How it works
One step at a time. You decide each time.
Five steps, from a five-minute check to a finished build. Each begins and ends with measurement, and the first three are free.
- 1The 25-stage sales checkOnline, on your own
- 2Discovery callYour business and your figures
- 3Sales ReviewWritten up the next day
- 4555 DiagnosticEvery stage scored
- 5BuildFixed scope, fixed price
Step by step
What happens at each step.
What we do, what you get and what we need from you, before you agree to anything.
Nobody pays for anything until we've both seen enough to know it's worth doing. If it isn't, we'll say so.
The 25-stage sales check
What happens
You answer one question for each of the 25 stages of selling, choosing from five plain answers.
What you get
Your own picture across the 25 stages: where you're strong, where it's leaking, and where to look first.
What we need
Nothing. Your answers stay on your screen unless you choose to send them to us.
Discovery call
What happens
A conversation about how your business makes money and sells, and a handful of key figures: team size, deal size, win rate, sales cycle.
What you get
Your figures played back in writing, and an honest view on whether a Sales Review is worth an hour of your time.
What we need
Someone who knows the numbers, ideally the owner or Managing Director.
Sales Review
What happens
An hour going properly through how your sales team operates, starting where the first call didn't reach. We also show you one thing AI could do on your own situation.
What you get
A written Sales Review Readout the next day: where you're strong, where it's leaking, and what that's costing you.
What we need
An hour with whoever runs sales day to day.
555 Diagnostic
What happens
Separate interviews with everyone available in the interview week, usually your Managing Director or owner, your Sales Manager and salespeople, plus 12 to 24 months of CRM history and the other sales and marketing data you hold. Every stage is scored.
What you get
A written plan: every stage scored out of ten, the money at stake from your own figures, a guide price for each recommended build, and a results meeting.
What we need
Everyone available in the interview week, one to one, and 12 to 24 months of CRM history and the other sales and marketing data you hold, under a signed data agreement. No logins.
Build
What happens
We build what the plan recommends, in stages, alongside the way your team already works.
What you get
The working system, documented, with your team trained to run it and the results measured against your starting figures.
What we need
One owner on your side, and access to the tools involved. We agree the time needed before we start.
Who it's for
A business with a sales team and a number to hit.
We focus on businesses where we can make a meaningful, measurable difference. Saying who we're not for saves everyone time. If you recognise yourself on the right, we'll probably tell you so on the first call.
A good fit
- You have a sales team, or a few people who sell, and a target to hit.
- You use a CRM, even an untidy one.
- Growth matters this year and you want to know what's holding it back.
- Someone senior can give a few hours across two weeks.
- You know AI matters but don't have the people in-house to implement it properly.
Probably not yet
- You want leads sent to you each month. We're not a lead generation agency.
- You want a tool installed without anyone looking at how you sell.
- Nobody in the business is responsible for sales.
- You want a promise of results before anything has been examined.
- You'd like to trial a few tools without measuring what they do.
Then we fix it
In the order it matters.
Every project starts with your own Hub, included: the screen your team works from. Then we build the systems your plan recommends, one at a time, each at a fixed price agreed before we start. Most first projects start from around £15k.
The Diagnostic puts them in order, starting with the stages that cost you most. You choose what to build, and the price doesn't move once it's agreed.
The stages costing you most, fixed first.
Several stages, built one after another.
A phased programme, agreed stage by stage.
Guides only. Your plan sets the scope, and each build has a fixed price agreed before it starts.
The kind of thing we build
We build it. We train your team. You own it. Documented, handed over and run by your own team. If you stop working with us, nothing stops working.
Which systems do you work with?
Whatever you already use. That includes HubSpot, Salesforce, Microsoft Dynamics, Zoho and Pipedrive, and the everyday tools around them: Outlook, Teams and Google Workspace.
If you don't have a CRM, we'll set one up as part of the build.
Do you guarantee results?
No. Nobody honest can before they've looked. What we do commit to is a fixed price and a fixed scope, agreed before we start, and every change measured against your own starting figures, so you can see exactly what moved.
How much of my team's time does it take?
- The sales check: about five minutes.
- The discovery call and Sales Review: 45 minutes and an hour.
- The 555 Diagnostic: interviews with everyone available in the interview week, and your sales and marketing data.
- The build: one owner on your side. We agree the time needed before we start.
What about our data and security?
We work from exports of your CRM and other sales data, never your logins, under a signed data agreement. Only our team reads it, and it's deleted 90 days after your Diagnostic is delivered unless you ask us to keep it for a build.
Do we have to carry on after the Diagnostic?
No. The Diagnostic stands on its own. You keep the plan whatever you decide, and you're free to act on it yourselves.
Who owns what you build?
You do. It's documented and handed over, and your team is trained to run it.
Do you stay involved afterwards?
Only if you'd like us to. Some clients keep us on to refine the system as the tools evolve. Others run it themselves, and it works either way.
If it's worth doing, we'll tell you. If it isn't, we'll tell you that too.
Start with the sales check on your own, or book a 45-minute discovery call.
Or call us on 01628 330 000