Velor Sales Support

1. Prospecting & Lead Generation

• Identify target client personas by sector and region
• Use AI insights to refine your ideal client profile (ICP)
• Leverage strategic content and warm introductions
• Track early signals from the market or community
• Prioritize leads based on value, urgency, and fit

2. First Contact & Qualification

• Craft personalized outreach aligned to client needs
• Qualify based on strategic readiness and timing
• Frame your value with impact-first messaging
• Build rapport through context and credibility
• Document early signals using your CRM tool

3. Proposal & Solution Framing

• Map challenge to outcomes, not deliverables
• Highlight advisor insight and collaborative value
• Break proposal into stages or micro-engagements
• Clarify timelines, roles, and delivery approach
• Align around trust, clarity, and impact framing

4. Delivery & Relationship Management

• Track progress using shared workspace or tools
• Hold regular feedback and steering check-ins
• Document milestones and learning moments
• Adapt flexibly to evolving client priorities
• Keep communication proactive and insight-driven

5. Renewal & Expansion

• Capture and summarize realized business value
• Propose next-phase work based on traction
• Ask for referrals and internal champion support
• Share success story or external proof points
• Keep the relationship warm with occasional nudges

1. Define Target Profiles

• Clarify ICP: industry, size, region, pain points
• Use public data to identify relevant segments
• Target based on growth stage or transformation signals
• Refine targeting through past success patterns
• Build a short-list of high-potential firms

2. Analyze Buyer Context

• Research company challenges from news, blogs, or funding
• Find common triggers (e.g. new leadership, expansion)
• Map organizational structure to find your champion
• Look for language that signals readiness or gaps
• Use AI to summarize client context efficiently

3. Craft Strategic Outreach

• Personalize message using specific client pain
• Frame your role as advisor, not vendor
• Anchor in insights, not generic value props
• Use Velora to draft tailored intros or value framing
• Include an easy next step (calendar link, guide, intro call)

4. Track Outreach and Feedback

• Log outreach dates and method in your CRM
• Note opens, replies, and click-throughs
• Refine message based on engagement
• Tag clients by interest signals or readiness tier
• Automate nudges and reminders where possible

5. Nurture into Strategic Conversations

• Invite to a resource, report, or short discovery session
• Share relevant insights or benchmarks regularly
• Align around their strategic goals, not your pitch
• Use follow-ups to build trust, not just chase
• Convert interest into problem framing sessions

1. Initial Outreach

Subject: Exploring Strategic Possibilities for [Client Name]

Hi [First Name],

I came across your work at [Company] and thought your team might benefit from a strategic perspective on [specific challenge or opportunity].

We support teams like yours in navigating [industry trend or transformation], and I’d be glad to share a few ideas tailored to your goals.

Would you be open to a 20-minute discussion next week?

Best,  
[Your Name]  
      

2. Value Introduction / Follow-Up

Subject: Insights on [Topic] for [Company]

Hi [First Name],

Just following up on my previous note—I’ve attached a brief summary of how we’ve supported other [industry/role] leaders with [specific outcome].

Let me know if anything here stands out, or if there’s a better time to reconnect.

Looking forward,  
[Your Name]  
      

3. Discovery Confirmation

Subject: Discovery Call Confirmation – [Your Name] & [Client Name]

Hi [First Name],

Looking forward to our conversation on [Date] at [Time].

We’ll walk through your current focus, challenges, and where strategic support might accelerate outcomes.

Here’s the meeting link: [Meeting Link]

Speak soon,  
[Your Name]  
      

4. Proposal Sent

Subject: Proposal for Collaboration on [Project or Focus Area]

Hi [First Name],

Attached is a proposal outlining our recommended approach to [brief project description].

The structure is designed to be flexible and aligned with your priorities. Happy to walk you through or adjust any section.

Let me know your thoughts,  
[Your Name]  
      

5. Approval & Kickoff

Subject: Ready to Kick Off – Next Steps for [Project Name]

Hi [First Name],

Fantastic to hear we’re moving forward! Here are the kickoff items:

✅ Project workspace link: [workspace link]  
✅ File/document uploads  
✅ First milestone: [milestone title] by [date]

Let me know if you need anything prior to launch.

Excited to start,  
[Your Name]  
      

6. Start of Delivery

Subject: Week 1 Engagement – [Project Name]

Hi [First Name],

We’ve officially kicked off! This week we’re focused on [goal/workstream], and I’ll provide a check-in by [date].

If you have any preferences on format, cadence, or priorities—feel free to share.

Onward,  
[Your Name]