Implementation Process

Our growth strategy implementation methodology is designed to help sales teams take full advantage of the advanced automation and sequencing features offered by modern prospecting and sales platforms and put them in place to support their sales efforts.

1. Pre-workshop preparation

We start the requirements capture process with interviews with key stakeholders in your business, as well as a survey that is circulated throughout the team.

1. Pre-workshop preparation

We start the requirements capture process with interviews with key stakeholders in your business, as well as a survey that is circulated throughout the team.

2. On site workshop

Our on-site workshop is where we really get under the skin of your business, looking at everything from your top-of-the-line business challenges to lifecycle stage definitions, the sales process, and opportunities for automation.

  • Objetives Review

  • Segmentation

  • Buyer Persona definition

  • Review and restructuring of marketing collateral as required

  • Phone and email script templates

  • Landing Page Design

  • Definition of lead flows, to whom they are assigned, when

  • Definition of KPIs and monitoring dashboards

2. On site workshop

Our on-site workshop is where we really get under the skin of your business, looking at everything from your top-of-the-line business challenges to lifecycle stage definitions, the sales process, and opportunities for automation.

  • Objetives Review

  • Segmentation

  • Buyer Persona definition

  • Review and restructuring of marketing collateral as required

  • Phone and email script templates

  • Landing Page Design

  • Definition of lead flows, to whom they are assigned, when

  • Definition of KPIs and monitoring dashboards

3. CRM Personilization

The result of the workshop is an execution plan for your growth strategy over your CRM. The status of custom business phases, uploaded email templates, set automatic sequences, etc.

3. CRM Personilization

The result of the workshop is an execution plan for your growth strategy over your CRM. The status of custom business phases, uploaded email templates, set automatic sequences, etc.

4. Automation

We create business workflows and sales sequences to automate repetitive, low-value tasks, allowing your sales team to focus on selling. The entire process of prospecting and generating leads is based on the following elements:

4. Automation

We create business workflows and sales sequences to automate repetitive, low-value tasks, allowing your sales team to focus on selling. The entire process of prospecting and generating leads is based on the following elements:

Technology

Over the years developing growth strategies in the Latin American market we have built a prospecting and growth platform based on state-of-the-art technology, artificial intelligence and world-class methodologies that have allowed us to position ourselves as a unique growth proposal in the region.

This platform allows us to scale the prospecting process by connecting web pages for promotion with our/your CRM and Artificial Intelligence tools to deliver real world contacts that are qualified by our team so that your Sales Team goes to a business meeting with a qualified Prospect.

Sales Enablement

What makes our Leads become Qualified Prospects? Our teams of highly prepared Business Development Executives (BDEs) directly validate the prospect if they meet the requirements to become a qualified prospect. This means in simple, that they pick up the phone and write emails validating the Lead using the BANT Qualification Methodology. Our clients only attend face-to-face meetings that have been qualified by meeting a minimum validation score.

B

Budget

A

AUTHORITY

N

Need

T

Timeline

Converting Leads into
Qualified Prospects

The process is simple and always considers the conversion criteria that are important to our customers' sales team. At the end of the day one of our core goals is to help our clients' sales team close more and better deals and grow their business.