How we build your prospecting system

Marz joins your team for the duration of the project to build a system tailored to you

The four phases of our projects

  1. Assessment

    • We review your prospecting, from account selection to CRM updates.
    • We identify areas for improvement and agree on how to address them.
    • We define the project goals, owners and metrics.
    • We agree on the project scope and work plan.
  2. Design and implementation

    • We design the system around your process and current tools.
    • We connect data sources, channels and CRM.
    • We set up automations and operating rules.
    • We implement the necessary tools.
  3. Activation and learning

    • We start prospecting in the first month.
    • We test the system with real accounts and campaigns.
    • We review replies, data quality and any issues.
    • We adjust the system with what we learn.
  4. Transfer and autonomy

    • We train the team that will manage the system.
    • We deliver access, documentation and procedures.
    • We make sure your team can operate it without Marz.
    • If needed, we agree on ongoing support.

What each side contributes to the project

Your team helps move the project forward. Marz takes responsibility for getting the system up and running.

Client

  • Project lead

    Someone to coordinate the project, approve decisions and keep the work moving.

  • Time and knowledge

    Time to review progress, share feedback and company knowledge.

  • Willingness to improve

    Willingness to adjust processes and ways of working when necessary.

  • Tools

    Ability to invest in the minimum tools that the system needs.

Marz

  • Hands-on commitment

    We get involved in the day-to-day work and dedicate the time necessary for the project to progress.

  • Commitment to results

    We measure our work by actual results, not by tasks delivered.

  • Initiative to solve problems

    We don't wait for instructions for each step. We detect blockages, propose solutions and move the project forward.

  • End-to-end ownership

    We take responsibility for the whole project, from the initial assessment until the system is running inside your company.

Direct communication from start to finish

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Working together throughout the project

  • Direct communication

    You will always have an assigned project manager whom you can call with any questions.

  • Quick reviews

    We share progress, collect feedback, and adjust work in short cycles.

  • Teams aligned

    We coordinate sales, marketing, operations and technology so that all departments are aligned.

Team working together around a table

Let's talk about your prospecting

We review how you prospect today, identify what's holding you back and decide where to start.

Start your assessment