Sales Theorem
Sales Engine
A sales team is a system. When it stalls, the fix is rarely more effort. It is a missing process, a tool nobody configured, or a habit nobody installed.
Sales Engine covers the process your reps follow, the CRM that records it, and the coaching cadence that keeps both in use.
The pattern we see
Reps improvise their own process. Deals stall between stages for reasons nobody names. Tools get bought, half-configured, and used by three people out of ten. Coaching happens once, in onboarding, then never again.
These patterns point to gaps in process, tooling and reinforcement. Naming those gaps is the first step to fixing them.
Where to start, by symptom
“Nobody can say what our sales process actually is.”
Start with Strategy: a precise audit of the process, the qualification approach, and where reps get stuck.
“We have the tool, three people use it.”
Start with Forward Deployment: it gets built into the CRM and the coaching cadence, not left half-configured.
“It worked for a while, then coaching stopped and adoption slipped.”
Managed Services keeps it current instead of letting it decay again.
Three ways to work with us
- 01
Strategy
An outside, unbiased read on your sales system, from someone who has run one. We audit your process, your qualification approach, and how reps are ramped and coached, against your actual deal history. You get the gaps named precisely and a brief your team can execute: stage taxonomy, qualification framework, coaching cadence and tool configuration spec, so any tool decision follows the diagnosis. The engagement stands on its own and commits you to nothing further.
- 02
Forward Deployment
We stay. We configure the sales tool that fits, one built within the group or one already in place, against your sales process, build the qualification framework into your CRM, and run the first weeks of coaching alongside your reps. We hand over on the date agreed at the start, once your team can run the system.
- 03
Managed Services
For teams that want the system kept running, not just installed. We keep the configuration current as your process evolves, coach through onboarding for every new rep, and report on adoption every month. Scoped and reviewed on a fixed cadence, never an open-ended arrangement.
Choose how far we take the work
Strategy
We name the gaps and hand you a brief. Your team executes it.
Forward Deployment
We install the system with your team, then hand it over on a date agreed at the start.
Managed Services
After the handover, we keep the system current and report on it every month.
How an engagement runs
Strategy
Ends with a brief
Diagnose
A structured audit of the sales process, the qualification approach, the tools in place, and where reps actually get stuck. Two to three weeks.
Design
The target system: stages, qualification framework, tool configuration, coaching cadence. Reviewed with you.
Brief
A written brief your own team can execute. The engagement ends here.
Forward Deployment
Ends with a handover
Diagnose
The same audit, as the starting point for the install.
Design
The target system, reviewed with you before anything is built.
Install
Built inside your actual CRM and workflow, with your reps, not in a slide.
Transfer
A named date when the system is yours to run alone.
Managed Services
Continues on a fixed cadence
Operate
We keep the configuration current, coach every new rep through onboarding, and report on adoption every month.
Review
Scope and results reviewed on a fixed cadence, never an open-ended arrangement.
Every engagement is scoped before it starts. You know what you are getting and when, never open hours against an invoice.
Who this is for
Founder-led or first-VP-Sales B2B teams, roughly 3 to 50 reps, without a dedicated operations function yet. If you already have a RevOps team and a mature stack, Strategy alone may be enough. Forward Deployment suits teams still building their sales system.