Convert
Turn curiosity into qualified opportunities.
“Leads” are just the beginning; Convert is designed to progress to qualified conversations and meetings. Convert builds the engine that moves named buyers from interest to meeting, then routes every response cleanly into your CRM.
All programs include 2× detailed weekly check-ins, live dashboards, and monthly reporting with actionable insights. See our process at the bottom.
The challenge
Random outreach and generic lead gen waste time. Policy-shaped markets demand precision: the right account, the right role, the right timing (dockets, RFPs, interconnection, reporting windows).
Convert builds this precision and operationalizes it.
Who is this for?
Seed–Series B teams selling into utilities, grid operators, and energy-intensive enterprise. You need a pipeline you can forecast amidst complex products, multi-stakeholder deals, and long cycles.
Named-account plays that align media, outbound, and sales motions.
Contact Sourcing & Enrichment
- Monthly sourcing of up to 500 contacts across target accounts.
- Email enrichment + CRM integration to keep data clean and usable.
- Monthly updates for new roles/role changes so sequences don’t go stale.
Plays & Orchestration
- Multi-channel programs that move buyers from targeted ads to role-specific assets, and into SDR/AE follow-ups.
- Offer design that matches buyer reality (workshops, pilots, calculators).
- Our proprietary technology that reveals account signals that reveal new policy triggers, vendor lists, grant awards and RFP calendars.
Reporting & Strategic Insights
- Custom Looker Studio for ABM performance.
- Monthly account-level breakdowns, campaign metrics, and trends.
Clear recommendations on next best action and creative iterations—including ad copy tailored to roles.
Build a repeatable flow of sales-ready meetings using both outbound and inbound.
- Outbound email system: validated domains, deliverability setup, sequenced email + LinkedIn + phone, reply handling, and handover to AEs.
- Offer ladder: start with micro-commitments (assessment, teardown, ROI calc), escalate as intent rises into demo or consultation requests.
- Inbound capture: optimizing high-intent forms, calendar flows, and live chat that routes to the right owner fast.
- Compliance & hygiene: consent, suppression, and region-specific rules baked in.
- Persona Strategy including ICP messaging matrix, relevant offers + landing pages.
Build a system inside your company that runs itself and prepares you for the next level of scale.
- Platform setup: HubSpot (or your tool) configured for lifecycle stages, properties, pipelines, and routing.
- Scoring & SLAs: intent scoring that weights behaviors (pricing page views > blog views), with SLA timers and alerts.
- Data quality: de-duplications, enrichment, field governance, and synced product/usage data.
- Attribution: UTM standards, multi-touch reporting, and source-of-truth dashboards.
- Automation: n8n/Make zaps that connect ads, web, content, and CRM so nothing is manual twice.
- Workflow design & implementation: scoring/routing docs, data taxonomy, and standard operating procedures your team can use.
Ship by day 10, learn by day 30, scale by day 90.
White glove project management with measurable checkpoints, board-ready reporting and a transparent process built for results.
Review
Sprint*
Book a 30-minute working session.
See the results.
Your questions answered.
Access to CRM/ads, one sales lead for weekly pipeline review, and SME time to validate offers and objections.
Meetings with ICP roles at named accounts, stage progression, opportunity volume/velocity, and win-rate lift, on top of replies or form fills.
No. We empower them. We handle targeting, sequencing, and ops; your SDRs handle conversations. If needed, we can staff interim SDR support.
Yes. Use “proof blocks”: pilot parameters, partner validations, and ROI assumptions.
