Description
Rapidly convert incoming leads into revenue by automating and optimizing your core lead response and qualification workflows. This “Anchor” package is designed for B2B SaaS companies with high lead volume and provides the foundational system build to solve your most critical sales bottlenecks. We deliver a managed, packaged experience that includes the core automation, weekly strategy calls, and dedicated Slack support.
Scope:
- Consultant will review and map current lead flow processes.
- Consultant will automate lead capture, qualification, and assignment processes.
- Consultant will integrate Google Ads/LinkedIn Ads with CRM (e.g., Salesforce/HubSpot) for real-time lead processing.
- Consultant will implement foundational lead scoring and alert workflows.
- Includes weekly strategy & optimization calls.
Deliverables/Outputs:
- Core automation workflows (e.g., Webhook → Google Sheet → Data Transformation → Salesforce/HubSpot).
- Dedicated Slack channel for support.
- End-to-end Loom video documentation & SOPs.
Timing:
- This work typically requires 8 weeks to complete.
Assumptions:
- This package includes the foundational automation build. Training and the 90-day plan are part of the Core & Accelerator tiers.
- Client will provide constructive feedback and guidance in reviews.
- Client will provide full access to relevant systems, including CRM (Salesforce/HubSpot) and Ad accounts (Google/LinkedIn).
- Out-of-scope or additional requests will require a separate Engagement.
