Our Process — Xenia Insights

How We Work

Xenia Insights provides you with qualified sales opportunities that fit your ICP and have high-value potential. We handle all of the heavy lifting associated with upper-funnel sales so that you can focus on what matters most – closing deals.

How do we do this? We become part of your organization by adopting a persona that currently works in your business. Once we learn about your business, we determine your target accounts, then we define the personas and decision-makers in those organizations.

From there--we begin our omnichannel, agile approach, ensuring prospect continuity throughout. We interact and nurture your prospects, evolving them from engaged opportunities to meetings booked.

Once these meetings have occurred we garner positive and constructive feedback to optimize our efforts and provide you with the best possible deals throughout our partnership.

Check out our detailed process below.

The XI Process

Research & Development

We are experts in developing bespoke sales frameworks to deliver you net new business. We strive to learn your business as well as you do. With a robust knowledge transfer and market research, we help you identify your addressable markets and your ideal customer profile.
Prospect Identification

The success of any company’s B2B sales efforts begins (and can end) with an accurate prospect pool. We ensure that you are speaking with the right people, at the right companies, at the right time.
Campaign Creation & Deployment

Our omni-channel campaigns are custom-built, fluid, and agile. The frameworks we develop are designed to allow us to track prospect engagement throughout the customer journey. This enables us to focus on those showing the most interest, and quickly.
Prospect Nurturing

The upper to middle funnel area is fraught with friction and opportunities for your prospects to get lost in the noise. This is the most crucial stage and where technology can often lead you astray. A human element is needed to convert engagement and interest into an opportunity.
Meeting Scheduling

Leave the coordinating to us. With direct access to your calendar and availability, our team is able to quickly and seamlessly set meetings on your behalf. You'll see the source of the opportunity, the entire conversation to date, and additional notes on the prospect and company to instill confidence heading into your meeting.
Collaboration

With unparalleled service levels & standards, you'll feel at ease knowing your investment is in good hands. This includes full transparency into our activity levels, daily communication, and bi-weekly reporting calls to give you the confidence you deserve.