Consulting

    A sales problem that turned out to be a management problem

    The situation

    Lead volume was healthy. Close rates had declined over three quarters. The leadership team's proposed response was sales training.

    The engagement began with a defined question: what is actually causing the decline?

    What was actually happening

    Pipeline reviews were inconsistent, opportunities lingered in stages without criteria for advancement, and forecasting reflected optimism rather than evidence.

    The behavior gap was downstream of management practice. Sales leaders were coaching outcomes they could not see clearly and inspecting nothing consistently.

    What changed

    • Stage definitions were rewritten around observable buyer behavior rather than seller confidence.
    • A weekly pipeline review was installed with the same questions asked every time.
    • Sales managers were coached on inspection and follow-up rather than motivation.
    • Training followed the structural changes rather than preceding them.

    The result

    Forecast accuracy improved within two quarters. Stalled opportunities were closed or removed instead of carried.

    Managers reported spending more time on deals where their involvement changed the outcome.

    Related case studies

    Consulting

    A leadership team that agreed on the strategy but was not executing it

    Situation

    Leadership meetings produced agreement and action items, and very little changed between them.

    What changed

    We clarified decision authority, rebuilt the meeting structure around commitments, and installed a review cadence.

    Result

    Commitments made in leadership meetings began closing on schedule.

    Consulting

    A company that outgrew the structure that got it there

    Situation

    Headcount had nearly doubled in eighteen months and communication, accountability, and retention had all deteriorated.

    What changed

    Roles and reporting lines were clarified, management expectations were defined, and onboarding was rebuilt.

    Result

    Voluntary turnover among newer employees declined and managers reported clearer authority.

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