I partner with only a select group of clients each year to deliver high-impact commercial strategy, sales leadership, document transformation, and operational support. I become an extension of your team, guiding, refining, and holding everyone accountable with structure, clarity, and purpose. Our goal: help leaders unlock sustainable growth.
With an annual membership, both sides commit from day one. You gain priority access to my time and expertise, enabling us to plan in-depth and act consistently. The model ensures our focus stays on meaningful outcomes, not just ad-hoc conversations.
This keeps both parties equally engaged throughout the year, with momentum established from the outset.
Kick-off deep dive: 5-day sales review and strategy presentation with your leadership team
Ongoing support: 45 days of on-demand access across the year (averaging 4+ days per month (anyone who knows me knows I can’t help myself and will do more than this)
Core value: Strategic advice, sales structure reviews, call shadowing/support, bid reviews, CRM recommendations, pipeline feedback, and core areas of focus as needed
This model secures your engagement with me for the year, allowing us to manage our limited client load carefully and ensuring we’re both equally invested in achieving tangible outcomes.
Or project-based support for focused help in one area. Following your initial review, we’ll meet with your leadership team to assess your sales function, establish top priorities, and determine which projects to tackle first. We then allocate effort to the modules that best align with your business goals, delivering impact without the overhead.
Sales Team Optimisation & Support Overhaul
This add-on provides ongoing, hands-on guidance to strengthen your sales team’s performance and efficiency, tailored to your team size and the time required.
What’s Included:
Sales Team Alignment – ensure all team members are working toward the same objectives with consistent messaging and priorities.
CRM Review & Optimisation – audit current CRM setup, streamline workflows, and ensure accurate, actionable data.
Sales Process Review – map and analyse your end-to-end sales process to identify bottlenecks and missed opportunities.
Improvement Strategy Development – create a targeted action plan with clear milestones and KPIs for growth.
Document & Proposal Review – assess large or complex documents to ensure clarity, accuracy, and competitive positioning.
Time Management Coaching – provide practical tools and methods to help salespeople prioritise high-value activities.
Strategy Outline – develop and maintain a high-level roadmap aligned with business goals.
Team Support – ongoing one-on-one or group support for sales team members to tackle challenges in real time.
CRM OverhaulScope Includes:
CRM audit and cleanup (deduplication, segmentation)
Field mapping and custom workflow creation
Set up of dashboards and performance tracking
CRM best-practice training for team leads
Ideal For: Businesses struggling with messy data and underused tools
DISC Profiles & Buyer Alignment (This is a must for all leadership and sales teams)We integrate DISC personality profiling to help your team better understand themselves and leadership, as well as how they sell and, more importantly, how buyers make decisions.
Includes:
DISC assessments for individuals or full teams
Role-based sales behaviour mapping
Buyer-style recognition coaching
Communication strategies by DISC type
Coaching to build authentic buyer alignment
Why It Matters:
Sales isn’t just about talking. It’s about how you connect. DISC helps your team adapt, resonate, and close more deals especially in complex sales environments.
Ideal For: Teams wanting to strengthen buyer trust and reduce deal friction
Sales Process RedesignScope Includes:
Discovery workshops to map current state
Redesign of pipeline stages, gates, and qualification
Integration with your CRM
Team training and documentation
Ideal For: Organisations lacking structure, consistency, or visibility in sales
Bid & Tender SupportScope Includes:
Strategy sessions to review tender requirements
Ghostwriting or polishing of executive summaries
Differentiation and win themes development
Response review, editing, and submission guidance
Ideal For: Companies bidding for high-value contracts
Sales Coaching & TrainingScope Includes:
1:1 or group coaching based on real deal cycles
Skills training in discovery, negotiation, and proposal writing
Support for new sales hires or struggling performers
Optional DISC assessments and personality alignment
Ideal For: Sales teams who need structure, confidence, and real-world guidance
Sales Reporting & InsightsScope Includes:
Setup of KPIs and dashboards
Weekly/monthly performance tracking
Insights reviews with leadership
Data storytelling to support decision-making
Ideal For: Founders and leaders needing clear, actionable data
Together, let’s build something tailored. Your business may require a sales strategy or commercial review, a sales team restructuring or hiring, or assistance in responding to high-stakes bids. Contact us to discuss a model that suits your needs and budget.