How I can help
Engagements are built for service organizations selling what cannot be demonstrated. Every engagement is shaped around the same seven step process
Start with the meeting that didn't go the way you wanted.
Tell me about one call that went sideways. That is usually enough to find the step that is costing you.
HOW AN ENGAGEMENT STARTS
• A sales process audit against the seven steps
• Agenda and discovery templates built for your industry
• Account Management Strategy documents — shared with the customer
• Ride-alongs and call debriefs
• Sales leadership cadence and coaching
What to expect
A first conversation, about an hour. You bring one live opportunity and the meeting that did not go the way you wanted.
We work that call against the seven steps to find which one it broke down in — usually Discovery. You leave with that answer and one thing to change, whether or not we work together.
Engagements are scoped from there. Most begin with an audit and a set of templates built for your industry.
Services
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Workshop
A half-day or full day working session on the seve steps, applied to your team's real accounts as we go.
Best for sales teams of 8-40 who need a shared method, not another training video.
Sales Process Engagement
Six to 12 weeks. I diagnose your actual sales cycle, install the Account Management Strategy instrument across your team, and train the rollout.
Best for leaders whose pipeline is inconsistent and who cannot see where the deals lie.
Consulting and advisory
Targeted help on one specific problem: referral development, conversion, a new market, a struggling territory.
Best for owners and executives who know what is broken but not how to fix it.
Fractional Sales Leadership
I take on the sales leadership role you have not filled - or cannot yet afford. A set number of days each month running your sales function.
Best for owners and executives carrying the sales function themselves, or holding a vacancy they cannot fill well.
Keynote speaking
A 45-90 minute talk drawn from the book. Process with real world examples of how I've implemented them - the hallway, the Camry, the paper towel salesman.
Best for associations, company kickoffs, training retreats.
Speaking plus book
Any of the above with bulk copies of the book for the room, and a back-of-room signing.
Best for conferences and companies who want the idea to outlast the session.