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All Packages Include

CRM Implementations
(Salesforce, HubSpot,
Pipedrive, Zoho)

  • Full new-instance setup (Sales, Marketing, Service hubs/modules)

  • Custom field and property mapping

  • Lead/deal/contact migration and deduplication

  • Opportunity stage and lifecycle configuration

  • Role-based visibility & team access setup

  • Reporting and dashboard framework

  • Workflow automation setup

  • System documentation and user training

  • Multi-hub implementation support (e.g., HubSpot Sales Marketing)

  • Transition support from legacy CRM tools

CRM Administration & Optimization

  • Create/update custom fields, objects, and page layouts

  • Manage pipeline stages and deal flows

  • Lead routing, assignment rules, and round-robin setup

  • CRM data cleanup and de-duplication

  • User permissions and team roles

  • Dashboard and report creation (Sales, Marketing, CS)

  • Calendar, email, and third-party tool integrations

  • Task automation and workflow setup (HubSpot, Salesforce, Pipedrive)

Tech Stack
Implementations

  • Tool selection recommendations (ZoomInfo, Apollo, Outreach, Clay, etc.)

  • New tool setup, onboarding, and technical configuration

  • API or native integrations into CRM and other systems

  • Data sync setup (bi-directional or custom field mapping)

  • Email domain warmup and reputation prep

  • Contact enrichment and lead flow setup

  • Sales engagement platform implementation (sequence structure,sender setup, team training)

  • Chatbots, webforms, calendar tools (Calendly, Chili Piper, Drift, etc.)

  • Marketing stack implementation (e.g., Mailchimp, Klaviyo, Dripify)

  • Onboarding guides and SOP documentation

Sales Process &
Enablement

  • Define/update sales stages with entry/exit criteria

  • Build & optimize opportunity lifecycle

  • Design discovery frameworks (MEDDIC, BANT, SPICED, custom)

  • Create playbooks, call scripts, and objection handling guides

  • Sales rep onboarding and process training

  • Call review and feedback (via Gong, Chorus, etc.)

  • Deal inspection & pipeline quality audits

Reporting & Insights

  • Build revenue dashboards (pipeline, forecast, win/loss, velocity)

  • Funnel conversion analysis by source, rep, segment, etc.

  • Lead & deal attribution tracking

  • Custom lifecycle reporting (MQL & SQL & Deal)

  • Forecasting framework and reporting alignment

  • Setup of recurring dashboards for weekly/monthly reviews

Strategic GTM Consulting

  • Go-to-market model design (inbound, outbound, ABM)

  • Territory planning & account segmentation

  • Funnel stage mapping & campaign alignment

  • Marketing → sales handoff process optimization

  • Quarterly planning and RevOps roadmap design

  • Executive reporting preparation and board presentation support

  • Team structure guidance (SDR, AE, RevOps roles)

Cross-Functional Support

Testing & Optimization

Lead Generation & ICP Contact List  Building

  • Align sales, marketing, CS workflows & handoffs

  • Support campaign ops and lead list delivery

  • Set up intent-based lead routing (ZoomInfo, 6Sense, Bombora)

  • Create lifecycle definitions across departments

  • Run monthly GTM syncs or RevOps check-ins

  • A/B test sales sequences (subject lines, steps, CTA)

  • Improve outbound engagement strategy

  • Funnel leakage analysis

  • Improve data capture to support downstream decisions

  • Track and improve speed-to-lead

  • Define/refine Ideal Customer Profile (ICP) by firmographic + technographic filters

  • Build segmented lead lists via ZoomInfo, Apollo, Clay, LinkedIn, etc.

  • Map contacts by role, buying group, geography, and vertical

  • Identify strategic accounts and match to personas

  • Enrich contact data (phone, email, LinkedIn)

  • Export and format lead lists for outbound use or CRM ingestion

  • Support smart campaigns by persona or funnel stage

Contact

Let's Get Connected.

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