For people responsible for pipeline, quota and the sales team
Coaching For Sales And BD Heads
Coaching for sales and BD heads helps you manage the pipeline, meet your quota and build a team that can deliver. The mastermind year provides a sequence for digital marketing and software development agencies. You work on the systems behind your forecast so you can explain it to the people who rely on your figures.
- Named sales methods taught live
- Fifty two weeks, published
- Twenty agencies per cohort
You are in the right place if
- Your forecast relies on assumptions you cannot support with records of sales activity.
- Buyers stop replying after you send proposals, and you do not know why.
- Losing your best salesperson would put the quarter’s target at risk.
If these problems sound familiar, the next section explains what causes them and which parts of the programme address them.
- Your main business bottlenecks
- FocusYour main business bottlenecks
- Named methods taught live
- SalesNamed methods taught live
- Weeks in the sequence
- 52Weeks in the sequence
- Agencies per cohort
- 20Agencies per cohort
When the forecast, pipeline and team compete for your time
Where You Are Right Now
You are responsible for the revenue target, the pipeline that supports it and the team that works on it. Each needs regular attention. Forecasting often takes priority when a deadline is close, leaving less time to develop the pipeline or support the team.
The problem is often a lack of written processes that the team can repeat. Outreach is improvised and follow up stops when someone gets busy. When a deal is lost, you have a theory about the reason but no record to learn from.
The programme teaches named sales methods in a consistent way across cohorts, so the team can work from a shared approach. The quarter by quarter path below shows where the methods are covered. You can see how outreach, closing and team management fit into the year before choosing a programme.
- You learn the named sales methods in live teaching, with the accompanying materials provided inside the programme.
- Published fees and market figures help you assess the investment. They are not a promise about how many deals you will close.
- This coaching addresses sales in agencies and services firms. It does not cover enterprise sales training.
The free consultation lasts thirty minutes and costs nothing. It helps you choose which programme fits your situation.
See what prevents the team from finding clients, closing proposals and meeting its targets.
Finding clients, closing proposals and keeping your team
The Three Bottlenecks We See Most In Coaching For Sales And BD Heads
Coaching for sales and BD heads addresses inconsistent follow up, proposals that do not close and dependence on individual salespeople. These affect the pipeline, quota and team in different ways.
The team has no consistent process for following up leads
You meet potential clients but lose contact because follow up is improvised or stops too soon. New leads are added only when someone has time, so the team cannot rely on a repeatable process.
What changes
You define how the team follows up potential clients through to a sale.
The first quarter
Work on the profile and Sales Navigator, then data sourcing and outreach automation. The automation supports follow up without relying on someone remembering each action.
See that quarterBuyers stop replying after you send a proposal
The call goes well and you send a proposal, but the buyer stops replying. Without learning why, the next proposal repeats the same approach and may produce the same result.
What changes
You use evidence of your work to build trust before the sales call.
The second quarter
Work on closing training, the closing follow up and proposal development, in that order in the second quarter.
See that quarterLosing a salesperson puts the quarter’s target at risk
You learn why good people leave only when they reach the exit interview. Their knowledge of accounts, buyer concerns and objections leaves with them, making it harder for the remaining team to continue.
What changes
You give people clear reasons to stay beyond personal loyalty.
The third quarter
Work on employee retention after reviewing sales management and the structure of the sales team.
See that quarter
The programme works on the pipeline and closing before employee retention because those areas affect the team’s ability to succeed. People need a sales process they can rely on. Improving that process can make retention easier alongside the work on team management.
Sales methods covered in each quarter
Your 12 Month Path With Us
Your twelve month path covers the named sales methods below, followed by reviews of monthly recurring revenue (MRR), pricing and the agency system. Each method is taught consistently across cohorts. The quarter list shows how that work is organised through the year.
Methods covered
- Profile architecture
- The outreach sequence
- The data workflow
Methods covered
- The Authority Flywheel
- The account ladder
- The Golden Math
- The six revenue models
Methods covered
- The closing method
- The outbound message structure
Final reviews of the work already covered
- MRR
- Pricing
- The whole agency system
Choose help with a subject or the full sales function
Which Program Fits: Bootcamp, Mastermind Or 1 On 1
Choose the bootcamp for one sales subject, the mastermind for the full sequence or one to one help with a decision. The right option depends on how much of the sales system needs work.
