Stop Leaking Revenue
Start Scaling Operations
From Sales and Operational Chaos
to Strategic Clarity
Fix your sales engine before you scale it.
Don't scale chaos - scale efficiency.
We help B2B SaaS and services companies
align CX, revenue operations, and compliance
so they can scale without chaos.
Stronger, Predictable Revenue
Smarter, Modern Operations
Powered by People, Process, and Technology
GTM Strategy & Execution Review
A GTM Strategy & Execution Review is critical for organizations seeking rapid, sustainable growth. This service delivers a comprehensive audit and redesign of your go-to-market approach, including segmentation, ideal customer profile (ICP), messaging alignment, campaign evaluation, and channel optimization—all tailored to your unique needs. Through strategic workshops, a written GTM assessment and roadmap, target market prioritization, and customized talk tracks for key verticals, you gain actionable insights and a clear, scalable path to market success. This ensures your sales and marketing efforts are focused, effective, and positioned to capture and retain high-value customers in today’s competitive landscape.
GTM Strategy & Execution Review
A comprehensive audit and redesign of the GTM strategy, tailored to SaaS offering. Includes segmentation, ICP definition, messaging alignment, campaign evaluation, and channel optimization.
DELIVERABLES:
2–3 strategic workshops
Written GTM assessment & roadmap
Target market prioritization
Talk track and value wedges on 2 verticals
Rate: $10,000
AI & Automation Strategy for Sales Acceleration
An AI & Automation Strategy for Sales Acceleration equips scaling organizations to boost pipeline velocity and efficiency by integrating advanced AI, automation, and research into their sales processes. This service includes an AI tool stack evaluation and recommendations, a high-level sales automation map, a velocity metric dashboard, and AI-assisted enablement workflows—empowering your team to automate routine tasks, gain actionable insights, and focus on high-value opportunities. The result is a faster, more data-driven sales operation that accelerates growth and sharpens your competitive edge.
.png)
AI & Automation Strategy for Sales Acceleration
Advising on implementing AI, automation, and research strategies to enhance pipeline velocity. Best for scaling organizations looking to move fast.
DELIVERABLES:
​
AI tool stack evaluation
High level sales automation map
Velocity metric dashboard
AI-assisted enablement workflows
​
​Rate: $9,000
SaaS Transformation Playbook
The SaaS Transformation Playbook is designed to ensure a smooth and successful transition for companies moving to a new platform. This service provides structured guidance and best practices for adoption, addressing the unique challenges of SaaS implementation such as user onboarding, role-specific enablement, and effective change management concepts. Deliverables include tailored playbook modules for three key personas or roles, hands-on walkthroughs with training, and a transition plan that bridges strategy to practical execution. By equipping teams with clear processes, targeted training, and actionable resources, the playbook accelerates adoption, minimizes disruption, and sets the stage for long-term success on your new SaaS platform.
.png)
SaaS Transformation Playbook
Designed for companies transitioning to new platform with guides for adoption success.
DELIVERABLES:
​
SaaS enablement playbook modules
For 3 personas or roles
Walk through with training
Transition playbook to training
​
​Rate: $10,000
Sales Process Optimization & CRM Strategy
Sales Process Optimization & CRM Strategy is designed to transform your sales operations by analyzing and redesigning each sales stage for greater speed, accuracy, and predictability. This service ensures that every phase of the sales process is clearly defined with specific inputs and outputs, while implementing CRM hygiene rules, optimized pipeline stages, and robust forecasting guidelines. Deliverables such as a thorough CRM assessment, a configuration guide on inputs and outputs for CRM administrators, tailored recommendations for each sales stage, and a redesigned forecast model enable your team to visualize workflows, eliminate bottlenecks, and leverage data-driven insights. The result is a streamlined, consistent, and scalable sales process that drives higher efficiency, better forecasting, and improved win rates.
.png)
Sale Process Optimization & CRM Strategy
Analyze and redesign sales stages (with inputs and outputs at each stage) to increase speed, accuracy, and predictability.
DELIVERABLES:
​
CRM assessment
Configuration guide for CRM administrator
Sales stage input/outputs recommendations
Forecast model redesign
​
​Rate: $12,000
High-Performance Sales Team Design & Coaching
High-Performance Sales Team Design & Coaching empowers your organization to build and sustain elite sales teams through a focus on accountability, transparency, and measurable results. By assessing your current team structure and introducing “Seller Fitness KPIs,” this consulting service provides targeted coaching sessions, customizable KPI dashboard templates, and a performance culture toolkit. The result is a sales organization equipped with clear performance metrics, enhanced coaching, and the tools needed to foster a culture of continuous improvement, driving higher productivity, motivation, and consistent sales success.
