Wellington · B2B sales process consulting
We sit with commercial leaders and sales managers to map how opportunities actually move — qualification, proposal, negotiation, and handoff — then redesign the stages people will follow.
Most firms already have CRM fields and a forecast call. What they often lack is an agreed path for when a deal advances, stalls, or should be closed out. Our flagship consultation makes that path visible and usable.
Flagship consultation
A structured examination of how your B2B opportunities move from first meeting to signed order, with a redesigned stage map the team can run.
Supporting work that sits beside a full diagnostic when a team needs a narrower intervention.
Rebuild the weekly forecast conversation so managers and sellers discuss stage evidence instead of hopeful close dates.
Consultation details
Turn an agreed sales process into a practical playbook sellers open before discovery calls, proposals, and negotiation.
Consultation details
Independent facilitation for high-value opportunities that need a clear next move, risk list, and owner for each open item.
Consultation detailsClients bring us into weekly forecast meetings, messy handoffs between business development and delivery, and proposal packs that grow without a clear buyer journey.
Read client storiesThey redraw our stages on paper first, then only change the CRM after the team agreed. The forecast call got shorter because people stopped inventing status names on the spot.
Commercial director, industrial equipment supplier · Auckland
Share how deals move from first conversation to signed order. We will reply within two business days with a suggested next conversation.
Contact the Wellington office