The same engine every time, tuned to your product and market.
I join your sales process immediately, and you can already see the system's foundations and the first improvements after the opening month.
I'm in your live deals from day one, not after a discovery phase. I clean up pipeline hygiene and rebuild deal stages around real exit criteria instead of gut feel. By the end of the month you can see, for the first time, what's actually in the pipeline and what's fiction.
A repeatable qualification and handoff process. If you have reps, I coach them on the new system and find out who can run it. If a partner channel fits your market, I build it, in compliance and regulated fintech that often means a referral network through the right intermediaries, which I've done.
A documented playbook, a forecastable pipeline, and a team that runs it without me in the room. We decide together whether I exit clean or stay on a lighter fractional footing.
What you keep
Everything. That's the point.
The playbook, the CRM setup, the qualification framework, the forecasting model, the trained reps. The point of an interim is that you're not left dependent. If you can't run it after I leave, I did the job wrong.
What I need from you
- Direct access to live deals and the people working them, from day one
- Honest numbers, even the embarrassing ones. I work faster when nothing is hidden.
- A clear answer to one question: when this engine is built, who owns it after me?
The kit that goes into every build.
MEDDPICC
A single qualification spine so every deal is read the same way, and the forecast stops being a guess.
Pipeline & CRM
HubSpot or your existing CRM, configured with deal stages that have real exit criteria and a review rhythm that sticks.
Domain capture
A way of capturing your own expertise into the engine, so reps can sell it without you in every call.
Want to see how this maps to your pipeline?
Thirty minutes, no deck.