How it Works

In our first meeting, we will walk you through the list of services provided, case studies from clients, and testimonials from ownership, CEOs, and VPs of Sales and Sales Representatives we’ve worked with.

After you know what we do, it's time for you to tell us what you think needs to be done to achieve your goals.

We will then conduct a sales and marketing audit. Interview staff (onsite or remote), and can even do field rides with sales reps during a normal day to see the sales approach live, and gauge customer/prospect receptivity and gaps.

Then we will provide you with a complete findings and recommendations report including program costs, milestones, and deliverables.


You can choose to hire us or implement the recommendations on your own. Either way, the work product produced is yours.

If you hire us then we will put together a project plan for your approval.

Once approved, we will conduct the project kickoff with your staff and move immediately into the implementation phase.

Below is a typical path and timeline.


For businesses, each focus can operate as a total development program, or independently, depending on your organization's needs

basecamp solo

For individual, all four focuses become one, creating a unique path toward your personal Summit.