Scalable and cost effective prospecting & client nurturing systems .

Lively Core

Whether you're starting from scratch or scaling an established business, Lively brings structure, creativity, and momentum to your marketing and sales efforts.

Omni-Channel Outbound Campaigns

We build and manage personalized outreach campaigns that connect you with qualified prospects through email, LinkedIn, and other digital channels.

  • Cold Outreach Campaigns
    Targeted outreach to new prospects to introduce your firm and services.

  • Follow-Up Campaigns
    Stay top of mind with non-responders through thoughtful, sequenced messages.

  • Pre-Conference & Tradeshow Campaigns
    Book valuable meetings in advance of industry events to maximize your investment.

Pitch Meeting Scheduling

We schedule meetings directly through your calendar app, so all you need to do is show up and pitch.

  • Manage responses and coordinate discovery calls

  • Maximize conversions from outbound and event-driven outreach

Prospect Database Curation & Enrichment

We curate, compile, and enrich prospect databases to ensure a steady pipeline of qualified leads.

  • Build customized prospect lists aligned with your Ideal Client Profile (ICP)

  • Enrich existing data with additional contact details and company insights

  • Maintain clean, updated databases for accurate targeting

Lively Strategic Growth 

High-level marketing and sales consulting for firms ready to scale with intention.

Client Retention & Relationship Management

  • Re-engagement and re-up campaigns for past clients

  • Client appreciation and gifting strategies

  • Ongoing relationship management to encourage loyalty and referrals

Sales Development Strategy

  • Sales cycle and funnel consulting

  • CRM setup, optimization, and team adoption

  • Sales team coaching and enablement

  • KPI development and performance tracking

  • Project management software integration and process alignment with sales and operations

Digital Marketing, Social Media & Brand Strategy

  • Development of a comprehensive, annual multi-channel marketing calendar

  • Social media strategy and execution across platforms like LinkedIn, Facebook and Instagram

  • Brand identity consulting and graphic design coordination

  • Creation of branded assets for outreach, social, and presentation materials

Monthly Strategy Alignment & Goal Review

  • Monthly strategy session to review current business goals and KPIs

  • Analyze performance metrics across active campaigns

  • Refine marketing efforts based on what’s working and evolving business priorities

  • Ensure all campaigns stay aligned with your larger strategic objectives

  • Keep your brand agile, intentional, and focused on measurable growth

CONNECT WITH US

Intrigued? Schedule a free, no obligation strategy call to learn how we could work together