Your scalable Marketing and Sales engine.
SERVICES
Sales Process Development & CRM Setup/Optimization
Sales Process Development is all about building the foundation before building the house. At the heart of Lively is a proven system of processes and procedures we've refined over the past decade. Before you can scale, you need a strong operational foundation—one that organizes your sales efforts, tracks every opportunity, and ensures nothing falls through the cracks. Lively Sales Development sets up the infrastructure your business needs to grow with clarity and consistency—so when the leads start flowing, the machine is ready to convert them into revenue.
Services Includes:
Discovery & Planning - Sales Business Process Flow
Client Management & Retention Systems
Sales Cycle Design & Documentation
KPI Development
Sales Naming Conventions & CRM Architecture
CRM Setup/Existing CRM Optimization
Team Sales Coaching
Digital Marketing & Social Media Management
We transform your brand’s ideas and expertise into consistent, multi-channel content that drives connection and visibility. We specialize in seamlessly repurposing your core content into a strategic schedule of blogs, newsletters, social media posts, podcasts, and video uploads—ensuring your message reaches your audience wherever they are. Our process blends human creativity with AI efficiency, helping you stay top-of-mind without adding to your workload.
Services Include:
Weekly Content Creation & Repurposing
Social Media Management - LinkedIn, Instagram, Facebook, Twitter/X, TikTok, Pinterest
Digital Media Management- Email, Blog, Podcast, Youtube
Content Distribution & Prioritization
Efficient Operations & AI Integration
Done For You Outreach & Prospect Nurturing Systems
Done-for-you outreach means Lively handles the entire process of reaching out to potential clients on your behalf. We write the messages, build the prospect lists, send emails and LinkedIn messages, and manage follow-ups—so you don’t have to. Our goal is to consistently generate warm leads and new opportunities, while you stay focused on delivering your core services.
Services Includes:
Email and LinkedIn Outreach
Prospect Database Building, Enrichment
On Going Account Executive Support
Prospect Engagement and Pitch Scheduling
Special Projects and Ongoing Sales/Marketing Consulting
Beyond our content and distribution services, Lively offers flexible, fractional consulting to support your broader sales and marketing goals. Whether you need strategic guidance each month or help tackling unique one-off projects, we’re here as your trusted partner. From advising on sales optimization and marketing systems to managing special initiatives like hiring a PR team, overseeing branding projects, or launching new campaigns, Lively provides the expertise and hands-on support you need to move your business forward with confidence.
Strategy Sessions - $500
At Lively, we believe that clarity fuels growth. Our Strategy Sessions are designed to give your business a powerful roadmap for the year ahead. All strategy sessions run approximately 3 hours broken up into structured 2 meetings. We start with an in-depth discovery session to understand your unique goals, challenges and ideal customer profile (ICP). From there, we build a tailored Sales & Marketing Strategy Blueprint that maps out your sales and marketing strategy in precise detail. You’ll walk away with clear, actionable steps you can implement immediately — no guesswork required.
Each Strategy Session includes:
Business Discovery Workshop
Deep dive into your business model, ICP, and market positioning
Customized Sales Blueprint
Sales Cycle Operations Recommendations
CRM and technology recommendations to streamline your operations
Outbound Marketing Campaign Recommendations
Outbound campaign strategies tailored to your audience and goals
Who to prospect, how to reach them, and which channels to use
Social Media Strategy & Schedule
Platform-specific guidance and posting schedules to build visibility and engagement
Additional Recommendations
Expert insights on brand positioning, marketing assets, and growth opportunities
Let Lively help you turn insight into action—and set your business up for a year of momentum and measurable results.
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