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What We'll Cover
1. Your Current Situation (~ 10 minutes) We'll start with you. I want to understand your business, your sales team, and what's not working. Common topics include:
How your team currently manages leads, opportunities, and pipeline
Where deals are getting stuck or falling through the cracks
How you're using Salesforce today — or why you're considering it
Manual tasks that are eating your team's time
2. Identifying the Upstream Problem (~ 10 minutes) Most sales process problems have a root cause that isn't obvious at first glance. I'll ask targeted questions to help pinpoint where things are breaking down — whether that's data hygiene, missing automation, a poorly structured pipeline, or a process that only lives in someone's head.
This is where most clients have their first "aha" moment.
3. What a Solution Could Look Like (~ 10 minutes) I'll share honest, practical recommendations based on what I hear — no upselling, no pressure. You'll leave with:
A clearer picture of your biggest Salesforce opportunity
1–2 quick wins you could act on immediately
A sense of whether working together makes sense for both of us
What We'll Cover
1. Your Current Situation (~ 10 minutes) We'll start with you. I want to understand your business, your sales team, and what's not working. Common topics include:
How your team currently manages leads, opportunities, and pipeline
Where deals are getting stuck or falling through the cracks
How you're using Salesforce today — or why you're considering it
Manual tasks that are eating your team's time
2. Identifying the Upstream Problem (~ 10 minutes) Most sales process problems have a root cause that isn't obvious at first glance. I'll ask targeted questions to help pinpoint where things are breaking down — whether that's data hygiene, missing automation, a poorly structured pipeline, or a process that only lives in someone's head.
This is where most clients have their first "aha" moment.
3. What a Solution Could Look Like (~ 10 minutes) I'll share honest, practical recommendations based on what I hear — no upselling, no pressure. You'll leave with:
A clearer picture of your biggest Salesforce opportunity
1–2 quick wins you could act on immediately
A sense of whether working together makes sense for both of us