Your First Step To Predictable sales Growth

A structured, data-driven workshop that diagnoses your sales gaps, benchmarks your performance and builds a 30-day roadmap to create momentum, without the risks of long term commitment.

Why This Step Matters

Most ERP & Tech partners don’t fail because of delivery. They struggle because sales is inconsistent, reactive, and hard to control.

Here’s what we usually see:

  • The founder still carries sales, on top of running the business.

  • Vendor-fed leads have slowed, leaving the pipeline exposed.

  • CRM exists, but it isn’t driving discipline or follow-up.

  • Conversion rates lag, 5% in APAC vs. 14% in the US.

  • One good month is followed by silence the next.

The problem isn't effort. It's lack of clarity.

Without knowing exactly what's broken and how to fix it, leaders hesitate to invest, and sales stay stick.

The profit levers workshop changes that.

What You'll Experience

This isn’t a generic training or brainstorming session. It’s a structured process designed to surface the truth about your sales function and give you a clear path forward.

Pre-Workshop Preparation


We do the groundwork before we meet. Surveys, CRM reviews, and pipeline health checks ensure the session is grounded in real numbers, not guesswork.

The Workshop Session


In a focused 3-hour session (or two shorter online sessions), we work together to diagnose bottlenecks using the Four Profit Levers:

  • Generate More Leads

  • Improve Lead-to-Sale Conversion

  • Increase Deal Value

  • Improve Retention & Lifetime Value

We’ll identify gaps across your systems, processes, and leadership, and map out the most immediate opportunities for growth.

Post-Workshop Deliverables

Within days, you’ll receive a tailored 30-day implementation plan. Clear, prioritised actions for quick wins, plus a blueprint showing exactly how to move forward with confidence.

The Pay Off: What You'll Walk Away With

By The End Of The Workshop, You'll Have:

  • Absolute clarity on why sales is stalling.

  • Measurable targets for leads, conversions, deal value, and retention.

  • A tailored 30-day roadmap to start fixing problems immediately.

  • Confidence in the process before committing to a larger engagement.

In other words, no guesswork, no more "maybe". You'll know exactly what needs to change and how to start.

Next Steps

For most ERP & Tech partners, a single new deal pays for the workshop many times over. And the roadmap you leave with is designed to create wins within the first month.

From there, if it makes sense, we can move into the 30-Day Implementation and Ongoing Sales Engine Management.