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Offerings

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 Offerings

  • Onboarding & Intake 

  • Callback & Follow-Up Support

  • Script & Intake Form Tune-Ups

  • CRM Intake Workflow Review & Alignment

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Sales-Adjacent Client Support

Warm Lead Response, Messaging Strategy, and Early Sales Communication

 

Core Offerings​​​

  • Opt-In Outreach & Lead Nurture

  • Early Sales Messaging Support

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

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About

Providing structured 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, for project-based or ongoing needs. I can represent your brand directly, support existing team workflows, or refine early conversations for clarity and consistency. My focus is always on moving clients forward and delivering on defined outcomes.

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Originally launched as a B2B sales consultancy, my work began with lead generation, sales coaching, and early client communication. Over time, I shifted toward structured onboarding, lead response, and call-based rapport where timing, clarity, and smooth handoffs improve early stage fit and alignment. 

 

Past clients span a range of industries and regions nationwide, including service-based and specialty organizations across healthcare, technology, hospitality, and skilled services.

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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 bring 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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“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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"Lisa brings sales experience, industry knowledge, and creative ideas backed by established processes and thorough reporting. Her expertise 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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