Sales Diagnostics & Advisory Services

Smart Advisory Services For Companies Looking For Breakthrough Sales Growth

By understanding sales systems, processes and company culture, we discover opportunities, plan for change and design your Growth Operating System.

Sales Advisory Services | Process Review & Diagnostic | Sales Connection
Sales Advisory Services | Process Review & Diagnostic | Sales Connection

Company Growth Is Sparked By The Power Of Breakthrough Ideas

ellipse

Leaders preparing their business for remarkable change know they need the full truth in facts that outside analysis can provide.

magnify
plane

Our clients trust us to analyze everything from culture and people to operations and finance. This is how we prime for change.

Your Company Is Ready To Grow From Knowledge

BOOK AN APPOINTMENT

Companies who master change outgrow their competitors.

APPLY

How we discover massive opportunities

1

Overview

Outline the areas for discovery: we map the business structure in marketing, sales & enrollment, customer service, IT & info systems, team, culture, operations and finance.

arrow down
2

Interviews

Glean insight from stakeholders: we gather a rounded view of the company through confidential interviews from a roster of key team members, customers and sales staff.

right curve
3

Audit

Review process, systems and materials: we thoroughly review all sales tools, technology, processes and systems along with all documentation, product materials and funnels.

!!!left curve
4

Breakthroughs

Identify breakthrough ideas: we will uncover 2-3 breakthrough ideas for growth, 3-5 tactical opportunities for improved sales and dozens of needed company optimizations.

5

Growth Plan

List the steps forward: we create a plan that includes activities and actions to addressing all recommended improvements and preparing the company for a major growth phase.

right diagonaldivider
arrow down

Clients trust our sales and ops expertise

Our team loads will uncover your unremarkable future.

kayvon pic

Kayvon Kay
CEO, Sales Expert

Over twenty years, Kayvon has mastered the art and science of sales, developing proprietary methodologies and coaching programs while training over 15,000 sales professionals in more than 101 countries.

linkedin negative
marcus pic

Marcus Willson
COO, Operations Expert

As a former fractional COO, Marcus has retooled, optimized and scaled businesses to 8-figure revenues in online education, large healthcare networks and businesses in need of major systems streamlining for growth.

linkedin negative

Growing Sales Requires A Holistic View

These are the areas we help our clients retool for growth.

Diagnostics TableDiagnostics TableDiagnostics Table

Area

Before

After

Communication

Comms

Arrow Rightarrow right

Lack of = disconnected

Arrow Rightarrow right

Clear and precise = trusted

Culture

Arrow Rightarrow right

Inadvertent + unplanned = fragile

Arrow Rightarrow right

Understood + connected = powerful

Change

Arrow Rightarrow right

Unmanaged, fingers crossed

Arrow Rightarrow right

“Managed Change” mindset

Ideas

Arrow Rightarrow right

Based on assumptions

Arrow Rightarrow right

Based on truth

Structure

Arrow Rightarrow right

Unconscious, forced by change

Arrow Rightarrow right

Intentional, designed for change

area before after
commsculturechangeideasstructure

Do you really know what your employees are saying? You should.

LET'S DISCUSS
briefcase vector

How We Apply Diagnostics To Uncover Breakthroughs And Advise For Growth

pa

Sales Process
Audit

We review documentation, scripts, assets, materials, flows, sales call recordings, funnels and reporting methodologies.

sa

Systems
Audit

We audit the combination of people, tools and processes that make up your sales system to identify areas of opportunity.

cf

Comrehensive Funnel Assessment

We conduct a thorough review of your funnels: marketing and sales funnels, event funnels, and back-end funnels.

rt

360º Review of Team Members

We interview key team members and stakeholders in confidential 1-on-1 remote conversations.

rs

360º Review of Sales Team

We interview members of the sales team in confidential 1-on-1 remote conversations.

bi

Identify 10x Breakthrough Ideas

We will identify 2-3 transformative breakthrough ideas that can lead to sales department scaling.

id

Improvement Development Plan

We assemble a comprehensive plan for how to action all learnings and mobilize your sales division to new heights.

ws

Documentation & Materials Review

We review all materials, product knowledge docs, sales scripts, reports and assets.

Let's Get This Started

Your company is a few steps away from major growth. Let’s understand the best way to move forward.