All products and services

STEP 04 · Evaluate

Vet the sales process end to end

From first contact to signed contract, honestly, including the parts nobody wants to look at.

Where this sits on the journey

See the full journey

STEP 01

Know your customer

3 products

STEP 02

Prepare the sales team

3 products

STEP 03

Open doors and build connection

3 products

STEP 04

Evaluate

2 products

What this is

We follow your deals the whole way through and show you where they are quietly leaking.

Growth problems are rarely where the forecast says they are. We trace deals from origin to outcome (marketing hand-offs, first meetings, proposals, the silence after a proposal) and find where the process depends on one person being unusually good, where the CRM stops reflecting reality, and where a buyer disengaged three weeks before anyone noticed. Then we fix the parts that are costing you deals.

A team round a whiteboard working through stages on a board.

Every stage on the wall, including the ones where deals quietly go quiet.

What you get.

01

An end-to-end audit

Every stage from first touch to close, with the drop-off quantified rather than guessed at.

02

The honest diagnosis

Where the process is doing the work, where a person is, and what happens when that person leaves.

03

A prioritised fix list

What to change first, what it should return, and how you will know it worked.

How it runs

Review of the CRM, pipeline data and recent won and lost deals.
Interviews with sellers, marketers and the people who hand off between them.
Sitting in on live meetings where you will let us.
Findings presented to leadership with the fixes ranked by impact.

What changes

You can see what is actually happening between first contact and signature, and fix it, instead of guessing at the pipeline.

In practice: The small fish problem

Let's talk about the deal you are trying to win.

Bring us one live deal and we will look at it together. No pitch, no obligation.

Get in touch

The rest of the programme