Tools & Sales Playbooks

Woman with blonde hair working on her laptop. Coach And Consultant That Helps With Sales Processes and Playbooks Near Me

Our passion is enabling the mundane aspects of the sales process that can make or break a rep’s efficiency.

We build robust sales playbooks that document and capture expectations for what to say, show and do at every step of your sales process. We also have a robust repository of essential tools to support your sellers from lead to contract execution, including:

  • Territory prioritization

  • Account planning

  • Pre-call preparation

  • Discovery

  • Value alignment

  • Consensus building

  • RFP response

  • Note-taking

  • Handoff

Our goal is to empower your team with the resources they need to maximize their efficiency and effectiveness.

Mary Schwartz

Manager, Sales Enablement

“Caroline helped us create a new pitch deck for outbound calls and training so our team could deliver it consistently. This initiative, along with discovery training resulted in an improvement in our conversion rate. ... With a tool to get to the "why", our sales team had more meaningful conversations that produced higher conversion rates and produced more sales.”