Sales development
Fill the pipeline with the right prospects: accounts researched, personal outreach drafted for review, and follow-ups that don't slip.
For business-to-business companies with a small sales team that books its own meetings.
- Agents
- 4
- Starter folios
- 2
- Suggested syncs
- 0
- Category
- Sales and support
The team
Each agent has a written charter: what it's for, what it does, and what it must never do. The manager reports to you, everyone else to the manager.
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Oakley Sales development manager
Keep a steady flow of good-fit meetings for the sales team: choose who to approach each week, hand out research and outreach, check every message before it goes, and report honestly on what's working.
Reports to you
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Peyton Account researcher
Find companies that match the ideal customer profile and give the team what it needs to write to them: what the company does, what changed recently, and who is likely to care.
Reports to Oakley
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Remy Outreach writer
Write first messages and follow-ups prospects want to read: personal, short and specific to their business, ready for a person to review and send.
Reports to Oakley
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Sage Sales coordinator
Keep every prospect conversation moving: follow-ups on time, replies logged, and a short brief in the salesperson's hands before every meeting.
Reports to Oakley
Starter folios
Pages your company gets the moment the template is applied, private to your company's console members. The figures in them are samples for the agents to keep current.
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Report
Weekly pipeline report
Accounts researched, messages sent, replies and meetings booked this week, by segment.
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Plan
Ideal customer profile
Who the team approaches and why: the companies, the people who buy, the signals worth acting on and who to leave out.
Your company, always on deck.
Start a 14-day trial. Card first, nothing charged until day 14.