Baumy, Shasta Leininger, Joseph Sturtz, Estefania Garcia
Baumy Group
Prepared byAamir Bajwa
DateProposal
11 November 2026

Thank you all for the time on 3 November. Here is how I would spend the first 90 days with you.

01

What I heard on 3 November

You already have the team. What I would add is the engine behind it, and the time to test and improve it.

Through BaumTech, Baumy Group sells three things to banks and credit unions. You run their ATM fleet. You place and run ATMs where their members are, at hospitals and universities. And you put their name on ATMs you own in grocery stores, so their members use them surcharge free.

The timing is good. Shasta said banks and credit unions are deciding on Windows 11 upgrades this month and next, and setting next year's budgets now. Some are already asking you for quotes.

Where you are today:

  • Two and a half in sales, two SDRs, a third being hired. HubSpot is the CRM.
  • The SDRs build their own lists and send HubSpot sequences. Results depend on the wording: the airport branding sequence went over 2%, others did not.
  • No dialer, and very little calling before a lead raises a hand.
  • Shasta carries sales as well as the outreach, so there is little time left to test what is working and improve it.
  • Apollo, Apify, deliverability, SEO and AI search: your post says nobody on the team is an expert in them yet.

Richie: "We'd have a decent idea in 30 days if they're on the right track. And after 90 days, we would know for sure."

If it works, the same engine moves to your other product lines and stays. That is what the plan below is built for.

02

Proof of work: the same buyers, at Brink's

Brink's, Fortune 500, sells ATM managed services to banks, credit unions and retailers. Those are your buyers. I run their outbound with Mohib, their head of sales and enablement, and with their SDR team.

Every campaign runs the same way. The segment is agreed. Accounts are sourced and qualified. Current customers and open opportunities are taken out. Decision makers are found and their work emails verified. The copy is written around what we found on each account: how many ATMs, where they are, the software they run, how many vendors they deal with. The list goes to the SDRs, email and calls start together, replies come back, and the next campaign is sharper than the last.

142

opportunities opened after a campaign

$5.07M

in pipeline

118

of them banks and credit unions, $2.4M of the pipeline

18 May to 17 September 2026, from Brink's own Salesforce.

The light coaching Shasta asked for

At Origin, an employee financial wellness company with three SDRs, every call transcript went into Clay each week. I pulled out the objections, gave the SDRs the answers, and passed the same list to the product team. Listen to the calls, find what is not landing, change the campaign. That is the coaching I would bring to your SDRs.

03

Phase 1: the 90 days

Banks and credit unions first, because that is where you said growth is. One campaign per offer.

Week 1

Kickoff with Shasta and the SDRs. I get access to HubSpot and your current sequences and reports, and audit what has been sent, what worked, and what it was sent from. You get the audit in writing by Friday.

Weeks 2 and 3

The lead engine. Banks and credit unions in your footprint, sorted into tiers 1, 2 and 3, with the people who decide on ATMs at each. Built in Clay and Claude Code from Apollo and other data sources, then checked against HubSpot so current clients and open deals are never contacted. New sending domains set up and warmed, separate from your main domain. A dialer chosen.

Day 30, checkpoint

The first campaign is live: ATM outsourcing, on the Windows 11 and budget angle. Email first, then the SDR calls one or two days later with the reason to call written on the HubSpot task. You see the tiered list in HubSpot, the sends, the replies and the calls, next to what your sequences get today. If it is not on track, you can stop here.

Days 31 to 60

The off premise and branding campaigns go live, each with its own list and message, and messages are tested against each other. Lead scoring in HubSpot from replies and from opens and clicks on your marketing emails, so the SDRs call the warmest first. A weekly call review with the SDRs. The SEO and AI search audit of your sites, with a written plan.

Day 60

Halfway review. What to put more behind, and what to drop.

Days 61 to 90

More volume behind what works. Your new SDR works inside the system from their first day. Every process written down, and your team trained to run it. A decision on teller cash recyclers as the next campaign.

Day 90, review

Meetings, opportunities and pipeline from the 90 days. What runs on its own and what still needs me. We agree Phase 2 and which product line comes next.

Every Friday, one report out of HubSpot: accounts reached, replies, positive replies, meetings booked, opportunities opened, and what changes next week.

04

Ten banks and credit unions from Louisiana and Mississippi

Built for this page from public sources, laid out the way it would land in your HubSpot. It is a sample of what the engine produces, not the list. Five of the eight people named here already have a verified work email, kept off this page. In the real build every contact gets one.

