Strategy & Planning
1 live · 1 coming soonQA Outreach — Initial Planning
Full campaign plan for reaching UK accreditation bodies with CMS's QA inspection services. Includes target list, outreach sequence, tool recommendations, and timeline.
Sales Strategy & Positioning
Broader CMS growth strategy — positioning, pricing, service packaging, and go-to-market for new verticals.
Performance & Reporting
Coming soonPipeline Reports
Weekly automated summary of your Reonic pipeline — leads received, surveys booked, quotes sent, and conversion rates.
AI Receptionist Dashboard
Calls handled, leads qualified, bookings made. Full visibility into your AI receptionist's performance and conversation logs.
Recent Activity
QA Outreach Plan published — Full campaign plan for accreditation body outreach. 28 targets researched, LinkedIn profiles mapped, 4-step outreach sequence designed.
Accreditation bodies spreadsheet created — 28 organisations across 3 priority tiers. Company LinkedIn pages added for 18 orgs. Apollo contact data pulled for 8 orgs.
Pipeline report sent — 163 active deals, 35 in Quoted/Decision Making stage, 13 Won. Accurate Reonic funnel data from API.
Action plan sent from call notes — 7 action items extracted from Cameron × Rees call (26 Mar). Sent to your inbox.
Client portal launched — cms-surveyors.levityleads.com is live.