Systems foster success.
We provide your sales team CRM-based systems
that make their pipeline more predictable.
Then we help fill it.
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
- Let your team reclaim hours per week
- Ensure user adoption through custom training
- Widen your top of funnel with scalable outbound strategy
Whether your team is exploring their first CRM or you have a half-baked workspace you hate, we can jump in and organize your team quickly.
How often does your team:
Re-make the wheel when taking prospects through your sales process
Forget where they put that deck, whitepaper, template, contact list
Double-tap qualified prospects and kill your chances to progress
Lose track of follow-ups after critical touches
If it's more than 'never,' you need a CRM.
HubSpot CRM
By organizing every source of data your team depends on, HubSpot's integrated CRM lets teams do more with what they have.
We believe that professionals deserve pro-grade tools. Our main toolset, Sales Hub, is among HubSpot's fastest and cheapest to deploy.
For sales that means every touch, every deal, every activity tracked and organized in an easy to use dashboard. Follow-ups automated, email opens tracked, revenue forecasts realized.
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 with hands-on onboarding support.
Our process is fit to your needs — with drag & drop services managed by us, centered on your CRM. What's not needed, we cut.
Our process is fit to your needs — with drag & drop services managed by us, centered on your CRM. What's not needed, we cut.
How we get you moving
Minimum engagements run 90 days. 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.
By day 91, we know you'll want to keep us on.
CRM Setup
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 through training and practical applications with leads generated by our team.
We start with the essentials, and when you're ready to expand we're here.
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. In an account-based application, Persona development is strongly recommended.
Email Writing & Prospecting
We've developed the art of the 100-word-email. Using Sales Hub's tools 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 in your CRM. Leads are assigned to your team within their new workspace. Reporting, testing, and tweaks included with each send round.
Est. pricing: $8-12,000 for 90 days.
Factors include migration needs, solution complexity, need for external contractors, and more.
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.