Levels of engagement
Scalable Value with Each Level
Our tiered service model is designed to grow with your business. As clients move up through the tiers, they gain access to more comprehensive support
and strategic guidance. Each level builds upon the previous one, ensuring increasing value and deeper partnership as your commitment grows.
This approach allows us to cater to a diverse customer base, providing options that align with varying needs and budgets.
Ideal for early-stage or budget-conscious clients
General Activities Include, But Not Limited To
- Target Identification to Increase Proficiency in Prospecting Activities.
- Define "ideal customer" profile.
- Identify specific persona’s within the target profile to gain understanding of buyer behavior, preferences and values that drive decision making.
- Review lead acquisition, scoring methodology and follow-up strategy.
- Build out lead score matrix guidelines.
- Create Excel based lead and tracking tool with basic dashboard.
- Sales Process and Structure Development
- Audit current ‘As-Is’ sales process to set baseline.
- Map out desired sales process stages and activities within each stage.
- Determine recommendation for sales organizational structure.
- Define roles, responsibilities and clear hand offs.
- Build Out Sales Accountability and Enablement Plan
- Build out structure for a CRM type solution with established exit criteria.
- Create activity, pipeline and business metrics.
- Implement pipeline tracking, dashboard and reporting structure.
- CRM implementation w/ systems training.
- Develop templates for account, territory and individual sales plans.
- Build out structure for a CRM type solution with established exit criteria.
For businesses ready to scale with guided support
General Activities Include, But Not Limited To
All Tier 1 services, plus:
- Fractional Sales Operations Management
- On-going sales development and sales operations support.
- Facilitate pipeline review management and sales planning.
- Support forecasting activities.
- Support on-going CRM administration.
- User Management
- Future development, integrations and build-out based on organizational goals.
- Integration with other organizational departments.
- Alignment with marketing needs.
- Manage reporting requirements
- On-going sales development and sales operations support.
- Direct Sales Accountability and Enablement
- Drive structure for accountability and measurement.
- Develop templates for account, territory and individual sales plans.
- New business development plans w/ quarterly review.
- Weekly individualized 1-on-1 time.
- Define desired process guidelines within each customer type.
- Establish required QBR protocol.
- Customer facing review cadence.
- Provide coaching support related to account development and continuous sales activity.
- Drive structure for accountability and measurement.
for growth minded clients seeking a strategic partnership
General Activities Include, But Not Limited To
All Tier 2 services, plus:
- Strategy & Planning
- Aligning organizational sales strategy with business strategy
- Setting revenue and sales targets.
- Forecasting sales trends and market opportunities.
- Team Leadership & Development
- Build-out sales structure
- Recruiting, training, and mentoring sales managers and reps.
- Establishing performance metrics and sales incentives.
- Conducting regular team meetings and performance reviews
- Sales Execution & Deal Management
- Supporting sales negotiations and contract approvals.
- Driving customer acquisition and retention strategies.
- Collaboration & Cross-Functional Alignment
- Working closely with marketing on lead generation and brand positioning.
- Partnering with product teams to ensure market fit and sales enablement.
- Coordinating with finance for pricing and revenue analysis.
- Performance Analysis & Reporting
- Support system wide technology integration
- Presenting reports to executives and stakeholders.
- Adjusting strategies based on market and performance data.