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Field notes

Practical notes on B2B sales stages, forecast discipline, proposals, and handoffs — written for commercial managers in New Zealand.

Handoffs that spare delivery a scavenger hunt

30 June 2026

Handoffs that spare delivery a scavenger hunt

Closed-won should not mean delivery staff reconstructing promises from email threads. A short handoff pack belongs in the sales process itself.

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When proposals outrun the problem statement

21 May 2026

When proposals outrun the problem statement

In technical B2B sales, proposal packs often swell before the buyer has agreed what problem is being solved. A simple gate slows that habit.

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Habits that calm a noisy forecast meeting

8 April 2026

Habits that calm a noisy forecast meeting

A weekly forecast call does not need more slides. It needs a repeatable order of questions and permission to park dormant deals.

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Write exit criteria sellers can defend

12 March 2026

Write exit criteria sellers can defend

Stage names alone do not steer a B2B pipeline. Exit criteria — what must be true before a deal advances — keep forecast meetings honest.

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Sales process consulting for B2B firms across New Zealand.

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