- Develop the pipeline through targeted prospect messages, event prospect lists, and trade-show attendance.
- Complete post-event and post-webinar follow-up within 48 hours.
- Qualify prospects, confirm routing, and schedule Blueprint Sessions.
- Co-facilitate Blueprint Sessions with the CEO while learning the format, then work toward leading sessions independently.
- Assign audit teams within 24 hours of each Blueprint Session and manage prospect communication through the audit period.
- Attend audit presentations, capture objections, and confirm clear next steps.
- Coordinate proposals with CEO input on scope and pricing, and own post-proposal follow-up.
- Log deal details, stages, next actions, and loss reasons in HubSpot; run weekly pipeline reviews with the CEO.
- Manage the referral channel with Client Strategists and track outreach and introductions in HubSpot.
Business DevelopmentDigital MarketingHubSpot