A shared account plan
We turn your best-fit customer profile into a focused account set, with exclusions and a clear reason each company belongs.
Strategic B2B account development
Open the right conversations inside the accounts you want.
Choose the businesses that suit your offer. We provide the CRM, research, relevant introductions, and managed follow-up so your team enters the conversation with useful context and a clear next step.
For businesses where a good customer deserves a focused sales effort.
The Strategic Account Program
Take your best-fit accounts seriously, from research to response.
Choose a defined group of businesses and get the research, relevant introductions, consistent follow-up, and CRM visibility needed to pursue them properly. Your team steps into conversations with the background already there.
The people around the purchase
AI-assisted research and manual review help map relevant buyer roles, company context, and useful reasons for an introduction.
An introduction with substance
We develop the outreach around what you sell and why it matters to that audience, with your review before launch.
Follow-through we own
We manage the agreed campaign and review replies so a promising conversation reaches the right person on your team.
Account history your sellers can use
A configured CRM keeps related contacts, account research, prior conversations, and the next action together so your team can work the account with context.
See the account logic before the first introduction.Review the target-account fit, buyer roles, outreach approach, and handoff standard before the campaign starts.
Our delivery team's manufacturing case study
From buyer interest to first purchase orders.
Our delivery team helped an anonymous specialty contract manufacturer generate 11 formal quote or sample requests and four first purchase orders over 180 days.
A past manufacturing result, not a forecast for your campaign.11Formal quotes or
sample requests
sample requests
4First purchase
orders
orders
180 daysCampaign period
How the work happens
From chosen accounts to conversations with context.
Your team handles the sales conversations and closes the work. We manage research, campaigns, follow-up, and the system around them.
Choose the account set
Start with your offer, valuable customer characteristics, and the purchase you want the campaign to create interest in.
Prepare the introductions
We research the accounts, map buyer roles, review the messages with you, and configure the CRM and handoff.
Build on useful replies
We run the campaign and follow-up, passing commercial interest to your team and refining the approach from their feedback.
What counts as progress
Measure the accounts moving toward a real purchase.
The aim is a useful foothold in suitable accounts. Your acceptance standard defines the buying interest and context that make a conversation worth pursuing.
Account relevance
The business matches the agreed customer profile and the person has a relevant role in the buying process.
Reason to engage
The response gives your team a concrete need, question, project, or business context to work with.
An agreed buying step
A clear follow-up, assessment, brief, or sales conversation is recorded with an owner and the supporting history.
Is this a fit?
For a business with something worth bringing to market.
- A good customer is worth a considered sales effort.
- You can describe the accounts that suit your offer.
- Your team can assess needs and lead the buying conversation.
We’ll talk through your offer, sales capacity, and customer economics before recommending a program.
A few useful answers
Do we have to target a whole market?
No. A defined account group can be more useful when your offer has a specific buyer. We agree on the audience and coverage rather than prescribing a send-volume target.
Will the outreach sound like our business?
Your offer and writing examples guide the copy. AI assists the work, and people review the research, messages, and replies. You approve the campaign approach before launch.
Who handles the sales conversation?
Your team brings the expertise, pricing, and closing work. We manage the agreed prospecting and follow-up, with the account history and next action available in the CRM.
Let’s make the next step useful
Put your priority accounts into a managed program.
We’ll work through the account fit, buyer roles, and buying opportunities that would make the effort worthwhile.