6 Liberty Square #2454 Boston, MA 02109
617.379.0154
Our Process
From First Contact to Closed Revenue
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
Ready to Build Predictable Revenue?
Ready to see this process in action for your firm? Let’s talk.
