One-Time Engagement

Not sure your sales process is ready to scale?

The Sales Process Refresh is a focused 45–60 day engagement to fix what's broken, sharpen your pitch, and build a process you can actually hand off to a rep.

Book a Discovery Call → See What's Included

This is for you if...

Your sales is working — but only when you're on every call

✅ You have warm leads coming in but your close rate feels inconsistent
✅ You've tried handing calls to a rep but it didn't go well
✅ Your pitch relies on your personality and you can't document it
✅ You know something's leaking in your process but can't pinpoint it
✅ You're not ready for a full fractional partner yet — you just want to get unblocked

This is NOT for you if...

Probably not the right fit

✗ You have no inbound leads and need a full outbound strategy built from scratch
✗ You haven't closed any clients yet and are still finding product-market fit
✗ You need a full-time sales hire managed for you (see our Fractional Sales Partner service)

What's included

Everything you need to fix your sales process — in one engagement

Here's exactly what we deliver over 45–60 days together.

🔍

Sales Process Audit

We review your current setup top to bottom — CRM, follow-up cadence, pipeline stages — and identify where leads are slipping through.

🎙️

Call Recordings Review

We analyze 3–5 of your recent sales calls (wins, losses, and in-progress) to diagnose exactly what's costing you deals.

📦

Offer Generation Review

We look at how you're packaging and positioning your services, and brainstorm additional offer structures to improve close rates across different buyer types.

🗺️

Sales Process Map

We document your ideal sales process from first touch to signed contract — so it exists outside your head for the first time.

📝

Sales Script Overhaul

We rebuild your pitch to dig deeper into prospect pain, handle the objections you actually hear, and make a compelling case for acting now.

📞

Weekly Coaching Calls

Throughout the engagement, we meet weekly to review progress, adjust the strategy, and make sure implementation is actually happening.

How it works

What the 45–60 day engagement looks like

A focused sprint, not an open-ended retainer.

Week 1–2 · Discovery

Onboarding & Audit

You give us access to your CRM, share 3–5 call recordings, and walk us through your current pitch. We listen, review, and identify the highest-leverage problems.

Week 3–4 · Build

Script & Process Rebuild

We rewrite your pitch, restructure your offer framing, and map out the new sales process. You review and give feedback until it feels right.

Week 5–6 · Implement

Ride-Alongs & Refinement

We join 2–3 live sales calls with you, give real-time feedback, and refine the script based on what actually happens in the field.

Final Week · Handoff

Deliverables & Final Session

You receive your complete sales playbook, revised script, process map, and a final session to make sure everything is locked in. Ready to hand to a rep.

What you walk away with

At the end of the engagement, you'll have:

Your complete Sales Refresh package includes:

A revised sales script your team can run word-for-word
A documented sales process map from lead to close
An objection-handling guide for your most common pushbacks
CRM stage recommendations and follow-up cadence
Offer positioning notes and alternative packages to present
A final training session with you and your team

Most clients see measurable improvement in close rate within the first 30 days of implementing the new process. If you're ready to continue with a full fractional engagement after this, we can talk — but there's no obligation.