Pl. 01 — Sales motion rebuild
A Quebec ingredients distributor
Symbiotic Audit, CRM rebuild, territory logic, weekly forecast cadence, and an agentic outbound layer for tier-2 accounts.
Three anonymized mandates show how the method moves across sales motion, governance, retention, and pricing.
Engagements are anonymized because the work touches margin, sales, governance, and internal trust.
Each study shows the operating problem, mandate shape, and repair mechanism. No decorative quotes.
Symbiotic Audit, CRM rebuild, territory logic, weekly forecast cadence, and an agentic outbound layer for tier-2 accounts.
Meeting architecture, consent agenda, monthly financial packet, decision rights, and a simple variance language for non-finance directors.
Member journey mapping, pricing ladder, weekly owner dashboard, cancellation interview loop, and staff retention scripts.