Services Offered

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Every company needs a sales playbook. This is a starting point, creating proven sales results that will attract the correct type of investor or let you bootstrap and fund yourself. We will define your sales strategy, target clients, and how to find and close those sales opportunities. Identify buyers and competitors and how to conduct sales calls. Provide basic management metrics (KPIs) to measure and report your revenue forecast. As you grow, this becomes part of the onboarding process for your first salesperson hire. The playbook gets everyone on the same page with consistent messaging and approach and provides a great customer experience that the business owner can rely on and focus time elsewhere.

This gives you a Do it Yourself option for building your sales program. This deep dive examines Sales Strategy, Methodology, Performance Management, and Sales Organizations. This goes deeper into what needs to be done and provides a report detailing all aspects of your sales program - what is working well, needs improvement, or is missing and essential to implement versus nice to have. I work with the leadership team to assess the ability of your company to meet sales objectives, and I will identify any gaps to address for the people, process, programs, infrastructure, and planning of your sales growth. I can engage in a Sales Plan Development for you if you want assistance.

This is a Done With You service to assist business owners who are pressed for time and want to build the best possible sales program. A comprehensive plan I will develop uniquely for you provides a detailed sales business plan that guides hiring your best salespeople and creates a proper sales infrastructure that enables effective sales team management. This includes the Playbook and Discovery processes but goes further to implement and deliver business growth and scalability, which increases your valuation. Infrastructure, Processes, Performance Management, Dashboards for Management, Forecasting, and Pipeline Management are all part of this plan. If you want help after it is finished, I can work as an Outsourced Sales Leader for you to run it.

Business Owners need to run their businesses, so I run their sales team. This is a Done For You service. An Outsourced Sales Leader implements a sales plan by taking on all aspects of building sales strategy, infrastructure, and the sales team. This fractional role brings the owner an experienced professional to produce results quickly and economically. Working as a member of your team, I recommend and guide the development, implementation, and execution of the sales program that you authorize. This is a quick path to results and builds a solid foundation for the business that can be taken on by a new full-time leader when the time is right and the person is ready.

Sales Leadership training focused on expanding sales leadership skills, building proven sales processes, and utilizing specific tools to consistently drive revenue via a curriculum centered on the 16 fundamental components necessary to create and manage high-performing sales teams. For many clients, as I work with them and their sales teams, developing the right Sales Leader to continue after I finish becomes essential.