QuickStart Sales

Is your sales team working harder but closing less? Most mid-market companies are bleeding revenue through "silent killers": messy CRM data, redundant software subscriptions, and a lead follow-up process that is more "guesswork" than science.

You aren't just losing today’s sales, you’re burning your marketing budget and burning out your best reps. Every month you wait, that "Tech Debt" grows, and your competitors (who are already automating their sales playbooks) pull further ahead.

• 2x 60-minute discovery sessions

  Deep-dive into your revenue engine. We don't just "talk" about your sales; we audit your live processes and platforms to find areas for efficiency
  

• Deliverables

  • The Tech Audit: Identify "Ghost Licenses" and redundant tools. Typical client saving: $500–$1,200/mo.
    
  • The Lead-to-Close Friction Map: Visual breakdown of exactly where your prospects are dropping off in your current funnel.
    
  • AI Readiness Scorecard: A 1-10 ranking of how well your team is currently leveraging (or ignoring) AI to automate redundant admin work.
    

  • The "3 Quick Wins" Execution Plan: Prioritized list of the 3 highest-impact changes you can make in the next 30 days to see immediate ROI.

  • Executive Summary

If you decide to move forward with a FullCycle, Transformation, or Fractional Leadership within 30 days, 100% of the cost of this QuickStart is credited toward your upgrade. It’s essentially a free session if you’re serious about growth.

FullCycle Sales

Most mid-market sales teams are operating on "tribal knowledge" and fragmented data. You have a CRM, but your reps hate using it. You have leads, but you don't know which source actually drives profit. You have a process, but it lives in people's heads, not in your systems.

This "fragmented growth" is the most expensive way to run a business. It makes your revenue unpredictable and your company unscalable. Without a standardized infrastructure, hiring more reps just adds more chaos, not more revenue.

• 4-hour stakeholder alignment session(s)

  A comprehensive examination of your entire sales engine. We spend two weeks embedded in your data, tech, and team to build a comprehensive Blueprint for Scale. We don't just tell you what's wrong; we provide the exact technical and tactical roadmap to fix it.

• Deliverables

  • The Full-Stack Optimization Map: A complete audit of your HubSpot/Microsoft environment to ensure data flows seamlessly from lead capture to closed-won.
  • The "Ghost of Sales Past" Report: Analysis of your last 6–12 months of lost deals to identify the exact "Stage" where revenue is dying and why.
  • Sales Playbook Gap Analysis: A review of your messaging, scripts, sequences, and collateral against 2025's "Social Selling" and AI standards.
  • The 12-Month ROI Roadmap: A month-by-month implementation schedule designed to hit your specific revenue targets using your current headcount.
  • Executive Summary & Deck

By the end of the FullCycle audit, you will have a complete manual for growth. You can hand this to your internal team to execute, or you can have Integrapoint lead the Transformation for you. If you choose the latter, the FullCycle fee is applied toward your implementation.

Sales Transformation

Strategy without execution is just a hallucination. Most businesses know what they need to do (better CRM usage, automated follow-ups, clearer scripts), but they lack the bandwidth or technical expertise to actually build it while still trying to hit their monthly targets.

Leaving your sales team to build their own tools is like asking a race car driver to build the engine while they’re on the track. It results in half-baked automations, "messy" data, AI in silos typically happening outside of your environment, and a sales process that breaks the moment you try to scale.

The Tactical Sprint to Stability. This engagement is designed for organizations that need to bridge a leadership gap or overhaul a stagnant sales process without the long-term overhead of a permanent hire. I embed directly into your operations to implement high-performance technology stacks, codify sales playbooks, and enforce rigorous pipeline standards. The result is a stabilized, "scale-ready" sales machine that operates with discipline and efficiency, providing you the veteran leadership you need today with the strategic flexibility to offboard once your permanent path is clear.

• 3-6 mo Implementation Engagement 

Don't let a leadership gap stall your growth. I embed directly into your team to implement efficiencies, enforce standards, pressure-test the pipeline, and maintain accountability - providing the veteran leadership you need today, with the flexibility to offboard once your permanent path is clear.

• Deliverables

  • Interim Sales Authority: The short-term bridge to long-term scale without long-term liability

  • CRM "Source of Truth" Build-Out: Configure your environment to automate 70% of rep admin work. Custom dashboards, automated task queues, and clean reporting.

  • The Automated Prospecting Engine: Deployment of AI-assisted outreach sequences and "Speed-to-Lead" automations that ensure no lead goes cold.

  • The Sales Playbook 2.0: A digitized, living document including "Battle Cards," objection handling scripts, and email templates proven to convert.
  • Live Team Certification: We don't just hand over the keys. We conduct weekly training sprints to ensure your team actually adopts the new system. No adoption = No results.
  • "Hiring Sandbox" Support: I help you define the scorecard for your next permanent sales leader and can even assist in interviewing candidates to ensure they meet the new standard.
  • Executive Summary & Action Plan

Fractional Sales Leadership

Mid-market companies often hit a "revenue ceiling." Your sales team is performing, but growth is flat. You need the strategic oversight of a $250k+/year Chief Revenue Officer (CRO), but your budget doesn't justify a full-time executive hire yet.

Without executive-level leadership, you are making "gut-feeling" decisions about your most expensive department. You lack a cohesive data strategy, your sales and marketing aren't talking, and you’re missing out on the high-level partnerships and systems that drive 10x growth.

Sales leadership experience at a fraction of the cost of a full-time hire. I take full ownership of your revenue infrastructure, team performance, and strategic growth roadmap. I don't just "consult", I lead your weekly meetings, coach your reps, and orchestrate your entire revenue engine to ensure your sales motion is perfectly aligned with your long-term vision.

Strategic Revenue Partnership. For mid-market companies scaling toward their next milestone, this tier provides ongoing, executive-level oversight of the entire revenue motion. Rather than just building the system, I take ownership of driving it—overseeing hiring, mentoring talent, and orchestrating cross-departmental alignment to ensure sustainable market expansion. You gain the strategic "heavy lifting" and accountability of a seasoned Chief Revenue Officer at a fraction of the total compensation and liability of a full-time executive, turning your sales organization into a predictable engine for growth.

• Ongoing Fractional Sales & Revenue Leadership
  

Elevate your sales organization with veteran executive oversight without the $250k+ salary and equity commitment of a full-time CRO. I provide the high-level strategy, team mentorship, and "ownership of the number" required for sustainable growth - offering you a permanent seat at your leadership table with the flexibility of a fractional model.

• Deliverables
  • Embedded Revenue Architecture: The trusted, long-term leadership to build and scale your sales motion without the C-suite cost or liability. I take full ownership of your revenue targets, team mentorship, and continuous system optimization to ensure sustainable market expansion.
  • Quota & Forecast Accountability: Monthly and quarterly revenue forecasting that actually matches reality, with clear accountability for every rep.
    
  • Continuous Talent Optimization: I lead the hiring, onboarding, and ongoing performance management (PIPs or promotions) of your sales talent.
  • Full-Stack Revenue Ops: Ongoing management of your HubSpot/Microsoft ecosystem to ensure your data remains a competitive advantage, not a liability.
  • Cross-Departmental Alignment: We bridge the gap between Sales, Marketing, and Customer Success to ensure a frictionless "Lead-to-LTV" journey.
  • Integrated Revenue Operations & Leadership: Build, Lead, and Optimize". Managing the daily sales motion while simultaneously optimizing the CRM architecture, automating prospecting workflows, and updating sales playbooks in real-time. You get a leader who not only manages the team but also builds and maintains the very systems they use to win.
  • Executive Summary & Reporting