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- New online course -

sales 101 for accounting

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

Top tip

'Ditch the product pitch' - its not about what you are offering your customers. It's about the result they get from those services. 

other SERVICES

Top tip

Asking deeper questions is the key to unlocking more opportunities. 

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