Evidence
Client stories
Testimonials and longer notes from B2B firms that reshaped stages, forecast meetings, and proposal habits with our advisors.
“The diagnostic forced us to admit half our ‘commit’ deals had never confirmed budget. Awkward for a fortnight — then the forecast stopped lying to the board.”
Helen R., general manager · building products distributor, Christchurch“Pipeline rhythm coaching did not magically fill the funnel. It did stop our Monday meeting from becoming a hopeful tour of close dates.”
Marcus T., sales manager · specialised logistics, Hamilton“Their deal review on a public-sector bid caught that we had no economic buyer mapped. We delayed the proposal and won the next cycle with a clearer champion path.”
Priya N., pursuit lead · engineering consultancy, Wellington“The playbook is useful, though a few discovery questions still feel stiff for our rural accounts. We rewrote those pages ourselves after the engagement — which, honestly, was the point.”
Daniel K., owner · agricultural equipment sales, ManawatūCase note: industrial equipment, Auckland
A mid-sized supplier sold through territory managers and a small inside-sales desk. Stages existed in the CRM but meant different things in each region. During the Sales Process Diagnostic, we sampled twelve open deals and found three separate definitions of “proposal sent.”
What changed
- One national stage map with exit criteria written by the managers themselves
- Forecast categories tied only to those stages
- A short handoff checklist for operations when an order was signed
What stayed hard
Discount authority still sits with the commercial director, so negotiation stages remain slower than the team would like. The process made that constraint visible instead of hiding it inside vague “negotiation” labels.
Case note: professional firm, Wellington
A consulting partnership asked for Pipeline Rhythm Coaching after partners began skipping forecast meetings. Over six weeks we shortened the agenda, required written next-buyer-actions, and practiced how to park dormant pursuits without embarrassment.
Partners still debate pricing in the room — that politics did not vanish — but sellers now arrive with stage evidence rather than narrative alone.