Description
Scope:
Consultant will review/analyze/consider:
- Current sales strategies and processes
- Sales team structure and performance
- Market positioning and competitive landscape
- Customer acquisition and retention strategies
- Sales forecasting and reporting methods
Consultant will develop/write/recommend/prepare/provide:
- Comprehensive sales strategy aligned with business goals
- Sales process optimization recommendations
- Sales team coaching and development plans
- Sales technology stack assessment and recommendations
- Key performance indicators (KPIs) and reporting frameworks
Consultant will host/train/execute:
- Sales strategy workshops
- Sales team training sessions
- Deal reviews and opportunity assessments
- Includes 4-8 live meetings/collaborative working sessions of 2-3 hours each per month
Deliverables/Outputs:
- Ideal Customer Profiling
- Sales Coverage Plan
- Key Performance Indicators
- Pipeline Generation
- Sales Process
- Organic Revenue Plan
- Tech Stack Review
Timing:
This work typically requires 3-4 months to complete. A specific timeframe for execution will be agreed upon between Client and Consultant after purchase.
Assumptions:
- Includes up to 2 rounds of revisions based on Client feedback
- Client will provide constructive feedback and guidance in reviews
- Client will review and accept Deliverables within 5 days of final submission
- Client will provide relevant source materials and data, licensed company and brand assets and guidelines, etc.
- Out-of-scope or additional requests will require a separate Engagement
This fractional Chief Sales Officer (CSO) service is offered on a monthly retainer basis, starting at 20 hours per month. The service provides access to experienced sales leadership expertise without the cost and commitment of a full-time executive. The fractional CSO will work alongside the CEO and C-suite to develop and implement revenue growth plans, identify new market opportunities, and optimize current revenue streams. They will bring a fresh perspective and outside knowledge to the business, helping to drive innovation, increase efficiency, and foster customer success.
Key responsibilities of the fractional CSO include:
- Daily management of the selling organization
- Ownership of and accountability to monthly and quarterly sales forecasts
- Coaching of all sales associates and managers
- Serving as a senior advisor to the CEO and other members of the leadership team
- Oversight of all sales operations functions
- Leading sales hiring and overseeing the onboarding of new sellers
- Creating/revising sales playbooks
- Identifying, implementing, and enforcing appropriate selling methodologies
- Justifying and rationalizing the optimal sales technology stack
- Providing senior deal support on key opportunities