TierInstitutionSizeDecision makerBest offer and why
Tier 1Planters Bank & TrustBank, Indianola, MS$2.71B32 officesAlan HargettCEO, Planters Holding Co.ATM outsourcing
Merged with Cross Keys Bank of St. Joseph, LA on 1 January 2026, so two ATM fleets now sit under one bank.
Tier 1TownBridge BankBank, Pascagoula, MS (Merchants & Marine)$1.35B24 officesDavid ThomasVP, Director of Retail BankingATM outsourcing
Renamed TownBridge Bank on 28 September 2026. It now runs several brands across MS, AL and LA under one charter.
Tier 1Hope Credit UnionCredit union, Jackson, MS$881MAbout 18 branches, six statesCassandra WilliamsPresidentOff premise ATMs
Took over a branch inside Grady Hospital in Atlanta, and its CEO talks openly of alliances with hospitals and HBCUs.
Tier 2Essential Credit UnionCredit union, Baton Rouge, LA$430M7 branchesRichard WilliamsPresident and CEOATM outsourcing
Runs interactive teller machines and added a live teller machine at its new Gonzales branch in July 2026.
Tier 2Citizens National Bank of MeridianBank, Meridian, MS$1.89B29 offices in 15 citiesScott SillsChief Retail OfficerATM outsourcing
A large network of its own, and a newly promoted head of retail operations tasked with operational efficiency.
Tier 2Sabine State Bank & TrustBank, Many, LA$1.35B51 offices, about 60 ATMsLee H. McCannPresident and CEOATM outsourcing
The largest ATM fleet on this list for its size, spread across rural West Louisiana.
Tier 2Bonvenu BankBank, Bossier City, LA$1.55B15 officesHead of retail bankingName confirmed in the buildATM branding
New branches in Gretna, Baton Rouge and Mandeville mean thin coverage in new cities. Grocery ATMs with its name fill the gaps.
Tier 2Barksdale Federal Credit UnionCredit union, Bossier City, LAOver $2B30+ locations in LA, TX, ARPatrick GullattCEOATM branding
Members across six parishes, East Texas and Arkansas. Today it points them to a shared network of 55,000 ATMs.
Tier 3Navigator Credit UnionCredit union, Pascagoula, MS$386M12 branches, MS and ALPresident and CEOName confirmed in the buildATM branding
Members along the Mississippi coast and around Mobile, relying on a shared network for surcharge free ATMs.
Tier 3Liberty Bank and TrustBank, New Orleans, LA$1.13B17 offices, 11 statesTodd O. McDonaldPresidentATM branding
Branches spread thin outside Louisiana, so customers there lean on other banks' ATMs.

Bank assets from the FDIC, 30 June 2026. Credit union assets from NCUA call report data. Every client named on baumtech.com was left out. Not yet checked against your HubSpot: if any of these are open deals, that is exactly what the week 2 cleanup takes out.

05

Five things I would change first

Your post asked for someone who will tell you when you are wrong. These are mine, from one call. The week 1 audit will sharpen them.

  1. 01No dialer. Two SDRs dialling by hand cannot call every email within two days. A dialer such as Nooks, Orum or PhoneBurner is the cheapest way to more conversations.
  2. 02Cold email from your main domain. If cold sends hurt it, your quotes and invoices land in spam too. Cold email goes from separate warmed domains through a sequencer. HubSpot stays the record and keeps the warm and marketing email.
  3. 03One message for three offers. An operations head deciding on Windows 11 upgrades and a marketing head buying ATM branding read different emails. Each offer gets its own list, its own people and its own words.
  4. 04Apollo for everything. Apollo is fine for bank and credit union contacts. It is thin on property managers and venue operators. Those come from Google Maps, LoopNet and directories, scraped with Apify, Clay or Claude Code.
  5. 05Calling only after a reply. At Brink's, email and calls start together on every campaign. Waiting for a reply leaves most of the list untouched.
06

Pricing and your data

$6,500

per month for Phase 1, the 90 days. About 20 hours a week, hands on.

Phase 2 is priced at the Day 90 review, once we both know what runs on its own and what still needs me. It is lighter: monthly strategy sessions, campaign reviews, and your other product lines as you need them.

Through Upwork. The Day 30 checkpoint is a real exit: if it is not on track, you stop and keep everything built so far.

The tools are paid by Baumy Group and stay in your name: the sequencer, sending domains and inboxes, data credits and the dialer. You get the exact list and monthly cost in week 1, before anything is bought.

Your data:

  • Every list is built from scratch for Baumy Group. No data from other clients goes into it, and none of yours goes out.
  • Everything lives in your accounts: HubSpot, the sequencer, the domains, the dialer. If we stop, you keep all of it.
07

Your post, line by line

The eight things under What You'll Do, and when each one happens.

01 Build our lead engine

Apollo, Clay, Claude Code and other data sources, set up for banks and credit unions first, then your other lines. Weeks 2 and 3.

02 Scrape and enrich

Apify, Clay and Claude Code for what Apollo cannot give: property managers in the Southeast from Google Maps and LoopNet, venue directories, licensing data. Ready when that line starts.

03 Sequences and deliverability

Separate domains, warmup, inbox rotation, one sequence per offer, email and calls together. First campaign live by Day 30.

04 Search presence

An SEO and AI search audit of your sites, and a written plan to get found. Days 31 to 60. Outbound is my core, so where something needs a specialist, I will say so.

05 Coach our SDRs

A weekly call review, objections turned into copy changes, and the call cadence tied to the emails. From Day 31.

06 Connect the pieces

List to sequence to SDR task to HubSpot to sales. Replies tagged in HubSpot automatically, current clients and open deals never contacted.

07 Set the scoreboard

The Friday report: accounts reached, replies, positive replies, meetings, opportunities.

08 Teach us

Every process written down, and your team trained to run it by Day 90.

Where I'm strongest: (a), tool and campaign setup. The SDR side is close behind, through the weekly call review rather than heavy training.

Logistics