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- New online course -

sales 101 for accounting

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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

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. 

Typical sessions structure:

- open forum discussion

- solution selling masterclass

- groups workshop excersizes

- focus on building consistency in approach​

- instant win takeaways

Growth strategy PROJECTS

Need help building out a sales strategy. We are here on:

- 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  
- working on materials to support growth conversations
- implementing plan for existing customer growth

These projects are tailored to each firm's needs follwing an initial consultation

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

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Top tip

Asking deeper questions is the key to unlocking more opportunities. 

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