Our Services

We Start Where You Stand

Our methodologies allow clients to start at an entry point that is right for them.

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Individual and Organizational Assessments

Assessment that provides a private method for you to step back from the madness and do an objective, arms length self-assessment of your organizations strategic strength, culture, sales and marketing operations or your teams effectiveness as leaders.

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Business Advisor and Customer-Facing Engagements

These are personally designed to meet each client’s current needs and goals. At times that is as a true business advisor, and other times it is as card carrying member of your team engaging directly in the sales process with customers and prospects.

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On-line and In-Person Workshops

This workshop has a focus on Sales Planning, Sales Forecasting, Business Planning, Exit Planning, and Organizational Development and Leadership Effectiveness.

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Sales and Marketing Coaching

Groups allow managers to benefit from a structured process that includes, goal setting, measurement, and consulting in an informal and inexpensive setting.

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Sales Operation Guides

These document the markets you sell into, your products, services and solutions, typical competition and your value proposition and differentiation. It documents your selling process and aligns it with typical buying processes. It provides pricing guidance, along with the steps (and people) to work with in preparing quotes, proposals and contracts. Managements expectations for sales performance, weekly and monthly reporting as well as, guidance in preparing sales forecasts are all laid out to accelerate new employee on-boarding and fast start effectiveness.

Engagements

A few of the areas we assist in both methods of engagement are listed below.

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Sales and Marketing Engagements

New Revenue Creation
Extracting Greater Profit from existing services, products and pricing
Sales Forecasting Methodologies (Individual and Business Unit Roll-ups)
Aligning Sales Plans and Business Plans
Implementing Effective Sales Processes
Closing the Gap in Sales Performance
Methods for Reducing Staff Turnover
Recommendations on Incentive Compensation
Creating Achievable Sales Plans – individual/company-wide
Managing and Improving the sales pipeline management process
Creating Sales Tools to Support Sales Growth
Improving the Prospect Qualifying Process
Developing Sales Operations Guides

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Assessments

Our assessments provide a thorough diagnostic to improve improving organizational performance, sales performance and leadership development. These tools have been used by hundreds of small businesses, as well as F500 firms. Their unique construct provides immediate analysis organization-wide on where executives see significant potential and obstacles hindering growth.

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Sales & Marketing Coaching Groups

These groups are focused both on-site and web-based, assist in reviewing, defining and improving critical business processes, including Sales & Marketing, Business Planning, Pipeline Analysis& Sales Forecasting, Organizational Effectiveness, Leadership Effectiveness, and Systematic Staffing & On-boarding.

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Interim Managment

This is for situations where there is a need for part-time or short-term executive leadership to take a hands on role, we become a staff and customer facing part of your executive team.

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Professional Services Consulting and Delivery Engagements

Pricing Models (Fixed/T&M)
Writing Effective Scopes-of-Work,
SOW Change Control
Productivity Analysis
Staffing Analysis
Sales Training for Professional Service Staff
Sales Training for the sales staff to position Professional Services successfully

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Business Engagements

P&L Forecasting
Cash flow planning
Allocations of corporate overhead to business units for clearer view of performance
Moving from cash basis to GAAP and accrual based F/S
Exit Planning

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Workshops

both on-site and web-based, assist in reviewing, defining and improving critical business processes, including Sales & Marketing, Business Planning, Pipeline Analysis& Sales Forecasting, Organizational Effectiveness, Leadership Effectiveness, and Systematic Staffing & On-boarding.

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For Professional Services Firms

Our experience in growing and managing professional services type firms, includes our assisting firms in the creation of new offerings on the front end of a typical sales transaction. These services create early revenue, value and most importantly – credibility that lasts through the balance of the sales cycle. These paid services replace the free analysis many firms are encouraged to provide by the customer, the industry, and even their own sales force. We also offer sales training on the positioning and client value of consulting services and the SOW process, and analysis of current offerings for extending services and solutions.