Practice
Small business sales & operations
Sales process design, CRM optimization, pricing models, and the operational infrastructure underneath them. Built for teams that sell without a sales department.
What we work on
Sales process & playbook
A written, repeatable path from first contact to signature that a new hire can follow in week one.
CRM selection & setup
Choosing and configuring a CRM your team will actually update, then removing the fields nobody uses.
Pricing models
Structure, tiers, and discount rules you can defend in a room, tied to what delivery actually costs.
Go-to-market assets
Proposal templates, one-pagers, and launch content, written in your voice rather than a vendor's.
Operational systems
Folder architecture, naming, handoffs, and the small conventions that keep a growing team from improvising.
Readiness evaluation
A structured review of process, tools, pricing, and content, scored so you can see what to fix first.
How we work with small business
Written down beats remembered
Most small teams already sell well. What is missing is the version someone else can run. The four steps stay the same, but the work concentrates on process, pricing, and the tools underneath.
Written beats remembered
If the path from first contact to signature only lives in the founder's head, it cannot be delegated, measured, or improved. We write it down first.
Pipeline reality before new tools
We clean up what your CRM is actually telling you before recommending anything new. Most pipelines are not broken, they are just describing a process nobody agreed to.
A price you can defend
Structure, tiers, and discount rules tied to what delivery genuinely costs, so anyone on the team can quote the way you would.
What an engagement looks like
Four steps, in order
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01
Listen
One conversation on how deals actually close today: who sources them, what gets promised, and where they stall or go quiet.
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02
Map the funnel
First contact to signature, plus the handoffs after it. Where the deal lives, who updates it, and which steps only happen when you personally push.
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03
Recommend
Process, tooling, pricing, and content, sequenced so the first change makes the next one easier. Vendor-agnostic, no commissions.
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04
Build and embed
We write the playbook, set up the CRM, and build the proposal templates, then check in after a quarter of real use.
Sales-shaped, but the principles are firm-wide. Read the principles or the four steps in full.
Two minute snapshot
How ready is your sales engine?
Rate process, tools, pricing, and content. You get a score and a plain-language read on what to fix first.
Full calculator
Sales readiness calculator
A scored review of process, pipeline, pricing, and content, with a readiness band and a named first fix.
Selling without a sales department?
We'll tell you honestly what consulting can and can't fix.