Key Alignment

Different Levels of Discovery Based On Your Needs

QUICK DISCOVERY

You have a rough idea of what you need. We'll walk through a quick discovery which only takes about 30-90 minutes. We'll put together a proposal & timeline based on the consulting and deliverable(s) you need.

SALES READINESS ASSESSMENT

You want to understand any high level gaps you may have and guidance on how to fix them. We'll measure your confidence in each area & develop a plan to address your high level goals.

REVOPS-SALESOPS AUDIT

A deep audit of 3 Main Categories (Company Wide Info, Data & Reporting, Sales Playbook) with over 50 specific areas. We'll look at the gaps, what's in progress, and sort out the priority of what needs to be done first, for maximum impact.

Using the Lean Six Sigma Process allows us to move quickly, while being thorough

DEFINE - We'll scope where the project begins and ends, make note of stakeholders and team member involvement. We'll spend time with your team to get "Voice of the Customer" input, map out the deliverables and timelines.

MEASURE - Baseline your current state against your needs. We'll pull together your data elements, current processes, and progress of your current projects.

ANALYZE - We'll dissect everything we've measured and document the specific items that will get us to your goals. The most important aspect of this stage is to identify priorities and areas of greatest impact.

IMPROVE - We'll test and validate the improvement areas we identify. This is where the deliverables we scoped out are delivered.

CONTROL - It's important that your team is left with a simple plan to ensure the improvements are ongoing.

We can help with a single project, or stay on long term to help guide your org and get the lasting results you need.

Single Project

You may only need consulting and guidance on a single initiative, or a single deliverable. We can do that.

Multiple Projects

Sometimes you'll need multiple deliverables spanning multiple areas, we can do that too.

Fractional Executive

There's a lot of tools that promise SalesOps & RevOps in a Box, but it's not that easy. Setup & maintenance of these tools can drain your team, and oftentimes are more than you need. Get support & guidance on a regular and ongoing basis. Get the benefits of experience, at a fraction of the cost.

Stay Aligned

Throughout the process, we'll stay aligned using simple project management fundamentals. Each client is given access to realtime updates, the timeline and deliverables.

The most important thing is what happens at the end. You'll get a 'Control' plan so your team can maintain the progress once we're finished.

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