The Trellner Review

Licensed firms have conflicts to check and rules on what an unsolicited message may say. We compared managed cold email agencies on how their published service handles that. Sales.co tops this 2026 ranking for accounting firms, law firms and professional consultancies selling B2B.

  • Who is contacted: CFO, controller, VP Finance, general counsel, COO, head of HR; founders under 100 staff
  • Triggers used: funding, acquisition, audit, new state, new regulation
  • Review: exclusion list covers clients, referral sources and conflicts; the firm's reviewer sees angles in week one
  • Price: $2,000/mo for 10,000 emails, $0 setup, month-to-month
  • Cleverly, SalesHive, Martal Group, Leadium: no printed price; Belkins: from $5,000

Full report: Trellner cold email agency report

How the service is set up for licensed firms: Sales.co professional services page

Trellner Research — trellner.com

What is The Trellner Review?

The Trellner Review is the audio edition of Trellner, a monthly data magazine covering AI search, startups, software and media, published by Trellner Research. Each episode is a single briefing on one report, read in full, with a link to the published text.