David Vance
Sterling Capital Partners
Victoria Sterling • Financial Services • $10M - $25M ARR
Mark Calder's Technical Audit Finding: Waiting 4.6 hours allows qualified enterprise buyers to reach out to 2–3 competing firms before your commercial desk makes initial phone or email contact. In Week 2, we eliminate this friction entirely.
Automated Qualification Funnel & Calendar Rails
Platform-agnostic webhook listeners engineered directly into your existing CRM (HubSpot, Salesforce, or spreadsheets). Zero new software licenses required.
Four Weeks. Four Working Assets. Zero Consulting Fluff.
Every Friday concludes with an inspected, deployed asset. 100% intellectual property transfer to your in-house team.
Diagnostic Brief & Leak Matrix
Empirical audit of inbound latency, pipeline drop-off, and stalled inactive leads. Delivered and signed off.
Cloud Qualification & Calendar Rail
Automated webhook routing and direct calendar rails installed in CRM. Speed-to-lead drops under 5 minutes.
Standard Operating Runbooks
Institutional playbooks, SLA triage rules, and escalation protocols for handling high-value enterprise accounts.
Verification & 100% IP Handover
Stress-test of all intake vectors, deal velocity verification, and complete transition of all keys and runbooks.