Growing SaaS Sales

Our Proven Process

Having a proven process is key to developing a successful sales growth plan that will drive real and meaningful results.


Creating a sales growth plan isn't something you do on the back of a napkin. In fact, it requires a focused effort and a proven process to guide you through each of the critical sales foundations and in the right order.


Since 2015 we have helped numerous companies build their own sales plans. Utilizing our proven process, we lead clients through a series of workshops and exercises that, when completed, create a sales growth plan specific to their companies, solutions, and customers.

Below is a list of the topics we cover.


Target Audience

Ideal Customer Profiles


Strategic Messaging




Sales Process

Sales Process

-or- Sales Methodology




Setup / Customization

Administration & Management

Marketing Automation

Lead Generation

Lead Nurturing

Social Media Management

Reporting Analytics

Sales & Marketing Activities

Key Performance Indicators

Forecasting & Revenue Attainment



Candidate Profiles

Recruiting Process

Selection Process


Ramp-up Plans

Training & Reinforcement


Sales Team

Individual Sales Reps

Skill Development & Motivating

Growing Sales

Getting started is easy...

Step 1 - We start with a conversation to discuss your company's sales goals and how your current strategy, technology, and people support those goals.

Step 2 - Based on our conversation we will map out the best course of action which could be a sales strategy makeover or simply target problem areas one at a time.

Step 3 - We implement changes made and continue to monitor progress. We'll also keep our eyes open for additional ways we can improve your sales results.

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

It's critical you have the right sales strategy and a plan for executing it. Without those two critical things, 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.