Description
This is our flagship managed experience for B2B SaaS companies, designed to rapidly convert leads into revenue by automating your entire lead response and qualification workflow. The Core package provides the complete system build, hands-on team training, and ongoing optimization to ensure maximum financial impact and long-term success.
Scope:
- Consultant will automate lead capture, qualification, and assignment processes.
- Consultant will integrate Google Ads/LinkedIn Ads with CRM (e.g., Salesforce/HubSpot).
- Consultant will implement lead scoring and alert workflows.
- Consultant will host weekly strategy & optimization calls.
- Consultant will deliver a hands-on training session for sales teams.
- Consultant will execute a structured 90-day optimization plan post-launch.
Deliverables/Outputs:
- Core automation workflows.
- Dedicated Slack channel for support.
- End-to-end Loom video documentation & SOPs.
- Hands-on training session for the client team.
- A 90-day optimization plan with defined milestones and deliverables.
Timing:
- This work typically requires 8 weeks for the initial build, followed by the 90-day optimization plan.
Assumptions:
- Client will provide constructive feedback and guidance in reviews.
- Client sales team will be available for the scheduled hands-on training session.
- Client will provide full access to CRM, Ad accounts, and relevant data sources.
- Out-of-scope or additional requests will require a separate Engagement.
