Your scalable Marketing and Sales engine.
SERVICES
Every client engagement is tailored to your specific business needs, while grounded in Lively’s proprietary, scalable processes and software that have been tested and refined across the AEC & Design industry.
Lively Sales
Operating Systems
Scale with confidence. Our Sales Operating Systems give your business the structure and support it needs to grow sustainably. Each system includes:
Sales CRM Software – a streamlined, all-in-one platform to manage every prospect and client interaction.
Sales Administrative Support – trained Account Executive Virtual Assistants who take on the admin tasks sellers don’t enjoy doing. From CRM data entry and prospect follow-ups to prospecting efforts and database enrichment, AE’s handle the tedious work so your team can focus on building relationships and closing deals.
Systems & Processes – proven frameworks for managing your entire sales operation, including sales cycle design, sales business process flow development, KPI tracking, and sales team performance coaching.
Lively Digital Marketing
Operating Systems
Our Digital Marketing Operating Systems give your brand the visibility, consistency, and momentum it needs to stand out and grow. Each system includes:
Marketing & Campaign Software – a centralized platform to manage social media and email marketing, fully integrated with your sales CRM.
Marketing Administrative Support – trained Marketing Virtual Assistants who take on the behind-the-scenes tasks sales teams don’t have time for, including social media scheduling, content posting, email campaign setup, list management, and database cleanup.
Systems & Processes – proven frameworks for running and optimizing your digital marketing, such as content calendars, campaign workflows, and performance tracking
Strategy
Sessions
$500
At Lively, we believe that clarity fuels growth. Our Strategy Sessions are designed to give your business a powerful roadmap for the year ahead. All strategy sessions run approximately 3 hours broken up into structured 2 meetings. We start with an in-depth discovery session to understand your unique goals, challenges and ideal customer profile (ICP). From there, we build a tailored Sales & Marketing Strategy Blueprint that maps out your sales and marketing strategy in precise detail. You’ll walk away with clear, actionable steps you can implement immediately — no guesswork required.
Each Strategy Session includes:
Business Discovery Workshop
Deep dive into your business model, ICP, and market positioning
Customized Sales Blueprint
Sales Cycle Operations Recommendations
CRM and technology recommendations to streamline your operations
Outbound Marketing Campaign Recommendations
Outbound campaign strategies tailored to your audience and goals
Who to prospect, how to reach them, and which channels to use
Social Media Strategy & Schedule
Platform-specific guidance and posting schedules to build visibility and engagement
Additional Recommendations
Expert insights on brand positioning, marketing assets, and growth opportunities
Let Lively help you turn insight into action—and set your business up for a year of momentum and measurable results.
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