Diagnose the leak
We review seller lead volume, CRM reality, current follow-up, team handoffs, and the opportunities most likely to be neglected.
How it works
From an uncertain follow-up queue to controlled execution.
We begin with the existing seller pipeline, define exactly what YVA will own, and prove the operating fit through a focused pilot before recommending an ongoing engagement.
4clear stages
01The engagement
A focused path from diagnosis to proof.
Set the rules
We define eligible leads, statuses, next actions, communication boundaries, qualification, and escalation rules.
Run the pilot
YVA operates the agreed follow-up queue, maintains the CRM, and routes qualified opportunities to acquisitions.
Prove the fit
We review execution, pipeline movement, workload, and delivery fit before recommending an ongoing engagement.
02What happens
Clear boundaries before daily execution begins.
Confirm the pipeline is real.
We review seller lead sources, current volume, aged opportunities, CRM usage, team roles, and the cost of inconsistent follow-up.
Define what becomes eligible.
We agree on statuses, contact rules, qualification, escalation, required notes, and the actions that remain with acquisitions.
Operate one controlled queue.
YVA runs the approved follow-up process, maintains pipeline visibility, and hands qualified opportunities to the right closer.
Continue only when it works.
We review execution, workload, handoff quality, delivery economics, and whether ongoing managed ownership creates sufficient value.
03What we need from you
The service works when the operating boundaries are clear.
01
Consistent seller leads
An active flow or meaningful aged queue for the Recovery Desk to operate.
02
An existing CRM
A central system where lead history, stages, next actions, and outcomes can be maintained.
03
Approved communication rules
Clear channels, consent standards, messaging boundaries, and escalation requirements.
04
A ready acquisitions owner
An authorized person who can receive qualified handoffs and make commercial decisions.
04Investment
Scope follows the pipeline review.
InvestmentAfter discovery
We confirm the engagement after reviewing seller lead volume, CRM condition, approved communication channels, qualification rules, and the operating ownership required.
Start the conversation
Find the leak before adding more leads.
Start with a short pipeline review. We’ll examine what happens after the first seller conversation, where ownership breaks, and whether YVA may be able to help.