Deal staging and pipeline management

Lead sourcing, qualification definition, and CRM rigor

Setting up an SDR function, ABM, and other key paths to scale

More efficient GTM approach, optimal team coverage, and deal segmentation

Development of the winning “General Presentation” template and other sales collateral

Establishing KPIs and tracking dashboards that align with team and business objectives and financial plans

Developing templates and preparing for effective recurring meetings including leadership meetings, town halls, and board level engagement

Manage board meeting prep ensuring all stakeholders are contributing, meeting deadlines and creating a seamless narrative about the business

Identifying and correcting organizational gaps and misalignment

Performance management, program development, and execution

Establishing company wide “cultural values”

Establishing career pathing and career development

Creating recognition programs to acquire and retain top talent

Review of compensation and commission planning

Vendor audit and efficiency assessment

Gap analysis and procurement recommendations

Establishing processes to ensure effective use of the tools you have or may acquire

Training and ongoing usage compliance and measurement