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Evaluation / Consultation

Dedicated to bottom line success.


Not sure if your sales struggles are a result of the wrong talent, strategy, process or leadership? We can help you figure it out. We’ll come in and interview the team and managers to understand the current situation and challenges being faced and then make recommendations.


Sales Strategy
Sales Strategy
Missing the mark on revenue? Let us evaluate your sales strategy to see where you may be able to make some changes.

Sales Process
Sales Process
We will evaluate your current sales process and make recommendations for ways to enhance prospecting, work through the stages of the sales cycle, and close the deal.

Renewal Process
Renewal Process
Your company’s book of business drives your company’s revenue. We’ll review the process and make tweaks where needed.

Up-sell/Cross-sell Process
Up-sell/Cross-sell Process
We’ll will help you determine how to tackle Upsell and Cross-sell and determine which triggers will help you figure out who’s ripe for additional products or services.

QBR/EBR Process
QBR/EBR Process
A strong QBR process is critical for successful companies. We’ll create a presentation template, and role-play how to ask questions to help the CSM determine risk or find opportunities to grow the client.

QBR/EBR Deck Development
QBR/EBR Deck Development
Sales Acceleration Group will create a standard QBR deck, advise on the process and put reporting in place to increase management's visibility.

Health Score Development
Health Score Development
Do you know what leading indicators you should be looking at to determine which customer need a proactive reachout, who is a code red account, or who is running on all cylinders? Let’s figure it out.

CRM Efficiency
CRM Efficiency
Are your sales representative being bogged down by the CRM system. Let’s make it easier for them.

CSM Compensation Plans
CSM Compensation Plans
CSM compensation plans can be tricky. We’ll work to make sure the compensation plan ties to the department’s goals.

Sales Compensation Plans
Sales Compensation Plans
All plans have pluses and minuses. We’ll review your current plan or help you build a new one that will drive the results you’re looking for.

CSM Goal Setting
CSM Goal Setting
Goal setting for CSM’s is more than just a renewal rate. We’ll help you put the right goals in place to achieve long-term customers.

Quota Setting
Quota Setting
All sales representative need to be held accountable. That starts with the right quota to ensure success.

Interim Sales Leadership
Interim Sales Leadership
Occasionally we are asked to step in, for a short period of time, to fill an open Director or VP of Sales position while the search for a replacement is in progress.

Sales Tools
Sales Tools
We will evaluate your current stack and make recommendations regarding what tools will make your team the more efficient.

Marketing/Sales Sync
Marketing/Sales Sync
A strong relationship between sales and marketing is critical to the success of any company. We’ll fix what’s broken or help make it stronger.