Structure and roles
Responsibilities, role requirements, customer allocation and task ownership.
Sales team development
Build a sales function with clear roles, operating standards and accountability for targets.
Discuss this serviceWhen this service fits
- The owner manages sales and needs a more independent function.
- The team has grown without common operating standards.
- An existing department needs redesign and implementation support.
Scope of work
We start with your sales model: product, customers, deal cycle and team. This informs the structure and working standards. We then help the manager and salespeople implement them so the documents become part of everyday work.
Funnel and CRM
Deal stages, required data, inquiry handling standards and review rules.
KPIs and incentives
Outcome and activity measures, planning, pay structure and rewards for exceeding targets.
Team management
Meetings, deal reviews, training, onboarding and tracking agreed actions.
What you receive
- An agreed team structure with role-level ownership.
- Working standards, a sales funnel and CRM requirements.
- A system of metrics, incentives and regular management routines.
How the engagement begins
We establish whether you are creating a function or changing an existing one, what resources are available and who will lead the team. Implementation is divided into stages with owners. Specific CRM configuration and outside expertise are agreed within the project scope.
Discuss your challengeBefore we start.
Can you redesign an existing team?
Yes. We identify what already works and change structure, processes and management where there is a problem.
Must we replace our CRM?
No. We first assess process requirements and the current system’s capabilities. Replacement is considered only after that review.
Do you recruit salespeople?
A project can define role requirements, assessment criteria and onboarding. Recruitment itself and its extent are scoped separately.
Let’s discuss
what needs to change.
Leave your contact details and a few words about the situation. We will start with your challenge and suggest an appropriate scope.
- Clarify your challenge and starting point.
- Propose a scope of work and fees.
- Agree on terms before the project starts.