Customer & Business Operations · Professional Services
Appointment Setting & Sales Development
Ran outbound appointment-setting campaigns that filled the sales calendar with qualified prospect meetings.
+40%
Booked meetings/month
85%
Show-up rate
Ongoing
The Brief
Professional Services Firm needed a partner to move quickly on appointment setting & sales development without compromising on quality or long-term maintainability. CloudGrips ran the engagement end-to-end, from discovery through production support.
What We Built
- Implemented and integrated CRM as part of the delivered solution.
- Implemented and integrated Calendar automation as part of the delivered solution.
Phase-by-Phase
001DISCOVER
Scoping & discovery
Mapped current workflows, stakeholders and constraints to define a phased delivery plan.
002BUILD
Build & iterate
Delivered in short iterations with regular stakeholder demos and course-correction.
003DEPLOY
Deploy & support
Rolled out to production with monitoring in place, followed by a stabilization period.
At a Glance
Sector
Professional Services
Capability
Customer & Business Operations
Tech Stack
CRMCalendar automation
Illustrative engagement
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