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Sales team assessment
A clear picture of how your sales,
pre-sales and customer success teams work today, and what to fix first.- Interviews with leaders and a sample of sellers
- A review of CRM data, pipeline and forecast
- A written report with a prioritised plan
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Sales onboarding programme
A structured first 90 days, so new starters learn the market, the product and the way you sell, in the right order.
- A 30, 60 and 90-day plan with sign-off points
- Industry, product, sales skills and upselling modules
- A guide for the managers who run it
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Pitch and product training
Sellers who explain what you do clearly, and talk about features in terms of the value they bring the customer.
- Pitch workshops and a pitch programme
- A recorded pitch test with one-to-one feedback
- Product sessions run with your product team
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Sales process and
pre-sales A sales process the whole team follows, withpre-sales brought in at the point where they change the outcome.- Deal stages with clear exit criteria
- Rules for when
pre-sales engineers join a deal - A customer journey mapped from first call to renewal
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CRM adoption
A CRM that sellers keep up to date and managers run the team from, with tools that save work instead of adding it.
- Pipeline and forecast views for managers
- Deal-strength scoring and a weekly forecast routine
- Advice on the tools worth adding, and help setting them up
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QBRs and customer success
Quarterly business reviews run the same way for every account, so customers see value and renewals are easier.
- A QBR template and a yearly schedule
- Account health measures the team agrees on
- Coaching for the people who run the reviews
Start with a 30-minute call
Tell us how your team sells today and what you want to change. If we can help, we will say how and what it costs. If we cannot, we will tell you that too.