Services
Sales Training
Fun, high-energy sessions designed to teach your team the fundamentals and advanced techniques of effective selling. Each workshop will be tailored to your industry, audience, and goals.
CRM Review
This service includes a thorough review of your current CRM usage—from data entry and tracking to reporting and automation. I will assess how effectively your team is using the platform and provide best-practice recommendations.
Sales Coaching
​Each coaching session is customized to the rep’s current skill level, goals, and challenges. I will assess current performance, provide honest feedback, and work through real-life sales situations to build skills in areas such as pipeline management, time efficiency, negotiation, and client communication.
Financial Review
For business owners and sales leaders looking to understand the numbers behind the sales, this service offers a guided review of your Profit & Loss statements. I will identify trends, red flags, and areas for improvement, and translate those insights into actionable sales or operational strategies.
Sales Leadership Training
Designed for sales managers and leaders, this program focuses on leadership strategy, performance management, motivation techniques, team structure, and communication skills. I will help leaders identify gaps in team productivity, establish KPIs, and improve how they lead and coach their reps.
Culture Assessment
Culture isn’t just about morale—it directly affects performance. Through interviews, surveys, and observation, I will evaluate your company culture to determine whether it's helping or hurting your sales goals.
Strategic Partner Referrals
If your business needs specialized support outside of sales, I will connect you with reliable professionals—such as CPAs for financial guidance, advertising agencies for brand growth, employee benefits experts for HR support, or investment advisors for long-term planning.