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Our Process

Four steps.Two weeks.One desk.

No onboarding maze, no discovery decks. We learn the business, write the plan, put people on it and report every day.

Blueprint, brass pen and key on a dark desk — representing the planning phase of Connect Sphere's onboarding process

The Steps

Four deliberate phases to a running desk.

Each step has a clear deliverable and timeline — no ambiguity, no endless onboarding.

Connect Sphere gets your acquisition desk running in under two weeks through four phases: a 60-minute discovery call, a written strategy plan, team training and deployment, and ongoing daily reporting.

01

Discovery

We map your buy box, markets, current stack and where the pipeline leaks today. One call, no scripts.

Day 0 — 60 minutes

02

Strategy

A written operating plan: roles, cadence, KPIs, data sources and the exact hand-off points between our team and yours.

Day 1 to 3 — written plan

03

Team Deployment

Your dedicated operators are trained on your scripts and CRM, then embedded into your workflow inside of two weeks.

Day 4 to 14 — training & embed

04

Daily Reporting

Dials, contacts, leads, contracts. Delivered every day in plain numbers, reviewed with you every week.

Ongoing — every morning

Step one takes an hour of your day.

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