Strategy workshop — engagement kickoff

Process

How engagement works

A structured path from discovery to live pipeline — typically within 90 days. No hiring. No ramp time. Full transparency at every stage.

Framework

Three phases of every engagement

01

Strategic Alignment

We define your commercial objectives, target markets, and ideal decision-maker profile to ensure every introduction serves a clear revenue objective.

02

Targeted Access

We identify and engage the appropriate senior stakeholders — positioning your proposition within the right commercial context.

03

Execution & Conversion

We support structured follow-through to ensure introductions translate into measurable business outcomes.

Timeline

Typical 90-day pilot

Week 1–2

Discovery & setup

  • · Kickoff workshop: objectives, ICP, and target markets
  • · Messaging and value proposition alignment
  • · CRM setup and pipeline stage definition

Week 3–4

List build & launch

  • · Verified prospect lists built to ICP
  • · Outbound sequences live across email, LinkedIn & calls
  • · First stakeholder outreach and introduction requests

Week 5–8

Pipeline & meetings

  • · Qualified meetings booked and logged in CRM
  • · Closer engaged on every qualified opportunity
  • · Bi-weekly pipeline review and messaging refinement

Day 90

Pilot review

  • · Full performance report: meetings, pipeline, and conversion
  • · Scale to Phase 02, continue pilot, or exit — your choice
  • · No lock-in; you retain all CRM data and pipeline assets

What we need from you

Engagements move fastest when leadership is available for discovery and responsive on qualified introductions.

  • 2–4 hours of founder or leadership time in weeks 1–2 for discovery
  • Clear articulation of ideal customer profile and value proposition
  • Access to existing collateral (deck, one-pager, case studies if available)
  • CRM access or approval to set up a dedicated pipeline workspace
  • Responsiveness on qualified introductions within 48 hours

Free consultation

Your 30 minutes strategy call includes:

  • · Review of your growth objectives and target markets
  • · Honest assessment of fit for LionStreet's model
  • · Overview of pilot structure, team, and timeline
  • · Q&A — no obligation to proceed

Common questions

How is LionStreet different from hiring an SDR or recruitment agency?

You get a full 6-person team — strategy, outreach, and close support — from day one, not a single hire over 3–6 months. We combine executive introductions with outbound execution, not just candidate placement.

What does the 90-day pilot include?

Full team deployment, ICP definition, verified lists, multi-channel outreach, CRM setup, closer on qualified opps, and monthly reporting. No long-term contract — cancel anytime during the pilot.

Do you guarantee meetings or revenue?

No. We do not guarantee specific meetings, deals, or revenue outcomes. We commit to a structured process, qualified outreach, and transparent reporting. Results depend on your offer, market, and buyer fit.

Who owns the CRM data and pipeline?

You do. All prospect data, pipeline records, and materials created during the engagement belong to your organisation.

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