For agencies, consultancies, and B2B firms, a Sales & Lead Generation plugs into the engagement kickoff and weekly client reporting — taking on prospect research and outbound sequences so founders, partners, and ops leads stop carrying the work themselves. They work inside the same tools you already run on, including Apollo and ZoomInfo alongside Asana, and inherit the SOPs your team has already documented.
Every Sales & Lead Generation we place in professional services works against client confidentiality and SOW scope discipline. We solve the day-to-day pain agencies, consultancies, and B2B firms feel most: billable people doing non-billable ops work. They already work in HubSpot — the same stack Professional Services teams run on — so onboarding takes days, not weeks.
In the first 30 days, your Sales & Lead Generation for Professional Services ships the weekly prospect list (weekly) and the outbound sequence launched (weekly), plus the recurring work that defines the role: build targeted prospect lists in apollo, zoominfo, or linkedin sales navigator, and verify and enrich contact data — emails, titles, and firmographics. Your account manager runs a weekly review against the role's SOP and the professional services-specific checklist so quality is measured, not assumed.