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Sales & Marketing Solution Expertise

Integrated Sales and Marketing Strategies for Business Growth

We align your sales and marketing efforts with precision—lead generation, CRM workflow orchestration, outbound campaigns, content strategy, and more. Our AI-Amplified™ marketing & sales teams deliver integrated strategies that drive measurable growth across every customer touchpoint.

What We Offer

01

Go-to-Market Strategy and Planning

Activities:

  • Define ICPs, value propositions, and campaign messaging
  • Align sales and marketing objectives
  • Map channel mix, content strategy, and funnel KPIs

Sales/Marketing Role:

  • GTM Strategy: Build launch plans and workflows
  • Persona Mapping: Segment and prioritize audience targets
  • Content/Channel Alignment: Match offers to platform

Tools / Technologies Used:

  • Trello
  • HubSpot
  • SEMrush
  • Google Sheets
  • Canva
  • Public and Proprietary AI Tools

Involved Roles:

  • GTM Strategist (Develop launch playbooks and offers)
    Tools: Trello, Google Docs
  • Campaign Planner (Coordinate calendars and resources)
    Tools: Asana, Notion
  • Content Strategist (Align content types to funnel stages)
    Tools: SEMrush, WordPress
02

Demand Generation and Inbound Marketing

Activities:

  • Create and distribute digital content
  • Manage email, SEO, and social campaigns
  • Drive traffic, capture leads, and nurture prospects

Sales/Marketing Role:

  • Content Marketing: Create thought leadership, case studies
  • SEO/SEM: Optimize for search rankings
  • Lead Capture: Design CTAs, forms, and flows

Tools / Technologies Used:

  • HubSpot
  • Mailchimp
  • WordPress
  • Google Ads
  • LinkedIn Campaign Manage
  • Public and Proprietary AI Tools

Involved Roles:

  • Content Marketer (Develop and distribute branded content)
    Tools: WordPress, Google Docs
  • SEO Analyst (Audit and optimize content for search)
    Tools: SEMrush, Yoast SEO
  • Email Marketing Specialist (Run nurture and drip campaigns)
    Tools: Mailchimp, HubSpot
03

Outbound Prospecting and Lead Generation

Activities:

  • Identify, enrich, and qualify outbound leads
  • Execute cold outreach via email, phone, LinkedIn
  • Book discovery calls and track funnel movement

Sales/Marketing Role:

  • List Building: Research and filter ICP leads
  • Outreach Execution: Write and send outbound messages
  • Qualification: Screen prospects and route qualified leads

Tools / Technologies Used:

  • ZoomInfo
  • LinkedIn Sales Navigator
  • Apollo
  • Outreach.io
  • Salesforce
  • Public and Proprietary AI Tools

Involved Roles:

  • SDR / BDR (Conduct outreach and follow-up)
    Tools: Outreach.io, Salesforce
  • Data Researcher (Build and validate lead lists)
    Tools: Apollo, LinkedIn
  • Lead Qualifier (Screen and book appointments)
    Tools: HubSpot, Calendly
04

Sales Enablement and Support

Activities:

  • Maintain CRM and deal stages
  • Create pitch decks, proposals, and reports
  • Coordinate internal sales activities and follow-ups

Sales/Marketing Role:

  • Sales Admin: Update records, manage calendars
  • Proposal Support: Build sales collateral and decks
  • CRM Hygiene: Ensure data integrity and accuracy

Tools / Technologies Used:

  • Salesforce
  • HubSpot
  • Google Slides
  • PandaDoc
  • Canva
  • Public and Proprietary AI Tools

Involved Roles:

  • Sales Assistant (Manage sales inboxes and CRM tasks)
    Tools: Salesforce, HubSpot
  • Proposal Writer (Design sales presentations and proposals)
    Tools: Google Slides, PandaDoc
  • Sales Analyst (Track conversion metrics and pipeline)
    Tools: Excel, PowerBI
05

Customer Retention and Lifecycle Marketing

Activities:

  • Execute upsell and retention campaigns
  • Run NPS/CSAT surveys and feedback loops
  • Manage customer education and onboarding workflows

Sales/Marketing Role:

  • CX Outreach: Engage customers through renewals and upgrades
  • Feedback Capture: Gather and analyze customer satisfaction data
  • Lifecycle Programs: Develop retention and loyalty sequences

Tools / Technologies Used:

  • Intercom
  • Qualtrics
  • Klaviyo
  • ActiveCampaign
  • Google Forms
  • Public and Proprietary AI Tools

Involved Roles:

  • Lifecycle Marketer (Manage post-sale engagement)
    Tools: Klaviyo, ActiveCampaign
  • Customer Success Coordinator (Track NPS, feedback)
    Tools: Intercom, Qualtrics
  • Onboarding Specialist (Create email journeys and resources)
    Tools: Loom, Google Docs
Get Sample Profile & Pricing

Stage | Key Sales & Marketing Roles

Stage

  • Strategy and Planning
  • Demand Generation
  • Outbound & Lead Gen
  • Sales Support
  • Retention & Lifecycle

Key Roles

  • GTM Strategist, Planner, Content Strategist
  • Content Marketer, SEO Analyst, Email Marketer
  • SDR, Researcher, Lead Qualifier
  • Sales Assistant, Proposal Writer, Sales Analyst
  • Lifecycle Marketer, Success Coordinator, Onboarding Specialist

Comprehensive Remote Support for Sales & Marketing Teams

Bold Business provides tightly aligned sales and marketing teams that accelerate lead flow, campaign execution, and pipeline conversion. We support startups, SMBs, and enterprise teams with flexible staffing and transparent delivery models.

Management Process Support

Each sales and marketing partnership is structured with clear goals, cross-functional coordination, and operational transparency ensuring strategic cohesion from outreach to conversion.

Sales/Marketing Team Leads and Channel Managers

Cross-Functional Playbooks and SOPs

QA and Funnel Optimization Frameworks

Performance Dashboards and Lead Attribution

Structured Onboarding and Training Programs via LMS

AI-First Approach
(People + Process + Tech)

Find Out More

Partner with Confidence: Experience the Bold Business Advantage

  • Full-Funnel Sales & Marketing Execution
  • U.S. Oversight with Global Team Efficiency
  • AI-Augmented Campaign Management
  • Flexible Ramp-Up to Match Funnel Velocity
  • Platform-Agnostic — We Work in Your Stack

Frequently Asked Questions
(FAQs)

What types of roles does Bold support for sales and marketing?

SDRs, BDRs, marketers, content creators, analysts, sales assistants, and campaign managers.

Yes. We support full-funnel acquisition from lead generation to email and content campaigns.

Absolutely. We build decks, one-pagers, blog posts, case studies, and more.

Salesforce, HubSpot, ZoomInfo, Klaviyo, Mailchimp, Google Ads, and more.

Yes. We develop SOPs and train every team on your voice, tone, and visual identity.

In as little as 1–2 weeks, with phased onboarding available for large initiatives.

Yes. Weekly and monthly reports are standard, along with custom PowerBI or Google Data Studio dashboards.

Absolutely. We design nurture flows, cart recovery, and re-engagement sequences across platforms.

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Ready to Connect Marketing and Sales for Growth?

 Let Bold Business unify your pipeline with full-funnel sales and marketing execution.

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