Outsourced sales systems team
Most companies do not have a sales problem, they have a follow up problem. Leads sit for days, quotes go out without a reminder, and nobody knows the close rate. An outsourced sales systems team from Ali's team builds the machinery around your salespeople: a CRM that is used, automatic follow up, quoting templates and a pipeline report. Your people sell. The system makes sure nothing leaks.
What you leave with
A pipeline you can read in one screen, follow up that happens without reminders, and a close rate you can improve on purpose.
Who it is for
- Owners who sell themselves and lose track of quotes in their inbox
- Companies with salespeople and no CRM, or a CRM nobody updates
- Businesses spending on leads that go cold before anyone calls
What we deliver
- CRM setup or clean up with stages that match how you really sell
- Speed to lead automation: instant replies, missed call text back, task routing
- Quote and proposal templates with follow up sequences
- A weekly pipeline report by stage, salesperson and source
- Training and a written sales process your next hire can learn from
How it runs
01Map
We trace a lead from first contact to paid invoice and time every step. The gaps are where revenue leaks.
02Build
CRM, automations, templates and the report, configured to your process, tested with real leads.
03Train
Your salespeople learn the system in their own deals, and we adjust what gets in the way.
04Measure
Weekly, we review speed to lead, follow up completion and close rate with you and fix the weakest step.
Engagement and fees
A 90 Day Sprint ($80K to $250K) builds and embeds the whole system. Lighter builds and ongoing management fit the Advisory Retainer band at $8K to $25K per month. Outcome based, never hourly. Every engagement is scoped after a call and confirmed in writing. See consultations and fees.
Why follow up beats more leads
Doubling leads doubles spend. Doubling the share of leads that get a call within five minutes, a quote within a day and three follow ups costs almost nothing and usually moves revenue more. Conv.ca, Ali's conversion practice, publishes an average 40% increase in conversion rates for clients, much of it from follow up discipline rather than redesign.
A sales system is the set of habits and tools that make follow up automatic. It is unglamorous and it is where the money is.
What the system includes
A CRM with stages that mirror your sale, not a software vendor's idea of one. Automations that text a new lead back inside a minute, book an appointment and remind the salesperson. Quote templates that go out the same day with a sequence behind them. A pipeline report that shows the value by stage and who is sitting on what.
We choose tools you can afford and that your team will use. Expensive software that nobody opens is worse than a spreadsheet with discipline.
What to prepare and common mistakes
Bring your lead sources and monthly volumes, your current quoting process even if it is paper, and three recent deals you won and three you lost. Those six deals tell us more than any report, because they show where the sale is won and lost.
The common mistake is buying a CRM and expecting behaviour to change. The CRM is a quarter of the work. The process, the automations and the weekly review are the rest, and that is what the team installs. Software alone changes nothing.
Industries where we run this most
Questions about this service
Do you sell for us or make calls?
No. We build and run the system around your salespeople and coach them. If you need a salesperson, our hiring support helps you define and hire the role. We are not a sales outsourcing firm or a recruitment agency.
Which CRM do you recommend?
The one your team will use. We are not tied to any vendor and we choose by fit, price and the automations you need. If you already have one, we usually keep it and fix the setup.
How do you measure success?
Speed to lead, follow up completion, quote turnaround and close rate, tracked weekly against the baseline we measure in the first two weeks. Revenue follows those four, and we report it alongside them.
Does this work for businesses that sell to other businesses?
Yes. Longer sales cycles need the system even more, because deals are lost to silence over months rather than hours. Stages, reminders and the pipeline report are adjusted for the longer cycle.
Tell us which seat is empty.
A 30-minute call with Ali about the business and the people running it. You leave knowing which role to fill first and whether fractional, outsourced or a hire is the right answer, whether or not we work together.