Your customer data
Know which companies
to approach.
We agree what a good customer looks like, then build your company
universe: a map of all the companies that fit that description.
We gather and organise their company and contact information in your
CRM, where your team keeps track of prospects and customers.
What you get: your company universe mapped out, with useful company
and contact details organised in your CRM.
Before we start, we agree what data to use and what it should cover.
We also agree who will keep it up to date.
What we agree
Sample plan
- 01 / FitWho to target and who to rule out
-
02 / MarketYour company universe and data sources
- 03 / DataRecord checks and added details
- 04 / TeamData owner and update rules
We agree what is included during the review.
Your plan
A clear plan.
Yours to keep.
We review your current setup and agree what to build or improve.
If you continue with us, the plan guides the work. If you don't, you
still keep it.
Before we start, we agree what you get, who owns it, and how you can
share it.
ElevasionX / Illustrative plan
Your outreach plan.
- Which companies you want to reach 01
- What information belongs in your CRM 02
- Which company changes are worth tracking 03
-
How outreach works and who handles each part 04
We agree the final plan before work starts.
Is this for your team?
Your team can sell.
We help them start
relevant
conversations.
This is for teams selling to other businesses that need help
researching companies, spotting relevant changes, and managing
outreach.
- 01You know your customers and offer.
-
02You can provide access and approve targeting and
messages.
-
03Your sales team handles replies and closes deals.
Our approach
Agree on the work
before we start.
We agree the scope before starting. You bring knowledge of your
customers and offer. We manage the agreed research and campaigns.
We agree what the work needs and who is in charge. We cannot promise
perfect data or every signal. Replies, meetings, and sales are not
guaranteed.