How We Work Together

A diagnostic-first approach to unlocking the sales performance that already exists

Your sales team has people who consistently deliver. You also have people who struggle despite training, tools, and coaching.

The gap between them isn't talent. It's not effort. And another generic sales training program won't fix it.

The real problem? Your top performers operate on instinct. They can't articulate what they do differently, so you can't replicate it.

I decode the sales success patterns that already exist in your organization and make them systematically repeatable across your team.

Who This Is For

I usually work with $30-200MM B2B companies where:

  • Your veterans crush it, but you can't explain why

  • New reps struggle to ramp despite onboarding

  • You've tried training programs that didn't stick

  • Growth is pacing with the market instead of exceeding it

  • You suspect organizational obstacles are holding the team back

Do you have something worth talking about? Are you someone worth talking to?

If you can’t answer these questions, you need to work with Jeff.

He will walk you through every step required to be successful, from determining what makes you different from your competition to various ways to get in front of referral sources and maintain their attention.

Every aspect of his programs help you better understand yourself and where you get stuck during the sales/marketing process.

Jeff is THE BEST in the business when it comes to helping grow YOUR business!
— John Duncombe, Clinic Director/Partner, Team Rehab
 
 

My 3-Step Pathway

 

Every engagement follows the same proven progression:

Step 1: Assessment (Start Here)

We work together to diagnose what's actually happening—not what you think is happening. I interview your top performers, struggling reps, and leadership.

I review your systems, comp plans, territories, and organizational dynamics, looking specifically for the obstacles that prevent success from scaling: accountability gaps, misaligned incentives, role confusion, and strategic misalignment.

Then I decode the patterns your successful people follow unconsciously.

Result: A full diagnostic report with clear findings and a roadmap for what to fix first.

Step 2: Implementation Sprint (Fix It)

Based on assessment findings, we run a focused 3-month engagement to address your specific obstacles.

This isn't generic training; it's targeted work on your actual problems with your actual process.

I work with both your reps AND your leadership team simultaneously, because sustainable change requires both sides to evolve.

Result: Your team operates with a clear, repeatable process that matches how your best people actually sell.

Step 3: Ongoing Support (Sustain It)

For companies that want continued partnership, I provide regular coaching, deal strategy sessions, and reinforcement to ensure the changes stick.

Result: Sustainable behavior change and continuous improvement.

Consulting Service Offerings & Investment

Assessment

Timeline: 3-4 weeks

This is where everyone starts. The best insights come from understanding what's already working.

What's included:

  • Executive leadership interviews (2-3 key leaders)

  • Sales team diagnostic conversations (3-4 reps at different performance levels)

  • Systems & data review (CRM, comp structure, territory assignments)

  • Comprehensive diagnostic report

  • 90-minute findings presentation with leadership

  • Clear decision framework and recommendations

Optional: Full onsite observation day ($2,500+ travel)

Why assessment first?

Your top performers have figured something out that works in your specific environment. But success patterns that develop organically are often invisible to the people executing them. An outside perspective helps surface what's working, identify what's missing, and create a roadmap that respects your existing strengths while addressing the gaps.

3-Month Implementation Sprint

Timeline: 12 weeks

After the assessment, we execute on findings with focused, customized work with both your sales team AND your leadership simultaneously.

Real transformation requires both groups to evolve; reps need new skills, and leaders need new frameworks for coaching, accountability, and decision-making.

Core package includes:

  • Customized training program based on assessment findings

  • Process redesign and documentation

  • Weekly training and coaching sessions with sales team

  • Leadership alignment workshops

  • Deal strategy frameworks and pipeline review systems

  • Implementation support and accountability

  • Addressing systemic obstacles: comp plan misalignment, role confusion, accountability gaps identified in assessment

The scope and investment depend entirely on assessment findings. Some companies need focused work on one area. Others need comprehensive transformation across multiple dimensions. We determine the right approach together based on what we uncover.

 

Ongoing Strategic Support

Flexible: 3, 6, or 12-month commitments
Most companies engage for 3-6 months to ensure changes stick and become permanent habits

For companies that want continued partnership after the sprint.

What's included:

  • Monthly strategy sessions with leadership

  • Quarterly team workshops and reinforcement

  • Deal strategy and pipeline reviews

  • Ad-hoc coaching and support

  • Process refinement as your business evolves

Best for: Companies that want to ensure the transformation sticks and becomes permanent, not just another initiative that fades after 90 days.

What Makes This Different

I'm not selling you a training program.

I'm decoding the success patterns that already exist in your organization and making them repeatable.

This isn't about motivation.

It's about removing the invisible obstacles that prevent good salespeople from doing their best work.

You won't get generic frameworks.

Everything is bespoke to your process, your market, your actual challenges.

I don't deliver a report and disappear.

I roll up my sleeves and work in the field with your team. Real change happens where the selling happens, not in conference rooms.

I've been where your reps are.

20+ years in the field. 6x President's Club winner. C-level sales executive. I'm not a theorist—I've carried the bag, closed the deals, and led teams.

I work with both your reps AND your leadership.

Sustainable change requires both groups to evolve. Your team needs new skills. Your leaders need new frameworks for coaching and accountability.

Additional Engagements

 
There were some underlying and fundamental principles that we wanted to emphasize to our sales team at our all-hands meeting. The focus was prospecting and cold calling, the often-dreaded terms that sales teams fear. So, why Jeff?

First, he was willing, no, he wanted to dive in and get an understanding of our business even for a 1-day event.

Jeff brought a fresh set of eyes to our processes, how we did business and what we could do better. In all honesty, it was as if Jeff had been selling in our industry for years!

He treated our business as a unique case study in how we can improve upon where we are today, this speaks volumes to his dedication.

It wasn’t just a regurgitation of a presentation he’s given a thousand times; it was personalized.
— James Leroy, End Market Sales Director, Element Materials Technology

Frequently Asked Questions

 

Ready to Get Started?

Every engagement begins with the Assessment. Let's have a conversation about what's actually happening in your sales organization.

No pitch. No pressure. Just a candid conversation about whether we're a fit.

Typical discovery calls are about 30 minutes long and cover your main concerns about your team’s results.

If there's a fit, we'll scope the assessment and get started within 1-2 weeks.