PRIVATE EQUITY FIRMS

Due diligence for the sales teams in your portfolio companies.

Get a window into the black box of sales to ensure your investments flourish.

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EVALUATE YOUR SALES TEAM

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DEVELOP A SALES GROWTH PLAN

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MEASURE THE RETURN

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Expect better performance from your investments?

When investing in a company it is critical to understand the growth opportunities in their sales team.

Traditional sales methods, while familiar, may not resonate with the ethical and empathetic standards your company upholds. This misalignment not only causes discomfort among your prospects and customers but also potentially erodes the hard-earned trust in your brand.

To address this, we've dedicated ourselves to reshaping the way sales teams operate in businesses like yours. Our approach focuses on nurturing authentic sales skills that are in harmony with your company's values.

This method goes beyond mere transactions; it fosters deeper trust and loyalty among your customers, which is essential for sustainable growth and retention.

Rethink How You Grow Sales In Your Portfolio Companies

Why not take a comprehensive approach that optimizes your sales reps, sales leaders, and sales processes?

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SALES LEADERSHIP

Coaching To Develop Leadership and Management Skills

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SALES REPRESENTATIVES

Bite-Sized Sales Training Delivered with Social Reinforcement

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SALES PROCESS

Playbooks and Talking Points for a Consistent Customer Experience

WHY SALES IS HARDER THAN EVER

Sales requires trust.

We live in a post-trust world.

Results

55% of CEOs think lack of trust is a threat to their organization's growth.

PWC, Global CEO Survey

Purchases

49% of consumers started purchasing or purchased more because of trust.

PWC, Trust in Business Survey

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Trust is built from actions taken by businesses and the leaders that guide them.

Deloitte, The Link Between Trust and Economic Prosperity

Leverage Our Proven Process

No need to reinvent the wheel here.

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EVALUATE YOUR SALES TEAM

Uncover the disconnects within your sales methods and how they might be conflicting with your corporate culture.

You get an independent 150-page evaluation of your sales team from our assessment partner, Objective Management Group. Based on millions of surveys over 40 years, the report benchmarks your company against peers in your industry.

360 Degree View

Your sales performance is based on a 360 degree view that includes:

Sales LeadershipIndividual Sales RepsSales Process

ROI Focus

Your report will give you a realistic understanding of how much more revenue your current team could be driving if the team were optimized.

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DEVELOP A SALES GROWTH PLAN

Craft a strategic plan tailored to infuse authenticity and heart into every sales interaction.

SALES LEADERS
Coach Leaders

Each sales leader receives one-on-one coaching to improve skills based on the assessment. They also master the art of coaching their reps and developing a sales culture.

SALES REPS
Develop Sales Skills

Salespeople develop core skills in prospecting, selling, and client management. To
minimize time out of the field, training is delivered in bite-sized chunks with role play and reinforced inside a private learning community

SALES PROCESS
Create Playbooks

To ensure consistency and smoother onboarding, sales people get playbooks including talking points for each stage of the sales process.

The Trust Formula

The Trust Formula

Trust is the critical factor for landing new customers and cross-selling more to current clients.

We incorporate the trust formula into each aspect of the sales process.

Trust is built as your sales team develops Authentic Relationships while delivering Meaningful Value. Trust accelerates as the sales team creates an Inspirational Experience while consistently executing with Disciplined Habits.

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MEASURE THE RETURN ON INVESTMENT

Witness the transformation in your sales results, customer loyalty, and overall brand reputation as your team embraces a more heartfelt, value-aligned selling approach.

Increased Sales

With more effective sales leadership and more productive sales people you'll enjoy seeing growth in top line revenue and EBITDA.

Reduced Turnover Expense

Happy and productive salespeople stay engaged instead of looking for the next best opportunity.

Confident Growth

When you are ready to grow your team or open new locations you can feel confident that you have everything you need to scale up your team.

Ready to begin realizing the full potential of your sales team?

SCHEDULE YOUR EXECUTIVE BRIEFING

In our 30-minute confidential conversation you will:

  1. Discover how other private equity firms are getting more performance from their portfolio companies.

  2. See a real world examples of a Sales Team Evaluation & Improvement Report.

  3. Learn how you can improve sales results without growing headcount.

Your Role

I am interested in...

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