Our Process

From First Contact to Closed Revenue
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Every Vivify engagement follows this proven 8-step framework. We don’t just generate leads — we build the complete revenue infrastructure that turns outbound activity into closed business, predictably and repeatably.

01Discovery

We define your Ideal Client Profile — the industries, roles, company sizes, and buying signals that identify your highest-value prospects.
Ideal Client Profile (ICP) Definition
Buying Signal Mapping
Market Sizing & Research
Competitive Landscape Analysis
Sales Process Audit

02Strategize

We build your outbound strategy: messaging frameworks, channel mix, sequence cadence, and qualification criteria tailored to your market.
Messaging Framework Development
Channel Mix Strategy
Outbound Sequence Design
Qualification Criteria Definition
Outbound Playbook Creation

03Build

We configure your CRM, outbound tools, and AI-powered prospecting workflows — building the infrastructure that powers predictable pipeline.
CRM Configuration & Optimization
Outbound Tool Stack Setup
AI Prospecting Workflow Build

04Prospect

We deploy multi-channel outbound campaigns across email, LinkedIn, and phone — reaching decision-makers directly with personalized outreach at scale.
Email Sequences
LinkedIn Outreach Campaigns
Cold Calling Cadences
Personalization at Scale
Multi-Channel Campaigns

05Qualify

Using MEDDPICC methodology, we ensure every meeting on your calendar is with a prospect who has real need, budget authority, and urgency to engage.
MEDDPICC Scoring
Budget & Authority Validation
Discovery Call Frameworks
Pipeline Stage Gates

06Close

We support your team through the close process with deal coaching, proposal frameworks, and Sandler methodology — helping convert qualified pipeline into signed engagements.
Deal Coaching
Proposal & Pricing Frameworks
Sandler Methodology Application

07Equip

We optimize your CRM, refine your outbound sequences, and build reporting dashboards that give your leadership team full visibility into pipeline health and revenue performance.
CRM & Sequence Optimization
Revenue Dashboard Setup
Pipeline Health Reporting
Sales Enablement Content

08Review

With your revenue engine running, we expand into new verticals, increase outbound volume, and continuously improve conversion rates — compounding your growth quarter over quarter.
Performance & Conversion Analysis
Pipeline Velocity Review
Vertical Expansion Planning
Volume & Cadence Scaling
Quarterly Revenue Optimization
Working with Vivify has been eye-opening regarding who are audience really is. What we thought for years was our audience was not the case. They've helped increase our inbound lead flow by 315% in less than 9 months while lowering our overall cost-per-acquisition.
Jamie ThompsonSVP of Call Center Success & Enablement Nationwide Insurance
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Vivify 247-B2B marketing agency located in Boston, MA

Ready to Build Predictable Revenue?

Ready to see this process in action for your firm? Let’s talk.

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