How We Engage

There is no one-size fits all when it comes to growing sales

While 99% of our clients are SaaS or technology-driven companies, each company has different needs depending on where they are in their lifecycle and their experience growing sales. This means each client engagement will look different. 

Because no two engagements look exactly alike, we offer three different engagement types personalized to you.

Engagement Packages


Ideal for companies with solid sales foundations and practices in place already but know they have an area or two requiring additional attention to ultimately perform at a higher level.

One-Time Engagement

  • Review and provide feedback and guidance regarding sales strategy, sales plans or sales reps and teams.


Perfect for companies who have product/market fit, are generating sales, and have 1-6 sales reps but are struggling to create consistent sales growth. Clients often include early and growth-stage companies.

Limited Time Engagement

  • Evaluation of current sales strategy, sales plan, technology, and teams.

  • Update/build and implement strategies and plans.

Foundations Plus

Designed for companies who are ready to scale their sales efforts. They likely need help with developing their sales strategy and sales plan and will need ongoing daily/weekly support to ensure successful implementation and execution of their sales strategy and sales plan.

Extended Engagement


  • Evaluation, development, implementation, and guidance for the execution of sales strategy and sales plan.

  • Ongoing guidance and coaching for sales leadership. Coaching for sales reps is available.

Growing Sales

Getting started is easy...

Step 1 - We start with a conversation to discuss your sales goals and how your current sales plan supports those goals.

Step 2 - Based on our conversation we map out the best course of action and select from one of our engagement plan types.

Step 3 - We implement changes made and continue to monitor progress for additional ways to improve your sales results.

Don't leave your company's sales growth to chance.

It's critical that you have the right sales strategy and a plan for executing it. Without those two critical things, your sales growth will be left to chance. We have the experience, resources, and know-how. Let us help you grow your sales.

You ask. We answer.

Q. Do you provide sales training?

A. No, we are not sales trainers. We help you develop and update your sales strategies and sales plans and execute against both. While sales coaching does occur during ongoing engagements, we do not specifically conduct sales training workshops.

Q. Would some clients describe you as an outsourced Chief Sales Officer?

A. Absolutely. In fact, what we bring to the table is a CRO Mindset. We don't just help you increase meetings and demos, we are able to improve your entire sales organization because of our holistic approach to growing sales.

Q. How do you know where to focus efforts?

A. Prior to an engagement we will evaluate your current sales strategies and related sales efforts. The findings of the evaluation will tell us what is working and what isn't. From there we will build an engagement around your needs, priorities, and timelines.

Q. What kind of commitment do you require?

A. While the majority of our engagements span two or more quarters, we do have engagements lasting as little as 2-3 months. It all depends on a client's needs and priorities.

Q. When can we expect to see results?

A. Every situation is different but you will experience both qualitative and quantitative results within the first 60 days. 

Q. Do you work with non-SaaS or technology focused companies?

A. We do not have formalized engagements outside of SaaS and tech companies. SaaS and tech is our focus. It's what we know.

Q. What is the difference between a sales strategy and sales plan?

A. Great question and one that is often asked. A sales strategy identifies what you need to do in order to accomplish a business objective. A sales plan explains in detail how the strategy will be executed - think sales activities, who is responsible for those activities, when and how they will be carried out and what resources will be required.