We review 12–24 months of account sales and open quotes to establish your starting baseline.

• Prioritized accounts — Dormant, declining, and expansion accounts ranked with AOI.

• Buying gaps — Changes in purchasing and product needs worth exploring.

• Outreach plan — Who to contact first, why, and clear next steps.

​An agreed pilot tracks conversations, opportunities, quotes, and revenue. Scope, timing, and fee are set in writing.