Get the right leads and accounts to the right reps, faster
We design and build the systems that qualify, score, route and manage leads and accounts, and the data infrastructure behind your inbound and outbound motions. In Salesforce or HubSpot.
Where demand systems usually break
- Leads sit unassigned: New leads wait in a queue or get stuck in a stage, and nobody is alerted.
- Reps chase the wrong accounts: No shared definition of fit or intent, so priority comes down to gut feel.
- Records are incomplete: Account and contact data is missing or stale, and enrichment is done by hand.
- Outbound runs on spreadsheets: Lists are uploaded by hand and engagement tools drift out of sync with the CRM.
Types of projects we run most often. You can start with one and add more later.
Lifecycle and scoring
- Lead lifecycle setup and automation: Clear stages, automated recycling and stuck lead alerts.
- Lead and account scoring: Fit and intent scores that trigger action.
Routing and coverage
- Lead routing and SLA automation: Round robin and territory rules, with an alert when a response is late.
- Territory and account assignment: Ownership rules for accounts and contacts, with a check for gaps in coverage.
Outbound data
- Outbound data setup and integration: Clean account and contact data, connected to Clay.
- Prospecting and enrichment automation: Missing data filled in, records flagged for review.
Outbound execution
- Sales engagement platform setup: Your sequencing tool set up and synced to the CRM.
- Outbound workflow automation: Prospect lists and sequences that run on their own.
Each project is scoped, built and handed over on its own, with documentation and training for your team.
Experts in: Salesforce, HubSpot, Clay, ZoomInfo, Apollo, LeanData, Outreach, Salesloft, Marketo, Gong, Sybill, Clari, Spiff, Gainsight.
Demand and outbound work we've delivered
- Rebuilding mpro5's outbound engine with automation, sequencing and territory planning: MRR pipeline grew by 107%.
- 85% increase in pipeline: Standing up a scalable outbound motion from scratch
- 2x MQL to opportunity conversion: Redefined lead scoring that cut low quality leads by 48%
- 10,000 high fit accounts identified: Scaling outbound for a niche ICP without manual research
Every project starts with an audit
We review how leads and accounts flow through your CRM today. It sets the scope of the build and the baseline we measure results against.
- Audit: Findings and a baseline
- Scope: Deliverables and an estimated timeline
- Build: A tested, working system
- Handover: Documentation and training
Talk to a demand and outbound specialist
We'll look at where leads stall today and where an audit should start. Book a call