Offerings

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

About
Connections can derail quickly when businesses lack the time or capacity to carry preliminary sales conversations forward. Lead Savvy provides tactical, front-end support that separates viable opportunities from noise.
​​
Designed for organizations navigating growth, staffing gaps, or volume spikes where early impressions and forward momentum matter.
​​​
Prospects are screened for fit, rapport is established, 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 facilitate clean turnover and easy continuation.
​​
Experience spans service sectors including SaaS platforms, healthcare, legal and financial services, skilled trades, hospitality, and professional services across U.S. and international markets. See more
​
Lead Savvy is a solo practice built on full-cycle B2B sales execution and high-volume lead generation. All outreach, follow-up, and documentation are executed 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
​
​​​​​
“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.
​
​
"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
​
