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Helping Clients close more transactions
through better communication and preparation

Sales Consulting

Our clients want to have more success and make a bigger impact with their sales and communications.  Often, firms pitch for business with superior people and ideas, but still don’t win. Where are they going wrong?  


We stand back and think about how to help you make an impact with your delivery and messaging. What are you saying and how do you say it? We work with our clients on clarifying their sales process, coaching their teams and advise on live deals. Structuring your pitch for impact and how your team is organized may make all the difference. While we don’t have a magic wand, according to our clients, our track record of success is outstanding. Our clients include global asset management firms, hedge funds, investment banks, insurance companies, executive search firms, venture capital firms plus others. A 10% improvement means a lot to the bottom line.

Sales Consulting

Small group training

Working with groups of 4-5 persons, we look at how they present themselves and how they prepare for their relationships.  Prior to getting together, we gather information on them through interviews so we can quickly focus our efforts on a few meaningful changes.  In our sessions, we use video taping and peer review to provide  feedback and instill best practices. We also take time to work in individual sessions. We suggest follow up 1 on 1s, approximately 4-6 months later to determine what was retained.  Behavioral change does not happen with only one training session. 

Live Deal Advisory

Working with a deal team, we look at the pitch overall. What are the key messages? Are they clear? Does the material support the arguments? What preparation has been done on the relationship? Who manages the client interplay? We rehearse all statements and anticipated FAQs. The result is a cohesive, client-centric pitch that has a substantially higher probability of achieving business objectives.

While we cannot guarantee success, we have worked on many competitive transactions.  Our clients have won or achieved their goals 90% of the time. 

Individual Coaching

We work with individuals on presentations and business planning. The objectives are to get consistent messaging and focused commentary.

Recommended Readings

Here you will find book reviews as well as recommended sources of knowledge online. 


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