Discover
Clarify the funnel, lifecycle stages and the practical handoff points between marketing and sales.
Account Engagement Quick Start
Connect your marketing with sales follow-up.
Set up lead capture, qualification and a first nurture journey in Account Engagement, with a defined handover to your sales team.
What we deliver
Your Account Engagement package.
- Discovery workshop and quick-start design
- Connected Campaigns and Salesforce connector review
- Up to 2 forms or landing pages
- Up to 2 email templates and 1 nurture journey
- Prospect lifecycle, list setup and segmentation basics
- Up to 2 automation rules or equivalent completion actions
- Scoring and grading baseline setup
- User setup, sender authentication guidance and permissions review
- One guided import or sync review for agreed core records
- Admin handover, user training and go-live support
Expected outcomes
- Cleaner lead capture and a more consistent nurture process
- Better visibility of prospect engagement and qualification
- Stronger alignment between marketing activity and sales follow-up
- A clean foundation for future campaign growth
Optional add-ons
- Extra nurture journeys
- Advanced scoring
- Reporting
- Preference centre
- Data hygiene
- Managed support
How it usually runs
From first enquiry to sales handover.
Build
Configure campaigns, forms, emails, nurture flow and qualification logic around the agreed first release.
Launch
Support readiness, validate the flow and leave the team with a cleaner marketing operating model.
Next step
Planning your first nurture journey?
Tell us how you capture and qualify enquiries today. We will agree what your first marketing release needs to cover.