Elevation Sales Advisory

Consultation

Sales Process Diagnostic

A structured examination of how your B2B opportunities move from first meeting to signed order, with a redesigned stage map the team can run.

  • Format: On-site workshops + interviews
  • Duration: 4–6 weeks
  • Location: Wellington office or client sites across NZ
  • Fees: From NZD 18,500 per engagement
Enquire about this consultation
Sales Process Diagnostic

Who this is for

Managing directors, heads of sales, and commercial leads in B2B firms where deals involve multiple stakeholders, technical scoping, and a proposal that takes more than a week to assemble. Typical clients employ between eight and sixty people in customer-facing roles.

Result you can expect

You leave with a written sales process: named stages, what must be true to advance, who owns each gate, and how forecast categories map to those stages. The document is plain language — not a software manual.

Scope

Included

  • Kick-off briefing with the commercial sponsor
  • Confidential interviews with sellers, managers, and one delivery lead who receives closed deals
  • Review of ten to fifteen live opportunities at different stages
  • Draft stage map, then a working session to pressure-test it
  • Final process pack and a ninety-minute adoption briefing

Not included

  • CRM configuration or custom software builds
  • Individual seller performance ratings
  • Outbound lead generation campaigns

Provider and delivery

Led by an Elevation Sales Advisory principal from our Wellington practice, with a second advisor joining larger interview rounds. Workshops can be held at Level 8, 100 Lambton Quay, Wellington 6011, or at your premises in major NZ centres.

Process

  1. Briefing — align on revenue motion, average cycle length, and known friction points.
  2. Fieldwork — interviews and deal sampling over two to three weeks.
  3. Design — draft stages, gates, and forecast language.
  4. Adoption — facilitate the team through the new map and agree a four-week trial.

Preparation

Share anonymised pipeline extracts, a recent proposal pack, and access to the people who own deals. Ask sellers to bring one stuck opportunity to the working session.

Constraints

We need a named sponsor who can decide stage language. If two business units sell in completely different motions, we scope one motion first.

Next step

Request a briefing and tell us your average deal size, cycle length, and where deals most often stall.