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Offerings

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Initial Sales Conversations

 From First Inquiry Through Handoff​

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  • Lead Follow-Up & Appointment Setting

  • Prospect Intake & Qualification

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Sales-Adjacent Business Support

 Front-End Messaging Alignment​

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  • Script & Contact Form Tune-Ups

  • Onboarding​​

  • CRM Workflow Cleanup

  • Strategy & Early Messaging Design​​​​

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About

Early-stage interactions can derail quickly when follow-through breaks, handoffs falter, and internal teams lack the skill set to carry early conversations forward. Lead Savvy provides tactical, front-end sales support that separates real opportunities from noise.

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Built for organizations navigating growth, launches, staffing gaps, or volume spikes where inquiry backlogs, inconsistent follow-up, or sales teams focused on closing leave early conversations underserved.

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Prospects are screened for fit, rapport is established, and interest is clarified. Qualified leads progress through appointment-setting, intake, or structured handoff. Non-viable inquiries are identified early and documented cleanly, so internal teams aren't chasing dead ends. Notes are detailed and actionable, designed so the next person can resume the conversation without restarting from scratch.

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Lead Savvy is a solo practice built on full-cycle B2B sales execution and high-volume lead generation across multiple industries. All outreach, follow-up, and documentation are handled by the same senior operator, ensuring continuity, accountability, and consistent quality from first contact through handoff.​

Trusted Across Industries

“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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