imgg-od3-1sspwj8e.png
optimization pic.webp
imgg-od3-1sspwj8e.png
optimization pic.webp

Sales Optimization Package

$2,950.00

The Sales Optimization Package is structured as a full-service department makeover. Simply put, this package is designed for people or organizations that find themselves in one of two positions:

1. Those who recognize they don’t know what they’re doing before they build their team.

2. Those who recognize they don’t know what they’re doing after reviewing their monthly P/L statements.

Here you will find everything in the Optimization Package plus Script Writing, CRM Evaluation and Optimization, Follow-Up Cadence Design, and KPI Review and Implementation and again—bundled at a discount.

I believe my success up to this point has come from adapting to what clients really needed, not following the crowd—like qualifying investors early while working for the second largest home-buying company in the country, building repeat business naturally.

Functions as a solid starting point for sales teams seeking foundational tools or a complete overhaul. Brings all the pieces of the puzzle together by implementing complete systems, and tracking for long-term growth and effectiveness.

Read below for more details

The Sales Optimization Package is structured as a full-service department makeover. Simply put, this package is designed for people or organizations that find themselves in one of two positions:

1. Those who recognize they don’t know what they’re doing before they build their team.

2. Those who recognize they don’t know what they’re doing after reviewing their monthly P/L statements.

Here you will find everything in the Optimization Package plus Script Writing, CRM Evaluation and Optimization, Follow-Up Cadence Design, and KPI Review and Implementation and again—bundled at a discount.

I believe my success up to this point has come from adapting to what clients really needed, not following the crowd—like qualifying investors early while working for the second largest home-buying company in the country, building repeat business naturally.

Functions as a solid starting point for sales teams seeking foundational tools or a complete overhaul. Brings all the pieces of the puzzle together by implementing complete systems, and tracking for long-term growth and effectiveness.

Read below for more details

Package offered as virtual or in-person.

Workshop is a 1-2 hour session with up to 15 additional minutes to finish current subject or question.

Payment: 50% deposit upfront, balance due upon arrival of session.

Session requires 7 day notice to book; session delivered as scheduled.

No refunds after confirmation of Workshop or service(s) rendered.

I have done my best to set expectations for each Workshop or service(s) provided and we will discuss this in further detail during our Initial Consultation.

Delivery of additional service(s) are detailed below:

Script Analysis and Workday Segmentation:

  • Requires 15 minute initial consultation before service(s) is delivered. 48 hour turnaround from time of Universal Sales Workshop.

Group Role Playing:

  • Maximum of 1 hour and will immediately follow the Universal Sales Workshop. NO rescheduling of the Group Role Playing Session is permitted.

Script Writing, Follow-up Cadence Design, CRM Evaluation and Optimization, and KPI Review and Implementation:

  • Requires 15 minute initial consultation before service(s) is delivered. 72 hour turnaround from time of Universal Sales Workshop.

TO BOOK AN IN-PERSON WORKSHOP OR SERVICE(S) CLIENT’S OFFICE/BUSINESS ADDRESS MUST BE LOCATED WITHIN A 50 MILE RADIUS OF CITY TOWN CENTER II BUILDING (BANK OF AMERICA TOWER) IN DOWNTOWN FORT WORTH, TEXAS.

  • ANY IN-PERSON WORKSHOP OR SERVICE(S) WILL REQUIRE PAID TRAVEL EXPENSES WHICH WILL BE HANDLED ON A CASE-BY-CASE BASIS.

  • IN THE EVENT AN IN-PERSON WORKSHOP/SERVICE(S) IS BOOKED AND THE CLIENT DOES NOT INTEND TO PAY FOR TRAVEL EXPENSES, THEY CAN CHOOSE FROM TWO AVAILABLE OPTIONS AFTER BOOKING ONLINE:

  1. SWITCH TO A VIRTUAL WORKSHOP OR SERVICE(S) AND PAY THE REMAINING AMOUNT ONLINE AS OUTLINED PER THEIR CHOSEN WORKSHOP/SERVICE(S)

    OR

  2. CANCEL THEIR WORKSHIP OR SERVICE(S) AND RECEIVE A REFUND OF THEIR ENTIRE DEPOSIT