SALES ASSESSMENT
Before you can fix what's broken,
you need to see it clearly.
Day to day, sales is managed based on what's visible — activity numbers, pipeline reports, forecast calls. But what's visible doesn't always explain what's driving the result. Actions get taken on what appears to be the issue but they don't fix the actual problem, because the actual problem is structural.
The Sales Assessment is a structured diagnostic designed to reveal the primary constraints that are capping your sales performance so you stop guessing and act on what’s limiting it.
SALES OPERATING SYSTEM BUILD
Build the system your revenue can scale on.
Talent gets you started. A system is what lets you scale. The Sales Operating System Build designs and implements the operational foundation your sales organization needs to produce consistent and scalable revenue.
This is not a playbook that sits in a drawer. It's built into how your team operates every day.
WHAT GETS BUILT
We design and implement the core operating structures that drive scalable sales performance:
QUALIFICATION
& PIPELINE RULES
Clear criteria for what enters the pipeline, how deals advance, and what gets removed — so your pipeline reflects real opportunities, not wishful thinking.
HIRING
& ONBOARDING
An interview process that tests for real capability, and a ramp program so new hires know exactly what good looks like from day one.
SALES CADENCE
A structured weekly rhythm that keeps the team focused, accountable, and in motion. Every touchpoint has a defined agenda, a clear purpose, and an expected outcome.
PERFORMANCE MANAGEMENT
A clear system for setting targets, tracking progress, and addressing performance early. Compensation structures that reinforce the behaviours that actually drive results.
ROLE CLARITY
& OWNERSHIP
Defined roles and responsibilities across the sales team and key cross-functional partners. The sales organigram clearly defines reporting structure, territory coverage, and handoff points, so everyone knows who leads, who supports, and how work flows across the team.
COMMERCIAL ALIGNMENT
One shared definition of your ideal client and value proposition — across every team, every level. Board priorities and leadership strategy translated into daily sales execution.
WHAT YOU WALK AWAY WITH
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A sales operating system built inside your business — not a framework handed over in a document
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One shared language across leadership, management, and the sales team. Same definitions, same criteria, same standards.
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Ready-to-use templates that make key sales and leadership activities structured, repeatable, and easy to run.
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The foundation for consistent performance that doesn't depend on your best person having a good month
HOW IT WORKS
STEP ONE
A kick-off session to align on priorities, constraints, and where to start.
STEP TWO
Regular working sessions with leadership and the sales manager. Each session focuses on a specific operational area.
STEP THREE
Clear, usable outputs are produced at every stage — meeting templates, pipeline rules, role definitions, performance tracking frameworks.
STEP FOUR
The sales manager rolls out the outputs with the team. Ownership stays inside the business from day one.
STEP FIVE
Subsequent sessions review adoption, identify friction, and adjust the system based on what is working.
TIMELINE: 2-3 months, depending on scope and organization size
INVESTMENT: Details shared on request
The Sales Operating System Build can follow a Sales Assessment or be engaged directly if you already have clarity on what needs to change.