A fully automated and scalable sales infrastructure.
We have developed an automated sales workflow designed to generate pipeline without increasing headcount. Our Sales Framework is a systematic approach to sales, designed to make prospecting repeatable, scalable, and data-driven. Instead of relying on reps to manually build lists, send messages, and manage follow-ups, we will automate and optimizes these processes - so teams can focus on closing deals, not chasing leads.
Phase 1: Planning
This is the initial phase of the project where we will conduct all essential planning. We will determine the ICPs to be addressed in each channel, overall objectives, messaging strategy, deliverables, sales assets, and timeline. This stage aims to equip us with all the information about your business, products, and services: among other things, what the customer pain points are, how your solution addresses these pain points, who your competitors are, and what your competitive advantages are in relation to them.
Phase 2: Implementation
In this phase, the setup of tools and technologies to be used in the project will be carried out, along with their integrations with the central platforms of the sales framework: Clay and Hubspot. This stage also includes all automations and the setup of the email infrastructure to send emails in large volumes, including strategies and technologies to ensure deliverability (inbox reach) above 95%.
Phase 3: Execution
Preparation of company and lead listings to be contacted, and processing all data in a Clay Table (based on the ICP defined during the planning phase), including data enrichment and the creation of snippets for message personalization. This phase also includes final setups and integrations to transfer data from Clay and other "Data Providers" to outreach automation platforms ("Data Destinations"), as well as the implementation of advanced email deliverability strategies, such as Blacklist Monitoring and Inbox Placement, among others.
Phase 4: Optimization
In this phase, the campaigns are already running, and we will make the necessary adjustments and optimizations: expanding lead searches based on new ideas, improving copywriting, gathering new information about leads using AI agents, etc. At this stage, we will also test new lead capture tools through other channels, such as lead generation via LinkedIn engagement and capturing leads who visited the company website, along with other possible tools for analyzing purchase intent signals. At the end of this phase, we will analyze the viability of the outbound channel as a whole (effective project validation), which will be conducted through metrics and KPI analysis.
Our Sales Framework in Four Steps.
Outbound Lead Generation
Outreach Omnichannel Sequences, through both E-mail and LinkedIn.
Inbound Lead Generation
LeadGeneration through Paid Media, Lead Magnets and Social Media.
Sales Workflow Automations
Tech Stack Integrations & Automation of all Stages of the Sales Funnel.
Data-Driven Optimization
Sales Analytics, Sales Forecasting, and Continuous Optimization.
