Sales Transformation Audit & Plan

An Assessment and Plan to re-evaluate and energize your Approach to sales. This is a pre-requirement for the Sales Transformation Program

Get Unstuck

The owners who stay stuck will choose to invest in half-measures like sales training, hiring salespeople who don’t work out, outsourcing prospecting, or seeking easy fixes through marketing toolkits. While these may be marginally helpful, they don’t work without transforming your fundamental approach.

Set a New Course

The Sales Transformation Assessment and Plan is the first step to improving your sales results

Your investment

What you receive:

$5,600 One-Time Fee

Schedule a Pre-assessment


  • Sales results for net new sales and increased sales to existing clients
  • The growth aspirations for your business on a one-year and three-year basis
  • The sources of new business (prospecting, referrals, alliances, inbound)
  • The amount and consistency of business development activity on a weekly and monthly basis
  • The productivity of your sales operations and support infrastructure
  • The quality and consistency of your sales and client account management process
  • The proactivity, depth, quality, and breadth of client account
  • Your current sales and client relationship talent

Sales Transformation Plan:

  • Why your current sales engine is producing the level of results today?
  • What are your aspirations and what will it take to reach them?
  • What are the current gaps and why are they important?
  • What are the immediate and short-term corrective actions to take?

Long-term Plan:

  • Hiring plan
  • Owner’s role
  • Routine and regular sales management
  • Volume prospecting
  • Surgical prospecting
  • Associations
  • Alliances
  • Referral Generation

Schedule an

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