Sales Process Refinement + Enablement

$5,000.00

A six-week engagement to turn your sales process into something your team can run without you.

We start with a full audit of how you sell today, from first inquiry to signed proposal, to find where good opportunities stall or slip away. Then we design a clear, documented process with stage gates, so every lead has a next step and a decision point. Finally, I train the person running your sales to own it with confidence.

What’s included

  • Phase 1: Sales Process Audit. A written assessment with prioritized recommendations, feedback on two recorded sales calls, and a video walkthrough of the findings.

  • Phase 2: Stage Gate Design. A mapped sales process with exit criteria, plus a revised intake form and pre-sales email, a nurture sequence outline, an investment conversation guide, and disqualification criteria.

  • Phase 3: Enablement. Three live training sessions with your team member, plus a buying signals reference guide.

  • 3-Month Tune-Up. A review session to refine the process based on real results.

A six-week engagement to turn your sales process into something your team can run without you.

We start with a full audit of how you sell today, from first inquiry to signed proposal, to find where good opportunities stall or slip away. Then we design a clear, documented process with stage gates, so every lead has a next step and a decision point. Finally, I train the person running your sales to own it with confidence.

What’s included

  • Phase 1: Sales Process Audit. A written assessment with prioritized recommendations, feedback on two recorded sales calls, and a video walkthrough of the findings.

  • Phase 2: Stage Gate Design. A mapped sales process with exit criteria, plus a revised intake form and pre-sales email, a nurture sequence outline, an investment conversation guide, and disqualification criteria.

  • Phase 3: Enablement. Three live training sessions with your team member, plus a buying signals reference guide.

  • 3-Month Tune-Up. A review session to refine the process based on real results.