We analyze every stage of your sales process, lead handoff, follow-up, discounting, and CRM data. In 30 days we find the revenue your team abandoned and build the system to stop it from leaking again.
Who This Is For
Most sales problems at the $2M to $20M stage are structural. The rep is not lazy, the system is broken and nobody has mapped it from the outside.
You are still closing deals yourself or approving every discount. Your pipeline review is a call where reps tell you what you want to hear.
You have a team, a CRM, and a process on paper. But conversion rates are inconsistent, the pipeline number is not real, and reps vary wildly in output.
You hired the VP to own it. But you still do not know why close rates dropped 8 points last quarter or where the in pipeline actually went.
Where Your Sales Revenue Disappears
Qualified leads enter the pipeline and never get a follow-up. The rep moved on, the sequence expired, or the handoff from marketing to sales broke. The lead bought from a competitor two weeks later.
A proposal goes out. The prospect goes quiet. The rep marks it active for 60 days and eventually closes it as lost. No structured follow-up cadence, no risk signal identified, no recovery attempt.
The CRM is not a system, it is a graveyard of half-logged deals, wrong contact stages, and pipeline numbers nobody believes. Forecasts are made from gut, not data.
Reps discount to close. Discount is 12 to 18% with no approval threshold and no impact analysis. Margin is traded for velocity with no accountability.
Expansions, upsells, and cross-sells are not a structured motion. They happen when a customer asks, not when data shows they are ready. Significant revenue left unasked.
The commission structure rewards bookings, not retained revenue. Reps close deals that churn in 90 days. The business celebrates a win that costs it money.
Why It Happens
At $1M, a founder closes everything personally. The process is in their head. At $5M, they hire reps and hand them a version of the process that made sense at $1M. It does not scale.
By $10M, there are reps with different interpretations of the pipeline stages, a CRM that reflects what reps want you to see rather than reality, and a follow-up system that exists in one rep's spreadsheet and nowhere else.
The VP of Sales is managing relationships and reporting upward. Nobody has reviewed the actual process, from first lead touch to closed deal, in years.
The Process
One engagement. 30 days. We find the deals your team left behind and build the system to close them.
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