The symptom
Leads come in and disappear. Follow-up is whoever-remembered-on-Slack. Your top rep closes everything; the rest close nothing. You can’t tell which channels actually drive revenue. Forecasting is a guess plus optimism.
That’s not a sales talent problem. That’s a systems gap. Talent without a system burns out; a system without talent stays slow; put them together and results keep growing.
What we actually do
We design the sales process, set it up so it keeps working, and stay close enough to make it stick.
- Pipeline architecture, stages, exit criteria, conversion benchmarks, leak diagnosis.
- Follow-up automation, sequences that don’t sound like sequences. AI-assisted where it helps.
- CRM rebuild, clean fields, real reporting, dashboards that drive decisions, not screensavers.
- Sales playbook, discovery scripts, objection handling, qualification gates, close steps.
- Weekly forecasting meeting, a pipeline meeting that actually moves the number, not status-update theater.
Where this fits
It’s where the lead system (Growth Marketing) meets the revenue. Often paired with AI & Automation once the manual workflow is mapped and the problems are visible.
What good looks like
The pattern we see most: a healthy top of funnel and a close rate stuck in single digits, because follow-up is improvised and two hand-offs leak every week. We re-stage the funnel, set up follow-up that runs without anyone remembering to, and seal the gaps between marketing and sales. The close rate improves on the same lead volume, with no new headcount, because the system stops depending on one person’s memory.
Who this is for
Founder-led businesses who are tired of being the central node in every deal, and revenue teams who feel like they’re running on personalities instead of process. If you want a system that survives the founder going on vacation, this is the call.
