Collaborative process with the client

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badsha00313
Posts: 4
Joined: Thu May 22, 2025 5:14 am

Collaborative process with the client

Post by badsha00313 »

Operational Excellence – Processes and People (Approx. 1000 words)

Client Onboarding Process:
Discovery calls to understand client needs, ICP, and existing sales process.
Setting clear expectations and KPIs.
Contract signing and payment terms.
Access to client systems (CRM, marketing automation).
Kick-off meeting with client and internal team.
Lead Generation Workflow:

Target Audience Definition: .
Prospecting & Data turkey phone number list Collection: Using chosen tools and methodologies.
Lead Qualification: Criteria for MQL, SQL. Role of BANT, MEDDIC, etc.
Multi-Channel Campaign Development:
Messaging strategy (copywriting, personalization).
Cadence building (sequence of touchpoints).
A/B testing protocols.

Outreach Execution: Email, LinkedIn, Phone, etc.
Lead Nurturing & Follow-up: Automated sequences, manual follow-ups.
Appointment Setting/Lead Handover: Seamless transfer to client sales team.
Feedback Loop: Continuous communication with clients on lead quality.
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