A clear process from target market to sales handoff.
We agree the plan, prepare the campaign, launch when the foundations are ready, and use the results to improve the next round of work.
- 1
Align
Define your offer, ideal accounts, exclusions, and qualification criteria. Your team supplies customer insights and sales priorities.
- 2
Prepare
Research a sample audience, develop messaging, check setup, and test the handoff. Your team approves the campaign and provides agreed access.
- 3
Launch
Activate the agreed channels after readiness checks. Monitor responses and operational signals rather than treating a calendar date as proof of readiness.
- 4
Qualify and improve
Record interest, coordinate next steps, and review outcomes. Your team reports whether meetings were useful and what happened next.
What qualifies as a meeting?
- An account fits agreed criteria.
- The contact has a relevant role or influence.
- They express interest in a relevant conversation and agree to meet.
- The handoff includes context. Budget and timing are recorded as known or unknown, not guessed from a title.
Booked means scheduled. Held means the conversation occurred. Sales-accepted means the client confirmed it met the agreed standard. An opportunity is a separately recorded client sales stage. Your engagement defines no-show handling and any replacement policy.
Choose a programme that matches your next stage.
Your launch plan depends on scope, access, approvals, and readiness. We agree timing during onboarding.