Research & preparation
Lead and account research against the criteria you define, with records that are useful to your sales team.
01.2SALES SUPPORT / CRM OPERATIONS
A pipeline needs
follow-through.
Put dedicated people behind research, qualification, follow-up and CRM administration. Keep the work moving with agreed processes and a team responsible for delivery.
Discuss this service Explore the scope
WHEN THIS IS A USEFUL CONVERSATION
01
Your salespeople spend too much time maintaining records and chasing next steps.
02
Lead research and qualification need a repeatable process.
03
Handoffs and appointment follow-up are inconsistent.
SCOPEWHAT WE CAN TAKE ON
A concrete scope.
A working relationship.
Choose the work you need. Responsibilities, capacity and delivery details are agreed in your proposal.
Qualification support
Gather the information your team needs to assess fit. Agree what counts as a qualified handoff.
CRM administration
Record updates, data hygiene, pipeline administration and operational reporting inside your systems.
Consistent follow-up
Appointment setting, reminders and follow-up sequences within your approved messaging and processes.
FLOWHOW THE WORK CONNECTS
From first input
to a useful next step.
01
Define the right fit
Agree target criteria, exclusions and the information required for a useful conversation.
02
Prepare the record
Research the account, update the CRM and identify the appropriate next step.
03
Move the conversation
Follow the approved outreach or follow-up process and capture the response.
04
Make the handoff useful
Give the sales owner the context, qualification notes and next action.
OWNERSHIPCLEAR ON BOTH SIDES
Your priorities.
Shared clarity.
A managed engagement works better when decision rights, inputs and delivery responsibilities are visible.
- Your offer, target criteria and sales priorities
- Approved messaging and outreach requirements
- Qualification rules and sales ownership
- People trained around the agreed sales workflow
- Daily administration, follow-up and team oversight
- Reporting on activity, handoffs and data quality
BEFORE WE START
Put expectations
into the scope.
- Record completeness and accuracy
- Agreed qualification and handoff criteria
- Follow-up timeliness and appointment handling
- Pipeline administration and reporting cadence
THE PRACTICAL QUESTIONS
Know what
you’re choosing.
01Can we use our existing CRM?
We assess your system, required access and workflows during scoping. The aim is to fit the operation into your existing process, with clear permissions and ownership.
02Do you promise a fixed number of sales?
No. Revenue depends on the offer, market and sales process. We agree the operational work and meaningful measures rather than promise an outcome we cannot control.
03Can we start with administration only?
Yes. You can begin with CRM hygiene, research or sales administration, then review whether a wider scope makes sense.
NEXTYOUR BUSINESS. OUR NEXT CONVERSATION.
Bring us the requirement.
Let’s define the right setup.
Tell us what needs to run better. We’ll discuss the people, expertise and management to make it happen.
Talk through your needs A conversation first. A tailored proposal next.