What I run

Find accounts ready to buy

I find accounts with a dated reason to buy. I prepare contacts and HubSpot follow-up after your rep approves each account.

What you get

  • Buyer and timing rules from your experts
  • Account review with quoted sources
  • Four drafted CRM tasks after a Keep

See the four tasks in the distributor case

How I run the work

I interview your best rep and sales leader. I set sources, territories and exclusions around your buyers.

Your reps review the sources before I verify contacts or prepare CRM records. I never send these drafts or scrape LinkedIn.

What I need to start

  • Best rep and sales leader for the interview
  • Buyer and exclusion examples
  • Reviewers and authorized CRM access

I review the gaps with you before proposing the scope and start date.

Get the free report