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CRM & Lead Operations

Stop keeping your follow-ups in your head.

Make every contact easier to organize, manage, and follow up with.

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Sample lead pipelineFictional example

  1. Researched

    Sample leadBuyer inquiry

  2. Organized

    Past client

  3. Follow-up due

    Website inquiry

  4. Reported

Researched: the contact fits the audience you described. No one has been contacted.

The problem

Leads arrive by text, email, portal and referral. Some make it into the CRM, some stay in your phone. Weeks later you remember the buyer who wanted a call back. A CRM only helps when someone keeps it clean and turns it into a daily list of who needs what.

How AREGT helps

We set up or tidy your CRM, keep records and statuses current, research prospects that match the audience you describe, and prepare follow-up tasks, emails and outreach for you to approve.

What this covers

Services and activities.

What is included for you depends on your plan or agreed scope.

  • 01CRM Setup & Contact Management
  • 02CRM Organization & Database Maintenance
  • 03Lead Research & Prospecting
  • 04Targeted Prospect List Development
  • 05Lead Status Management
  • 06Follow-Up Task Coordination
  • 07Email Campaign Preparation
  • 08Outreach System Coordination
  • 09Lead Nurturing Support

Example deliverables

What you would actually receive.

  • Cleaned and segmented contact database
  • Researched prospect lists
  • Lead status and next-action list
  • Follow-up task queue
  • Email campaigns ready for approval
  • Pipeline activity report

What we need from you

Your information and approval.

  • Authorized access to your CRM, on your account
  • The audience and areas you want researched
  • Approval of outreach wording before it is used
  • Who may be contacted, by which channel, and your opt-out handling

How the work runs

Five stages, repeated every month.

  1. 1

    Understand

    We learn how your business works today: your clients, your tools, where your time goes and what you have already tried.

  2. 2

    Identify

    Together we pick the areas where support would make the biggest difference, and what should wait.

  3. 3

    Organize

    We agree the scope in writing, set up authorized access to your accounts, and define who approves what.

  4. 4

    Execute

    The work begins: content, campaigns, CRM upkeep and website updates, with drafts coming to you for approval.

  5. 5

    Review & Improve

    Regular reviews look at what was delivered and measured, and what should change next.

Questions

About CRM & Lead Operations.

Does a researched prospect list mean those people can be contacted?

No. Research identifies people or businesses that fit your criteria. It does not create permission to contact them. Outreach has to follow applicable consent, opt-out and do-not-call rules, and you approve who is contacted and how.

Do you sell or supply purchased leads?

No. We research prospects and organize the leads your own marketing produces. We do not sell lead lists and we do not guarantee a number of leads.

Which CRM do you work with?

We work inside the CRM you already use, through access you authorize. If you do not have one, CRM setup can be scoped as a separate project.

Next: Marketing & Content

You don’t need another thing to manage. You need the right support.

Let’s understand your business, identify where support would make the biggest difference, and explore how AREGT can help.

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A free 20-minute conversation. No obligation to hire.