Our client onboarding process – called Ready-Aim-Execute – is built on the principle that, to penetrate your market, we need to learn to talk like you, walk like you, and convey value like you. We’re the experts at uncovering diamonds among your ideal prospects. You’re the subject matter experts, in tune with what makes you different and what makes you valuable to your customers

In our Ready-Aim-Execute onboarding, we get all the logistics in place to act as a true extension of your sales team. More importantly, we seek to understand why your best customers choose you as their provider, so we can put that value proposition to work.


During Ready Mode, we become students of your organization, collecting all collateral and study materials you may have – case studies, whitepapers, solution sheets. In addition, we begin the logistics related to email addresses, CRM credentials, and start to organize digital assets for campaign launch. Then we work with your team to develop an Ideal Prospect Profile from which we can identify an effective prospect universe for the campaign.


Now we begin to take a more granular view of your company and solution – differentiators, unique value proposition, positioning in relation to competitors. We often ask our clients to take us through a sales presentation, giving our Account Manager and Business Development Agent the unique opportunity to see firsthand how you position your solution. From that exercise, our team will begin building out a messaging framework. Ultimately, we cement all the pieces needed to become an extension of your sales and marketing operation.


We’re ready for launch! Let the sales opportunities start flowing. Messaging has been perfected. Email templates have been deployed and are ready for use. The target market has been profiled and assembled into an active database of ideal prospects. All reporting protocols have been developed to track success. The last order of business is getting sign-off from your team and setting the wheels in motion to provide you with qualified sales opportunities.