One meeting each month
Sales Progress Review
Compare prospecting, sales, and marketing activity and results with the goals you set.
Adjust your plan and priorities based on what you learn.
Optional ongoing support after the Sales and Marketing Transformation Program.
Keep Sales and Marketing a Priority
Four meetings each month help you keep improving your messaging, marketing, prospecting, selling, and customer growth processes through regular practice, reviews, and guidance.
One meeting each month
Messaging & Marketing Review
Review how customers respond to your messaging and campaigns.
Refine what you say and keep your marketing aligned with your sales processes.
Two meetings each month
Opportunity Reviews
Work through new sales opportunities and ways to grow revenue with existing customers.
Review conversations, improve follow-up, and agree on the next steps to help each opportunity move forward.
Here’s How It Works
You can use the system built during the Sales and Marketing Transformation Program independently. Choose the Sales and Marketing Tracking Program if you’d like regular help reviewing progress, making adjustments, and following through.
Complete the Sales and Marketing Transformation Program
Begin with the goals, sales processes, and marketing assets developed during the Sales and Marketing Transformation Program.
Use that foundation to guide what you measure and where you focus.
Review Your Progress
Meet four times each month to review sales and marketing results, messaging, and opportunities against your goals.
Bring current opportunities, questions, and challenges into the conversation.
Adjust and Follow Through
Decide what needs attention, establish your next steps, and review your progress at the following meetings.
Between meetings, we maintain and support your marketing tools while you put the agreed sales actions into practice.
The Result for Your Business
Your Ongoing Sales and Marketing Partner
You’ll have ongoing guidance for your sales processes and maintenance and support for your marketing assets, with a partner to review results, work through decisions, and help you follow through.
Keep Your Sales and Marketing on Track
We’ll discuss how the Sales and Marketing Tracking Program combines sales coaching, marketing support, and accountability after the Sales and Marketing Transformation Program.
Book a Free Strategy Call