Services
​
Intake & Early Client Engagement
Where Trust Is Earned, Tone Is Set, & Clarity Makes the Difference​
-
High-Touch Onboarding & Intake Call Handling
-
Script & Messaging Refinement
-
Intake Form & Document Cleanup
-
Talent Fit Reviews & First-Round Screening for Client-Facing Roles
Outbound Prospecting & Lead Generation
Direct Execution & Strategy for Better Traction
-
B2B Cold Outreach & Appointment Setting
-
Senior-Level Prospect Engagement & Executive Call Strategy
-
Sales & Communication Delivery Coaching
-
Prospect Qualification Strategy with In-Field Feedback
-
Event or Trade Show Follow-Up Support
-
CRM Review & Workflow Streamlining
Services are modular, delivered remotely or onsite, and offered as direct execution or staff support.
Trusted Across Industries
"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
​
"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
​
“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.