What's New At Bold!
Contact

Sales & Marketing Solution Expertise

Integrated Sales and Marketing Strategies for Business Growth

Sales & Marketing Solutions expertise designed to increase pipeline velocity, improve conversion performance, and strengthen alignment between revenue and go-to-market outcomes. Bold’s sales and marketing specialists bring deep experience in lead generation, campaign execution, sales enablement, and performance measurement, enhanced by AI-Amplified™ delivery to improve targeting accuracy and operational efficiency. This expertise is validated through real work during the 30-Day Prove-It Deployment™ before scaling.

Try It Before You Buy It

What We Offer

AI-Amplified™ Sales & Marketing Expertise

Bold provides Sales & Marketing Solutions expertise across strategy, demand generation, campaign execution, CRM optimization, and performance analytics. Our AI-Amplified™ approach supports smarter lead targeting, faster optimization cycles, and clearer insight into funnel performance.

This delivery is enabled through Bold’s proprietary Bold AI-Workbench™, with access to 150+ AI tools, allowing sales and marketing expertise to be experienced and validated risk-free through the 30-Day Prove-It Deployment™.

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

Bold’s 30-Day   Deployment™

Prove the Fit Through Real Work

Interviews and planning alone rarely reveal how well talent or solutions will perform once real work begins. True alignment becomes clear through execution inside real operating conditions.

Bold’s approach is built around this principle. The 30-Day Prove-It Deployment™ allows organizations to experience performance, collaboration, and fit through real work before making long-term decisions. This reduces risk, removes guesswork, and ensures expectations are validated through outcomes rather than assumptions.

(Terms and Conditions apply)

See how it works

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.

Sales & Marketing solutions are delivered through an AI-Amplified™ operating model, enabling both the initial proving phase and long-term operational scale while ensuring secure and consistent performance as market needs evolve.

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-Amplified™
Industry Expertise

Bold Business enhances industry expertise with AI-driven workflows that remove friction, accelerate execution, and improve decision-making. We achieve AI-Amplification™ through the use of Bold AI-Workbench™, enabling our specialists to do tasks faster, think deeper, and deliver higher productivity without compromising quality or human judgment.

The result: faster outcomes, smarter execution, and scalable impact across industries.

Explore AI-Amplification™

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.

Facebook Linkedin X-twitter Youtube

Ready to Connect Marketing and Sales for Growth?

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

Sales and marketing expertise should be demonstrated through dependable execution inside real workflows before solutions scale further.

Prove The Fit Before You Commit
Connect With A US Advisor