CRM and sales pipeline
Keep contact details, notes, tasks and opportunities organised, with clear stages and responsibility for the next action.
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Outbound build and handover
The SGS platform, set up for your business.
Give your team one place to manage prospects, follow up enquiries and progress new business. You receive your own dedicated account within the SGS sales and marketing platform, configured around your business.
We set up the tools your team needs, build your initial acquisition campaign and give you a practical handover, with the records and materials to keep it running.
The SGS Growth System · 1:11
Presented using Stuart’s AI avatar. Captions included.
01
What’s on the SGS platform
Your dedicated account brings your customer records and sales and marketing tools together under one login. The platform supports the work from the first enquiry through to follow-up, appointments and sales. Here is what it can provide for your business.
Messages and automated follow-up
Manage conversations across connected channels, use email and SMS tools, and set up reminders and follow-up workflows.
Websites and enquiry capture
Create websites, landing pages and funnels, with forms and surveys that feed enquiries into your records.
Calendars and appointments
Let prospects book time with your team and manage confirmations, reminders and appointment records.
Social content planning
Plan and schedule posts across supported connected social accounts from a shared calendar.
Reviews and reputation
Request customer reviews, monitor feedback and manage responses.
Invoices and payments
Issue invoices and collect payments through a connected payment provider, keeping the transaction linked to the customer.
Dashboards and reporting
See activity, appointments and opportunity progress, with access to the records behind the figures.
AI assistance
Use configured AI tools to help with content and customer conversations where these are included in your package.
We agree which features are enabled and configured for your account, together with any subscriptions, usage charges or additional services. Your proposal makes the included access clear.
02
The campaign built around it
We define the buyers, research the initial prospect pool and prepare the campaign messages. We configure the sending arrangements and connect campaign activity with your CRM, so your team can see who has been approached and what happened next.
Where the campaign needs specialist prospect research, email sending or LinkedIn tools, we scope these alongside the platform, including the access and licences your team will need to continue using them.
We test the setup and run the agreed initial activity before handover. Your team receives the prospect records, messages, workflows and campaign history as part of the completed work.
03
Built for the people who will use it
We agree who will run the system and shape their access, workflows and reporting around that responsibility. Your operator receives documentation and a practical walkthrough covering routine campaign work, replies, bookings and stop requests.
At handover, we check that the agreed setup works, your team has the required access and the records and materials are available. We record the support period and any further help you want SGS to provide.
04
Continued access and control
Your team runs day-to-day activity within its dedicated SGS platform account. Access continues under the subscription arrangements set out in your proposal, alongside any separate tool licences and usage charges.
Before starting, we agree your team’s permissions, SGS’s administration and support responsibilities, access to your data and campaign assets, and the arrangements if the service ends. Your sales team leads substantive discovery, proposals, negotiation and closing.
Start a conversation
What would help your team win and manage new business?
Tell us what you already use, where the gaps are and who will run the system. We can show you how the platform, tools and campaign would fit together for your business.
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