Every mission needs a plan. Here’s ours.

This is our step by step, no fluff, and no wasted time protocol that allows us to find issues that are preventing your sales team from closing more revenue.

Step 1 - Mission Briefing

The first step in our process is to understand your side of the story. You may have some insight into where you are losing or what you are missing. Understanding your view of the current state and where you ultimately want to be, will enable our team to focus on what matters.

Step 2 - Reconnasaince

During step 2, our team puts full focus into gathering as much information as possible. We’ll secret shop, interview, analyze, and execute on the agreed upon plan of action.

Step 3 - Mapping

Now we are able to take all the data we have gathered to systematically build a clear picture of what’s working, what’s not, and exactly why. Then with your goals in mind, we start to build a plan that solves the problems that will move the needle the most.

Step 4 - Readout

Here is where it all comes together. We will go over the report together, taking our time to make sure you digest all the information we provide. Not only will have you a clear understanding of what’s missing, but you will know exactly what your team needs to do to fix it.

■ FREQUENTLY ASKED QUESTIONS

  • Most consultants show up with a list of generic best practices. We show up with a flashlight and a file. We investigate what’s actually going on inside your sales org—and back every recommendation with evidence.

  • Typically 2–4 weeks from initial briefing to debrief. Each phase is streamlined for speed, but we don’t skip steps. You’ll have findings in your hands fast—and they won’t gather dust.

  • A few meetings. Some sales data. CRM Access. Access to reps or leadership for short interviews. We’ll tell you exactly what’s needed at each phase—no busywork or digging through old folders.

  • Yes. Every mission’s plan of execution is based on the current state of the sales team and their goals.

  • Both. We tailor the mission scale to the size of the operation. Whether you’re founder-led or managing 50 reps, we adjust the depth and format to fit.

  • You’ll walk away with a clear set of mission findings, priorities, and action steps. If you want help executing, we can discuss what that looks like. But most clients are able to act immediately using our report alone.