Client Connect | Managed Outreach & Introductions
Focused outreach.
Clear next steps.
We manage prospect research, client-approved outreach and follow-up, and arrange introductions when interested prospects agree to connect with your team. Start with a focused pilot built around your offer, audience and goals, with activity and response reporting.
You approve your offer and claims. Your team owns sales conversations and follow-up after handoff.
A focused, agreed process
How it works
Step 1 of 6: Audience discovery
Define your offer, intended audience, geography and goals together.
Step 2 of 6: Source-backed research
Research potential clients and referral partners using relevant sources.
Step 3 of 6: Client approval
You approve the offer, claims and outreach before it is used.
Step 4 of 6: Coordinated outreach and follow-up
Manage approved outreach and follow-up within the agreed pilot scope.
Step 5 of 6: Consented introduction
Arrange an introduction when interested prospects agree to connect with your team.
Step 6 of 6: Reporting
Review activity, responses and agreed next steps.
Managed outreach. Human decisions.
Client Connect is a managed service, not self-service software or an automatically running acquisition platform. Supported channels, approvals, follow-up scope and reporting are agreed with HBI before work begins. Meetings, leads and sales are not guaranteed.
Virtual Help Desk supports incoming customer questions. Client Connect focuses on outreach and introductions to potential clients or referral partners. A combined engagement can be scoped separately.
Explore Virtual Help DeskAn inquiry is not a purchase, a commitment to a project or authorization to start a campaign.