Services
Structured for W2 or Project-Based Work; Modular, Remote or Onsite
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Intake & Early Client Engagement
Where Clarity, Tone, & Timing Define First Impressions​
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High-Touch Onboarding & Intake Call Handling
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Script & Messaging Refinement
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Intake Form & Document Cleanup
B2B Outbound Prospecting & Lead Generation
Direct Execution & Strategy for Better Traction​
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B2B Cold Outreach & Appointment Setting
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Executive-Level Messaging & Outreach
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Prospect Qualification Based on Live Interactions
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Event or Trade Show Follow-Up Support
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CRM Intake Workflow Review & Optimization
Trusted Across Industries
Proven execution across sectors. Clarity, traction, and trust where it counts.
"Lisa builds rapport with everyone from frontline staff to leadership. Her training transformed our internal messaging and improved team performance almost immediately....”
--C. Sullivan, Director of Operations, Private Healthcare Practice
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"Lisa brings experience, clarity, and accountability. Her lead generation and intake strategy helped one of our clients hit 30% YoY growth and land on Oregon’s Fastest-Growing list....”
--S. Hulbert, CEO, Opus Interactive / RedBridge Consulting
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“Lisa’s phone presence and follow-through generated 22% of our annual sales. She consistently delivers high-quality leads and builds real organizational rapport....”
​--M. Hall, President, Facility Resource Inc.