FIRST WOLFFDiagnose, plan, do the work, measure
Jonathan leads every project directly with you and brings in specialist partners when the work calls for them.
Investigate
Review the pipeline, sales process, systems and handoffs to find where revenue is lost.
Plan
Agree on priorities, owners and the measures that will show progress.
Do the work
Build the process, set up the systems and coach the team through the change.
Check results
Track conversion, cycle time and forecast accuracy against the plan.
Adjust
Change what isn't working and keep what is.
Every role in the sale, connected
Deals stall at the handoffs, where information gets lost and clients repeat themselves. Pick a handoff to see what we set there.
Marketing → Sales
What gets handed over: A lead with its source, the reason it fits and what the prospect asked for.
What we set
- Shared definition of a qualified lead
- Response time for new inquiries
- Lead source recorded in the CRM
When it breaks
Sales calls a lead cold and asks questions the prospect already answered.