Sales operation system
B2B Sales System your B2B sales process
Within 30 days, you'll open one screen and know where every deal stands, without asking anyone.
For B2B teams of 20–200 people that sell in long cycles: project business, installations, manufacturing.
Your own numbers, on your own screen
What you get
See every deal
One pipeline, one screen. How many deals are open, what they're worth, and which ones are closing. Visible at a glance, updated by your team.
Own the system
We design the pattern; your team does the install. A system your people built themselves doesn't die when the consultant leaves. Nobody leaves.
Sales as a company asset
Customers, quotes, and history belong to the company. Not to whoever happens to hold the chat thread. New reps ramp in weeks, not months.
Sound familiar?
The invisible pipeline is costing you real money
- "Every status update I get is still following up. On every deal."
- "Quotes live on each rep's laptop. Nobody knows how many went out."
- "Sales meetings start with everyone scrolling back through chat history."
- "If my best rep leaves, their customers walk out with them."
- "I'm the only one who knows which deals are actually close."
- "I can't tell if next month has enough work coming in to plan for."
The villain isn't your software, and it isn't your team. It's a sales process that was never written down: a system that lives in people's heads.
How it works
We design the pattern. Your team installs it. You own the result.
BUILD is a 30-day, done-with-you install. Five steps, one owner-level blueprint day, and a team that finishes with a sales operation manual. Written for your company, by your company.
Blueprint
One kickoff day. We map your real sales process from lead to close, and write it down for the first time.
Unify
Spreadsheets, chats, quote files: your scattered customer data, cleaned and moved into one place.
Install
Your team sets up the system with our pattern and coaching. They build it, so they own it.
Link
Connect the tools around it: email, documents, reporting. That makes updating the pipeline the easy path.
Drive
Training, go-live, and 30·60·90-day reviews. Old habits closed off, new numbers on the owner's screen.
Why believe us
We run our own pipeline on the exact system we install
Measured, not promised
Three criteria are written down on day one and read off the system on day 30, from timestamps and record counts. Miss one and we keep working until it is met, at no extra charge. The conditions that void the guarantee sit in the contract from signing day, next to the guarantee itself.
Open screens, live
On your call, we'll open our own sales dashboard and show you the system running our business. Very few implementers use what they sell.
One price, and you see what makes it up
The install is a single flat fee, never hourly billing. Software licences you pay the vendor directly, so they never run through our invoice, but they get their own line in the quote from the first call. The figures themselves we walk you through on the call. They are not something to read off a web page.
After 30 days
What changes when the system is yours
- Open one screen and see every deal, its value, and its next step
- Stop spending hours a week chasing "what's the status?"
- Forecast next month's workload from real pipeline numbers
- New salespeople follow a written playbook from day one
- Customer relationships stay with the company no matter who comes or goes
From the blog
Sales operation notes
One Deal, More Than One Decision Maker
Deals go quiet near the close when you've only ever talked to one person. Here are the four roles in every B2B deal and the fields to log for each one.
Read →Onboarding a new B2B salesperson
A new hire usually takes weeks to sell on their own because the sales system never says what week one needs. Here's a 30-day sequence that works.
Read →Your sales system needs an owner
A sales system with no named owner rots quietly, one skipped field at a time. Here's who should own it, four criteria for picking them, and three weekly tasks.
Read →Ready to see your whole pipeline on one screen?
Book a 45-minute pipeline call. Whether or not we work together, you leave with a real plan and your own numbers: how much invisible follow-up is costing you per year.
Schedule a call