Template library
Rule pack: local and SMB outreach
The Local & SMB Outreach pack in Sellinger's rules picker has 7 rules: 2 that aim at owner operated local businesses and their managers, 2 that skip people outside your market and national chains, and 3 that send meeting, pricing and human requests to a person. This page shows each rule as written.
Published by Sellinger AI. Numbers and settings checked on 24 October 2026 against the fact register. Report an error.
What the pack is
Local businesses are run by owners who answer their own messages, and a quote or a call is usually the next step. The catalog's description of this pack is: reach owner operated businesses in your service area, escalate quotes and calls. It is one of 8 packs in the catalog.
It suits service businesses that sell locally, such as agencies, installers, cleaners and IT providers, where the buyer is the owner and a call or a quote is the next step.
The 7 rules, exact text
| Group | Rule as written | What it does |
|---|---|---|
| Inclusion | Owner-operated local businesses in our service area | Aims at owners who decide alone, where you can deliver. |
| Inclusion | General managers, managing directors, and operations leaders | Adds the people who run the business day to day. |
| Exclusion | People located outside our target market | Avoids leads you cannot serve. |
| Exclusion | National chains and franchise head offices | Skips buyers with central procurement. |
| Human review | Lead wants a phone call or is ready to book a meeting | Lets a person call while interest is high. |
| Human review | Lead asks about pricing, contracts, or requests a formal proposal or quote | Keeps quotes with a person. |
| Human review | Lead asks to speak with a human, a manager, or a specific person | Owners who would rather speak to someone local get a person. |
Rules worth adding in your own words
- Flag any reply that mentions an urgent problem, such as a breakdown, so a person calls the same day.
- Skip businesses you already serve, by name or address.
- Hand over any request for a site visit or an on site survey.
When to use this pack, and when not to
Use it when
- You sell to owner operated businesses in a defined area.
- Someone can call or quote the same day.
Do not use it when
- You sell to chains or franchise head offices, which the pack excludes.
- You sell nationally with no service area.
How to add the pack in the app
In the campaign's Rules tab, open the Templates button of a group, choose Use-case Packs, open Local & SMB Outreach and tick its rules, then Add. Repeat for each group. The B2B SDR pack page shows the steps in detail.
What the data says
No outcome data yet. Sellinger has not measured what this pack changes in reply or meeting rates, and this page claims nothing. The catalog was built from an analysis of real customer rules; that is a statement about how it was written, not about results.
Common questions
What counts as our service area?
Is there a published local business campaign?
Which playbook goes with it?
Sources and method
Rule text and pack membership: the in-product rule template catalog (frontend/src/lib/rule-templates.ts, RULE_PACKS), read 24 October 2026. Group meanings: the Rules tab help text in the app.
Related: Templates hub, Question first outreach playbook, Uberwood agency, Facility services.
