Offerings

Initial Sales Conversations
From First Inquiry Through Handoff​
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Lead Follow-Up & Appointment Setting
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Prospect Intake & Qualification
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Sales-Adjacent Business Support
Front-End Messaging Alignment​
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Script & Contact Form Tune-Ups
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Onboarding​​
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CRM Workflow Cleanup
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Strategy & Early Messaging Design​​​​

About
Early-stage interactions can derail quickly when follow-through breaks, handoffs falter, and internal teams lack the skillset to carry early conversations forward. Lead Savvy provides tactical, front-end sales support that separates real opportunities from noise.
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Designed for organizations navigating growth, staffing gaps, or volume spikes where first impressions and forward momentum matter.
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Prospects are screened for fit, rapport is strengthened, and interest is clarified. Qualified leads progress through appointment-setting, intake, or structured transition. Non-viable inquiries are identified early and documented cleanly, minimizing time spent on dead-end pursuits. Notes are detailed and actionable, formatted to support clean turnover and easy continuation.
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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 dependable quality from first contact through transfer.​
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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