Client Acquisition Code™

Unlock Your CRM with Sales Enablement

Small Firms looking to establish new clients & pipeline growth.

Larger Firms looking to increase opportunities, lead flow and revenue.

Entrepreneurs & Start up’s looking to hit the ground running.

PHASE ONE
STRATEGY

Growth Strategy & CRM Process Audit

Strategies designed around your growth goals. Value Proposition, Channels to Market, Strategic Partnerships, Audience Segments, Cost & Pricing Structure

Alignment Process & Resource Optimisation

Design and implement revised processes. Align resources & assign responsibilities for each stage of the process. Identity gaps for recovery.

PHASE TWO
TOOLS

CRM Audit, Set Up & Data Measurement

Choose the right CRM. Set-up, implment and roll out with dedicated training. Cleanse data and set up automated worlkflow & activities.

Marketing & Prospecting Automisation

Get full visibility & use of your data, Email Marketing set up & automation, Reporting and measurement of R.O.I. on all areas of prospecting activity.

PHASE THREE
GROWTH

LinkedIn & Sales Navigator Prospecting & Research

LinkedIn profile & company page management. Targeted prospecting & automation processes. Bring like minded audiences together.

Marketing & Performance Workshops

Clairfy the vision & purpose of goals & objectives. Discover Insights & Business development techniques & training.

Client Acquisition Code™

Transformational Client Acquisition

Companies with aligned marketing & business development teams are 67% more efficient at nurturing relationships, winning new business and delivering exceptional client service, resulting in even more referrals.  

Our Client Acquisition Code helps you to implement tools, systems and processes that align your marketing & business development efforts. Using tried and tested technology & techniques to guarantee increased visibility, performance & growth.  Each solution is designed with your partnerships, clients and prospects in mind, so that when the time comes, they have built up trust, formed a more human relationship and decide to choose and refer you over your competitors.

Unbelievably, up to 70% of prospects in a CRM are inactive, we help you turn them into active partnerships and relationships to increase client acquisition.

CRMCode™

High Growth CRM Programs

 We believe that a CRM is the backbone to your business growth.  Our programs are designed to help you implement the strategy, tools and processes that drive more efficient client acquisition. Each module of our CRM Code programs are designed with your target audience in mind, so that you always have the information you need to hand at each stage of the customer journey.

Take Your Firm to Bold New Heights of Visibility, Performance & Growth

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