Signature program

Stay in step with what comes next.

Most sales plans fail because methodology, process and strategy get treated as one thing. They are three different things, they answer three different questions, and getting them out of order is why the plan on the shared drive is not being followed.

4layers assessed: people, process, leadership, technology
1playbook your team actually uses
2 quarterstypical horizon for the first plan

SellForward fits if any of these are true

Tick whatever applies. Nothing is recorded or sent.

Your read

0of 6 selected

Work down the list on the left. The more of these you recognise, the more of the picture is already visible to you, and the less an engagement here would be spent establishing what is wrong.

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How it works

Ecosystem evaluation first, then the rest in order.

STEP 01

Ecosystem evaluation

People, leadership, pipeline and process, assessed together rather than in isolation. Most plans fail because they fix one layer and leave the constraint sitting in another.

STEP 02

Define the three layers

Methodology is the system of principles. Process is the sequence of steps your sellers actually take. Strategy is the guidewires that decide which tactics get chosen. Separating them is usually the moment the room goes quiet.

STEP 03

Capacity and skill planning

Do you have enough headcount to hit the plan, and do the people you have possess the competencies the plan requires? Backed by evaluation data rather than optimism.

STEP 04

Build the playbook

A working document with ideas, processes and tactics that defines your go-to-market motion and its expected costs and returns. It is the artefact leadership and sales both work from.

What you get

A go-to-market definition

Which markets, which buyers, which motion, with expected costs and returns attached rather than implied.

A sequenced roadmap

Practical strategies to prepare sellers as consultative sellers, expand within existing accounts, and improve win rates on new business.

Capacity planning

Whether your headcount and skill mix can carry the target, and what has to change if it cannot.

Partnership and account strategy

Where growth comes from outside your current motion, including which partnerships are worth building.

Worth understanding first

The ideas this is built on.

Methodology

The system of principles

A set of methods, principles and rules used in a discipline. It is the philosophy underneath how your team sells, and most teams have never made theirs explicit.

Process

The steps sellers take

The sequence your reps follow to help a buyer move. The steps have to make sense to the buyer and they have to scale past the people who invented them.

Strategy

The guidewires

The decisions that guide which tactics get chosen, tied to and supporting the methodology and process beneath. Without it, tactics get selected by whoever spoke last.

16%

of sellers are proficient with the sales technology they already own. Buying more tooling before fixing process and capability is the most common and most expensive mistake in this category.

OMG, AI and B2B Sales

Questions we get

Is this just a strategy document?
No, and a document is the failure mode. The playbook is the artefact, but the work is the evaluation underneath it and the sequencing that follows. A plan nobody can execute against is the thing you already have.
Do we need the ScoreCard first?
Yes. Capacity planning without capability data is arithmetic on a guess. You need to know which of your people can execute the plan before you commit to a plan that assumes they can.
How is this different from ValueAdd Consulting?
SellForward builds the plan and the playbook. ValueAdd works alongside your team to execute against a specific revenue problem. Some clients need one, some need both in sequence.
Who needs to be in the room?
Executive and senior leadership together with sales. Sales strategy set without the executive team produces a plan sales cannot fund, and set without sales produces a plan sales cannot run.
What if our market shifts mid-plan?
The guidewires are built to absorb that, which is the reason for separating strategy from tactics in the first place. Tactics get replaced routinely. The guidewires are what keep the replacements coherent.

Often paired with

Book a Call Now

Tell us about the team and we will tell you whether this is the right place to start.

You will hear back from Lori directly, usually within one business day. If SellForward Strategy is not what your situation needs, she will say so and point you at what is.

  • No sales sequence. One reply from a person.
  • If this is not the right call, we will say so.
  • Prefer to see the numbers first? Run the diagnostic.

Typically answered within one business day