.png)
High-Performance Sales Team Design & Coaching
Build Seller Fitness KPIs and coach high-performing sales teams (AE, BDR, AM), as part of enablement using “Seller Fitness KPIs” focusing on accountability and transparency.
DELIVERABLES:
​
Team structure assessed
Coaching session bundles (3-4 sessions)
KPI dashboard templates
Performance culture toolkit
​
​Rate: $7,500
Build Framework & Culture to Hit Sales Goals
Build Framework & Culture to Hit Sales Goals is designed to lay the foundation for consistent sales achievement by focusing on the essential pillars of success: skill, tools, strategy, planning, and mindset. This service begins with a thorough assessment of your team’s current skills and tools, identifying gaps and barriers that may be hindering performance. From there, a tailored strategy and actionable plan are developed to address these areas, supported by two interactive sessions that dive deep into the core pillars needed for sustained success. The result is a stronger, more resilient sales culture equipped with the right resources, mindset, and strategic direction to consistently meet and exceed sales targets.
Build Framework & Culture to Hit Sales Goals
Assess and build essential pillars to success (Skill + Tools + Strategy + Planning) x (Mindset).
DELIVERABLES:
​
Assess sales skill and tools
Determine gaps and barriers for success
Build strategy and plan
2 sessions on pillars to success
​
​Rate: $6,000
Shifting Culture & Accelerating Revenue
Shifting Culture & Accelerating Revenue is designed to help your organization gain a decisive edge in the market by identifying and leveraging your unique differentiators and value wedges. Through a comprehensive assessment of your competitive landscape and internal strengths, this consulting service pinpoints what truly sets your business apart and builds 5–10 compelling value wedges that can be used throughout the sales cycle. The engagement also outlines targeted improvement strategies to further tip the scales in your favor, ensuring your team is equipped to articulate competitive advantages, win more deals, and drive accelerated revenue growth.
.png)
Shifting Culture & Accelerating Revenue
Tipping scales in your favor - differentiating, competitive advantage, value wedges, improvement strategies.
DELIVERABLES:
​
Assessment of differentiators
Analyze competitors
Build 5-10 value wedges
Outline improvement strategies
​
​Rate: $7,500
Sales Results
Sales Results is focused on mastering sales efficiency by helping your team do more of the right things in less time. Through in-depth interviews with 7–10 sales reps, this service uncovers key opportunities to streamline workflows and eliminate bottlenecks. The findings are used to outline a targeted strategy for improving efficiency, which is then presented along with actionable options to drive immediate impact. The result is a clear, data-driven roadmap that empowers your sales team to maximize productivity and achieve stronger results with greater consistency.
Sound On
Sales Results
Mastering the most important function of sales - building efficiencies (doing more of the right things in less time).
DELIVERABLES:
​
Interview 7-10 sales reps
Assess efficiency opportunities
Outline strategy to address
Present findings and options
​
​Rate: $7,500
Develop MIDAS Framework
Develop MIDAS Framework is designed to establish a robust cycle of continuous improvement within your organization. This service begins with a review of your current processes and frameworks, then either augments or builds a tailored MIDAS framework to fit your needs. Through a focused presentation addressing one or two internal challenges, you’ll see exactly how to leverage this framework for tangible results. The engagement concludes with a clear action plan for implementation, empowering your team to drive ongoing enhancements, boost performance, and foster a culture of innovation and adaptability.
.png)
Develop MIDAS Framework
To create a cycle of continuous improvement within your organization.
DELIVERABLES:
​
Review current framework
Augment or build MIDAS framework
Deliver presentation on leveraging framework on 1-2 internal challenges
Outline action plan to implement
​
​Rate: $4,500
​Develop the Framework for Value Driven Customer Discussions
Developing the Framework for Value Driven Customer Discussions empowers your sales team to break free from the feature parity war and instead focus on what truly differentiates your SaaS platform, its unique capabilities and the tangible benefits it delivers. By assessing the competitive landscape and facilitating in-depth roundtable discussions on features and functionality, this service delivers a structured framework for sales conversations that emphasize value over features. It also outlines five Power Positions and demonstrates how to leverage them throughout the sales cycle, enabling your team to engage customers with compelling, outcome-focused messaging that resonates with their needs and drives stronger, value-based buying decisions.
Develop the Framework for Value Driven Customer Discussions
Avoiding the feature parity war against your SaaS platform.
DELIVERABLES:
​
Assess competitive landscape
Round table on feature / functionality
Deliver framework for sales discussions on capabilities and benefits
Outline 5 power positions and how to leverage in sales cycle
​
​Rate: $7,500
Build High Impact Sales Presentation Openers for Sales
Build High Impact Sales Presentation Openers for Sales equips your team with powerful, attention-grabbing ways to start sales conversations and set the stage for success. By reviewing your current presentations and analyzing deals that were lost, this service identifies areas for improvement and then develops five distinct presentation openers—each tailored to a different scenario: competitive dynamics, future predictions, market shifts, customer struggles, and transformational outcomes. You’ll receive clear messaging and a practical matrix showing when and how to use each opener, ensuring your sales reps can confidently engage prospects, differentiate your offering, and drive more impactful conversations from the very first moments of every pitch.
