How we work

A diagnosis to start, then two levels of support

We get into the reality of your company, check data against behaviour and settle what to tackle first. Then you decide how we continue. With oversight we support and review; with external sales leadership we also lead. Your leadership makes the big decisions and your team sells.

Tangled lines resolving into a clear flow

From first contact to decision

What happens after you request the call

  1. 1

    30-minute call

    We look at your challenge, which area to work on and whether the diagnosis makes sense. We email you first to agree a date and time.

  2. 2

    Sales diagnosis

    Roughly 3–4 weeks: baseline, 3 objectives and 3 ninety-day action plans, with a debrief and close-out session.

  3. 3

    You decide how to continue

    Carry out the plans with your team, have us oversee execution or, in addition, have us take on external sales leadership.

  4. 4

    Execution and review

    Milestones at 30, 60 and 90 days from the start of execution and a quarterly review of results, execution and priorities.

Who decides, who oversees, who leads

Clear roles from day one

Decides

Your leadership

Makes the big decisions: priorities, resources and what gets done. In every form of collaboration.

Oversees

Our role from Level 1

We support and review execution of the plans against their milestones, spot blockers and propose adjustments.

Leads

Our role at Level 2 only

With external sales leadership, we also lead sales with your team within the agreed mandate. Your team sells.

Ways of working together

A diagnosis to start, then two levels of support

The levels are cumulative, not phases you have to buy one after the other: external sales leadership includes all of the oversight.

Sales diagnosis

What for
Understanding what's holding sales back and what to do first
Duration
Roughly 3–4 weeks
What we do
Baseline, 3 priority objectives, 3 ninety-day action plans and a debrief and close-out session
Who makes the big decisions
Your leadership
Who oversees
—
Who leads sales
Your company
Who sells
Your team
Time commitment
Fixed scope · 3–4 weeks (indicative)
How it's hired
On its own, with its own scope, deliverables and close

Level 1 · Action plan oversight

What for
Making sure what was decided actually gets done
Duration
Quarters of execution, with milestones at 30, 60 and 90 days from the start of execution
What we do
We support and review the execution of each plan against its milestones, spot blockers and propose adjustments
Who makes the big decisions
Your leadership
Who oversees
Us
Who leads sales
Your company
Who sells
Your team
Time commitment
Time commitment agreed according to scope
How it's hired
After the diagnosis (recommended) or building on your company's own recent analysis

Level 2 · External sales leadership

What for
Someone leading sales inside your company, without a full-time hire
Duration
Quarters of execution, with milestones at 30, 60 and 90 days from the start of execution
What we do
All of the above, and we also lead: sales targets, resources, SMART objectives and pipeline and forecast meetings with your team
Who makes the big decisions
Your leadership
Who oversees
Us
Who leads sales
Us, within the agreed mandate
Who sells
Your team
Time commitment
Time commitment agreed according to scope
How it's hired
After the diagnosis (recommended) or building on your company's own recent analysis

The quarterly review covers results, execution and priorities. It doesn't repeat the full diagnosis: we only extend it when relevant changes or new evidence justify it, and only as far as needed. Any cross-functional responsibility for marketing, post-sale or coordinating the whole revenue cycle is agreed explicitly in each project's mandate and scope. Analysing or working on an area doesn't mean taking over its leadership.

Timeline

Two stretches: diagnosis and execution

First, the diagnosis (roughly 3–4 weeks). Once it closes, if you decide to continue, execution of the plans begins: the 30, 60 and 90-day milestones are counted from the start of execution, not from the diagnosis.

1–4

Weeks 1–4 · approximate

Diagnosis

Baseline, 3 priority objectives and 3 action plans over 90 days. It ends with the debrief and close-out session.

Diagnosis closes

Plan execution · days counted from its start

  1. 0

    Day 0

    Execution starts

    The 3 plans get going, with owners and dates.

  2. 30

    Day 30

    First milestone

    Plans under way, clear owners and first adjustments.

  3. 60

    Day 60

    Second milestone

    First metrics: what's moving and what needs unblocking.

  4. 90

    Day 90

    End of the quarter

    Each plan reviewed against its metric.

  5. ↻

    Every quarter

    Quarterly review

    Results, execution and priorities. We adjust priorities and plans for the next quarter.

The quarterly review covers results, execution and priorities. It doesn't repeat the full diagnosis: we only extend it when relevant changes or new evidence justify it, and only as far as needed.

Fit

When it fits and when it probably doesn't

It fits if…

  • You're a B2B company with more than 10 employees that wants to grow or professionalise sales.
  • You're a startup that has validated its product (seed to Series A) and it's time to scale.
  • Selling still depends on the founder and you want that to change.
  • You're willing to share information, review criteria and adopt a working cadence.

It probably doesn't fit if…

  • You want to replace the sales team, not lead or support it.
  • You're looking for commissioned salespeople or outsourced cold calling.
  • There's no validated product or minimum sales activity to diagnose yet.

How we collaborate

Shared working principles

Real involvement

We work inside the team's dynamics, not from a distance.

Independent judgement

We say what we see and explain the data behind it.

Shared focus

Every phase ends with decisions, owners and next steps.

Confidentiality and trust

We handle sales information with rigour and care.

Autonomy

Success includes the company not depending on us to sustain the system.

What's included

Build work (segmentation and ICP, playbooks, pipeline design in the CRM, forecasting model, dashboards, customer onboarding) isn't included by default. It's defined after the diagnosis, based on what your company needs, with scope and time commitment agreed before we start.

Mandate

Any cross-functional responsibility for marketing, post-sale or coordinating the whole revenue cycle is agreed explicitly in each project's mandate and scope. Analysing or working on an area doesn't mean taking over its leadership.

Frequently asked questions

Can I hire just the diagnosis?+

Yes. It has its own scope, deliverables and close: 3 priority objectives and 3 ninety-day action plans, with a debrief session with your leadership. Continuing is the path we suggest, but you don't have to.

What if we already have our own diagnosis?+

We recommend starting with a diagnosis. If your company already has a recent diagnosis or analysis, we start from it: we review it and complete whatever is needed to set the baseline before execution starts.

What's the difference between the two levels?+

They're cumulative. With action plan oversight, your team carries out the plans and we support and review execution. With external sales leadership we do all that and also lead: sales targets, resources, SMART objectives and pipeline and forecast meetings.

What does the timeline look like?+

The diagnosis takes roughly 3–4 weeks. If you decide to continue, execution begins: the 30, 60 and 90-day milestones are counted from the start of execution. After that, a quarterly review.

Is this for startups too?+

Yes: it's also designed for startups that have already validated their product (seed to Series A) and for companies where selling still depends on the founder.

How much does it cost?+

It depends on scope and time commitment. We'll look at it on the call and, before we start, the proposal sets out deliverables, time commitment and price.

Ideas

Related reading

First step · 30 minutes

Tell us your challenge and we'll work out where to start

In a 30-minute call we look at which part of your sales system to tackle first and whether the diagnosis makes sense for you.

Request a 30-minute call →

We'll email you to agree a date and time.