Welcome to The Mellow team! This knowledge base is your go-to reference as we launch our B2B interior plant design services. It’s designed to help us and new sales hires confidently reach out to leads, tailor our approach to different client sectors, use our tools effectively, and handle the nitty-gritty of proposals and payments. We’ve organized the info into easy articles by topic.

Our clients come from a variety of sectors, and each has unique motivations and pain points. Here you’ll find tailored tips for messaging and selling to different types of customers we’re targeting. From cutting-edge tech startups to event planners, we’ve got you covered on what matters most to each and how to communicate our value effectively. (For each sector below, we outline what the client cares about, common pain points, and how The Mellow’s plant design services can solve problems and add value. Use these insights to customize your pitches and proposals.)

This CRM is our central hub for managing leads, clients, and sales activities. It might look a bit overwhelming at first, but once you get the hang of it, it’s a huge time-saver that keeps you organized. This section will walk you through how we use it day-to-day in the sales workflow – from capturing a new lead all the way to closing the deal and beyond. We’ll cover managing leads, creating proposals, tracking ongoing services (subscriptions), and staying on top of tasks and follow-ups. By mastering our CRM, you’ll maximize your conversions and save yourself a lot of headaches. (Think of our CRM as your command center: every interaction and step with a prospect should be recorded or initiated here. Here’s how to make the most of it.)

Using LinkedIn to create leads, reach out to prospects and generate referrals.

A practical series of LinkedIn-focused articles for our internal sales knowledge base, covering both beginner and intermediate/advanced strategies, with a strong focus on outbound sales. Each article includes real-world examples, scripts, checklists, and aids to make learning actionable and fast. Using these eight LinkedIn playbook articles as your guide, you should feel equipped to effectively harness LinkedIn for B2B lead generation and nurturing. From building a targeted lead list, to warming up those leads with genuine engagement, to leveraging every feature from comments to groups to events to alerts – it all works together to create an outbound strategy that is modern, personable, and effective. Remember The Mellow’s ethos throughout: be friendly, be helpful, and build community. Sales on LinkedIn isn’t about blasting messages into the void; it’s about showing up consistently as a knowledgeable ally in your prospects’ professional world. Do that, and you’ll not only generate leads – you’ll generate trust, which is the true key to long-term success. Good luck, and happy LinkedIn prospecting!