Package 3:

Sales Overhaul Plan

The Sales Overhaul Plan is our most comprehensive offering — a complete transformation of your sales organization from the ground up. Over the course of six months, we immerse ourselves in your business, redesign your systems, and deliver a full blueprint for sustainable growth. From onsite shadowing and competitor benchmarking to CRM optimization, advanced training, and leadership coaching, this plan equips your team with the tools, structure, and independence to scale with confidence. Expect more than improvements — expect a revolution in how your business sells, grows, and leads.

  • Discovery & Immersion (Week 1)

    Onsite shadowing, sales interviews, metrics review, and competitor benchmarking.

  • Action Plan Delivery (Days 7–10)

    Full sales department blueprint, SOP redesign, CRM optimization, compensation review

  • Implementation Support (Months 2–3)

    Weekly calls, rep evaluations, CRM system support, and management coaching.

  • Performance Optimization (Months 4–6)

    Advanced training, pipeline reviews, performance tracking, scalability planning.

  • 20–40% closing rate increase, scalable systems, and leadership independence.

Several paper notes with question marks, a lined notebook, and a silver pen on a brown surface.

Frequently Asked Questions

  • The Overhaul Plan is our most comprehensive solution, designed for businesses ready for a complete transformation. While the Audit and Reset Plans focus on short-term improvements, the Overhaul Plan delivers a six-month engagement with full system redesign, advanced training, and leadership development to ensure scalable, lasting results.

  • Your team will be actively engaged throughout the process. From sales reps to leadership, everyone plays a role in shadowing sessions, live training, and system adoption. The plan is designed to build accountability and independence across the organization.

  • Clients typically see a 20–40% increase in closing rates, improved performance tracking, scalable sales systems, and stronger leadership confidence. These aren’t short-lived improvements — they’re built to sustain growth long after the engagement ends.

  • Yes. Leadership development and coaching are a core part of the Overhaul Plan. We ensure your managers gain the tools and confidence to lead effectively, even after our engagement concludes.

  • You’ll receive a full sales department blueprint, redesigned SOPs, CRM optimization, updated compensation structures, and tailored accountability systems — all customized to fit your company’s unique goals.

  • By the end of the Overhaul Plan, your business will have a fully scalable sales system, a trained team, and leadership independence. Many clients maintain ongoing advisory check-ins with us, but the goal is for your organization to confidently carry forward with sustainable growth on its own.

Ready to completely transform your sales organization?

The Sales Overhaul Plan is more than consulting — it’s a six-month partnership designed to rebuild, refine, and future-proof your sales systems.
Fill out the contact form below to connect with our team and begin the journey toward scalable growth, stronger leadership, and measurable long-term success