Three distinctive engagement blocks
Typically each block lasts for 30-60 days, this can be accelerated if need be. Remember change can be hard, we work at the pace your team can match.
Block One : Standing Strong
- Gather all customer contact data in one place
- Agree on what's important
- Merge and purge
- Define CRM requirements into ‘needs and wants’
- Agree on the business case: What is the ROI on this investment?
- Create a project plan (scope, budget, schedule, resources)
- Launch new solution
Block Two : Walking
- Hand-hold workshop start with your team
- Email templates
- Snippets
- Documents (calling cards and leave-behinds)
- Alerts (find out who just opened your email, visited your website, clicked that attachment)
- Emails, meetings and deals (i.e. pipeline) in one place
Block Three : Running
Set up our Warm Pool
- AI Sequences
- WebForms
- Website intent triggers
Ideal Client Profile (ICP)
- Workshop your ICP
- Search and filter
- Select for marketing - early engagement
Marketing Integration
- All-in-Sales
- All marketing lead capture
- Other software links (finance, operations)
We're ready to add value
Whatever the existing state of your prospect and customer management, we can help improve it.. Each block is available consecutively or standalone.
