How We Work

How we work is simple. Our process isn’t complicated. We’re here to help your growing organization every step of the way.

First, we meet with you and ask a lot of questions to learn about your business: current B2B sales and marketing efforts, past wins and losses, your competitive landscape, the business pains you solve, and of course, your revenue goals.

Based on everything you’ve told us, we build your Sales & Marketing Fast Start Plan™.

The Sales & Marketing Fast Start Plan™ is a succinct document that drills down to the core of your sales and marketing situation and provides recommendations for how to achieve your goals. The Sales & Marketing Fast Start Plan™ provides a roadmap for accelerating your revenue growth.

Roadmap in hand, it’s time to execute.

B2B Sales

We research target accounts and contacts, start cold calling prospects, book meetings and ultimately close deals. We work on a part-time basis as a seamless extension of your team. It may be a few days per month (e.g. 4, 8, 10 days per month) or more project based (going after a specific target market). When we work with you, we become you – we have your business card, we have your email, we may even have a voicemail set up on your system.

To provide you a transparent view of our work, we always use a CRM solution to help track all activities and manage your growing sales funnel.

B2B Marketing and Social Media

Your marketing and social media activities will take place concurrently with your sales activities. Our team works closely with one another to optimize your program and maximize synergy between sales, marketing and social media initiatives.

All good processes put checkpoints in place. We have regular updates with you to explain where we are at, ensure you are happy, gauge our success at meeting goals and milestones, recommend tweaks to the B2B sales and marketing strategy, review your sales funnel and discuss opportunities and challenges.

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CRM Solutions

Customer Relationship Management (CRM) software helps you manage all of your contacts and prospects. We recommend but there are a number of good tools out there. We can help you find one that suits your needs or help you use the one you have more effectively.

Learn more about tools.

Your Sales Funnel

Your sales funnel provides you with a list of sales leads at various stages in the sales process. These stages typically include:

  • Prospecting
  • Qualified
  • Proposal
  • Closed Won
  • Roll-Out
  • Closed-Lost

By understanding your sales funnel (and especially the relationships between the number of sales leads at each stage) you will have a great deal of visibility into your business’s growth opportunities and the expected timelines involved. This knowledge helps to set meaningful targets and scale accordingly to successfully manage your growth.