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Services
Assessing Your Current State
How We Help:
- Sales & Marketing Workflow Mapping
- AI Usage & Capability Assessment
- Data, Signal & Technology Review
- Opportunity Identification & Prioritization
- Organizational & Operating Model Alignment
OUTPUT:
Opportunity Recommendation
- Board-Ready Summary
- AI Maturity Scorecard
- Use Case Roadmap
- Business Case & Next-Steps
Recommending Your Future State
How We Help:
- Revenue Vision & Design Principles
- AI-Enabled Architecture
- Role, Responsibility & Decision Redesign
- Lead Gen and BDR Architecture: Targeting & Segmentation
- Lead Gen and CRM Architecture and Assets
- Change Management & Adoption Steps
OUTPUT:
Stepped Playbook
- Operating Model
- Implementation Roadmap
- Prospecting and Outreach Gameplay
- Content, Messaging and Channel Matrix
Future State Implementation
How We Help:
- Experience & Workflow Design (Human + AI)
- Model & Tool Configuration
- Role-Based Training & Enablement
- Marketing and Sales Enablement Asset Creation
- Pilot Activation & Live Execution
OUTPUT:
Tools for Immediate Usage
- Live pilots with real performance data
- Optimized assets based on team feedback
- Media and investment dashboard
- Refined workflows
- AI adoption reporting
Ongoing Progress Assistance
Ensuring your sales and marketing changes remain on track!
- Performance Monitoring and Optimization
- Workflow Adoption & Behavior Analysis
- Customer and Prospect Interaction Analysis
- Coaching & Targeted Reinforcement
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