1. Project Overview 

This service overview outlines the comprehensive process of setting up sales automation for the client. The goal is to streamline the client’s outreach, lead management, and sales process through automation tools. Revenabled will assist in selecting the appropriate tools, configuring automation sequences, and integrating multi-channel outreach efforts (email, phone, LinkedIn). 

2. Scope of Work 

Sales Automation Tool Selection: 

Assist the client in selecting the right sales automation tool based on their unique needs (e.g., Reply.io, Apollo.io, HubSpot Sales, Streak, or Mixmax). A detailed recommendation will be provided, considering pricing and features. 

Email Automation Setup: 

Set up and configure email sequences within the selected tool, ensuring proper lead nurturing, follow-ups, and CRM integration for tracking. 

Sequence Configuration & Lead Upload: 

Design and configure outreach sequences tailored to the client’s ideal customer profile (ICP), with segmented leads uploaded into the system. 

Multi-Channel Outreach Integration (LinkedIn, Phone, Email): 

Integrate phone and LinkedIn DM outreach into the sequences to ensure consistent communication across platforms. 

Messaging Templates: 

Provide customized email, phone, and social media (LinkedIn) outreach templates for up to 4 target audiences based on the client’s sales segments. 

3. Deliverables 

Sales Automation Tool Selection Report: 

A comprehensive recommendation on the most suitable sales automation tool. 

Configured Sales Automation Tool: 

Complete setup and configuration of selected tools with full CRM integration. 

Custom Email Sequences: 

Tailored email sequences configured for different audience segments. 

Multi-Channel Outreach Integration: 

Setup of LinkedIn, phone, and email scripts within the sequences. 

Messaging Templates: 

Custom email, phone, and DM templates for up to 4 target audiences.