CRM Optimization

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This service is designed to streamline and simplify your CRM so your team can spend less time digging and more time closing.

What’s Included:

  • Audit of current CRM structure (HubSpot, Zoho, etc.)

  • Cleanup of outdated, duplicate, or incomplete contact records

  • Standardization of lead/account fields (naming conventions, tags, stages)

  • Optimization of deal stages and pipelines for clarity and visibility

  • Setup or refinement of lead routing rules and assignment logic

  • Recommendations on integrations, automations, and reporting

  • Custom dashboard creation

Ideal For:

  • Startups using CRM as a glorified Rolodex

  • Sales teams wasting time on manual data entry

  • Founders struggling to track real sales progress

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Messaging & Sequencing

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Crafted, conversion-driven messaging tailored to your audience and sales process—so your outreach doesn’t get ignored.

What’s Included:

  • 30-minute discovery session to define ICP, offer, and positioning

  • Custom messaging framework (value prop, tone, CTA strategy)

  • 3–5 outbound email templates (including subject lines)

  • 2–3 LinkedIn message templates (connection, follow-up, value drop)

  • Optional: cold call intro script or voicemail script

  • A/B variant recommendations for testing

  • Messaging formatted for easy plug-and-play in automation tools

Ideal For:

  • Founders or small teams launching outbound for the first time

  • SDRs sending generic, low-converting outreach

  • Startups trying to define or sharpen their voice in-market

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Outbound Automation

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Get your outbound engine running with the right tools, fully set up, integrated, and ready to scale — without the tech headaches.

What’s Included:

  • Selection and setup of tools (e.g., Instantly, Lemlist, Apollo, Waalaxy)

  • Inbox and domain warmup configuration

  • Contact list cleanup and import guidance

  • Sequence implementation (based on approved messaging)

  • Timing and logic rules for delivery and follow-up

  • LinkedIn automation setup

  • Deliverability best practices

  • Campaign monitoring guidelines & best practices

Ideal For:

  • Startups ready to launch outbound but don’t know where to begin

  • Teams trying to scale without hiring more SDRs

  • Founders looking to test messaging and channels quickly

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