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Web3 BD from prospect research to follow-up

At CoinShift, I worked on identifying and engaging DAOs, protocols, and Web3 companies that could benefit from better treasury operations.

Instead of sending generic outreach, I researched each prospect’s treasury structure, recent activity and operational context before explaining where CoinShift could fit.

Work:

  • Wrote personalised outreach tied to each prospect’s specific treasury needs
  • Managed leads from first contact through multi-touch follow-ups and objection handling
  • Maintained a clean, stage-accurate HubSpot pipeline for prioritisation and tracking
  • Used protocol activity, governance updates, and industry developments to identify timely sales opportunities
  • Contributed ideas for improving targeting and lead-generation campaigns
  • Maintained relationships with existing customers and surfaced potential expansion opportunities

Result:

  • Built a more contextual, research-led approach to Web3 sales
  • Improved continuity across long and complex prospect cycles
  • Turned CRM data into an active operating system for follow-ups and prioritisation
  • Strengthened both new customer acquisition and existing account relationships

14 Mar 2024

Keywords
Business development
Personalised outreach
CRM management
Lead Generation
Prospect research