Build High Impact Sales Presentation Openers for Sales
.png)
Focus on 5 - competitive, future prediction, market shift, struggle, transformation.
DELIVERABLES:
​
Review and assess presentations being used
Round table discussion on deals lost
Build and showcase 5 presentation openers
Deliver messaging and matrix on when / how to use
​
​Rate: $5,500
Building Daily Cadence Strategy
Building Daily Cadence Strategy is designed to help your sales team achieve consistent goal attainment by establishing a structured daily routine that aligns with weekly, monthly, quarterly, and yearly objectives. This service begins with an assessment of your current cadence and its impact on goal achievement, followed by the development of a tailored framework to optimize daily activities and touchpoints. By sitting in on sales meetings and delivering a clear matrix for cadence strategy, your team gains actionable guidance to maintain momentum, improve accountability, and ensure every day’s efforts contribute to long-term success, making your sales process more predictable and results driven.
.png)
Building Daily Cadence Strategy
A daily cadence to ensure weekly, monthly, quarterly, yearly goal attainment.
DELIVERABLES:
​
Assess current cadence on goal attainment
Build framework for cadence
Sit in on 2 weekly sales meetings
Deliver matrix on cadence strategy and discussion
​
​Rate: $3,000
Teaching Power Positioning Techniques
Teaching Power Positioning Techniques enables your sales team to move beyond generic benefit statements by understanding and leveraging a structured framework that links your solution’s capabilities directly to meaningful business outcomes. This consulting service begins with an assessment of how benefit statements are currently used, then guides your team in connecting those benefits to customers’ objectives and identifying where data can reinforce your value proposition. The engagement culminates in delivering a compelling story that broadens the perceived business impact of your offering, equipping your sales team with the skills and tools to engage customers with confidence, differentiating your solution, and driving more value-based sales conversations.
.png)
Teaching Power Positioning Techniques
Understanding and leveraging the framework around capabilities and benefits.
DELIVERABLES:
​
Assess current scope and use of benefit statements
Link benefits to business outcomes or objectives
Determine where data can be leveraged to demonstrate value
Deliver compelling story that broadens the value of business impact
​
​Rate: $7,500
Building Unique DIQs to Create Optimal Strategies to Win
Building Unique DIQs to Create Optimal Strategies to Win is designed to enhance your team’s persuasive power throughout the sales cycle by equipping them with data-driven insight questions (DIQs) that uncover customer needs and drive impactful conversations. This consulting service starts with a review of your current win strategies, then develops seven compelling DIQs tailored to different sales scenarios and provides clear guidance on when to use them. By introducing briefing and debriefing concepts and demonstrating how to leverage these DIQs alongside concise, 10% messaging, your team will be able to engage prospects more effectively, differentiate your solutions, and consistently create strategies that lead to more wins.
.png)
Building Unique DIQs to Create Optimal Strategies to Win
Boosting persuasive power in the sales cycle.
DELIVERABLES:
​
Review current strategies to win
Create 7 compelling DIQs and when to use
Introduce briefing and debriefing concepts
Deliver 7 data insight questions and showcase how to use with 10% messaging
​
​Rate: $6,500
Workforce Optimization and Data-Driven Assessment
Workforce Optimization and Data-Drive Assessment is a consulting engagement designed to elevate an organization through a structured approach that includes assessment, data analysis, guidance, and actionable recommendations. By leveraging your operational data, this service identifies inefficiencies and uncovers opportunities for improvement across your workforce. The engagement delivers prioritized, practical recommendations aimed at enhancing performance, implementing targeted technology solutions, and guiding meaningful change. Through comprehensive data analysis, it pinpoints specific issues and offers process improvements and optimizations to ensure consistent service quality. Key focus areas people, process, and technology; and the adoption of technology, automation, or integrations that drive measurable efficiency gains and deliver a strong return on investment for your strategy.
Workforce Optimization and Data-Driven Assessment
DELIVERABLES:
​
Assessment Deliverable
Data-Driven Analysis
ROI Strategy
4 Executive Alignment Meetings
Final Presentation of Findings
​
​Rate: $10,000
Designed to Elevate Your WFO, QA, or WFM Strategy and ROI
ARE YOU READY?
Contact our expert team to start your journey.
Phone: +1 (314) 514-4619 or +1 (314) 550-9730
Email: Success@CXpertAdvisors.com