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Jude, the campaign manager Hyper gives every client, on an evening city street

Campaign management and sales preparation

Your team keeps every conversation. Jude keeps everything around it.

Jude assembles the research, drafts the reply, prepares the meeting and keeps every next action on time. Your team walks into every conversation with the homework already done.

Below is one opportunity from the buyer's reply to the close. Both sides are shown, so you can see exactly which parts your people still do.

The opportunity Illustrative example

A reply lands on a Tuesday.

A reply is not a lead. A reply is a question with a deadline attached, and the answer decides whether there is a conversation at all.

Watch fifty seconds of one opportunity, in the tools your team already has open.

  1. An Outlook inbox. A new unread reply from Alan Peterson has arrived at the top of the message list, with the subject RE: Replacing your phone system.

    A reply arrives while your team is doing something else.

  2. The reply, open. Alan asks what working together would look like, and the message Hyper sent on Thursday is quoted underneath it.

    Alan is answering the message Hyper sent on Thursday.

  3. A Teams chat with Jude. Three messages: the reply has landed, Halloran fits the ideal customer profile, and a draft reply is already in Outlook drafts.

    Jude has already read the reply and checked the deal.

  4. Jude's draft open in Outlook, labelled Drafted by Jude. Sam has replaced a phrase in it with an offer to survey both sites on Thursday morning, and the Send button is below.

    Sam adds the one thing Jude could not know.

  5. The CRM record for Halloran Group. The stage has moved to In conversation, a new activity line reads reply sent by Sam Docherty and logged by Jude, and the next action is to prepare the Thursday site survey pack.

    The record keeps itself.

Jude prepared one half. Your team decided the other.

01 / PREPARE

Everything known about the buyer, in one place.

Nobody answers a question like that from memory. The reply has to be read against what the business is dealing with, what the campaign already argued, and what this person has seen.

Jude assembles that. Your team reads it and decides what the answer should argue.

What Jude prepared

Opportunity brief

  • The event behind the enquiry, and what it changes for Halloran Group.
  • The message and page this buyer already read, so the reply continues the same thought.
  • The buyer's role, and what somebody in that role is usually judged on.
  • The question, stated plainly, with the deadline attached.

What your team decided

The line to take

  • To answer the switchover day first, because that is what the buyer actually asked about.
  • To offer one next step rather than three, because a choice of three defers the decision.
  • Not to quote a number yet, and to say why.

02 / RESPOND

A draft your team can argue with.

Approving a machine drafted reply is the part people worry about, and the worry is reasonable. A reply written by something that has never met the buyer still goes out in your company name.

So Jude drafts and your team edits. The draft arrives with its reasoning attached, the edit is the person's, and nothing leaves until somebody approves it.

What Jude prepared

Drafted reply

  • A first draft written from the brief, in your team's voice.
  • The reasoning behind each paragraph, so an edit is an informed one.
  • A callback and a follow-up, queued against the March contract end date.

What your team decided

The reply that was sent

  • Replaced the offer of a site survey with a morning the person is free.
  • Added the second site, because one visit can cover both.
  • Changed the closing question so it asks for a date rather than a view.
  • Approved and sent, under their own name.

03 / CLOSE

Prepared for the meeting, present in the room.

A proposal is the easiest thing to get wrong under time pressure, because the parts that take longest are the parts nobody sees.

Jude prepares those. Your team runs the meeting, reads the room and makes the commercial call.

What Jude prepared

Meeting pack and proposal draft

  • A call brief with the objective and three talking points.
  • A proposal draft built around what the buyer actually said.
  • Everything the campaign has learned, in the order it will be needed.
  • The follow-up, ready to go out the same day.

What your team decided

The commercial position

  • What to charge, and what to include at that price.
  • Which risk to carry, and which to name in the room.
  • When to stop presenting and ask for the decision.
  • The relationship, which stays theirs from here.

How the work splits

The work Jude takes off your team's plate.

  • The reading and the research. Every reply arrives with the record checked and the background done, so your team starts at the thinking instead of the digging.
  • The first draft. Every message is written and waiting before anyone's asked, and it only goes out once a person on your team has put their name to it.
  • The record keeping. Stages, dates and next actions look after themselves, so the pipeline is always current and nobody's evening goes on admin.

Your team brings its judgement, voice and commercial experience to the buyer. Jude brings everything else, on time.

Prepare your next conversation

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