The structure that makes sales repeatable.
We document how your firm actually wins work, then turn it into a playbook, a CRM and a set of numbers anyone on the team can run.
How we help.
Available in the Sales Infrastructure Build, Fractional BD and Growth Partnership engagements.
ICP & persona definition
Pin down who buys, who signs and who influences, based on the clients you already serve best.
Sales playbooks
Qualification criteria, deal stage definitions with clear exit criteria, and the KPIs that show pipeline health.
CRM setup, management & data hygiene
HubSpot or Apollo configured to match the playbook, with pipelines, properties and rules that keep data clean.
Proposal & scope-of-work development
Reusable proposal and SOW templates that are faster to produce and easier for clients to approve.
Signs you need this
- Your pipeline lives in your head or a spreadsheet
- No one agrees on what a qualified lead looks like
- The CRM exists but nobody trusts the data
- Every proposal starts from a blank page
What you walk away with
- A custom sales playbook
- HubSpot Sales Starter, fully configured
- Stage definitions and a KPI set
- Proposal and SOW templates
Pairs well with.
Business Development & Pipeline
Fill the pipeline on purpose and keep deals moving.
Learn more →Core serviceClient Experience
Turn signed clients into renewals and referrals.
Learn more →Partner serviceMarketing, Vendor & Systems Alignment
Get marketing, tools and people pulling the same direction.
Learn more →Ready to build sales that scale past you?
Start with a 30-minute discovery call about where your sales stand today. No pitch deck.