Researching businesses and identifying key contacts and decision makers

Personalised emails with relevant insights

LinkedIn outreach 

Multi contact outreach 

Proactive outreach calls

Strategic follow-up via email 

Meetings confirmations

Meetings bookings 

Pre meeting agenda preparation 

Presentation development 

First-contact discovery meetings 

Identifying key business challenges  

Products / services demonstrations 

Post meeting follow up

Solutions based proposal development 

Warm LinkedIn connection requests

Feedback on proposal meetings 

Addressing objections

Providing additional information as needed 

Contract delivery and management / signing 

Nurturing existing clients 

Scheduling check-in calls

Sending tailored project reports & updates  

Sharing insights 

Offering on-site or virtual meetings

Requesting feedback through surveys

Following up with helpful resources e.g. blog posts, ebooks, whitepapers, webinars, podcasts 

New products / services demonstrations

Contract renewals, up-sales and cross-sales