Pipeline truth
Make qualification visible enough that forecast quality improves before close date.
Make sales legible again.
CRM rebuild, territory logic, sales cadence, pipeline discipline, and coaching rooted in MEDDPICC, Challenger, and SPIN without theatre.
Pl. 01 — Engagement shape
Timeline 8-12 weeks
Fee Project or retainer
Client time Sales lead plus team reps
- The forecast changes because mood changes.
- CRM is used after the fact, not during the sale.
- Founder sales skill has not transferred to the team.
- Discounting is easier than qualification.
Gross margin
Tie sales behaviour to margin, account quality, and service capacity.
Skill transfer
Move founder selling instincts into team language, CRM fields, and weekly coaching.
- Rebuild CRM stages, fields, views, and management cadence.
- Clarify territories, account tiers, lead sources, and qualification rules.
- Install weekly pipeline review and monthly commercial readout.
- Coach sales conversations using practical MEDDPICC, Challenger, and SPIN patterns.
- A CRM the team can use in the work, not after it.
- Better qualification and cleaner forecasting.
- Reusable coaching language.
- A commercial cadence tied to margin, not vanity activity.
§ 06 / Composition note
How this service composes.
Sales work often follows the audit and runs beside process repair when delivery constraints affect the promise made in market.
§ 07 / Adjacent services
The Symbiotic Audit
Two weeks. Fixed fee. We map where money, signal, process, and attention leak, then deliver a written operating plan with the sequence of repairs.
- Interview owner, leadership, sales, finance, delivery, and customer-facing staff.
- Trace lead flow, quote flow, order flow, margin flow, decision flow, and handoff points.
- Read CRM data, pipeline hygiene, pricing patterns, meeting cadence, and tool stack.
- Deliver a written plan with ranked repairs, scope options, and measurable first moves.
Process & Systems Rebuild
Six Sigma discipline and Scrum cadence applied to the way the company really runs: decisions, handoffs, meetings, SOPs, cost controls, and ownership.
- Map current-state workflows and failure points.
- Rewrite SOPs and handoff rules with named owners.
- Install weekly and monthly operating cadence.
- Define decision rights, escalation rules, and cost review signals.
Agentic AI Implementation
n8n, Make, and custom agentic workflows for repetitive work where judgment can be bounded and handoff can be measured.
- Identify bounded workflows with clear inputs, rules, review points, and outputs.
- Build agentic flows in n8n, Make, or custom code.
- Connect internal data, documents, and approval checkpoints.
- Train the team on monitoring, exception handling, and maintenance.
§ 06 · Direct line