How Business Growth Consulting Works

Magnifying Glass hovering over a document icon with the word “Review”
Settings Icon with the word “Refine”
Infinity Icon with the word “Rollout”
Replace Icon with the word “Replace”

Business growth consulting can help you to improve efficiency, refine your sales process, and scale your business. Whether you are looking for a bigger exit, or you are ready to expand your sales team regionally or nationally, you may want to bring in someone with experience to help you to navigate through uncharted waters.

We guide our clients through four stages which enable us to quickly get to know your business and team, refine the strategies and processes you are using, rollout new strategies and processes with your team, and finally replace ourselves with key leadership hires.

Details are below:

 
Magnifying Glass hovering over a document icon
 

Business Review

We gather information from you using a data request checklist. You simply upload a series of documents to a shared folder. If anything is missing, we will create it. We carefully review your sales playbook, sales decks and proposal documents. We request access to your CRM, marketing tools, and recordings of recent sales calls - the good, the bad and the ugly. We interview your sales team, and take a look at your customer list and what they have bought from you. We then review and give you feedback on all of this information. Based on what we have discovered in the review phase, we make recommendations to you and your sales team about what you need to do in order to scale your business and win more business from your ideal customers.

Settings icon

Refining Your Sales Process

We work with your sales team to simplify and refine what your sales process looks like so that everyone is aligned. We work with your team and any partners you need us to bring in to make sure the strategies we recommend are fully supported and able to be executed, along with reporting so that you can easily see how your new, customized sales system is performing.

Infinity icon

Sales Strategy Rollout

The rollout phase supports you and your team by providing the time and experience required to keep a sales team focused and productive while you grow. We provide management oversight, host sales meetings and training sessions as needed, ensure CRM systems are used for accurate forecasting, support with quarterly and annual strategic planning, interviewing and onboarding new team members as needed, and always maintain focus on delivering maximum performance from your team until you are ready for the replace phase.

 
Replace Icon
 

Replace

The replace phase happens after your sales team is running smoothly, sales are flowing in, and we have delivered sales systems which are simple to run and manage. At this point you can easily bring in or promote someone to run your sales team. We will help you to prepare, interview, onboard, and handover to that person, and we are always available to continue supporting you in a non-exec, business growth advisory capacity as needed.