Discover
Clarify the funnel, lifecycle stages and the practical handoff points between marketing and sales.
Account Engagement Quick Start
A practical Account Engagement launch for B2B teams that need cleaner lead capture, stronger nurture journeys and better handoff into sales.
This package is designed for teams starting with Account Engagement and needing a more structured marketing engine. It creates a clearer prospect lifecycle, more dependable nurture flow and stronger alignment with sales follow-up.
What we deliver
Core campaign setup, nurture structure and cleaner qualification logic
- 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
A contained package that gets marketing operations moving cleanly
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
Talk through whether Account Engagement Quick Start is the right fit.
We can start with a practical conversation about lead capture, nurture needs and whether this package gives the best structured starting point.