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Step-by-Step Campaign Workflow

Understanding & Strategy Development

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Detailed Discussion with key stake-holders

  • Identify Industry Segment, Target Persona (CXO, CTO, CEO, CDO, etc.), Locations to cover.

  • Define the Ideal Customer Profile (ICP) and pain points.
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Inside Sales Proposal Creation

  • Draft a structured Inside Sales Plan covering outreach methods, engagement strategies, and key messaging.

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Sales Team Process Analysis

  • Understand how the sales team is currently reaching prospects.

  • Study their email outreach, LinkedIn messages, and call conversations.

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Sales Team Shadowing & Process Review

  • Listen to sales calls (Buddy-up approach) to identify effective communication techniques.

  • Analyze email scripts, LinkedIn messages, and engagement tactics.

Refinement & Testing

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Messaging & Outreach Optimization

  • Refine Call Scripts, Email Templates, LinkedIn Messages based on findings.

  • Test different outreach formats for maximum impact.

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Pilot Campaign & Testing

  • Conduct a small-scale test campaign with limited outreach.

  • Track open rates, responses, engagement levels, and refine accordingly.

Execution & Lead Generation

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Multichannel Outreach Deployment

  • Implement Email Reachouts, LinkedIn Messages, Direct Calling, and Follow-Ups.

  • Begin lead nurturing and build engagement with decision-makers.

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Prequalified Lead Generation & Handover

  • Share qualified leads with the sales team and provide detailed insights for conversion.

  • Offer continuous feedback loops for process optimization.

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