Our Process
At American Legacy Consulting, we believe clarity creates confidence. That’s why we’ve designed a proven process that takes the guesswork out of growth.
From the very first consultation to ongoing support, every step is structured to deliver measurable results while giving you the confidence to scale with purpose.
We begin with a tailored consultation to define your unique goals, challenges, and vision for growth. Together, we’ll identify which package best fits your needs and outline the scope of work. This ensures complete alignment from the start — no guesswork, just a clear roadmap.
Consultation & Agreement
Sales Data Review
Next, we dive into your performance metrics. By reviewing sales data, conversion rates, and pipeline visibility, we uncover where opportunities are being won — and where revenue may be slipping away. This step creates the foundation for data-driven decisions and sets the benchmarks for your growth plan.
Depending on your package and business needs, our team will conduct a hands-on evaluation of your sales operation. Through rep shadowing, interviews, and system audits, we gain a full understanding of how your team works in real time. This evaluation ensures our recommendations are grounded in your day-to-day reality.
Onsite or Remote Evaluation
Action Plan Delivery
With insight in hand, we deliver a customized action plan designed to boost revenue and sharpen performance. This may include updated SOPs, sales scripts, accountability tools, and CRM optimizations. Every element is designed to be practical, actionable, and tailored specifically to your business.
Ongoing Support
Transformation doesn’t end with delivery — it’s sustained through accountability. We provide follow-up calls, live training, and management coaching to ensure adoption and lasting success. Our team walks alongside yours, offering guidance and support every step of the way.
Book a Discovery Call.
Every transformation begins with a conversation. Schedule your Discovery Call today to uncover hidden opportunities, gain clarity on your sales process, and explore which package is the right fit for your business. Fill out the form below and our team will connect with you to set up your consultation.