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Services

Embedded Execution or Scoped Project Support
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Intake & Early Client Engagement

 From First Inquiry Through Follow-Up and Handoff​​​

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Core Services

  • Onboarding & Intake 

  • Callback & Follow-Up Support

  • Script & Intake Form Tune-Ups

  • CRM Intake Workflow Review & Optimization

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Sales-Adjacent Client Support

Warm Lead Response, Messaging Strategy, and Early Sales Communication

 

Core Services​​​

  • Opt-In Outreach & Lead Nurture

  • Sales Strategy & Messaging

Now focused exclusively on warm, opt-in leads. Cold-call campaigns are no longer part of current offerings.​

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About

Providing structured and strategic support for service-based teams and internal departments that need reliable, professional presence during early-stage interactions. Roles include onboarding, intake, callback, and warm follow-up, delivered remotely or on site, for short-term, part-time, or project-based needs. Whether representing your brand directly, training others to do the same, or optimizing the structure behind early conversations, the focus is always on moving clients forward and delivering on defined outcomes.

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Originally launched as a B2B sales consultancy, Lead Savvy's roots include lead generation, sales coaching, and early client communication. Over time, the focus shifted toward structured onboarding, lead response, and call-based rapport where timing, clarity, and smooth handoffs improve retention and conversion.

 

Past clients span a wide range of industries, including SaaS, IT, healthcare, wellness, legal, finance, education, hospitality, skilled trades, manufacturing, industrial services, HR, compliance, e-commerce, and specialty retail.

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If your business depends on strategic first-touch execution to guide next steps and keep clients moving through the process, that is where I come in. I apply years of sales field experience to help teams execute efficiently from the start. Intake, onboarding, warm follow-up, and early client communication are all available as structured assistance. Support is modular, direct, and designed to improve consistency, connection, and follow-through at every early-stage interaction.

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Trusted Across Industries

Feedback From Consulting, Intake Support, & Frontline Projects

“Lisa’s work helped cultivate a team that delivered thoughtful, consistent, on-brand, and high-quality service and messaging, both in person and over the phone..."

--C. Sullivan, Director of Operations, Private Healthcare Practice

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"Her expertise in lead generation and telemarketing strategies has been key to helping one of RedBridge’s customers achieve 30% year-over-year growth to be included in Oregon’s 100 Fastest-Growing Private Companies....”
--S. Hulbert, CEO, Opus Interactive / RedBridge Consulting

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“The quality of leads have always been exemplary. She takes copious notes, offers detailed contact information and is very organized and reliable in her follow up. She clearly has a natural ability to communicate and build rapport with individuals at all levels of an organization...”

​--M. Hall, President, Facility Resource Inc.

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