Our process
We don't ask you to commit to an engagement before we've earned the right to recommend one. Every relationship follows the same five stages — each one builds on what came before, and you decide whether to continue at every step.
Free · 45 minutes
A direct, structured conversation covering fourteen areas of your sales function — team structure, process discipline, pipeline health, pricing, and founder dependency. You'll get a scorecard, a Red/Amber/Green read, and a written summary within 24 hours. No obligation to continue.
Paid
Where the diagnostic captures your perception as founder, the audit tests it against reality. Using a pre-prepared questionnaire and AI-assisted analysis of your CRM and pipeline data, we interview your sales team individually, review CRM and pipeline data, examine win-loss records, and check your compensation plan against actual payouts. This is where the real, sometimes uncomfortable, root causes surface.
Evidence-led
A written report grounded in what the audit actually found — not a generic template. It names the two or three structural issues doing the most damage and sets out specific, practical recommendations to fix them.
Collaborative
We walk through the report together, answer questions, and agree — candidly — on what's worth doing and in what order. This is a conversation, not a hand-off.
Two ways to work together
Once we agree on the plan, you choose the level of involvement that fits: an Advisory Retainer, where we coach and review while your team executes, or a Fractional Sales Director/Manager role, where we embed directly and execute alongside your team. Full details on the Services page.
A recommendation is only as good as the diagnosis behind it. We deliberately don't sell an engagement before we've done the work to understand your business — which is also why the process starts free, and why every step earns the next one rather than assuming it.
Your next step