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Sales & Outreach

The Sales & Outreach Department strengthens the company’s connection to the small-business and nonprofit community by cultivating relationships, expanding market reach, and ensuring that organizations understand and access the services that support their growth.

 

Our mission is to generate new opportunities, guide clients toward the solutions that fit their goals, and maintain long-term engagement through proactive communication, strategic outreach, and consistent client support.

5

Grants & Funding Outreach Support

  • Research and communicate upcoming grant or funding opportunities for clients
     

  • Conduct preliminary outreach to funders or program staff where appropriate
     

  • Maintain a funding calendar and resource list for internal and client use

6

Strategic Growth Initiatives

  • Lead targeted outreach for pilot programs, new service offerings, and sector-specific campaigns
     

  • Conduct market scans and competitive assessments to identify new opportunities
     

  • Support organizational growth goals through coordinated initiatives across departments

1

Sales Development & Client Acquisition

  • Identify, engage, and qualify new leads across small-business and nonprofit sectors
     

  • Conduct discovery consultations to understand client needs and recommend suitable services
     

  • Prepare proposals and coordinate with internal teams for seamless sales-to-service transitions
     

  • Manage sales pipelines, forecasts, and performance metrics

2

Outreach & Community Engagement

  • Build relationships with nonprofit networks, business associations, community groups, and strategic partners
     

  • Represent the company at events, workshops, and outreach initiatives
     

  • Support awareness efforts for newly launched or specialized service offerings
     

  • Develop outreach campaigns targeting underserved or high-potential sectors

3

Client Relationship Management & Retention

  • Maintain ongoing communication with existing clients to ensure satisfaction and continued engagement
     

  • Facilitate renewal cycles for long-term service agreements
     

  • Identify opportunities for service expansion based on client needs (cross-selling and up-selling)
     

  • Resolve service-related concerns by coordinating with internal departments

4

Sales Enablement & Internal Collaboration

  • Develop and maintain standardized sales tools, playbooks, and service packages
     

  • Support the Marketing & Rebranding team with field intelligence and outbound campaign alignment
     

  • Provide reporting and analysis to leadership on trends, opportunities, and client behavior

Contact Us

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