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Systems breed success.

We provide your sales team with systems
that
make their pipeline more predictable.

Then we help fill it.

Systems breed success.

We provide your sales teams with systems
that
make their pipeline more predictable.

Then we help fill it.

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Don't replace your sales team, help them reach further — systematically.

Surgical Lead Gen is a CRM-oriented consultancy that helps ambitious B2B sales teams expand their prospecting and increase pipeline consistency.

Cut out what isn't working and install systems that build upon your existing processes. Then teach your team how to use their CRM through managed services, practical applications, and custom training.

Whether your team is exploring their first CRM or you've got a half-baked workspace you don't want to deal with, we can jump in and centralize your team's efforts quickly.
OUR PLATFORM OF CHOICE

HubSpot CRM

By organizing every source of data your team depends on, HubSpot's integrated CRM lets teams do more with what they have.

For sales that includes outreach, nurturing, routing opportunities, tracking deals & pipeline, through to contracts and client activation. Our main toolset, Sales Hub, is among their fastest and cheapest to deploy.

As a HubSpot Solutions Partner we're able to cut out extraneous fees, advocate for you with HubSpot personnel, and get you up and running as quickly as possible. 

A montage of screens from the HubSpot CRM tools.
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A montage of screens from the HubSpot CRM tools.
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OUR Bread & butter

HubSpot CRM

By organizing every source of data your team depends on, HubSpot's integrated CRM lets teams do more with what they have.

For sales that includes outreach, nurturing, routing opportunities, tracking activity, tracking deals & pipeline, through to contracts and client activation. Our main toolset, Sales Hub, is among their fastest and cheapest to deploy.

As a HubSpot Solutions Partner we're able to cut out extraneous fees, advocate for you with HubSpot personnel, and get you up and running as quickly as possible.

What integrated CRMs can do: 

  • Track every interaction, internal and external

  • Generate precise reporting views for anything you need tracked

  • Centralize data sources across departments

  • Create greater consistency in your customer journey

Our process is fit to your needs — with drag & drop services managed by us, centered on your CRM. What's not needed, we cut. 

SERVICES

How we get you moving

Minimum engagements run 90 days in order to generate evidence. By day 91, we know you'll want to keep us on. In that time you can mix and match our services to build upon your CRM where it makes sense. All of our services are designed to build on the core of your CRM, and familiarize your team with their new workspace.

CRM Setup (Primary)

Whether we're building from scratch or tuning up an existing workspace, we get started with a cut-to-fit process map and implementation. 

Then we help your team to apply the tools with trainings, and/or in practical application with leads generated by our team.

We focus on the essentials to start, and when you're ready to expand we're there.

Pricing:
$2,000+
Implementation fee, varies by complexity
Not including HubSpot fees
$1,000/mo. 
Ongoing admin/training

Persona Research

Where we earn the name "Surgical." Using a combination of info gained during discovery, existing sales collateral, and audience research tools, we uncover the gems that help you to read your prospects' minds.

Our research process can be applied to an existing ICP, or help to identify new growth markets.

Email Writing & Prospecting

We've developed the art of the 100-word-email. Using Sales Hub's tools — with or without persona research applied — we manage the creation, sending, and lead management of targeted email campaigns. 

We cover every piece of the cold email process from a team email hosted in your CRM. Including the assignment of leads to your team within their new workspace. Reporting, testing, and tweaks included with each send round.


GENRE DEFYING

We're part CRM, part lead gen, all results.

We don't make claims about "1,000 leads per month," because you might not need 1,000 leads. Maybe you need ten good leads, and 100 opportunities to nurture. Maybe you do need 1,000 leads. Everyone's different.

We're more concerned with what you can do with those leads once you have them. That's where the CRM comes in. Our expertise is a mixture of theoretical, with understanding your needs, and practical, with building the systems that meet those needs.

Our Process

We don't have time to dress things up.

We prefer to say it direct. For B2B sellers it's tempting to make omnipresence the goal. Stay top of mind and sooner or later they'll find you. Enterprise software, medical devices, and risk management services aren't sold the same way as jeans and air fresheners. Nor should they be. Account-based sales & marketing requires insight, attention, and an accurate picture of one's audience. 
Advancements in CRM software have made it possible for teams managing hundreds of leads per month to tend to each opportunity with individualized attention. Don't pretend to have an interest in your prospect's situation while you juggle 299 other leads in their category. Make it easier to take genuine interest in your prospects by centralizing and systematizing your interactions. 

Ready to go?

Contact us to learn more about how a few rules of engagement can make all the difference in lead gen.