Grow by design
Marketing, Sales & Customer Success
Activity alignment assessment and workshop
Get everyone on the same page. Embed your strategy into every aspect of your revenue operation: Marketing, Sales and Customer Success.
This program identifies 5 common gaps in strategy communication and adoption. We develop a playbook and supporting materials to help managers create and reinforce clarity with each member of their teams.
Revenue operations functional design
Transform the way you sell.
We review capabilities and systems for sales, marketing and customer operations against the 30-point reference revenue operations playbook. We prioritize design and change projects by strategic impact.
Then we develop a written action plan that can be followed in stages to achieve end-to-end insight into your customer lifecycle and a complete revenue operation (sales, marketing and customer success) that scales to meet your company’s strategic objectives.
Customer-centered metrics and systems development
Measure what is important and turn data into information.
We start with a deep examination of your unique customer lifecycle, documenting it in clear, usable detail. We develop a focused list of metrics in 3 views: leading, trend and performance.
We create a plan to mature your analysis through 3 phases: descriptive (what happens?), predictive (what will happen?) and prescriptive (what should we do?).
Sales management system design
Use proven methods tailored to your strategy to predictably grow sales with the right people, processes and systems.
Leverage a comprehensive process to integrate the management of all sales channels and teams. Together we will transform the way you sell and create tailored playbooks your managers can reference and adapt as your business grows.
Strategy assessment and workshop
How crisp is your strategy? Can you explain it in less than 40 words? Is your leadership team completely on the same page?
Gain a clear, shared understanding of your strategy and objectives to improve ROI on change efforts in every department.
We will capture the strategy, break it into short and long-term objectives and memorialize it in a strategy guidebook that can be referenced and updated as your strategy evolves.
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Strategy
REVENUE OPERATIONS
PERFORMANCE
CUSTOM
Custom engagements
Ask about custom engagements tailored to your business including sales training, sales management training, advisory services and more.