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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 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 early conversations fall through the cracks.

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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, formatted to support seamless handoff 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 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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