Enterprise consulting that delivers comprehensive sales transformation from assessment to measurable results using the proven BRANCH™ Framework.
You need consulting when you're facing:
Your sales challenges run deeper than training—you need new systems, processes, and organizational alignment.
You need results fast and don't have bandwidth to implement on your own. You need an expert to do it for you.
Multiple teams, products, or markets require sophisticated strategy and hands-on implementation support.
You need more than advice—you need hands-on implementation and proven systems that deliver ROI.
Comprehensive consulting engagements that transform your entire sales organization from the ground up
Current state analysis and gap identification
Custom sales systems, processes, and playbooks
Hands-on rollout with your team
Equip your team to use new systems
Ongoing refinement and measurement
Growth strategies and expansion planning
Our proprietary six-stage consulting methodology that integrates Six Sigma DMAIC with sales transformation
Current State Assessment
We conduct a comprehensive assessment of your current sales organization, including processes, systems, team capabilities, and performance metrics.
Gap Analysis & Insights
We analyze findings to identify critical gaps, bottlenecks, and opportunities. This is where we uncover the root causes of performance issues.
Strategy Development
We develop a comprehensive transformation strategy aligned with your business goals, creating the blueprint for your new sales ecosystem.
Implementation & Execution
We roll out the new systems, processes, and strategies with hands-on support. This is where transformation happens.
Optimization & Refinement
We monitor performance, gather feedback, and continuously optimize. Growth requires nurturing and adjustment.
Results Measurement & Scale
We measure results against baseline metrics, celebrate wins, and plan for sustained growth and scaling.
Build a repeatable, scalable sales process from scratch or redesign your existing process to eliminate bottlenecks and increase conversion.
Configure, customize, and optimize your CRM to track the right metrics, automate workflows, and provide actionable insights.
Create comprehensive sales playbooks that document your entire sales methodology, making it easy to onboard new reps and maintain consistency.
Develop and execute a comprehensive go-to-market strategy for new products, markets, or business models.
Assess your current team structure, identify gaps, and build hiring plans with job descriptions, interview processes, and onboarding programs.
Design sales compensation plans that drive the right behaviors, align with business goals, and attract top talent.
Flexible consulting options to meet your needs
3-6 Months
Fixed-scope engagements with defined deliverables, timelines, and success metrics. Perfect for specific transformations like process redesign or CRM implementation.
6-12+ Months
Ongoing strategic advisory with regular access, continuous optimization, and long-term partnership. We become an extension of your leadership team.
12-18+ Months
Part-time Chief Sales Officer role providing executive-level sales leadership without the full-time commitment. Includes strategic planning, team management, and board reporting.
Real results from organizations we've helped transform
Mid-sized manufacturer struggled with inconsistent sales performance, no formal process, and high rep turnover (60% annually).
6-month BRANCH™ engagement: redesigned sales process, implemented CRM, trained team on SEEDS™ Method, created compensation plan.
Fast-growing SaaS company needed to scale sales from founder-led to a repeatable team model. No documentation or process.
12-month retained consulting: built sales playbook, hired and trained 5-person team, implemented sales enablement, fractional CSO role.
Consulting firm had plenty of leads but struggled to close. Discovery calls weren't uncovering real needs, proposals often missed the mark.
3-month project: implemented The Bridge Model for discovery, created proposal template library, trained team on consultative selling.
Our proven process for consulting engagements
30-60 minute conversation to understand your challenges, goals, and determine if we're a good fit.
Week 1We review documentation, interview stakeholders, and assess your current state. May include site visit.
Weeks 2-3Detailed proposal with scope, timeline, deliverables, investment, and success metrics.
Week 4Official project launch, team introductions, and alignment on goals and communication cadence.
Week 5We work through the BRANCH™ Framework with regular check-ins, deliverables, and adjustments.
Months 2-6+Final deliverables, results measurement, sustainability planning, and celebration of wins.
Final MonthConsulting engagements are custom-priced based on scope and duration. Here are typical ranges:
Fixed-scope engagements (3-6 months) with defined deliverables and success metrics.
Ongoing strategic advisory (6-12+ months) with regular access and continuous optimization.
Hands-on support for complex implementations requiring dedicated resources and extended timelines.
ROI Guarantee: Our typical clients see 3-5x return on their consulting investment within 12 months through increased revenue, reduced costs, or improved efficiency.
We partner with organizations serious about sales transformation
$2M - $50M in revenue, scaling rapidly and needing to professionalize sales operations.
Established companies facing market shifts, new competition, or organizational changes.
PE-backed firms needing to optimize sales for value creation and exit readiness.
Companies transitioning from founder-led sales to a scalable, repeatable sales team model.
Training equips your team with skills and frameworks. Consulting includes strategy development, process design, hands-on implementation, and organizational transformation. Think of training as teaching someone to fish; consulting is helping them build a fishing business.
Project-based engagements typically run 3-6 months. Retained consulting can last 6-24+ months depending on scope. Fractional CSO roles are typically 12-18 month commitments.
Yes! We work with clients nationwide (and internationally). Many engagements can be delivered virtually, with strategic in-person sessions as needed. Travel expenses are separate from consulting fees.
We've worked across B2B and B2C industries including manufacturing, professional services, SaaS, healthcare, financial services, and retail. Our frameworks are industry-agnostic but customized to your specific context.
We're hands-on. Unlike consultants who deliver a deck and leave, we roll up our sleeves and help you implement. You'll have ongoing access throughout the engagement for questions, troubleshooting, and adjustments.
Our clients typically see 3-5x return on investment within 12 months through increased revenue, reduced turnover costs, improved efficiency, or shortened sales cycles. We establish clear success metrics at the start of every engagement.
Let's discuss your vision and explore whether BRANCH consulting is the right solution.
All consulting engagements start with a no-obligation discovery call