
SERVICES
SALES process
REVIEW
Our review will analyse:
- how you source external opportunities
- how you source opportunities from within your client base
- how you manage opportunities end to end
- how solution focused is your approach
- consistency of approach
- use of tech
- supporting materials
On completion of the review, you will receive a full report showing you where the key areas for improvement are as well as some identified quick wins
Growth strategy PROJECTS
Need help building out a sales strategy. We can help you:
- identifying your ideal customer
- review of front line team approaches
- sessions to analyse current processes
- sales conversation coaching
- building a defined approach to opportunity management
- creating metrics to measure a success criteria
- implementing plan for existing customer growth
These projects are tailored to each firm's needs follwing an initial consultation
Tailored training content
Delivered as a series of workshops and training sessions, we will build out a sales education programme to help your team become more growth focused and curiosity-led. The sessions are a balance of teacher-led theory and group activities where teams are encouraged come to conclusions together.
Typical sessions structure:
- open forum discussion
- structured questioning masterclass
- psychology of sales
- adapting to buyer personas
- focus on building consistency in approach
Borrow a sales exec
Not ready to hire a full time role to manage sales operations? Working with us just a few days a month allows us to really understand your business. We can act as your in-house sales leader incorporating all of our services, as well as:
- hosting growth focused internal meetings
- in-house team training
- individual session to shadow and coach team members
- reporting on revenue metrics and risk areas to leadership

