Onboarding

Diagnostic first. Engagement second. No new tools to learn.

We start with a free read-only audit of your meetings and CRM. If the coverage problem is real, we run a four-week working engagement — stakeholder surfacing, multi-threaded outreach, weekly reporting — inside the tools your team already uses.

What you can count on

Surface the stakeholders your team is missing

Attendees, adjacent people at the customer, and the right engagement from your team. We map who matters — both inside the customer and across your own team — then show your team where coverage is thin.

Multi-threaded outreach, using your templates

Email and LinkedIn, mapped to the right stakeholder. Quorom executes inside your existing sequences and inboxes; your team owns the voice.

The data layer compounds

Meeting history, stakeholder context, transcript moments, deliverable state — institutional memory that persists across people, sessions, and time. Week 20 is sharper than week 1.

What you get

  • Free diagnostic in week one — read-only audit of your meetings and CRM
  • Four-week working engagement if the diagnostic shows the problem is real
  • Stakeholder surfacing on both sides, every week
  • Multi-threaded outreach using your existing templates
  • Weekly report showing what changed in each account
  • Month-to-month, $499/month per managed engagement

How onboarding works

Phased, not fixed-duration. Customer readiness varies.

Pre-qualification

We confirm fit: CRM, meeting source, existing outreach templates, and willingness to commit to a recurring cadence.

Diagnostic

Free read-only audit of your meetings and CRM. We surface the coverage gap and show you what a working engagement would change.

Onboarding

We connect to your CRM, calendar, and outreach templates. No new software for your team to learn — everything runs inside the tools they already use.

First week of execution

The first multi-threaded outreach goes out using your templates. You see exactly what the engagement produces before the second week starts.

Recurring cadence

Weekly stakeholder surfacing, multi-threaded outreach, and a report showing what changed in each account. The managed engagement loop is established.

What you need to get started

Required

  • A Claude Team or Enterprise subscription — Quorom runs natively inside Claude and uses project sharing for your team.
  • A CRM — provides deal state and contact context.
  • A meeting recording platform — meetings are the signal source.
  • Existing outreach templates and sequences — Quorom executes inside the sequences your team already uses.

Recommended

  • An enrichment provider — used when we add a stakeholder your CRM doesn’t have.