B2B discipline 02 of 06

Sales & Conversion

Turn more of the pipeline you already have into revenue.

A bigger pipeline means nothing if the deals inside it aren’t moving. We connect pipeline data with buyer engagement and sales execution to find where revenue is slipping, and change how the team sells.

Sound familiar?

Signs your pipeline is bigger than your results.

  • Plenty of pipeline, not enough closing.
  • Forecasts slip every quarter.
  • Every rep sells a different way.
  • The CRM records the past instead of shaping the next deal.

What we do

Three areas. One commercial goal.

The goalConvert more of the pipeline you already have, with forecasts you can plan around.

  1. Lead generation & funnels

    Build the routes that bring the right prospects in, and judge each one by the revenue it creates, not the leads.

    What you’re left with
    • Channel mix by revenue
    • Lead scoring
    • Funnel dashboard
  2. Sales process & conversion

    Map how deals really move, set clear rules for each stage, and fix the stage where value leaks.

    What you’re left with
    • Stage rules
    • Qualification framework
    • Weekly deal reviews
  3. Tools & enablement

    Give the team a CRM, a playbook and coaching they’ll actually use.

    What you’re left with
    • CRM set up for selling
    • Sales playbook
    • Coaching routine

The question we’d answer first

Data on its own can mislead. Context shows what to do.

One question we’d bring to Sales & Conversion straight away, answered twice: with one system’s data, then with the rest of the business joined in. Figures are illustrative.

02 · Sales & Conversion

Where do deals really stall?

Plain dataSourceCRM

Pipeline by stage, last 12 months

Looks likeYour proposals aren’t good enough.

Enhanced dataConnected sourcesCRMEmailCalendar

Close rate from proposal, by buyers engaged on the deal, last 12 months

ActuallyHigh-value deals reach proposal without the right buyers engaged.

64%of proposals have one contact
41%close rate with the economic buyer mapped
£1.4Mstuck at proposal
Do next

For complex deals, map the economic buyer before proposal, and review aged deals weekly.

How it works

We don’t hand you a strategy. We get in and do the work.

  1. Diagnose

    Map how deals really move, and where they stall.

  2. Prioritise

    Fix the stage leaking the most value first.

  3. Do the work

    Rebuild the process, CRM and playbook with the team.

  4. Embed

    Run weekly deal reviews until the new way is habit.

What changes

  • Complex deals with the right buyers engaged.
  • Higher win rates from the same pipeline.
  • Forecasts you can plan around.

Start with a conversation

Find the constraint. Build the plan. Do the work.

Whether it’s Sales & Conversion or somewhere else in the system, finding the real constraint is the first thing we do.

Book a growth call