How it works
Audit. Install. Hire. Manage.
Four steps, in that order. Most agencies skip straight to hiring, which is why most agency sales hires fail.
01
Sales audit
Most agencies try to fix sales by buying more leads or hiring another rep. Both pour more volume into the same leak. We start by auditing what you already have, so every change after this is aimed at the real constraint.
Full detail on sales audit- Pipeline and close-rate review by stage
- Lead source and qualification review
- Discovery, pitch and proposal review
- Current team and role assessment
- A clear list of what to fix first
02
Sales process and playbook
Reps fail when the process lives in the founder's head. We document every step from first call to close, build the assets, and train the team on it, so reps stop improvising and start following a system that works.
Full detail on sales process and playbook- Qualification framework
- Discovery call structure
- A presentation deck that wins
- A proposal template that closes
- Objection handling that doesn't discount
- Pipeline stages and reporting
03
Sales rep placement
Hiring a rep without a process and a manager is a lottery. We screen for consultative agency selling, not scripted low-ticket calls, and the rep starts on a documented system with a manager from day one.
Full detail on sales rep placement- Role scorecard and compensation guidance
- Sourcing and sales-specific screening
- Interview and selection support
- Onboarding onto the documented process
- 90-day sales rep replacement guarantee
04
Fractional sales management
This is the part every other option leaves out. A coach advises, a consultant builds and leaves, training teaches. We run the management cadence every week so the system actually gets used and the rep actually performs.
Full detail on fractional sales management- Weekly call reviews
- Pipeline accountability
- Biweekly 1:1s with each rep
- Ongoing performance management
- Honest calls on reps who are not meeting standard
Tired of being the bottleneck
in your own agency?
Apply for a 30-minute diagnostic call. Find out exactly what's keeping you in sales, and what it would take to get you out.