One part of the sales process needs work
The bootcamp
From $125 a session
Choose from fourteen live sessions of three hours each, available individually. Pick a subject such as closing or outreach and bring the person responsible for it.
See itThe pipeline, closing and team all need attention
The mastermind
$750 a month
Follow the full sequence in a cohort capped at twenty agencies. Get one to one coaching with a subject matter expert, booked when you need it. Discuss your forecast with other owners at the roundtable.
See itOne deal or one decision
One on one
From $199 an hour
Book an hour with a coach to work through your decision. If you need longer support, the six month consulting option helps build your sales function alongside your team.
See it
The roundtable lets you discuss your forecast with owners facing similar sales problems. Their questions can help you identify assumptions that are harder to notice when you review the figures alone.
Every price we charge, in one placeProgress across the mastermind year
What Changes In Month 1, Month 3 And Month 12
You record your starting business figures in month one and use them to assess progress through the year. The milestones below cover onboarding, your first retreat and the final review.
- Month 1
- Onboarding and baselines
- Set up Basecamp, the members’ online workspace, and begin the foundational sales work. At your first roundtable, share your starting key performance indicators (KPIs) with the cohort.
- Month 3
- First retreat, first channels
- Attend your first quarterly retreat, then cover cold calling and staff augmentation. Advanced lead generation follows those subjects.
- Month 12
- Review and renewal
- Review your progress against the metrics you set in month one and use the yearly guide. Renew your contract if you want to continue.
The figures you share in month one provide the baseline for the final review in month twelve. Keeping that starting point clear lets you compare your progress against your own business.
Published fees and market context
Investment And ROI Math
A single bootcamp session is $125; the mastermind is $750 a month or $7,999 a year. The cited Clutch research reports four times as many enquiries for agencies with twenty five or more reviews. Asking clients to review completed work helps make their experience visible to future buyers.
Clutch Agency Research, cited in the programme
What it costs
- A single bootcamp session
- $125
- The mastermind, monthly
- $750
- The mastermind, for the year
- $7,999
Market figures discussed in the programme
Reported close rates are 14.6 per cent for inbound enquiries and 1.7 per cent for cold outbound prospects. The programme discusses both approaches to finding clients.
HubSpot State of Marketing
Industry benchmarks put the fee premium for specialist positioning at twenty to forty per cent. They put healthy net margins at fifteen to twenty five per cent.
Industry benchmarks, not guaranteed results
Consider your review count, sources of leads and business needs alongside the fees and market context above. The reviews below describe members’ experiences with the subjects covered in the programme.
Every price we charge, in one placeRead members’ own accounts of the coaching and what they learned.
Members discuss sales, lead generation and delivery models
Members Like You
Agency owners below discuss sales and team building models, lead generation after their growth had stalled, and a delivery model that changed how they sell. Read their accounts, followed by the wider collection of published reviews.
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Questions from people who lead sales teams
FAQs
I run sales, I do not own the agency. Is this for me?
Yes, if you run the pipeline for an agency that sells services. The programme addresses sales processes, closing and team responsibilities that fall within your role. The parts about owning a company will be less relevant if you do not own the business.
Do I get the scripts and templates?
You receive the materials used with the programme’s live teaching. You learn the methods in the sessions and use the accompanying materials inside the programme. The public pages describe the subjects; the teaching and materials are provided to members.
Can I send my team instead of coming myself?
Yes, you can send a team member to a single bootcamp session when they need help with one sales subject. The full year also needs the person who leads the function. Its third quarter addresses how the sales team is organised and managed, so that work needs your involvement.
How quickly does the pipeline work start?
Pipeline work starts in the first quarter. It covers the profile and Sales Navigator, data sourcing and the automation behind outreach. Earlier work establishes the buyer and pricing that guide those sales activities.
Mastermind signup
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Tell us whether the pipeline, closing or team is causing the most difficulty this quarter. We can help you choose a programme, including a single session for one person if that is enough.
Each cohort is limited to twenty agencies.