Before we talk
A few sensible questions.
Do we need an existing CRM?
REVIVE starts with usable historic customer or enquiry information. We’ll assess its suitability with you. DRIVE can start without a historic CRM backlog, using your customers, offering and commercial context to shape who to approach.
Do you actually do the calling?
Yes. Research and prioritisation are preparation for outreach. That Works proactively contacts people, has the conversations, records what is learned and follows up where appropriate.
What comes back to our team?
Relevant conversation notes, commercial intelligence and clear next steps. Where a genuine opportunity is identified, we hand it over with the context your team needs to take it forward.
Who handles the proposal and the sale?
Your team owns proposals, pricing and closing. Our role is to identify where conversations are worthwhile, carry out the outreach and qualify potential opportunities.
Do you guarantee meetings or revenue?
No. People’s needs, timing and decisions are outside our control. We agree the scope of activity and reporting with you, and report what the outreach is actually producing — conversations, intelligence, potential opportunities and next steps.
How do you work with our customer information?
We agree access, permitted use and handling before work begins. For CRM-based delivery, we aim to work through a dedicated user account in your CRM, with activity and notes recorded there. We don’t bulk-import your client contacts into the That Works CRM.