Offerings
Embedded Execution or Scoped Project Support

Intake & Early Client Engagement
From First Inquiry Through Follow-Up and Handoff​​​
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Core Offerings
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Onboarding & Intake
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Callback & Follow-Up Support
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Script & Intake Form Tune-Ups
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CRM Intake Workflow Review & Alignment
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Sales-Adjacent Client Support
Warm Lead Response, Messaging Strategy, and Early Sales Communication
Core Offerings​​​
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Opt-In Outreach & Lead Nurture
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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
