FOR BUSINESS OWNERS & AGENCY LEADERS
More leads won’t fix a broken sales process.
More leads won’t fix a broken sales process.
More leads won’t fix a broken sales process.
When follow-up is inconsistent, ownership is unclear or conversations stall, start with the work behind the pipeline.
When follow-up is inconsistent, ownership is unclear or conversations stall, start with the work behind the pipeline.
When follow-up is inconsistent, ownership is unclear or conversations stall, start with the work behind the pipeline.
START WITH THE REAL PROBLEM
Where does momentum break down?
Where does momentum break down?
Where does momentum break down?
01
“Leads slip through the cracks.”
“Leads slip through the cracks.”
“Leads slip through the cracks.”
Sales systems
Sales systems
Sales systems
Clarify ownership, CRM stages, follow-up and visibility.
Clarify ownership, CRM stages, follow-up and visibility.
Clarify ownership, CRM stages, follow-up and visibility.
02
“Our team struggles to move conversations forward.”
“Our team struggles to move conversations forward.”
“Our team struggles to move conversations forward.”
Training
Training
Training
Build practical lead-handling, discovery and follow-up skills.
Build practical lead-handling, discovery and follow-up skills.
Build practical lead-handling, discovery and follow-up skills.
03
“We need a stronger agency and distribution model.”
“We need a stronger agency and distribution model.”
“We need a stronger agency and distribution model.”
Agency growth
Agency growth
Agency growth
Connect recruiting, onboarding, support and distribution.
Connect recruiting, onboarding, support and distribution.
Connect recruiting, onboarding, support and distribution.
04
“We need to decide where to focus.”
“We need to decide where to focus.”
“We need to decide where to focus.”
Consulting
Consulting
Consulting
Work through positioning, priorities and the decisions behind execution.
Work through positioning, priorities and the decisions behind execution.
Work through positioning, priorities and the decisions behind execution.
HOW WE BEGIN
Bring the situation. Then define the scope.
Bring the situation. Then define the scope.
Bring the situation. Then define the scope.
Tell us what you sell, who works the leads and where the process stalls. We discuss the appropriate service and agree the work before starting.
Tell us what you sell, who works the leads and where the process stalls. We discuss the appropriate service and agree the work before starting.
Tell us what you sell, who works the leads and where the process stalls. We discuss the appropriate service and agree the work before starting.
Do we need a new CRM?
Do we need a new CRM?
Do we need a new CRM?
Not necessarily. The starting point is your current process and the problem to solve. Any tooling changes should follow the agreed scope.
Not necessarily. The starting point is your current process and the problem to solve. Any tooling changes should follow the agreed scope.
Not necessarily. The starting point is your current process and the problem to solve. Any tooling changes should follow the agreed scope.
Can we start with our existing leads?
Can we start with our existing leads?
Can we start with our existing leads?
Yes, that is a relevant starting point for a sales-process discussion. Bring examples of how your team currently handles inquiries.
Yes, that is a relevant starting point for a sales-process discussion. Bring examples of how your team currently handles inquiries.
Yes, that is a relevant starting point for a sales-process discussion. Bring examples of how your team currently handles inquiries.
Is this the referral-partner program?
Is this the referral-partner program?
Is this the referral-partner program?
No. This path is for improving your own business. Potential referral relationships have a separate process and written terms.
No. This path is for improving your own business. Potential referral relationships have a separate process and written terms.
No. This path is for improving your own business. Potential referral relationships have a separate process and written terms.
Find the next practical improvement.
Find the next practical improvement.
Find the next practical improvement.
Tell us where your sales process loses momentum.
Tell us where your sales process loses momentum.
Tell us where your sales process loses momentum.