Understand performance.
Build for growth.

When to choose a reviewThe business is growing, but the pipeline is difficult to trust, qualification varies or the sales process depends too heavily on individual judgement. You need an honest view of what is working, what is limiting growth and where to focus change.

What we doAssess pipeline health and the commercial processes behind it, using your existing CRM data and input from leaders and sellers. We examine client focus, qualification, forecasting, sales responsibilities, approval routes and review routines across the agreed business scope.

You receiveA written assessment of strengths, risks and process gaps, with prioritised recommendations for growth. A leadership readout connects the findings to practical changes, ownership and measures of progress.

Scope and next stepsWe agree the teams, systems and commercial processes to examine, and shape the work around your growth priorities. The findings provide the basis for strengthening your sales structure and putting better disciplines into practice.

A deeper view of pipeline healthThe pipeline performance audit examines opportunity quality, revenue timing and forecast discipline in more detail, with a practical 30-day improvement plan.

View the pipeline audit scope ↗
Discuss your commercial review ↗

When to choose strategy workGrowth depends too heavily on individual sellers or the founder. Qualification varies, client plans lack direction, or teams reinvent the approach for each opportunity. You need a shared sales approach that can support the next stage of growth.

What we doWork with your leaders and sellers to define which clients to focus on, what qualifies an opportunity and how to build a credible case for winning. Set the roles, commercial approval points and review routines that connect client growth plans with day-to-day sales activity.

You receiveA documented sales approach with target-client priorities, qualification criteria, client growth and win-planning templates, and commercial review guides. We agree the resources your team needs and an implementation plan with named owners.

For ventures moving beyond founder-led salesWe help define sales responsibilities, pipeline measures and a practical 90-day plan. If you are considering a first Chief Revenue Officer (CRO) or senior sales hire, we help clarify the role’s remit, near-term priorities and measures of success.

Tender and RFP frameworks +

A repeatable approach
to major pursuits.

Give the team a consistent process for deciding which tenders and requests for proposal (RFPs) to pursue, building the response and securing the right approvals. We design the structure around your buyers, team and commercial requirements.

Qualification and ownership

Go/no-go criteria, contributor roles and a requirements tracker to clarify what the buyer needs, who owns each part and when a decision is required.

Win themes and evidence

Guides for connecting buyer priorities to a clear value proposition, relevant case studies and evidence that supports the reasons to choose you.

Commercial and delivery checks

Checklists and approval points for scope, pricing assumptions, delivery commitments and risk, with responsibilities agreed across sales, finance and delivery.

Response structure and review gates

Reusable response outlines, workback schedules and review checklists for clarity, evidence and compliance. Your team can apply them to future submissions.

We test the framework against relevant examples and hand it over with clear ownership. Your team manages each submission and approves its content and commercial commitments.

Discuss your tender process ↗

Sales resource hub: contents and ownership +

A hub can form part of your sales strategy and structure engagement. Where included, you receive an agreed set of resources, a register of owners and review dates, and a team walkthrough. We use your existing knowledge or collaboration platform where practical.

01

Qualification

Qualification criteria and discovery questions to test client need, fit and access. Decision guides help sellers decide whether to pursue, investigate, nurture or stop.

02

Win readiness

Buyer maps, win-planning guides and prompts to test client priorities, alternatives and reasons to choose your organisation.

03

Commercial structure

Checklists for scope, pricing assumptions, delivery capacity and responsibilities, including who needs to review or approve the offer.

04

Approved resources

An indexed library of account plans, case studies, tender response structures, RFP requirements trackers, approved proposal material and review agendas, with a named owner and review date for each item.

Ownership and upkeepAgree who approves new material, removes outdated content and reviews usage. Include an owner handover and a team walkthrough in the scope.

Scope and handoverA fixed-scope project with agreed frameworks, resources and an implementation plan. We test them with the people who will use them, then hand over instructions, ownership and review dates.

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When to choose ongoing advisoryYou have an agreed sales approach, but it is applied inconsistently or needs to evolve as the business grows. Leaders need an independent view of whether the changes are taking hold and where to adjust them.

What we doWork with your leadership team through an agreed review rhythm. Use CRM evidence and team input to assess qualification, pipeline reviews, client planning and commercial approvals. Identify recurring gaps and refine the frameworks, measures and resources that support sellers’ work.

You receiveA leadership review brief explaining changes in pipeline health, conversion and client growth against agreed measures. It includes recommended process changes, updated tools where needed, and an action tracker with owners and review dates.

Scope and accountabilityAn agreed monthly scope and fee, with defined teams, priorities and review dates. Your leaders own day-to-day sales management and individual coaching; our role is independent advice on the structure, disciplines and tools that support performance.

Request a call ↗