90-DAY SALES & OPERATIONS LEADERSHIP PILOT
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Three months to identify what’s getting in the way, build better systems, and create measurable progress.
Designed for growing businesses that need experienced sales and operations leadership—but aren't ready for another full-time executive.
A PRACTICAL APPROACH TO BUSINESS IMPROVEMENT
The 90-Day Pilot is a focused, hands-on engagement that gives you an experienced leadership partner who can step in, understand your business and put practical improvements in place.
This isn't a report that gets handed to you at the end. I work alongside you and your team to strengthen systems, improve accountability and implement meaningful change.
HANDS-ON
Working alongside you and your team.
We don't just identify the problems. We work on fixing them.
PRACTICAL
Solutions designed for how your business actually operates.
MEASURABLE
Clear priorities and progress you can see.
A clear path from identifying the challenges to implementing lasting improvements.
Your 90-Day Roadmap
DAYS 1–30
DAYS 31–60
DAYS 61–90
ASSESS
Understand where you are today.
Review:
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Sales process & pipeline
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CRM usage & lead follow-up
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Workflows & processes
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Team roles & responsibilities
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Technology & tools
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KPIs & accountability
Outcome: Clear priorities and an understanding of what needs attention first.
BUILD
Put practical systems in place.
Implement:
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Improved sales processes
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Improved CRM utilization
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Clearer workflows
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Meaningful KPIs
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Defined responsibilities
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Stronger accountability
Outcome: Better systems and clearer expectations your team can actually use.
EXECUTE
Measure, refine and prepare for what's next.
Focus on:
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Measuring progress
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Refining new processes
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Team coaching & support
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Reviewing KPIs
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Addressing remaining gaps
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Planning next priorities
Outcome: Measurable progress and a roadmap for continued improvement.
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Three months. Clear priorities. Practical improvements. Measurable progress.
WHAT YOU CAN EXPECT
Hands-on leadership focused on making your business work better—not adding more complexity.
EXPERIENCED LEADERSHIP
Sales and operations leadership without the cost or commitment of another full-time leadership position.
PRACTICAL IMPLEMENTATION
I don't stop at recommendations. I work with you to turn priorities into actions, systems and processes.
CLEARER ACCOUNTABILITY
Defined responsibilities, measurable goals and better visibility into what is—and isn't—getting done.
OWNER SUPPORT
An experienced partner to help solve problems, move priorities forward and reduce the amount that depends on you.
A PLAN FORWARD
At the end of 90 days, you'll know what improved, what still needs attention and what should happen next.
IS THE 90-DAY PILOT RIGHT FOR YOUR BUSINESS?
The 90-Day Pilot may be a good fit if your business is growing, but your systems, processes or leadership capacity haven't kept pace.
Sales follow-up is inconsistent
Good opportunities are being missed because there isn't a clear or consistent follow-up process.
Your CRM isn't working for you
You have the technology, but it isn't being used consistently or giving you the visibility you need.
Your processes haven't kept up with growth
What worked when the business was smaller isn't working as well anymore.
Too much still depends on you
You're involved in too many day-to-day decisions, and it's becoming difficult to focus on growing the business.
Accountability needs improvement
Your team is busy, but responsibilities, expectations and measurable goals aren't always clear.
You need experienced leadership—but not another full-time executive
You need experienced help to organize priorities, improve systems and move initiatives forward without adding another full-time position.
Typically a good fit for growing businesses with approximately 5–30 employees.